Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Shane Cashin

Ocoee,FL

Summary

Diligent Trust Account Manager with solid background in managing client relationships and ensuring customer satisfaction. Proven track record of driving revenue growth through strategic account management and cross-functional collaboration. Demonstrated ability to analyze client needs and deliver tailored solutions, enhancing both client retention and business outcomes.

Overview

11
11
years of professional experience

Work History

Trust Account Manager

Fidelity Information Services - Virtus
10.2021 - Current
  • Manage a portfolio of various domestic and international clients, who issue Collateralized Loan Obligations and Credit Default Obligations
  • Coordinate with trustees and accountants to administer collateral and syndicated loan portfolios along with reporting on client portfolios.
  • Collaborate to solve complex problems through research and/or communications with other internal departments

Relationship Manager- Global Structured Finance

U.S. Bank, N.A.
08.2019 - 10.2021
  • Manages high tier relationships for Structured Finance Product with high levels of expertise consistent with document requirements and regulatory guidelines
  • Performs transaction document review and negotiation, in compliance with U.S. Bank policies and procedures.
  • Grows fee revenues through cost containment, improving operational efficiencies, and through delivery of service levels commensurate with customer's fee revenue

Account Manager - Institutional Trust and Custody

U.S. Bank, N.A.
09.2016 - 08.2019
  • Managed Institutional Trust and Custody accounts, established by large institutions, for pension or investment purposes
  • Supervised IT&C support and operations groups, to ensure compliance with contractual agreements, regulatory and legal requirements, and procedural guidelines
  • Completed periodic reviews, working with clients to clear any noted exceptions, and respond to requests from Risk Management, Trust Compliance, and Corporate Audit Services

Corporate Trust Services - Account Associate

Wells Fargo Bank, N.A.
04.2014 - 09.2016
  • Managed day to day activities associated with bond accounts including cash movement, invoicing, and financial reporting
  • Communicated with customers, account managers or various other entities within bond deal, deficiencies or requirements of compliance items, as designated subject matter expert
  • Ensured accurate establishment and ongoing maintenance of accounts according to policies, procedures, and regulations

Education

BBA - Organizational Management

University of Minnesota Duluth
Duluth, MN
2010

Skills

  • CDO Suite
  • Inter-department collaboration
  • Document Negotiation
  • Microsoft Office
  • Salesforce
  • Relationship building and management

Accomplishments

  • Grew annual portfolio revenue by 15% over the first year of tenure as a Director
  • 2017 Bronze Shield Award winner for onboarding two high profile, complex portfolios totaling over $1 Billion in assets
  • Achieved 100% compliance in 2014 while managing a municipal portfolio with over 1000 accounts across the United States

Timeline

Trust Account Manager

Fidelity Information Services - Virtus
10.2021 - Current

Relationship Manager- Global Structured Finance

U.S. Bank, N.A.
08.2019 - 10.2021

Account Manager - Institutional Trust and Custody

U.S. Bank, N.A.
09.2016 - 08.2019

Corporate Trust Services - Account Associate

Wells Fargo Bank, N.A.
04.2014 - 09.2016

BBA - Organizational Management

University of Minnesota Duluth

Similar Profiles

CREATE PROFILE