Business Operations Quality Assurance

Venus C. Brown

Contact: **************************@*****.*** / Cell: 302-***-**** / Wilmington, DE

Proficient in Project and Product Management, User Acceptance and Quality Assurance Testing, and Business Operations.

Efficient in Python, SAP, GMS, SQL, SaaS, Jira, Visio, ALM, Alteryx, Tableau, FIS Systems, Office365,

SharePoint, Exchange, Power Apps, PowerShell and DevOps principles, GWES, Rockit and more.

Trust Services Manager - Rockefeller Capital Management (05/2023 - 7/2024)

Created and coordinated key activities for the RCM Delaware and New York Trust departments such as onboarding new trusts,

providing trust reviews, account opening, closing and governance.

Participates in collaborative and team-centric approach to client servicing across the Wealth Management division.

Point of contact person for all The Trust Review oversight and assist with educating Client Advisors to compile reports and

obtain information about trust accounts activities for both Delaware and New York Trust division.

Coordinating all account processes, communicating updates on accounts activities and onboarding stages.

Collaborate closely with necessary parties such as Private Client Services, Trust & Estate Advisors, Business Operations to gather

impertinent documentation and assets to onboard new clients’ account openings and plan fiduciary transactions.

Lead and exceeded expectations for all parties concerning timing and progress on account reported to senior

management bi-weekly providing tailored reports.

Ensure proper fee arrangements are in place for Delaware and New York reporting activities bi-monthly review and transactions.

Work with all Trust Officers, Trust & Estate Advisors Wealth Advisors, successor trustees, beneficiaries,

and operations to coordinate all necessary paperwork to open, close and terminate trusts.

Coordinating governance materials for the Delaware Trust Company and New York Trust, NA assembling

and organizing all committee materials quarterly, taking minutes and broadcasting details in quarterly meetings.

Worked closely with AML\KYC team preparing documents, research client’s history, submitting details about client history

ensuring all background checks are thorough within company policies and procedures are followed.

Business Operations Administration - Rockefeller Capital Management (04/2022 - 05/2023)

Enhanced operational support across three office locations, improving delivery efficiency by 30% through centralized

support initiatives and administrative tasks.

Provided administrative services, cash, and investment movements (equities and mutual fund) request and custody account

openings and closures upon receipt from high wealth advisors, trust officers, client admin assistants and external client request(s).

Managed daily maintenance for multiple trust statement setups, fee agreements, account opening and closing requests

and mitigating fiduciary assistance between internal departments and clients.

Investigated and resolved annual discrepancies between RCM’s custody accounts and trust accounts ensuring

ambitious standards of accuracy and compliance mandates are in order.

Facilitated the coordination of custodial requests for over 200 high-net-worth family office accounts.

Led a team in the operational transition project that involved upgrading the Family Office operating platform, affecting

over multiple office locations.

Developed and implemented new workflow procedures that impacted the operational activities of 30+ advisors, improving

process flow.

Engaged in multiple significant business initiatives, including the rollout of new software tools that impacted end-users

within the firm. Projects(s) involvement - Directed the migration of account data to a new secure cloud-based storage system

involving the transfer and verification of over 10 terabytes of sensitive financial data across internal domestic data centers.

Sr. Business Operations Manager - Cross Products Change Services - J.P. Morgan (09/2016 - 04/2022)

Led global UAT testing across SDLC major sectors, reducing software deployment errors by 30% and improving release

cycles by 25%. UAT Tester provided direction to QA team to design, plan, and execute overly complex system testing strategies and

tactics to ensure the quality of software at all stages of the systems life cycles are successfully completed testing focuses on end user.

Apply code coverage techniques, boundary value and cyclomatic complexity.

Assigned point of contact for minor tasks, project, and/or release.

Review project requirements, create user acceptance test scenarios and compile test scripts for projects

completed post-production Validation (PPV), planning design and execution leading up to deployment date(s).

Designing, creating, and running additional UAT test cases ensuring all major requirements and beyond fulfilled and

signed off prior to postproduction.

Identify defects, report to all parties involved and update HP ALM providing weekly reports to internal and external

teams to resolve and retest. Reporting metrics to senior management, product and project management

for review, and sign-off.

Comprehend and complete understanding of data processing functions including batch cycles, JCL, job control systems and

online transaction processing. Strong attention to details, data, web-based applications, server (s) and online transactions processing.

Developed and implemented new workflow procedures positively affected the operational overall process flow in UAT/QA department..

Sr. AVP Business Analyst - The Bancorp Bank (04/2005 - 09/2016)

●Managed SBLOC affinity partner relationships across high-net wealth clients, advisors, and internal operations group.

●Evaluated and processed over 350 Securities, opened and closed custody accounts, cash and investment accounts.

Backed Line of Credit (SBLOC) accounts annually, involving portfolios totaling more than $600 million.

●Evaluated credit limits monthly ensuring portfolio meets highlighting diverse financial leverage.

●Authored over 120 high-level lending assessments per year, providing crucial data for underwriting decisions.

●Spearheaded a strategic initiative with Affinity Banks that attracted 30 new high-net-worth clients within the first six months.

●Developed and pitched new product ideas annually to the Lending organization, significantly broadening the product range.

●Built and sustained strong professional relationships with more than 20 SBLOC affinity partners across various sectors.

●Negotiated and co-managed capital allocations involving upwards in funds, focusing on maximizing returns.

●Compiled and delivered 40+ quarterly reports that tracked financial and operational metrics crucial for executive decision-making.

Monitored an SBLOC portfolio of approximately $300 million daily, identifying and addressing violations per month, reducing

financial risk by 25%.

Education:

University of Phoenix, AZ / Associate’s Degree: Business Administration

Wilmington University, Wilmington, De/ Bachelor’s Degree: Organization Development (continuing education)

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