AVP Operations
US Bank
Sep 1997 - Jun 2006 (8 years 10 months)
Directed the financial and operational functions for the Account Services, Audit and Distribution (i.e. confirms, proxy and client letters) Teams while working with the Compliance, Annuity and Mutual Fund teams to minimize risk to US Bancorp Investments.
• Initiated and partnered with internal project team and vendors to outsource all printing functions (i.e. confirms, statements and “Books and Records” notifications) generating an annual savings of $250,000.
• Worked with external product partners and vendors to rebuild our flow of documentation and move to a paperless environment.
• Managed a staff of three direct reports and 33 staff that established accounts, performed initial compliance review, maintained client accounts