Matthew Leach • Co-Chairperson

Wells Fargo Bank • 550 S. 4th Street • Minneapolis, MN 55415
p: (612) 667-8113

Matt Leach, VP, Trust & Custody Services. Oversight responsibilities include Domestic and Global Corporate Actions, Income Collections, Class Actions, Proxy, ADR, and Error Corrections.

Year Started at Wells Fargo: 2006
Year Started in the Industry: 2006
Credentials and Affiliations: University of Minnesota, Minneapolis, MN, BS Mathematics. Member, Federal Reserve Wholesale Securities Advisory Group. Member, International Securities Association for Institutional Trade Communication. Member, Financial Services Technology Network. Certificate holder, CFA Institution Investment Foundations.

Pete Bergman • Co-Chairperson

Commerce Trust Company • 922 Walnut Street • Kansas City, MO 64106
p: (816) 760-3201

Pete Bergman, AVP, Trust Settlements Manager. Oversight responsibilities include Domestic and Global Settlements, Mutual Fund and Money Market Processing, and Alternative Asset reporting.

Year Started at UMB Company: 2021
Year Started in the Industry: 1985
Credentials and Affiliations: Bucknell University, Lewisburg PA, BS Business Administration. Member, ICI Securities Operations Advisory Committee.

José Santarelli • Industry Liaison

State Street Corporation • 1776 Heritage Drive • North Quincy, MA 02171
p: (617) 985-2451

José Santarelli, Vice President of Settlement for Local & Global Custody for State Street Securities Services

Year Started at State Street: 1996
Year Started in the Industry: 1996
Credentials and Affiliations: Bridgewater State University, BA Operations Management and Human Resources, SIFMA.

Rick Beaver • Treasurer

UMB Bank n.a. • 928 Grand Blvd • Kansas City, MO 64106
p: (816) 860-8710

Rick Beaver, VP, Manager Capital Markets Operations. Fixed Income Trading and Settlements, Custody, Bond Accounting, Funding Trades, Fed Funds, and Repurchase Agreements.

Year Started at UMB: 1993
Year Started in Industry: 1993
Credentials and Affiliations: Park University, Parkville MO, BS Management / Finance

Ruth Jadeja • Membership

Texas Treasury Safekeeping Trust Co • 208 East 10th Street 4th Fl • Austin, TX  78701
p: (512) 463-6017

Ruth Jadeja, Manager, Trust, Settlement & Custody Services. Prior oversight responsibilities include securities and funds transfer settlement operations (FRB and DTCC), cash management, client portal operations, and client liaison.

Year Started at Texas Treasury Safekeeping Trust Co2008
Year Started in the Industry: 2004
Credentials and Affiliations: CTP, BSc (The Open University, UK)
Member Association for Financial Professionals (AFP), Austin Association for Financial Professionals (AAFP).

Nick Sblano • Exhibitor Relations

JP Morgan Chase Bank, N.A. • 4 Chase Metrotech Center, 3rd Floor-NYC-C109 • Brooklyn, NY  11245-0001
p: (718) 242-3290

Nick Sblano, Vice President, Asset Services Americas. Previous managerial responsibilities included: Income Processing, International Settlements, Proxy, Corporate Action securities lending

Year Started at JP Morgan: 2016
Year Started in the Industry: 1992
Credentials and Affiliations: Series 99, SIFMA CAS BOARD Member.