Donna Shaw701 St. Andrews Lane

Hoover, AL 35244Home (205) 995-1230

Cell (205) 529-2262donnahold@aol.com

Highlights:

30 years in Banking and Investments Excellent Managerial Skills – 24 years management experience Strong Communication Skills Exceptional problem solving and decision making skills Advanced financial analysis skills with the ability to interpret data

Professional Experience:

BBVA Compass - Investment Operations 1992-Present

Position: Manager, Bond Accounting Title: Vice President

Provide investment portfolio accounting services for over 95 customers as well as for BBVA Compass and its affiliate portfolios

Responsible for the management, supervision, training, performance review and career guidance for staff members

Expand line of business relationships with the correspondent sales representatives to develop current and prospective customer relationships

Influence both internal and external senior management by delivering investment portfolio accounting subject matter expertise

Deep understanding of market change impact on portfolios and the ability to analyze and explain movements in yield, income, amortization and accretion

Responsible for the managing and importing of data for fixed income securities. Data includes market pricing, cash flows, rates and factors

Deliver account reconcilement expertise to internal and external clients Direct the conversion of new customer’s investment portfolios into the bond

accounting software system. Led multiple projects to implement and upgrade investment accounting systems Coordinate with external vendors on new product implementation Develop department business continuity and disaster recovery plans

Create and maintain departmental procedures to ensure policy and regulatory guidelines are met

Manage examinations conducted by internal and external auditors

Additional responsibilities added to current position

Position: Manager of Research and Control (Wealth Management Operations) November 2013 - November 2014

Managed the reconcilements of the internal DDA account for WMG Managed the reconcilements of a group of trust accounts within WMG Responsible for the vault and safety deposit box audits for WMG

Position: Manager of Investment Operations Input Department February 2015 – October 2015

Responsible for the security setup and trade input into the trading/safekeeping system (Phase3).

Responsible for the posting of derivative commissions

BBVA Compass - Investment Operations 1986-1992

Position: Correspondent Accounting Specialist I - III

Provided information (accruals, market pricing, reports (accounting, management and call reports) and data downloads) for the investment portfolio for Compass Bank to multiple departments in a time sensitive manner.

Provided specialized accounting services to clients of the correspondent and investment division

Worked with internal and external senior management to resolve questions or problem resolution.

Liaison with software and data vendors to resolve issues and implement changes. Responsible for the conversion of the investment portfolios of acquired institutions

to the internal software system

Education:

Samford University (Birmingham, AL) – Bachelor of Science in Business AdministrationNorthwest Alabama State Junior College (Phil Campbell, AL) – Associates Degree in

Business Administration

Alabama Banking School (Mobile, AL)

Currently studying Lean Operations Principles and Concepts

Professional Licenses:

Series 7 LicenseSeries 99 License

System Proficiencies:

ParagonBloombergMicrosoft OfficePhase3