Rashida Wells has over 15 years of experience in financial services, trade management, and relationship management. She is currently a Relationship Manager at NTT DATA, where she leads compliance testing and ensures business processes comply with regulations. Previously, she held several roles at JP Morgan Chase, including Trade Management Client Service Manager where she improved performance and reduced trade fails and losses. She has a Bachelor's degree in Business Administration with a focus on Finance.

1. RRASHIDAASHIDA WWELLSELLS
(682) 438-8633  rashidawells29@gmail.com
Consumer-focused Financial Service Leader
TRADE MANAGEMENT | OPERATIONS | RISK MANAGEMENT | PROBLEM SOLVER
♦ Work Flow Coordination ♦ Employee Development ♦ Accounting
♦ Financial Services ♦ Negotiations ♦ Relationship Management
♦ Strategic Partnerships ♦ Custody Operations ♦ Fiscal Risk Mitigations
♦ Regulatory Facilitation ♦ Cash Management ♦ Small Business Services
PROFESSIONAL PROFILE
Results-oriented Financial Professional skilled in driving the creation and implementation of enhanced
promotional strategies, as well as develop customer investment strategies and tactical trade promotion
optimization recommendations for sales teams supporting organizational customer base. Demonstrates personal
leadership, initiative, cross-functional teamwork, ability to work under pressure, meet deadlines and strong
customer/channel knowledge and business acumen.
• Displays expertise and broad experience overseeing end-to-end lifecycle of trade-management services,
including trade booking, settlements, fail-trade management, regulatory requests, reference data, etc.
• Enhances, commercializes and manages a performance-based trade architecture that incents value-
creating marketplace behavior, ensuring cross-functional alignment to program’s components and
objectives
• Develops, manages, and executes performance management processes, including standardized KPI
reporting for planning and business review purposes
PROFESSIONAL EXPERIENCE
NTT DATA – FARMERS BRANCH, TX 5/2016 TO PRESENT
Relationship Manager, 2016 - Present
Challenge: Team Lead completing compliance testing, data enrichment, document remediation, memo writing, and
revision so as to meet regulatory requirements mandated by the OCC and other regulatory agencies,
ultimately ensuring business process/area complies with federal banking standards and laws.
Strategies: • Acts as a Project Manager for operations
• Guides test testing procedures
• Contracts to perform quality control reviews as required by a Top 4 US Bank and its personnel
JP MORGAN CHASE – ADDISON, TX 2001 TO 2015
Trade Management Client Service Manager, 2009 - 2015
Challenge: Strategically steered top-performing team of trade professionals providing trade management services to
Tier 1 investment managers and mutual funds complexes with assets at JPMorgan Bank. Developed and
implemented trade settlements, failed trade management, cash management and asset reconciliations.
Strategies: • Enhanced staff performance by providing training on various elements associated with risk,
automated directive messaging and relationship management resulting in 50% reduction in trade fails
and financial losses
Success
Metrics:
 Successfully meet and exceed client’s service level agreements through strategic partnerships with
internal Product and Technology groups resulting in a 20% reduction in client inquires and an increase

2. R W e l l s P a g e | 2
in client’s score card
PROFESSIONAL EXPERIENCE CONT’D…
Work Flow Coordinator, 2007 - 2009
Challenge: Administered client-services support for various fund managers by liaising with multiple segments of
custody functional areas, including FED and DTC settlement groups, trade processing, accounting and cash,
and foreign exchange groups.
Strategies: •Led Mortgage-backed security-settlement process, including allocation of cash movement on settlement
dates, reconciling asset and cash-break post-settlement, and communicating with clients on open
receivables and outstanding trades
•Oversaw development and publication of procedure manual to maintain process consistency
Success
Metrics:
 Substantiated trade step rates to 97% by identifying trade-instructions efficiencies and reporting poor
trade instruction trends
 Decreased trade fails 30% through effective client communication and fail-reporting
Trade Specialist, 2005 - 2007
Challenge: Monitored flow of trades and input trade instructions into company custody systems.
Strategies: • Analyzed domestic-market deadlines to ensure timely trade settlements
• Served as a point of escalation for complex trade issues
• Professionally handled and resolved settlement trade issue
Small Business Service Officer, Chase Small Business Banking, 2002 - 2005
Challenge: Provided hands-on account management for small business and personal consumers. Worked directly with
Small Business Relationship Managers to cultivate sales opportunities and provide general account
maintenance for their small business clients.
Strategies: • Prepared and executed transactions and provided personalized service with an emphasis on
meeting/exceeding client’s expectations at all times
Small Business Customer Service Escalation Team, Chase Telephone Banking, 2001 - 2002
Challenge: Proficiently handled inbound calls and conducted troubleshooting for tier 1 clients to address high-level
financial concerns regarding their small business banking accounts.
Strategies: • Successfully negotiated solutions to complex issues of small business clients through effective
negotiating and keen focus on client needs
EDUCATION
Bachelor of Business Administration, Major in Finance
University of Texas - Arlington, TX, December 2000