Melinda Shull Email & Phone Number

Kalamazoo, Michigan Area

Greater Grand Rapids, Michigan Area

Serving as business line liaison with internal legal, risk and compliance. I oversee and facilitate regulatory client communications and procedures. Responsibilities include regulatory examinations and audits.

Greater Grand Rapids, Michigan Area

Ensured the successful implementation of strategic initiatives. Implemented improvements and changes in order to ensure growth and business objectives were met. Led and participated in the planning, development, implementation, and evaluation of strategic objectives, performance goals and objectives, budgeting and staffing models. Led strategies to drive the client experience, operational efficiencies including risk management and operational oversight. Primary focus on governance and compliance with regulatory changes and development and implementation of automated processes to encompass those changes. Managed and oversaw initiatives and projects with significant organizational impact. Ensured all compliance requirements are met and risk mitigated. Redefined roles and responsibilities for all client administrative positions and mapped individuals base on skill sets and competencies to ensure our talent was maximized in its effectiveness.

Greater Grand Rapids, Michigan Area

Responsibility for a team of Client Consultants and sales professionals covering Fifth Third’s Michigan affiliates. Responsibilities include leading a team focused on relationship management, client service and new business development for Retirement Plan Service, Charitable Management Service, Investment Management, Investment Consulting and Global Custodial Clients.Additional responsibilities included P&L management, participating in strategic planning, leading projects and initiatives, and organizing training programs.

Managed team administering $1.6 billion employee retirement plans. Responsible for all client quarterly committee meetings, and employee seminars. Significant vendor management responsibilities with fund accounting, global custodian and recordkeeping partners.

Managed team responsible for securities trade settlement, income processing and asset establishment. Significant vendor management responsibility with trust accounting, fund accounting and global custodian partners.

Kalamazoo, Michigan Area

Managed team responsible for securities trade settlement, income processing and asset establishment. Significant vendor management responsibility with trust accounting, fund accounting and global custodian partners.

Greater Minneapolis-St. Paul Area

Managed team responsible for call center, trade settlement and new accounts. Obtained Series 6, 63 and 7 certifications.

Bachelor Of Arts (B.A.), Communication, General

Activities and Societies: Alpha Chi Omega

Liberal Arts And Sciences/Liberal Studies

Activities and Societies: Alpha Chi Omega