Shenetha Rolle Email & Phone Number

Tempe, AZ

Manage and professionally develop a 20+ professional managers with mixed roles of analysts and technical coordinators across multiple functional areas including syndicated bank loans, hedge fund services, cash movement and transition of new investments. Oversee daily activities and workflows of staff processing high-risk wire transfers with a monthly.

Tempe, AZ

Provided oversight and administration over an assigned book of complex, high-touch trust accounts, ensuring each trust account maintains adherence with terms of governing instruments. Documented directed distributions for administrative files and trust advisory committees. Developed a 5-member team with multiple functions to include cash movement, hedge.

Tempe, AZ

Managed the day-to-day activities of the team by organizing and assigning tasks, setting short-term priorities and monitoring performance to ensure timely and accurate completion. Identified risk-prone areas to build robust controls to mitigate errors and deliver work results requiring less revision. Served as singular point of contact for high-net-worth.

Tempe, AZ

Assisted team leader in establishing and maintaining effective strategy performance tracking, ensuring accounts are performing within expected requirements. Possessed full cycle accountability for designing, gathering data and executing statistical and financial analysis. Monitored and analyzed portfolio trends related to debit activities, balanced growth.

Tempe, AZ

Audited investment reports, financial statements and supplements to ensure proper posting and classification. Participated in portfolio management activities to balance institutional portfolios subject to customized investments needs of the client. Ensure portfolio managers have adequate information to perform portfolio management activities utilizing.

Greater Chicago Area

Conducted audits of assigned federal funds, municipal bonds and treasury bills to evaluate the effectiveness of the internal control system. Determined level of compliance with established bank policies, government regulations and industry best practices. Documented audit data into the Bolt system and summarized audit work papers in accordance with.