Offering a unique combination of experience in custody administration and investment operations. Highly analytical, innovative, and organized with a history of expertly coordinating activities to facilitate smooth workflow and provide exceptional service. Outstanding communication, negotiation, and interpersonal skills that result in productive internal and external relationships at all levels. Independent self-starter that also excels in team environments and leadership roles with a reputation for fostering collaborative efforts toward goals. Strong critical thinking, problem solving, and time management skills with proven success handling multiple responsibilities and projects in high-pressure environments.

COMPANY	POSITION HELD	DATES WORKED
The Bank of New York Trust Company, N.A.	(Confidential)	9/1982 - 5/2007

SCHOOL	MAJOR	YEAR	DEGREE
Camas Valley	High School Diploma	1982	High School/GED Degree

Highlights:

* Selected to remain with new banks through two acquisitions based upon performance, starting career at First Interstate Bank of Oregon acquired by Wells Fargo Bank in 1996, who then sold the division to The Bank of New York Trust Company in 1997. * Enhanced satisfaction levels and minimized errors by designing and delivering systems training to client staff. * Achieved 100% accuracy when coordinating complex account transactions escalated from other custodians, providing a high level of expertise that facilitated smooth processing. * Improved workflow and compliance with standards by participating in policy and procedure development projects covering the full spectrum of daily functions, including desk procedures, document filing, and signing authority. * Selected as a user group participant on a development project to create an Internet accessible system for multicurrency, corporate, proxy, tax reclaim, income processing, notification, and reporting activities. * Created and implemented customized client reports that enhanced communication and analysis. * Increased consistency and quality of service by authoring clear desk procedures for global securities processing.

Companies I like:

PIMCO, Morgan Stanley, Wells Fargo Bank

P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership

• Client Relationship
• Account Managment

Solidified an “at risk” client relationship and earned a Certificate of Excellence for contributing significantly to a portfolio securities servicing project that effectively addressed and resolved issues. Played a key role in a smooth transition from a domestic application to a global multi-currency system by overseeing conversion of 250 global assets.