Pete Bergman • Chairman

UMB Bank NA • 928 Grand Avenue • Kansas City, MO 64106
p: (816) 860-1142
email: peter.bergman@umb.com

Pete Bergman, Sr. Vice President, Custody Administration Unit Manager.  Prior oversight responsibilities include Domestic and Global Settlements, Mutual Fund and Money Market Processing, and Corporate Trust Bond Operations.

Year Started at UMB Company: 2011
Year Started in the Industry: 1985
Credentials and Affiliations: Bucknell University, Lewisburg PA, BS Business Administration. Member, ICI Securities Operations Advisory Committee.


Katie Moreno • Vice Chairman

Wells Fargo Bank • 550 South 4th St. • Minneapolis, MN. 55415
p: (612) 667-8346
email: katie.moreno@wellsfargo.com

Katie Moreno,  Vice President, Trust Operations Manager at Wells Fargo Bank, N.A. Responsible for Corporate Actions, Income processing, Class Actions, Proxy, Foreign Tax Servicing and International Custodian Services.

Year Started at Wells Fargo: 2002
Year Started in Industry: 2002
Credentials and Affiliations: B.S. degree in Finance from the Iowa State University


Jeffrey Snyder • Industry Liaison

BNP Paribas RCC, Inc. • 525 Washington Boulevard • Jersey City, NJ 07310
p: (201) 850-6962
email: jeffrey.snyder@us.bnpparibas.com

Jeff Snyder, Director, Head of Cash, FX and Settlement for Local & Global Custody for the BNP Paribas Securities Services (NY Branch)

Year Started at Citibank NA: 2014
Year Started in the Industry: 1993
Credentials and Affiliations: University of Rochester, Rochester, NY, BA Economics, Certificate of Management Studies in Accounting/finance, SIFMA, ISITC and SWIFT


Christina Bennett • Secretary/Communications

Commerce Trust Company • 922 Walnut St TBTS-2 • Kansas City, MO 64106
p: (816)760-3286
email: christina.bennett@commercebank.com

Christina Bennett, Trust Officer, Securities Settlement Supervisor. Responsibilities include Income Processing, Foreign Tax Servicing and Processing, Securities Settlements, and Corporate Actions.

Year Started at Commerce Trust Company: 2013
Year Started in the Industry: 2010


Ruth Jadeja • Treasurer

Texas Treasury Safekeeping Trust Co • 208 East 10th Street 4th Fl • Austin, TX  78701
p: (512) 463-6017
email: ruth.jadeja@ttstc.texas.gov

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).


Danny Welsh • Membership

PNC Bank NA • 8800 Tinicum Blvd. • Philadelphia, Pa. 19153
p: (215) 749-6963
email: dwelsh@pnc.com

Daniel Welsh, Assistant Vice President, PNC Bank, Manager of Trade Settlement Group. Prior oversight responsibilities include Position and Cash reconciliation, Corporate Actions, Asset maintenance and Pricing.

Year Started at PNC Bank: 1997
Year Started in Industry: 1989
Credentials and Affiliations: Allegheny College, Meadville, PA, BA Economics


Ron Marsh • Exhibitor Relations

JP Morgan Chase Bank, N.A. • 4 Chase Metrotech Center, 3rd Floor-NYC-C109 • Brooklyn, NY  11245-0001
p: (212) 623-2531
email: ron.marsh@jpmorgan.com

Ron Marsh, Vice President, US Domestic Voluntary Corporate Actions.  Oversight of Announcement Capture and Processing Quality Control.

Previous supervisory responsibilities included:  Income Processing, International Settlements, Government Settlements and MBS Settlements.

Year Started at JP Morgan: 2015
Year Started in the Industry: 1987
Credentials and Affiliations: Series 99, Rutgers College, New Brunswick, NJ-Economics