Teams at US Bank

Leads U.S. Bank’s global custody tax strategy across withholding, relief at source, quick refunds, reclaims, documentation, and international market requirements. Advises institutional clients and executives, partners with Sales, Operations, Product, Technology, Risk, Legal, and Compliance, and drives service-model, technology, controls, and process improvements. Oversees tax provider relationships, regulatory developments, risk remediation, performance metrics, and capability building across a complex global custody environment.

Manages corporate trust client relationships, evaluates new accounts, delivers client service, supports business development, mitigates risks, improves operations, coordinates process changes, and may oversee staff while meeting revenue and business objectives.

Owns reporting, data, and business-readiness activities for a financial-platform modernization and conversion program. Documents current-state processes, translates business needs into future-state product requirements, prioritizes roadmap items, and coordinates across business, operations, and technology teams. Supports testing, implementation readiness, regulatory requirements, risk and dependency management, and account-conversion preparation. Uses Jira or similar tools and helps deliver reporting and data capabilities for complex financial platforms.