Committee
UMB Bank
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
Director, 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
Wells Fargo Bank
550 S 4th St,
Minneapolis, MN 55415
Phone (952) 444-8066
Role
Executive Director -Operations Senior Manager
Asset Services Income Team
Year Started at Wells Fargo
2017
Year Started in the Industry
2001
Credentials and Affiliations
University of Mumbai – Economics
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)
U.S. Bank
60 Livingston Ave, St. Paul, MN 55107
(651) 466-5942
Role
VP, Custody Operations – Settlements Manager
Fed, DTC, ETF, Derivative, International, and Non-Depository Custody Settlement Services, Trade Funding and Settlement, Fed Fund Wires, Repurchase Agreements
Year Started at U.S. Bank
2015
Year Started in the Industry
2015
Credentials and Affiliations
University of Minnesota, Duluth, MN
Charles Schwab & Co., Inc.
9825 Schwab Way, Lone Tree, CO 80124
(720) 418-3933
Role
Director, Mutual Fund Operations
Year Started at Schwab
2015
Year Started in the Industry
2000
Credentials and Affiliations
B.B.A in Finance from the University of Texas, El Paso
M.B.A Colorado Christian University.
Bankers’ Bank
7700 Mineral Point Road Madison WI 53717
(608) 469-1680
Role
Safekeeping Manager. Fixed Income, Settlements, Custody, Bond Accounting, Municipal Underwriting, Fed Funds, Repurchase Agreements
Year Started at Bankers Bank
2019
Year Started in the Industry
2014
Credentials and Affiliations
Associates Degree in Business Management
Fixed Income Marckets (FMIC) Wall Street Prep
Fixed Income Fundamentals – (CFI)
Front End Foundations – Code School