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Work Background
Small Business Owner
Self-employedSmall Business Owner
Jan. 2025Los Angeles, California, United States
Assistant Vice President
Bank of HawaiiAssistant Vice President
Apr. 2018 - May. 2025Hawaii, United States
Assistant Branch Manager
Bank of HawaiiAssistant Branch Manager
Aug. 2017 - Apr. 2018Lihue, Kauai
Consumer Banking Representative
Bank of HawaiiConsumer Banking Representative
Jul. 2016 - Aug. 2017Lihue, Kauai
TSG Operations Specialist
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.
Operations Consultant – Securities Lending
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).
Branch Supervisor
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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