Austin Brown

At Independence Bank, I review transaction requests and committee materials for clarity, detail, and completeness before processing. I also reconcile positions and cash across accounts, resolving discrepancies between internal records and custodian data.

I facilitate Trust Investment Committee meetings by preparing agenda materials, leading sessions, delivering market commentary, and tracking policy and operational changes. I maintain the investment exception log and work with officers to research and resolve issues.

I coordinate with vendors, custodians, officers, and counterparties on confirmation, matching, and settlement issues. I also develop and maintain trust operations procedures and documentation.

Previously, I sold a B2B SaaS lead-generation platform as a Business Advisor and worked in trust operations processing transactions and supporting reconciliation and settlement tasks. I’m seeking to apply my experience to a new, growing industry, and I’m ready to learn new systems and processes.