Committee
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
U.S. Bank
60 Livingston Ave
St. Paul, MN 55107
Phone (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
Union Bank & Trust
1801 Pine Lake Rd
Lincoln, NE 68512
Phone (402) 323-1688
Role
Vice President – Trust Operations
Year Started at Union Bank & Trust
1999
Year Started in the Industry
2004
Credentials and Affiliations
CTOP (Certified Trust Operations Professional)
KeyBank
4900 Tiedeman Road
Brooklyn, OH 44144-2302
Phone (216) 813-6227
Role
VP & Manager – Investment Operations
Asset Maintenance & Pricing, Corporate Actions & Income, Vault Services
Year Started at Key Bank
1996
Year Started in the Industry
1989
Credentials and Affiliations
Miami University, BS in Finance
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)
Bankers’ Bank
7700 Mineral Point Road
Madison WI 53717
Phone (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