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Dependable trade finance professional with a proven track record of successful transaction processing, adherence to industry guidelines, and a customer service oriented approach.seeking opportunities to leverage expertise and take on added responsibilities to meet tight deadlines.

Proactive Specialist in Management Services with 7+ years of experience in Business Development and Finance industry. Proficiencies in Oracle Database Management, business consultancy, international clients portfolio management and strategic planning. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success..

To leverage deep domain expertise in Corporate Actions and Investment Banking Operations to drive accuracy, compliance, and operational excellence within a global financial institution.Detail-oriented and performance-driven Senior Financial Analyst with 6+ years of experience across Corporate Actions, Asset Servicing, Reconciliation, Settlements, and Regulatory Compliance within the Investment Banking domain. Proven expertise in handling mandatory and voluntary corporate actions and settlements, working closely with global custodians, depositories, agent banks, and front / middle office teams to ensure accuracy, timeliness, and regulatory adherence. Strong track record of mitigating operational risk and supporting automation and process improvement initiatives. Recognized for:  Handling a team of 9 partners and direct point of contact for 4 partners overseeing CSDR Penalties and Stock Positions in Corporate Actions under the Trade Lifecycle.  Delivering error-free settlements using Bloomberg, SWIFT MT, SQL and reconciliation tools.  Training partners on Corporate Actions both new and transitioned partners.  Contributing to SOP enhancements and UAT testing for automation initiatives.  Streamlining BAU processes through reporting automation, significantly reducing manual effort.  Collaborating effectively with Front Office and global cross-functional teams.  Ensuring all trades are instructed, matched & settled on a timely basis.  Monitoring and reducing failed trades by means of pairing off or partial deliveries.  Maintaining 100% compliance with regulatory frameworks such as Corporate Actions and CSDR.

Experienced with data analysis, statistical modeling, and business intelligence tools. Utilizes analytical skills to identify trends and provide actionable insights that support business decisions. Knowledge of data visualization techniques and effective communication ensures clear presentation of complex information to stakeholders.

Bryan Wendell

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Lead Financial Programs Analyst

Senior Financial Programs Specialist

Financial Programs Specialist

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Bachelor of Science - Finance

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Lead Financial Programs Analyst

Senior Financial Programs Specialist

Financial Programs Specialist

Bachelor of Science - Finance

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