Experience

National Advisors Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Lead Reconciliation Specialist

  • Apr 2018 - Present

• Operations Quality Assurance Admin

  • Oct 2016 - Apr 2018

• Account Administrator

  • Aug 2007 - Oct 2016

• Operations Specialist

  • Jun 2002 - Aug 2007

  * Processed daily dividends and interest payments for clients* Created and communicated all voluntary corporate action notices to Advisors firms* Transferred assets on our firm database and posting cash along with DTCC eligible assets* Managed on-site vault and processed all physical certificates received* Assisted with trading equities and bonds



UMB Bank

• United States
• Financial Services
• 700 & Above Employee

• Security Specialist

  • Mar 1999 - Jun 2002

  * Processed domestic voluntary reorganizations and ensured correct communications. * Used DTCC functions to process all customers' responses. * Worked the mandatory desk in Corporate Action Department * Processed class action forms and posted payments when received * Perform the duties required for the Senior Security Clerk in Income/Dividend Department. * Balanced all Dividend Reinvestment Accounts for the Trust Department * Processed daily income payments and balanced daily with team members Show less



Sallie Mae

• United States
• Financial Services
• 700 & Above Employee

• Records Management Analyst

  • Jun 1997 - Dec 1998