Corporate Trust Accountant Candidates Sample Search Report

100%

C R

Relationship Manager - Trust Officer at U.S. Bank National Association

Philadelphia, Pennsylvania, United States 40 years 2 months

Perfect fit - current Relationship Manager/Trust Officer role at U.S. Bank explicitly details corporate trust functions, account setup, and interaction with reporting/legal counsel. U.S. Bank → Wachovia Bank → Corestates Bank (Corporate Trust Operations/Relationship Manager). Excellent.

LinkedIn Email Phone

Work Experience

Wachovia Bank

Corporate Trust · 8 years 5 months

U.S. Bank

Global Corporate Trust Relationship Manager

Corestates Bank

Capital Markets · 9 months

Corestates Bank

Corporate Trust Operation · 7 years 8 months

+ 2 more positions

Qualification Criteria 4 met, 1 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

risk mitigation capital markets risk mitigation legal closings reporting treasury maintenance projects less capital +1 more

95%

W* S**

Project Manager, Transfer Agent Manager, Head of Dealer Services, Open End Mutual Fund Specialist

Richmond, Virginia, United States 26 years 11 months

This profile shows extensive, direct experience managing transfer agency operations and shareholder record-keeping functions for mutual funds. Commonwealth Manager (19 years) focusing on transfer agency/shareholder services → Legg Mason Agent. Strong.

LinkedIn Email Phone

Work Experience

Legg Mason

Mutual Fund Commissions Agent, Trade Reconciliation Agent, Non-Acat Representative, NETP · 2 years

Commonwealth Companies of Virginia

Manager, Transfer Agency, Head of Dealer Services · 19 years

Acro Graphics, Inc.

Front Office Manager · 5 years 2 months

Newport Shores Mortgage Inc

Mortgage Loan Officer · 1 year

Qualification Criteria 2 met, 3 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

anti money laundering loyal p less leadership liaison selling operations tax reporting production reconciliation +8 more

95%

N P

Transfer Agent Accounting Manager

Milwaukee, Wisconsin, United States 23 years 7 months

Excellent hit, this candidate has direct accounting experience specifically titled as Transfer Agent Accountant at US Bancorp Fund Services, matching almost all core requirements. US Bancorp Fund Services (16 yrs) → Transfer Agent Accountant Manager; Fiduciary Management. Excellent.

LinkedIn Email Phone

Work Experience

Fiduciary Management, Inc.

Mutual Fund Accountant · 7 years 5 months

US Bancorp Fund Services

Officer/Transfer Agent Accountant III/Team Lead · 16 years 2 months

Qualification Criteria 6 met

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

95%

J* H*

Senior Vice President, Transfer Agency Specialist at Northern Trust Corporation

Chicago, Illinois, United States 22 years 10 months

Excellent direct fit with heavy concentration in Transfer Agency Operations management and specialist roles across multiple major financial institutions. Northern Trust (SVP TA Specialist) → Wells Fargo (Team Leader TA) → RBC/Ameriprise. Excellent.

LinkedIn Email Phone

Work Experience

Northern Trust Corporation

Vice President, Transfer Agency Specialist · 1 year 9 months

Northern Trust Corporation

2nd Vice President, Transfer Agency Operations Manager · 4 years 11 months

Mesirow Financial

Account Transfer Manager · 3 years 1 month

RBC Wealth Management

Mutual Fund Account Transfer Lead · 2 years

+ 5 more positions

Qualification Criteria 6 met

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

client service risk management project manager operations partnerships risk management

95%

M L

Assistant Vice President | Process Operations Specialist at U.S. Bank

Waukesha, Wisconsin, United States 13 years 7 months

This candidate is a strong fit with direct experience as a Senior Mutual Fund Accountant and Securities Specialist at U.S. Bank, demonstrating core accounting and securities processing skills. U.S. Bank (Securities Specialist) → U.S. Bank (Sr Mutual Fund Accountant) → U.S. Bank (Process Operations Specialist). Strong.

LinkedIn Email Phone

Work Experience

U.S. Bank

Securities Specialist · 1 year 6 months

U.S. Bank

Senior Mutual Fund Accountant · 6 years 7 months

University of Wisconsin - Whitewater

Financial Associate · 2 years

U.S. Bank

Process Operations Specialist · 3 years 10 months

Qualification Criteria 5 met, 1 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

anti money laundering bank secrecy act information security financial statements financial analysis cash management operations standardization automation training securities management +8 more

95%

T** C*

Account Manager-AVP at U.S. Bank Global Corporate Trust Services

United States 31 years 3 months

Excellent fit as the candidate currently holds an Account Manager role within U.S. Bank Global Corporate Trust Services and has prior securities experience. Account Manager-AVP at U.S. Bank Global Corporate Trust Services → Securities Representative at Wachovia Investments. Excellent.

LinkedIn Email Phone

Work Experience

U.S. Bank Global Corporate Trust

Account Manager-AVP

Wachovia Investments

Securities Representative · 11 years 4 months

Qualification Criteria 3 met, 2 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

securities

95%

C H

Experienced Trust Officer in the Banking/Finance Industry

United States 16 years

Excellent fit, listing several roles that directly overlap including Corporate Trust Account Manager and Relationship Manager for Shareowner Services, with experience explicitly stemming from Wells Fargo. Computershare U.S. (ex-Wells Fargo) → Wells Fargo → Equiniti U.S. (ex-Wells Fargo). Excellent.

LinkedIn Email Phone

Work Experience

Wells Fargo

Securities Operations Service Specialist - Benefit Payment Services · 2 years

Computershare U.S.

Officer, Corporate Trust Account Manager (Asset Backed Securities) · 2 years

Wells Fargo

Officer, Corporate Trust Account Manager (Asset Backed Securities) · 1 year

Equiniti U.S.

Officer, Relationship Manager (Shareowner Services) · 1 year

+ 4 more positions

Qualification Criteria 4 met

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

banking securities operations retirement security customer experience payment services

95%

S M

Global Operations Director - Account Recordkeeping at Computershare

Franklin, Tennessee, United States 38 years 9 months

Excellent match, explicitly calling out Corporate Trust and Securities Processing leadership; HSBC and Computershare are major players/financial services entities. Ex-HSBC → Computershare. Excellent.

LinkedIn Email Phone

Work Experience

HSBC Global Banking and Markets

Head of Client Services, Corporate Trust and Loan Agency · 2 years 2 months

HSBC Global Banking and Markets

Business Lead and Project Manager · 1 year 1 month

Deutsche Bank

Director - US Head of Trust and Agency Operations · 8 years 4 months

Bankers Trust Company

Vice President - Change Management & Implementation · 2 years 1 month

+ 6 more positions

Qualification Criteria 4 met, 2 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

securities processing risk profitability operations management design engineering outsourcing compliance vendor director +8 more

95%

N S

Fund Administrator

Milwaukee, United States 2 years 5 months

Currently working as a Mutual Fund Administrator at U.S. Bank doing client contact, accounting, reporting, and compliance, hitting the U.S. Bank and major institution requirements, and very close contextually to the requested roles. U.S. Bank. Excellent.

LinkedIn Email Phone

Work Experience

U.S. Bank

Mutual Fund Administrator · 2 years 4 months

Qualification Criteria 2 met, 1 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

accounting reporting compliance structures energy p less operations teaching quick learner

95%

J* O**

Vice President, Manager - Transfer Agency Business Support at Northern Trust Corporation

Chicago, Illinois, United States 27 years 9 months

Excellent background with direct experience in Transfer Agency Operations, management roles at Northern Trust (major financial institution), and roles that imply shareholder/client services and operations control. Needs explicit Corporate Trust Accountant title confirmation, but skillset is highly relevant. Northern Trust → Deutsche Asset Management → Lincoln Financial Group. Excellent.

LinkedIn Email Phone

Work Experience

Deutsche Asset Management

Assistant Vice President, Business Manager · 8 years 9 months

Northern Trust Corporation

Vice President, Control Manager · 4 years

Lincoln Financial Group

Manager, Participant Services · 2 years 1 month

Zurich Kemper

Human Resources · less than a year

+ 3 more positions

Qualification Criteria 3 met, 3 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

creative management operations vendor training recruiting business management professional experience client service general management project management call center +2 more

95%

A S**

Assistant Vice President at U.S.Bancorp Fund Services

United States 25 years 10 months

This candidate is an excellent match, having recent experience as an AVP at U.S. Bancorp Fund Services, experience as a Trust Accountant at Firstar, and dealing with NAV calculation, settlements, and SEC reporting. UMB Fund Services → U.S. Bancorp Fund Services → Riggs Bank N.A. → Firstar Bank N.A. Excellent.

LinkedIn Email Phone

Work Experience

Riggs Bank N.A.

Accountant I · 11 months

Firstar Bank N.A.

Trust Accountant · 8 months

UMB Fund Services

Accounting Analyst · 3 years

U.S.Bancorp Fund Services

Compliance Officer III

Qualification Criteria 4 met

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

compliance calculations payments liaison research evaluations leadership rates accounting security securities coordination +7 more

90%

P R

Streamlining Securities Processing & Enhancing Trust Services Performance

United States 5 years 6 months

This individual has direct, recent experience as a Lead/Sr Trust Securities Operations Specialist, hitting several key requirements explicitly. Pacific Premier Bank → Columbia Private Trust, 5.5 years. Excellent.

LinkedIn Email Phone

Work Experience

S3 - Shared Services & Solutions

Title Specialist · 2 years 7 months

Pacific Premier Trust, a Division of Pacific Premier Bank

Sr Trust Securities Operations Specialist · 2 years 7 months

Columbia Private Trust

Lead Trust Securities Operations Specialist · 8 months

Qualification Criteria 2 met, 2 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

securities operations

90%

M M

Vice President Control, BNY Mellon - Transfer Agent, Sub-Accounting, and Alternative Investment Management

Shrewsbury, Massachusetts, United States 18 years 1 month

Very strong alignnment with senior operations leadership covering Transfer Agent functions, sub-accounting, pricing, and corporate actions at a major institution. BNY Mellon, 18+ years experience. Excellent.

LinkedIn Email Phone

Work Experience

BNY Mellon

Director I, AVP

PNC

Section Manager · 3 years 5 months

BNY Mellon

Section Manager

BNY

Director of Operations

+ 2 more positions

Qualification Criteria 3 met, 1 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

director operations management reports settlement reconciliation responsible rpo audit reporting accounting risk +8 more

90%

S D

Control Books Specialist

New York City Metropolitan Area, United States 22 years 11 months

This candidate has extensive recent and long-term experience directly within transfer agency operations and shareholder services at a major provider (AST Trust). Equiniti → AMERICAN STOCK TRANSFER & TRUST COMPANY, LLC (Client Support Specialist covering operational support, IPOs, certificates, DTC interaction). Strong.

LinkedIn Email Phone

Work Experience

AMERICAN STOCK TRANSFER & TRUST COMPANY, LLC

Client Support Specialist · 13 years 9 months

AMERICAN STOCK TRANSFER & TRUST COMPANY, LLC

Transaction Review Department - Team Leader · 4 years 6 months

AMERICAN STOCK TRANSFER & TRUST COMPANY, LLC

Pairing Department - Administrator · 2 years 6 months

AMERICAN STOCK TRANSFER & TRUST COMPANY, LLC

Scanning Area - Administrator · 1 year 6 months

+ 2 more positions

Qualification Criteria 3 met, 3 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

brokers reports processing projects organized distribution administration front office

90%

K* P**

Assistant Vice President | Alternative Investments Team Manager at U.S. Bank

St Louis, Missouri, United States 18 years 2 months

This candidate has direct, recent experience managing operations for Institutional Trust and Custody accounts at U.S. Bank, which strongly aligns with the core function, including asset reporting and compliance oversight. U.S. Bank (multiple operations managerial roles). Strong.

LinkedIn Email Phone

Work Experience

U.S. Bank

Teller 2 | Service Leader · 1 year 4 months

U.S. Bank

Complex Assets Operations Manager - Assistant Vice President · 5 years 8 months

U.S. Bank

Teller Coordinator 1 · 1 year 1 month

U.S. Bank

Institutional Trust Account Associate 3 · 1 year 9 months

+ 2 more positions

Qualification Criteria 5 met, 1 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

knowledge management management skills customer service general ledger quality assurance regulatory compliance alternative investments 10 key banking management processing commercial +8 more

90%

C H

Retired

Milwaukee, United States 28 years 2 months

Extensive tenure at U.S. Bank, fulfilling that specific requirement, and background in corporate reporting and accounting suggests relevant trust/accounting skills, though explicit trust operations aren't detailed. U.S. Bank (10+ years) → Marshall & Ilsley → CIB Marine Bancshares → Strong Capital Management. Strong.

LinkedIn Email Phone

Work Experience

CIB Marine Bancshares, Inc.

Accounting Officer - Corporate Accounting & Reporting · 3 years 8 months

Strong Capital Management

Team Leader and Mutual Fund Accounting Specialist · 4 years 7 months

Retired

Retired · 11 months

U.S. Bank

Mutual Funds Compliance Administrator · 3 years 9 months

+ 3 more positions

Qualification Criteria 2 met, 3 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

fund accounting mutual funds accounting reporting compliance

90%

M A

Transfer Agency, Team Lead - 2nd Vice President at Northern Trust Corporation

Kansas City, Kansas, United States 14 years 2 months

This candidate is an excellent match with direct, senior-level experience specifically in Transfer Agency operations at major institutions. Northern Trust → Transfer Agency Team Lead (VP); State Street → Global Ops/Client Service Ops. Excellent.

LinkedIn Email Phone

Work Experience

State Street

Client Service Operations Manager, Officer · 4 years

State Street

Fund Accountant Asscoiate 1 · 1 year 2 months

State Street

Fall Intern · 4 months

State Street

Fund Accountant Asscoiate 2 · 11 months

+ 3 more positions

Qualification Criteria 3 met, 2 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

responsible payments trading hiring training operations management less onshore offshore best practices client service +1 more

90%

S H

West Chesterfield, New Hampshire, United States 25 years 6 months

This candidate has direct, senior-level experience managing and overseeing Transfer Agency operations, including conversions and shareholder assets for mutual funds and 529 plans at PIMCO and Virtus. This strongly covers transfer agency, shareholder services, and major financial institution experience. PIMCO → Virtus Investment Partners. Strong.

LinkedIn Email Phone

Work Experience

Allianz Global Investors

VP, Fund and 529 plan Operations, Head of Client Services Operations US · 21 years 6 months

PIMCO

VP, Fund Operations Manager · 9 months

Virtus Investment Partners

AVP, Communications and Oversight Manager, Mutual Fund Services · 3 years 6 months

Qualification Criteria 4 met, 1 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

operations c management sales legal compliance administration accounting retirement marketing finance vendor +8 more

88%

M T

Transfer Agency Officer at State Street

Pittsburgh, Pennsylvania, United States 32 years 10 months

This candidate has extensive trust and transfer agency experience, making them a very strong applicant. Transfer Agency Officer at State Street → VP at NewEdge Wealth. Extensive experience at PNC (Major financial institution) and State Street (Major financial institution).

LinkedIn Email Phone

Work Experience

NewEdge Wealth

Vice President

Parker/Hunter

Accounting Associate · 10 years

Ambit Energy

Marketing Consultant · 1 year 1 month

PNC

Supervisor II - Centralized Reconcilements · 1 year

+ 6 more positions

Qualification Criteria 3 met

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

accounting marketing settlement operations retail research reporting investment advisory client service

85%

B D

Corporate Trust, Finance

Jacksonville, Florida, United States 27 years 9 months

This candidate has significant dedicated experience as a Sr. Corporate Trust Associate handling security trades, internal transfers, and client services within BNY Mellon, a major institution. BNY Mellon → Chase. Strong.

LinkedIn Email Phone

Work Experience

Duval County School Board

Bookkeeper/Principal Confidential Secretary · 3 years 9 months

Chase

Senior Loan Processor · 1 year 9 months

VyStar Credit Union

Member Relationship Specialist · 1 year 2 months

BNY Mellon

Client Services Analyst · 2 years 5 months

+ 5 more positions

Qualification Criteria 4 met, 1 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

equipment maintenance customer satisfaction background checks client services client service accounts payable mortgage banking reports inventory maintenance accounting mortgage +8 more

85%

K F

Financial Control Associate at AllianceBernstein

United States 30 years 11 months

This candidate has direct experience in Transfer Agency operations and significant shareholder/client service roles at major financial firms. AllianceBernstein → First Investors → Alliance Capital Management Investor Services. Strong.

LinkedIn Email Phone

Work Experience

Alliance Capital Management Investor Services

Inquiry Response Representative · 11 years 2 months

AllianceBernstein

Offshore Financial Control Associate · 14 years 11 months

First Investors

Registered Representative · 4 years 2 months

Alliance Capital Management Investor Services

Client Services Representative · 1 year

Qualification Criteria 3 met, 2 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

retail documentation writing legal training offshore reconciliation audit risk management pricing processing +8 more

85%

L R

Registered Representative at Network Capital Services

New York, New York, United States 41 years

This candidate has direct experience acting as SME on shareholder account requirements and managing transfer agent/print vendors, which strongly aligns with the required operations skillsets. TIAA → Neuberger Berman. Strong.

LinkedIn Email Phone

Work Experience

Neuberger Berman

Manager Retail & Retirement Operations · 22 years

Network Capital Services

Registered Representative · 5 years 4 months

NYLIFE Securities LLC

Financial Services Professional · 3 years 6 months

New York Life Insurance Company

Licensed Agent · 3 years 6 months

+ 1 more positions

Qualification Criteria 4 met, 1 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

insurance retail retirement operations automation trading tax processing mergers responsible reporting print +6 more

85%

E C

Senior Corporate Trust Reporting Analyst

Houston, Texas, United States 10 years 1 month

This candidate has direct experience at U.S. Bank performing processing roles and significant tenure at BNY Mellon, indicating a strong fit in processing/operational accounting within major financial environments. U.S. Bank → BNY Mellon, 10 years total. Strong.

LinkedIn Email Phone

Work Experience

U.S. Bank

Trust Reporting Analyst- Officer

BNY Mellon

Intermediate Rep. Client Processing · 6 years

Qualification Criteria 3 met, 2 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

reporting processing

85%

L S

US Head Escrow and Custody

Levittown, Pennsylvania, United States 23 years 10 months

This candidate has direct Corporate Trust experience spanning nearly 15 years at various institutions including HSBC and Deutsche Bank Trust, fitting the role structure well, although transfer agency/shareholder services are only implied under broader trust/agency roles. CSC → Delaware Trust Co → Texas Capital Bank → HSBC (Corp Trust) → Deutsche Bank Trust (8 years). Strong.

LinkedIn Email Phone

Work Experience

Delaware Trust Company

Vice President · 1 year 1 month

HSBC

Assistant Vice President - Corporate Trust and Loan Agency - Client Service Delivery · 2 years 5 months

CSC

Director · 1 year 10 months

Texas Capital Bank

Vice President - Escrow and Specialized Services · 2 years

+ 6 more positions

Qualification Criteria 3 met, 2 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

financial services analytical skills client management mutual funds client service service delivery cash management document review business development client retention management securities +8 more

85%

A P

Vice President Global Wealth and Investment Management Technology and Operations

Queens County, New York, United States 43 years 1 month

Strong experience in Trust Operations, including processing fees and payments, and extensive work with US Trust Company (a former US Bank entity). U.S. Trust Company Of New York → Bank of America. Strong.

LinkedIn Email Phone

Work Experience

U,S, Trust Company Of New York

Trust Operations · 25 years 9 months

Bank of America (formerly US Trust)

Bank of America (Formerly US Trust) · 17 years

Qualification Criteria 4 met, 1 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

operations operation processing management payments mainframe technology design testing user acceptance testing investment management user interface +3 more

85%

P D

Vice President - BNY Corporate Trust

Jacksonville, Florida, United States 9 years 9 months

Strong direct match with VP role in BNY Mellon Corporate Trust, covering trade processing and reporting, plus prior ABS analysis experience at Deutsche Bank. BNY Mellon Corporate Trust → Deutsche Bank → SS&C Advent. Excellent.

LinkedIn Email Phone

Work Experience

PDQ Restaurants

Cashier · 6 months

SS&C Advent

Data Analyst · 1 year 7 months

SS&C Advent

Associate Data Analyst · 1 year 11 months

Deutsche Bank

ABS Analyst · 1 year 2 months

+ 4 more positions

Qualification Criteria 3 met, 2 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

finance management processing reconciliation reporting payments advertising preparation food outsourcing responsible onboarding +8 more

85%

J G

Director of Institutional Middle Office, CTFA

Florence, Kentucky, United States 14 years 9 months

This candidate has significant trust operations experience including asset transfers, cash processing, and direct mention of assisting with transfer statements, making them a strong fit for trust accounting and transfer agency operations. Fifth Third Bank → 14+ years in Trust Operations, managing teams handling transfers, cash processing, and court accounting. Strong.

LinkedIn Email Phone

Work Experience

Fifth Third Bank

Director of Istitutional Middle Office

Fifth Third Private Bank

Trust Operations Manager, CTFA · 8 years

Fifth Third Private Bank

Trust Account Specialist · 4 years 7 months

Qualification Criteria 5 met

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

front office middle office office management operations management processing funding closings accounting preparation director responsible +4 more

85%

L* D**

Trust & Custody Manager at Principal Financial Group

Champlin, Minnesota, United States 30 years 7 months

This candidate shows strong securities and operations background, including roles at a major US bank, fitting well with the required areas. Principal Financial Group → Trust & Custody Manager; Wells Fargo Bank NA → Ops Manager/Securities Ops Analyst, handling corporate actions and income processing. Strong.

LinkedIn Email Phone

Work Experience

Principal Financial Group

Trust & Custody Manager · 4 years 11 months

Wells Fargo Bank NA

Securities Ops Service Specialist/Operations Analyst · 10 years 5 months

Wells Fargo Bank NA

Operations Manager · 15 years 5 months

Qualification Criteria 3 met, 1 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

operations management leadership risk securities projects analysis processing training reporting collections responsible +8 more

85%

J* L**

Investor Relations at American National Stock Transfer

New York, New York, United States 22 years 1 month

Strong direct experience in transfer agent investor relations and corporate action processing at a dedicated transfer agent, fitting shareholder services and TA operations well. American National Stock Transfer → Investor Relations (11+ years), handling subscriptions, account applications, and corporate actions. Strong.

LinkedIn Email Phone

Work Experience

American National Stock Transfer

Investor Relations · 11 years 8 months

Joseph Stevens Co

Margin Clerk · 3 years

American General Life Companies

Operations Supervisor · 1 year 11 months

National Securities Corp

Senior Operations Associate · 5 years 7 months

Qualification Criteria 3 met, 3 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

investments operations stocks maintenance collateral analysis corrections responsible purchasing ach management security +7 more

85%

R* N**

Senior Analyst - Mutual Fund Administration

Worcester, Massachusetts, United States 23 years 6 months

This candidate explicitly calls out Mutual Fund Transfer Agent and Accounting Services experience, covering several required areas at BNY Mellon and PNC, making them a very strong fit for the operational aspects. BNY Mellon → PNC → PFPC Global Fund Services. Strong.

LinkedIn Email Phone

Work Experience

BNY Mellon

Sr Analyst Fund Administration · 7 years

BNY Mellon

Manager Treasury Operations · 10 years

PFPC Global Fund Services

Control Accounting Manager · 3 years

PNC

Treasury Analyst · 3 years 1 month

Qualification Criteria 2 met, 2 not

Shareholder services

U.S. Bank experience

Securities processing

Corporate Trust Accountant

Transfer agency operations

Major financial institution

Skills & Expertise

accounting management reconciliations analysis budgeting forecasting distribution calculations projects pressure administration treasury +6 more

Candidate Profiles

C**** R****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

W*** S****

Work Experience

Qualification Criteria 2 met, 3 not

Skills & Expertise

N**** P****

Work Experience

Qualification Criteria 6 met

J*** H***

Work Experience

Qualification Criteria 6 met

Skills & Expertise

M**** L****

Work Experience

Qualification Criteria 5 met, 1 not

Skills & Expertise

T**** C***

Work Experience

Qualification Criteria 3 met, 2 not

Skills & Expertise

C**** H****

Work Experience

Qualification Criteria 4 met

Skills & Expertise

S**** M****

Work Experience

Qualification Criteria 4 met, 2 not

Skills & Expertise

N**** S****

Work Experience

Qualification Criteria 2 met, 1 not

Skills & Expertise

J*** O****

Work Experience

Qualification Criteria 3 met, 3 not

Skills & Expertise

A** S****

Work Experience

Qualification Criteria 4 met

Skills & Expertise

P**** R****

Work Experience

Qualification Criteria 2 met, 2 not

Skills & Expertise

M**** M****

Work Experience

Qualification Criteria 3 met, 1 not

Skills & Expertise

S**** D****

Work Experience

Qualification Criteria 3 met, 3 not

Skills & Expertise

K*** P****

Work Experience

Qualification Criteria 5 met, 1 not

Skills & Expertise

C**** H****

Work Experience

Qualification Criteria 2 met, 3 not

Skills & Expertise

M**** A****

Work Experience

Qualification Criteria 3 met, 2 not

Skills & Expertise

S**** H****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

M**** T****

Work Experience

Qualification Criteria 3 met

Skills & Expertise

B**** D****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

C R

W* S**

N P

J* H*

M L

T** C*

C H

S M

N S

J* O**

A S**

P R

M M

S D

K* P**

C H

M A

S H

M T

B D

K F

L R

E C

L S

A P

P D

J G

L* D**

J* L**

R* N**