David Clendennen
Hewitt,TX
Summary
Strong leader and problem-solver with success in streamlining operations and organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Investment Updates Manager
STRATA Trust Company
10.2022 - Current
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service.
- Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained employees to maximize team agility and performance.
- Enhanced accuracy by creating and instituting quality control procedures and reports, resulting in fewer customer complaints.
- Created and implemented written procedures for the Investment Updates team.
Compliance Specialist
STRATA Trust Company
04.2021 - 10.2022
- Performed thorough evaluations of various alternative assets, such as private equity, real estate, private debt, crowdfunding platforms, structured settlements, and precious metals dealers.
- Ensured that all relevant documentation for the asset setup was received, accurate, complete, and in compliance with company and regulatory requirements.
- Set up these alternative assets on our Trust Accounting platform.
- Served as a point of contact for employees seeking guidance on compliance matters.
STRATA Trust Company Operations Specialist
STRATA Trust Company
04.2014 - 04.2021
- Ensured transaction accuracy through error identification and resolution. Conducted quarterly audits utilizing third-party documentation for verification.
- Updated account values for Alternative Investments based on source information provided by Investment Sponsors and Fund Administrators.
- Improved customer satisfaction rates through proactive problem-solving and communication.
- Devised and implemented processes and procedures to streamline operations.
- Coordinated with IT to create and implement streamlined workflows for multiple transactions types across several departments and increased efficiency by automating routine tasks with software solutions.
- Cultivated positive relationships with Investment Sponsors and clients.
Wells Fargo Bank Lead Teller
Wells Fargo Bank
06.2012 - 03.2014
- Serviced retail and commercial accounts, balanced currency, and resolved problems or discrepancies for customers' accounts.
First Convenience Bank Level 3 Personal Banker
First Convenience Bank
10.2010 - 05.2012
- Obtained and processed information required for the provision of services, such as opening accounts, savings plans, and loans.
Education
Bachelor of Business Administration in Management -
Baylor University
Waco, TX01.2012
Skills
- Team Leadership
- Task Prioritization and Time Management
- Self Motivation
- Verbal and written communication
- Problem Solving
- Adaptability and Flexibility
- Attention to Detail
- Process Improvement
Certification
Self-Directed IRA Professional (SDIP)
Timeline
Investment Updates Manager
STRATA Trust Company
10.2022 - Current
Compliance Specialist
STRATA Trust Company
04.2021 - 10.2022
STRATA Trust Company Operations Specialist
STRATA Trust Company
04.2014 - 04.2021
Wells Fargo Bank Lead Teller
Wells Fargo Bank
06.2012 - 03.2014
First Convenience Bank Level 3 Personal Banker
First Convenience Bank
10.2010 - 05.2012
Bachelor of Business Administration in Management -
Baylor University
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