Management Wells Fargo

Bengt Willers

**** ******** ** *** ***, San Francisco, CA 94123

612-***-****

*****.*.*******@*****.***

PROFESSIONAL EXPERIENCE:

Wells Fargo Bank, N.A., Minneapolis, MN

ADR Team Lead December 2011 to June 2013

. Liaison between the Business Team and Senior Management.

. Helped create and develop a database to automatically populate forms sent

to the Governing Tax Authorities. This decreased human errors and

increased efficiency

. Investigated and reconciliation discrepancies between suspense accounts

and other Business Teams.

. Liaison between Project Managers and Business Analysts to the Business

Teams on technology projects.

. Contributed to technology projects; including but not limited to

workflows, business rules/requirements and other documentation

requirements.

. Completed test scripts, report requirements and tests enhancements and

fixes to various systems.

. Completed BCP test scripts and system testing.

. Lead team meetings: which included writing and reviewing corporate

policies and procedures to ensure compliance with laws and regulations.

Facilitate team responsibilities.

ADR Network Management Reclaim Specialist August 2009 to December

2011

. Analyzed legal documentation, perform extensive research and completed

Tax Servicing documentation to ensure accurate processing of tax reclaim

information.

. Create and maintain databases using information from multiple sources

such as DTCC, Globe Tax and the Canadian Revenue Agency; Analyzed and

interpreted that data to present strategic and tactical recommendations

to senior Management.

. Worked independently on projects relating to efficiently maximize foreign

tax reclamation from various countries.

. Recovered over $5,000,000 for Wells Fargo clients.

ADR Network Management Tax Consultant May 2008 - August 2009

. Serviced Wells Fargo clients whom invested in foreign securities and ADR

in order to maximize the reclamation of foreign taxes withheld from

dividends and other cash distributions paid on foreign securities.

. Communicated heavily with external clients, internal partners within

Wells Fargo Bank and the Internal Revenue Service to resolve outstanding

issues.

. Conduct extensive research by analyzing legal documentation and

completing tax servicing documentation to minimize tax withholding on

foreign securities.

. Implemented policies, procedures and training programs to maximize

efficiency and minimize risk with Governmental Regulations.

ADR (American Deposit Receipt) Income Specialist July 2007 -

May 2008

. Performed a variety of operational tasks for complex securities and cash

related transactions.

. Processed and reconciled transactions; researched inquires; resolved

customer complaints; reviewed sensitive and/or complex documents and

wrote departmental procedures.

. Analyzed accounts for different taxation eligibility, balancing and

processing fixed income and ADR dividend payments, making elections via

DTCC and ACUPAY while completing documentation for tax reclamation

purposes.

. Analyzed type of investors such as Trusts, Pension Plans, NFPO's,

Individuals (including Roth and Traditional IRA's), Joint Accounts,

LLP's, LLC's, and Corporations.

EDUCATION: University of Minnesota - Minneapolis, MN

Bachelor of Arts in Economics, College of Liberal Arts 2007

ACTIVITIES: Sigma Apha Mu Fraternity (Spring 2003 - Spring 20067

Treasurer (Spring 2005 - Spring 2006)

Special Olympics

Volunteer (2009 - Present)

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