Corporate Actions Specialist
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Extensive experience in clearance and settlement, corporate actions (mandatory and voluntary), and post-trade operations at DTCC and J.P.
Clearing. Expertise in supporting the full corporate action and post-trade lifecycle for global market participants, from daily securities settlement and reconciliations to complex voluntary reorganization events and control enhancements. Skilled in working at the intersection of operations, change, and client communication.
Experience in product ownership, embedded business risk management, UAT for settlement and corporate action enhancements, documentation for market participants, and automation and data-driven initiatives. Comfortable working across multiple systems, preparing reporting for management and clients, and integrating analytical insights into operational decision-making.
Corporate Actions Specialist - DTCC
(2026-04)
Processed mandatory and voluntary corporate action events end-to-end. Partnered closely with internal operations, tax, technology, and risk teams, as well as external counterparties, to research and resolve inquiries and reduce operational and control risk across multiple systems and workflows. Led UAT for settlement and corporate action enhancements, contributed to documentation circulated to market participants, and supported automation and data-driven initiatives that strengthened quality control and reduced manual touchpoints.
Regularly coached colleagues on new workflows and control changes and served as a resource for teams adopting updated procedures.
J.P. Morgan Clearing
Post-trade operations and corporate actions experience.
