Experience

Sumitomo Mitsui Trust Bank

• Banking
• 100 - 200 Employee

• Supervisor - Trustee at Sumitomo Mitsui Trust Bank Limited

  • Jan 2022 - Present



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Senior Analyst, Trust & Depositary

  • Feb 2016 - Dec 2021

  • Assist in the co-ordination of reviews and production of trustee reports for funds for year-end. • Document breaches/errors onto the breaches register. • Performance fee reviews. • Review distribution payments. • Complete subscription and redemption transaction reviews. • Liaise with internal and external parties on matters pertaining to the funds. • Assist in preparation for visits from compliance and audit for relevant funds. • Assist in the co-ordination of reviews and production of trustee reports for funds for year-end. • Document breaches/errors onto the breaches register. • Performance fee reviews. • Review distribution payments. • Complete subscription and redemption transaction reviews. • Liaise with internal and external parties on matters pertaining to the funds. • Assist in preparation for visits from compliance and audit for relevant funds.



Ulster Bank

• Assistant Relationship Manager: RBS Capital Resolution

  • May 2010 - Apr 2015

• Business Executive: Business Banking

  • Aug 2007 - May 2010

• Customer Advisor: Retail Banking

  • Sep 2003 - Jul 2007

• Customer Service Officer: Retail Banking

  • Mar 1999 - Aug 2003