Paul Staten

• Conduct in-depth analysis of workflows across a $2.2B portfolio, identifying inefficiencies and implementing solutions.
• Serve as liaison between business, technology, compliance, and operations teams to document requirements and deliver solutions.
• Process and oversee money movement transactions such as outgoing/incoming wires, ACH transfers, check issuance.
• Work in collaboration with AML and International Wealth Management to adhere with OFAC rules and regulations.
• Perform root cause analysis and recommend process improvements, reducing operational errors and rework.
• Create and maintain dashboards and reports to monitor KPIs and support data-driven decision-making.
• Lead onboarding and training initiatives for new hires, improving team performance and consistency.

Key Achievements

• Provided oversight for a system upgrade improving data accuracy and compliance.
• Recognized for exceptional collaboration and analytical problem-solving by leadership.

• Supported mutual fund operations by performing data validation, transaction reconciliation, and reporting.
• Conducted business analysis to identify root causes of operational issues and recommended procedural enhancements.
• Collaborated with IT and compliance teams on system testing, implementation, and post-deployment support.
• Authored process documentation and knowledge resources to enhance team efficiency and reduce manual errors.

Key Achievements:

• Improved reporting accuracy by automating key tracking processes
• Assisted in successful rollout of platform transitions through effective testing and issue resolution.