Patrick R. Email & Phone Number

Portland, Oregon, United States

Portland, Oregon, United States

Portland, Oregon, United States

Portland, Oregon

Accountable for various tasks within the Institutional Trust and Custody department:Key Results:• Efficiently performed account reconciliation, customer information management and credit transaction review.• Actively participated in evaluating a specific industry and creating an industry analysis.• Proactively worked with senior relationship managers to create workflow documents.• Proactively sought information to gain a working knowledge of the various Wealth Management functions within U.S. Bank.

Rocklin, Ca

Accountable for various clerical and administrative tasks while supporting the human resources team. Key Results  Successfully managed a project to migrate paper records to electronically stored records. Analyze data to ensure integrity. Efficiently entered employee data into electronic employee file system. Effectively audited employee and recruiting files. Create Excel files that compiled statistical information on employee demographics.