Beth Chelton

Senior Compliance and Project

Beth Chelton is a eficient expert, who works in Silicon Valley Bank main office of which is in 1286. as a Senior Financial Risk and Controls Manager since 2018. This person has earned professional experience in more than 11 positions at different companies. Beth Chelton went to the University of St. Thomas (Tx) and received education there from 1997 to 1999. This professional has the following professional qualifications: Certified Public Accountant, Certified Securities Operations Professional, and Certified Financial Planner ™. Austin, Texas is the city, where this expert was known to settle. This professional's phone number and email are accessed through SoftwareOfficial by request.
Name variants:
Elizabeth Chelton
Last updated Jul 01, 2024

Contact Information

Last Update
Jul 3, 2022
Email
bc**@sentineltrust.com
Location
Austin, TX

Workplace

Senior Financial Risk and Controls Manager

Sunnyvale, CA

Industry

Commercial Banks, Not Chartered

Work History

Senior Financial Risk and Controls Manager

3003 Tasman Dr, Santa Clara, CA 95054
from Jul 2018

Vice President | Head of Operations

2001 Kirby Dr SUITE 1200, Houston, TX 77019
Participated on cross functional teams to identify and address inefficiencies and strategic goals to support goal of firm growth. Mentored Alternative Assets / Accounting Manager and Opera...
2010 — 2016

Assistant Vice President | Operations Manager

2001 Kirby Dr SUITE 1200, Houston, TX 77019
Performed review of all Operations procedures to identify weaknesses and inefficiencies. Implemented daily cash reconciliations, standardized forms and documented procedures. Developed and...
2003 — 2009

Senior Vice President and Director of Operations

Houston, TX
Acting, interim controller directing Operations and Fund Administration / Accounting staff responsible for processing transactions, settling trades, generating client portfolio performance, ...
from Apr 2002

Senior Audit Staff

Coordinated on-site visits with clients. Supervised various teams of audit staff. Served as Senior Staff buddy, mentoring audit staff.
2001 — 2002

Portfolio Systems Manager

2001 Kirby Dr SUITE 1200, Houston, TX 77019
Coordinated interface development between trust accounting and portfolio management software for $800k multifamily office / wealth management firm. -Promoted to manage Operations department ...
2002 — 2002

Audit Staff

Performed audit work for various companies, including manufacturing, financial services, national auto conglomerate, and international resort. Audits included inventory, SEC 10-K and 10-Q...
1999 — 2001

Senior Accountant

Supervised Accounting and Human Resources staff. Maintained fund (non-profit) accounting and generated periodic financial reporting for 20+ state and local grants. Maintained employee sal...
1997 — 1999

Accounts Receivable and Accounts Payable Manager

225 east Cunningham St, Butler, PA 16001
Managed corporate Accounts Receivable / Accounts Payable staff. Coordinated with branch managers at 18 U.S. locations. Prepared monthly U.S. branch profit and loss statements. Performed ...
1994 — 1997

Executive Assistant To Vice President of Marketing

225 east Cunningham St, Butler, PA 16001
Supported the corporate Marketing Department, including VP and eight managers. Led project to brand company-wide fleet of tractor / trailers. Quality Improvement team leader.
1992 — 1994

Accounts Receivable and Accounts Payable Clerk

225 east Cunningham St, Butler, PA 16001
Posted remittances received via lockbox to appropriate client accounts using mainframe accounting system. -Processed vendor payments and employee expense reimbursements for 18 U.S. branch lo...
1990 — 1992

Education

Occupations

Executive
Manager
Accountant
Finance and Accounting Specialist
Vice President
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive

Skills

Financial Analysis
Investments
Management
Strategic Planning
Budgets
Finance
Project Management
Accounting
Trusts
Leadership
Financial Services
Risk Management
Cpa
Auditing
Sox
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