Experience

Jpmorgan Chase Bank National Association

• Brazil
• Banking
• 200 - 300 Employee

• Treasury Services-Middle Office Escrow Client Manager-Vice President

  • Jun 2019 - Present



BNY Mellon Trust Company NA

• Greater Chicago Area

• VP, Corporate Trust Senior Client Services Manager

  • Oct 2015 - Jun 2019



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Product Strategy Support Manager

  • Oct 2010 - Jul 2015

  I managed a portfolio of Merger and Acquisition Escrows, Paying Agent Agreements, and Trusts in the corporate escrow services group with full accountability for all facets of deal administration. In my role, I served as middle office point of contact for corporate clients, law firms, governmental agencies and internal operations to facilitate disbursement requests and securities settlements, manage escrow claims, respond to inquiries, and analyze and resolve issues. I am also experienced with document review, negotiation and deal closings. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Governance & Fiduciary Oversight VP

  • 2008 - 2009

  Mitigated operational risk and strengthened controls by leveraging assessment tools, including end-to-end process reviews and Six Sigma methodology. Created department-level processes and procedures for middle and back office functions. Supervised Regulation AB Audits. Collaborated cross-functionally with senior managers and enterprise risk partners to build consensus and support in the resolution of risk issues.

• Trust Department – Transaction Management Senior Manager

  • 2006 - 2008

  Managed an international trust administration group whose specialties included Commercial and Residential Mortgage- Backed Securitization Trusts, Paying Agent responsibilities for Project Finance Agreements, and relationship management. Supervised a staff of 50

• Trust Department - Transaction Management Manager

  • 1996 - 2006

  Managed a trust administration group whose specialties included Commercial and Residential Mortgage Backed Securities and relationship management. Supervised a staff of 40. Established performance goals and conducted reviews. Entrusted with overall responsibility for the department’s fulfillment of trustee and paying agent obligations related to deal closings, investor payments, ongoing administration, and regulatory filings. Fostered a culture of compliance by enforcing fiduciary risk management practices. Ensured client satisfaction by resolving complex, escalated issues related to clients and transactions. Show less