Analytical, detail-oriented professional equipped with 20 years of banking industry experience, emphasizing trust and estate administration. Self-motivated team player who works well under pressure and offers proven abilities in ensuring compliance with company policies as well as state/federal regulations.

Highlights:

• Maintained zero losses throughout nine-year tenure at JP Morgan Chase by effectively managing the risks associated with terminating accounts and transferring over $3B+ in assets annually. • Assisted in the seamless transition of JP Morgan New York trust termination activities to the Dallas office following the JP Morgan/Bank One merger. • Participated in test marketing upon JP Morgan’s conversion to the new ACAT transfer system. • Researched and developed an approach to consolidate Bank One’s negotiable collateral to a central location. Implemented procedures and work plans to transition from collapsing sites to the target environment. Completed the initiative ahead of the projected deadline.

Companies I like:

Banks,