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Work Background
Self-employedSmall Business Owner
Jan. 2025Los Angeles, California, United States
Bank of HawaiiAssistant Vice President
Apr. 2018 - May. 2025Hawaii, United States
Bank of HawaiiAssistant Branch Manager
Aug. 2017 - Apr. 2018Lihue, Kauai
Bank of HawaiiConsumer Banking Representative
Jul. 2016 - Aug. 2017Lihue, Kauai
Bank of HawaiiTSG Operations Specialist
Dec. 2014 - Jun. 2016Honolulu, Hawaii• Performs securities settlement and custody, records management. • Administers accounts per policy and procedures, laws and regulations, and governing documents.
• Assists and trains Trust Specialists to process various accounting and securities transactions
• Establishes and Maintain procedures relative to the departments function.
• Provides back-up support to colleagues to ensure full functionality.
• Continues to participate in corporate sponsored product, regulatory training courses and develops personal and technical skills.
• Conducts research and analysis, recommends alternatives, develops task plans, and ensures implementation via team huddles and individually.
Northern Trust CorporationOperations Consultant – Securities Lending
Jul. 2006 - May. 2014Chicago• Analyzed potential discrepancies in processes in order to mitigate risk to the client and enterprise.
• Performed internal audits on existing processes and resolve regulatory concerns.
• Adhered to corporate governance in order to complete escheatment of client(s) assets.
• Monitored and measured Productivity and Capacity control measures for internal auditing.
• Created policies and departmental procedures to assist with work proficiency.
• Interacted with international teams to insure financial accountability and task accountability.
• Processed month-end client earnings and reconciled internal general ledgers/journals.
• Consulted with global operations team ensuring enterprise standards were exceeded.
• Managed collateral (cash and non-cash instruments) in excess of 1 billion.
• Researched/Reconciled various internal general ledgers.
• Leveraged broker relationships to facilitate business and mitigate risk.
• Processed cash movements for international trades with 10-15 brokers.
• Effectively communicated with international teams (internal and external).
PNC BankBranch Supervisor
May. 2001 - Jun. 2006Chicago• Coached and developed productive customer service associates.
• Performed basic administrative duties.
• Demonstrated purpose of retail products.
• Managed operations: team of 10-12 Tellers and Personal Bankers • Successfully adhered to regulations surrounding escheatment of client assets
• Performed audits on tellers for balancing purposes.
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