
Detail-oriented U.S. Navy veteran with four years of military service and expertise in financial operations, compliance, and risk management. Skilled in safeguarding environments, processing transactions, and enforcing regulations related to sanctions and KYC. Known for sound judgment and analytical problem-solving in high-stakes situations, committed to upholding operational security and financial integrity.
U.S. BANK — Cincinnati, Ohio
Paying Transfer Agent Operations Specialist | Non-Standard Processing Team | October 2024–Present
• Process bond-related transactions for Corporate Trust Operations customers using established procedures to support accurate, timely
completion within service-level agreements.
• Research processing exceptions, perform corrective actions, and escalate issues to appropriate contacts to resolve discrepancies before
deadlines.
• Cleared cash-balancing exceptions using Arcaria CE money movement tools and maintained daily Funds Movement and Wire Clearing reports to ensure accurate financial tracking.
• Processed more than 2,400 distribution and payment requests totaling over $5.9 billion in 2025 without resulting Operational Repository risk
items.
Detail-oriented US Navy veteran with four years of military service and expertise in financial operations, compliance, and risk management Skilled in safeguarding environments, processing transactions, and enforcing regulations related to sanctions and KYC Known for sound judgment and analytical problem-solving in high-stakes situations, committed to upholding operational security and financial integrity
Detail-oriented US Navy veteran with four years of military service and expertise in financial operations, compliance, and risk management Skilled in safeguarding environments, processing transactions, and enforcing regulations related to sanctions and KYC Known for sound judgment and analytical problem-solving in high-stakes situations, committed to upholding operational security and financial integrity