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Class Action Focus Group

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Committee Contacts

Karen J. Bouchard • Chairman
UMB Bank • 928 Grand Boulevard • Kansas City, MO 64106
p: (816) 860-4668 • f: (816) 860-3957


Karen J. Bouchard, Vice President, UMB Bank. Responsible for Mutual Funds, Money Market Sweep, Free Depository Activity, Certificates of Deposit, Guaranteed Investment Contracts, and Unique Asset Processing.
    Year Started at UMB Bank: 1997
    Year Started in the Industry: 1978
    Credentials and Affiliations: Bachelor of Science degree in Accounting from University of Central Oklahoma. Trust Operations Honor Graduate from Cannon Financial Institute, Inc.


Arnita L. Harris • Communications/Audit and Bylaws
The Northern Trust Co. • 801 N. Canal Street • Chicago, IL 60607
p: (312) 444-7280


Arnita L. Harris Vice President, The Northern Trust Co. Responsible for DTCC and Fed Trade Settlement, Repurchase Processing, Depository Custody Service Client Support and Safekeeping Services.
    Year Started at UMB Bank: 1979
    Year Started in the Industry: 1975
    Credentials and Affiliations: CSOP Certified, American Institute of Bank, Associate of Applied Science Degree in Banking and Finance


Linda M. Jagminas • Treasurer
Bank of America • 135 South LaSalle Street, Suite 1811 • Chicago, Illinois 60603
p: (312) 992-9836 • f: (312) 992-3095


Linda M. Jagminas, Vice President, Bank of America, Cash & Securities Services. Responsible for Trade Settlement, Corporate Actions, Income Collections, Mutual Funds & Money Markets Settlement, Securities Lending, Asset Set Up & Pricing and Vault Safekeeping . Cash & Securities Services supports Global Securities Solutions and Financial Institutions lines of business for Bank of America.
    Year Started at Bank of America: 2007
    Year Started in Industry: 1980


Elizabeth Menzies-Gabb • Industry Liaison
Citigroup Securities and Fund Services Director Group • 3800 Citigroup Center• Tampa, FL 33610
p: (813) 604-1149 • f: (813) 633-3206


Elizabeth Menzies-Gabb, Operations Officer at Citigroup Securities and Fund Services. Responsible for Mutual Fund Operations, Broker-Dealer Operations, and Cash Movement.
    Year Started at Citigroup: 2002
    Year Started in Industry: 1999
    Credentials and Affiliations: Masters of Business Administration, University of Nebraska at Omaha, Bachelors of Science degree in Finance, University of Nebraska-Lincoln, CSOP Certified.


Terry Bouthilet • Membership
Wells Fargo Bank • 783 Marquette Avenue • Minneapolis, MN 55479
p: (612) 667-5930 • fax (612) 667-4305


Terry Bouthilet, Assistance Vice President, Wells Fargo Bank. Responsible for DTCC and Fed Trade Settlements, Mutual Fund Trade Processing, Free Fed processing, and Exception Resolution.
    Year Started at Wells Fargo Bank: 2000
    Year Started in Industry: 1989
    Credentials and Affiliations: 1989 Credentials and Affiliations: Bachelor of Arts Degree from university of Minnesota, CSOP certified.


Anita Higgins • Vice Chairman/Secretary
Trustmark • 248 East Capitol Street, Room 580 • Jackson, MS 39205
p: (601) 208-7777 • f: (601) 208-6016


Anita Higgins, First Vice President, Trustmark. Responsible for Trade Settlement, Security Movement and Control, Income Collections, Corporate Actions, Unique Asset Processing, Safekeeping, Business Contingency and Retail Sweep Products
    Year Started at Trustmark: 1988
    Year Started in Industry: 1991
    Credentials and Affiliations: Masters of Business Administration, University of Southern Mississippi, Bachelors of Science degree in Finance, University of Southern Mississippi, Trust Operations Graduate from Cannon Financial Institute, Inc., CSOP Certified, CRP Certified, Series 7 Broker License


Ed Brands • Exhibitor Relations
Union Bank, N.A. • 350 California Street, Suite 800 • San Francisco, CA 94104
p: (415) 705-7505 • f: (415) 705-7395


Ed Brands, Vice President, Union Bank, N.A.. Responsible for Trade Settlements, Corporate Actions, Income Processing, Securities Lending.
    Year Started at Union Bank: 1989
    Year Started in Industry: 1973
    Credentials and Affiliations: Bachelor of Science, Finance from Northern Illinois University, Masters of Business Administration from DePaul University, Member of the Depository Trust Company Corporate Actions Reengineering Council.


Scott Olsen • Meetings and Arrangements
U.S. Bank, N.A. • 1555 N. Rivercenter Dr., Suite 302 • Milwaukee, WI 53212
p: (414) 905-5462 • f: (866) 804-6274


Scott Olsen, Vice President, U.S. Bank NA. Responsibilities include Domestic Trade Settlement, Corporate Actions, class Actions, Alternative Assets & Securities Lending
    Year Started at U.S. Bank, N.A.: 1998
    Year Started in Industry: 1996
    Credentials and Affiliations: B.B.A. in finance from the University of Wisconsin-Whitewater, CSOP certified