Michael Stone
Minneapolis,MN
Summary
Forward-thinking Custody Operations Specialist with experience in Non-DTC debt income. Proven track record contextualizing and problem-solving through internal and external communication and data visualization.
Overview
4
4
years of professional experience
Work History
Custody Operations Specialist
U.S. Bank
12.2023 - Current
- Contributed to over $30 MM worth of reconciliations by consistently tracking and monitoring claims and investigating suspense and client accounts
- Developed reports for management review, highlighting significant findings related to a high profile project
- Primary internal and external contact for issues related to a major reconciliation project
- Provide additional support during high-volume days, ensuring smooth operations
Program Director
White Bear Sailing School
03.2022 - 12.2023
- Increased revenue 27.1% year-to-date through innovative approaches to resource allocation and strategic planning
- Worked closely with board of directors to guide operational strategy
- Drafted and distributed reports to assist board members with critical business decisions
- Recruited and trained staff and volunteers to upgrade collective team skills.
UX Researcher & Project Coordinator
Tech Fleet
01.2022 - 03.2023
- Applied UX Research methodologies in Agile product development environment
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts
- Kept projects on schedule by managing deadlines and delegating assignments
- Liaised between team leads, clients and internal stake holders to facilitate communication and keep appropriate parties updated on project developments
- Assisted with onboarding newly hired staff members and coached on task prioritization
Research Associate
Bio-Techne
03.2021 - 03.2022
- Established and performed standard operating procedures and evaluated company documentation for pharmaceutical-grade proteins
- Maintained compliant documentation of procedures performed in lab
Data Analyst
City of Minneapolis
08.2020 - 03.2021
- Conducted independent and interdepartmental research and data analysis initiatives on public safety, human trafficking, and housing and development
- Utilized data visualization tools and business intelligence software to effectively communicate explanations of best placement for needed resources
- Used statistical methods to analyze data and generate useful reports for community stakeholders
- Extracted and interpreted police, housing and environmental data patterns to translate findings into actionable outcomes
Education
Bachelor of Arts - Biology, Society And Environment
University of Minnesota
05.2019
Certificate - Computer Science For Artificial Intelligence
Harvard University
07.2020
Skills
- Accounting Software (Trust 3000, SWP, etc)
- Analytical and Critical Thinking
- Business Intelligence Software (Power BI, Tableau, etc)
- Collaboration Software (FigJam, Miro, etc)
- Microsoft Office Suite
- Problem-Solving
- Python and SQL
- Requirements Gathering
- Strong Communication and Interpersonal Skills
- Task Tracking and Collaboration Software (Teams, Trello, Jira, etc)
Accomplishments
- As an Operations Specialist: Tracked, managed, and executed over 400 claims related to a major physical asset deconversion
- As a Program Director: Developed data driven coaching strategies to optimize athletic improvement
- As a Data Analyst: Conducted Racial Equity Impact Assessments on local government projects and provided feedback to more equitably impact Minneapolis residents
Timeline
Custody Operations Specialist
U.S. Bank
12.2023 - Current
Program Director
White Bear Sailing School
03.2022 - 12.2023
UX Researcher & Project Coordinator
Tech Fleet
01.2022 - 03.2023
Research Associate
Bio-Techne
03.2021 - 03.2022
Data Analyst
City of Minneapolis
08.2020 - 03.2021
Bachelor of Arts - Biology, Society And Environment
University of Minnesota
Certificate - Computer Science For Artificial Intelligence
Harvard University
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