Committee
Texas Treasury Safekeeping
Trust Co 208 East 10th Street
4th Fl Austin, TX 78701
Phone: (512) 463-6017
Role
Manager, Trust& Settlement Services. Various types of securities and funds transfer settlement operations (FRB and DTCC), cash management, corporate actions and physical securities handling, client portal operations, liaison, and reporting, and assisting in bond closings on behalf of Trust Company clients
Year Started at Texas Treasury
2008
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), Executive Women in Texas Government (EWTG)
UMB Bank n.a.
928 Grand Blvd Kansas City,
MO 64106
Phone: (816) 860-8710
Role
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 the Industry
1993
Credentials and Affiliations
Park University, Parkville MO, BS Management / Finance
BNP Paribas 735
Chesterbrook Boulevard
Wayne, PA 19087
Phone: (484) 745-4292
Role
Vice President, Head of Global and FED Settlements, Cash Operations and Debt Solutions
Year Started at BNP Paribas
2017
Year Started in the Industry
2007
Credentials and Affiliations
Bangalore University, India, MBA – Finance
Lean Six Sigma – Green Belt
UMB N.A. 928
Grand Boulevard
Kansas City, MO 64106
Phone: (816) 860-3038
Role
SVP, Custody Solutions Manager. Prior oversight responsibilities included Domestic and Global Settlements, Mutual Fund and Money Market Processing, and Alternative Asset reporting
Year Started at UMB
2012
Year Started in the Industry
1985
Credentials and Affiliations
Bucknell University, Lewisburg PA, BS Business Administration. Member, ICI Securities Operations Advisory Committee
U.S. Bank N.A. 1555
Rivercenter Drive,
Suite 302 Milwaukee, WI 53212
Phone: (414) 905-5387
Role
Vice President, Custody Operations Settlements Manager – DTCC, Fed, ETF, Derivative, Non-Depository, Global Settlements
Year Started at U.S. Bank
1999
Year Started in the Industry
1999
Credentials and Affiliations
University of Wisconsin-Milwaukee, BBA Finance/Marketing, Marquette University, MBA
Deseret Trust Company
60 East South Temple, Suite 800
Salt Lake City, UT 84111
Phone: (801) 433-1522
Role
Treasurer
Year Started at Deseret Trust Company
2015
Year Started in the Industry
2006
Credentials and Affiliations
CTP (Certified Treasury Professional), CMA (Certified Management Accountant), CTOP (Certified Trust Operations Professional), Member of AFP (Association of Financial Professionals), Member of IMA (Institute of Management Accountants)