Serve as the primary institutional custody relationship manager supporting registered fund clients and third-party service providers for UMB Institutional Banking. Responsibilities include cultivating, deepening, and maintaining profitable client relationships through sales, prospecting, thought leadership, and identifying products and service solutions that strengthen clients’ business needs.

Leads the Global Fund Custody Service Teams (Milwaukee, WI, Cincinnati, OH, Philadelphia, PA & Dublin, Ireland) supporting over 400 Fund Family Relationships with $700 billion in assets under custody. Connecting, collaborating with fund clients, advisors and service providers to the bank’s back office to facilitate needs as a single point of contact for Custody Services.Provide guidance to team members to refine daily tasks and simplify objectives in order to support a growing and more diverse fund client base; while creating client solutions, maintain custodial policies, procedures in a changing regulatory environment.2018 responsible for opening a Eurpoean Global Fund Custody Service Team based in Dublin, Ireland supporting European fund managers/products.2006 led the restructuring of single site Fund Custody Administration Team to a multi-site Fund Custody Administration Team to better align ourselves with local market service providers.Represents Custody Services as SME for Fund Services RFPs.Represents Custody Services as SME for onsite prospect client meetings.Represented Custody Services on the Investment Services Roundtable Committee for the WM&IS Voice of the Customer.8 time (2009-2017) U.S. Bank Securities Services Platinum Award Winner

Directly and through a staff of fourteen oversees, manages and coordinates the operational functions directly related to Mutual Fund Quality Control, Mutual Fund Income/Dividend Processing and Mutual Fund Operations Project Management.Responsible for the successful coordination and implementation of conversions, mergers, and project tasks directly related to Trust Mutual Fund Operations.Assists Senior Vice President with all yearly/monthly Budget Planning & Forecasting for the US Bank Trust Securities Services Division, which staffs 250 Exempt & Non-Exempt employees in 4 States.Responsible for the successful coordination of the BISYS “ReFocus” conversion project tasks directly related to Trust Mutual Fund Operations.

Directly and through a staff of six mutual fund traders, oversees, manages and coordinates the high volume operational functions for the Mutual Fund Trading department.Ensures quality service and effective operations support for all of the assigned internal and external customers. Responsible for reviewing, recommending and implementing new methods and procedures to make daily operations in the department more efficient/effective.

Fully trained and excelled in every mutual fund trading function within US Bank’s Trust Securities Services Department.Personally responsible for trading, confirming and settling 53,000 (avg.) mutual fund trades, per month that clear through National Financial Services.Responsible for training/mentoring new and maturing mutual fund traders.Responsible for the reconciliation of various house accounts within the US Bank’s Trust Securities Services department.