Manager Years Experience

PROFILE Over eight years experience in relationship management

SUMMARY at leading global financial institutions.

Responsible for the administration of complex Custody

and asset backed security transactions including global

cash management of multi-billion dollar and multi

currency portfolios.

Accurate and timely reporting, enforcing portfolio

compliance with the governing documents and securing

excellent client relationships

Proven ability to exceed objectives by managing diverse

teams for corporate profitability and long-term

development

An effective manager with the skills necessary to

direct, train, and motivate staff to its fullest

potential

Experience using Microsoft Office and various

Securities Servicing software programs

EXPERIENCE

Bank of New York Mellon - Global Corporate Trust, Assistant Treasurer -

AVP, Houston, TX June 05 - Present

1. Manage and develop a team of Junior Treasurers and Trust

Administrators.

Review investment strategy by reviewing Monthly, Quarterly and Semiannual

compliance reports

Coordinate preparation, and conduct review of payments made by Junior

Treasurers.

Ensuring Fiduciary responsibilities as Trustee are diligently met by

strictly adhering to prescribed investment criterion.

Pilot several intra and intercompany due diligence initiatives to enhance

compliance and create efficiencies.

JPMorgan Chase Bank - Treasury & Securities Services, Relationship Manager,

Houston, TX Feb 02 - June 05

Managed multi-billion multi currency structured finance portfolios

consisting of high yield Bonds,

Loans and revolving variable funded CDO consisting of ABS securities,

Custody transactions, Interest Swaps and Hedges.

Prepared monthly compliance reports for distribution to portfolio managers,

rating agencies and global investors

Advised collateral managers of trading requirements and restrictions to

maintain portfolio integrity

Prepared all payment date calculations - waterfalls, Collateral Coverage

Test cure calculations and other financial analysis.

Closed deals, coordinated with analytics team where deal modeling is

required, and implemented administrative procedures

.

Chase Manhattan Bank - Treasury & Securities Services, Associate

Relationship Manager, Houston, TX Feb00 - Feb 02

Managed portfolio account activity including trades, settlements, and pay

downs

Interpreted portfolio governing documents (Trust Indentures)

Tested and reviewed the effects of trades upon a portfolio prior to

execution by portfolio managers

Prepared daily cash flows and investments for multiple portfolios.

Insured the quality of the portfolio collateral through detailed

reconciliation, interpretation of credit agreements, and managing agent

bank contacts

Johora Corp, Accountant, Houston, TX

Aug 99 - Feb

00

Performed spot audits for cash and inventory.

Developed daily cash balancing procedures for company employees

Conducted weekly meetings to develop standardized "best practices"

procedures

EDUCATION

University of Houston

May 99 Bachelors of Business

Administration - Accounting

Pepperdine University

April 09 Masters of Business Administration - Executive MBA

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