Michael Grafton

Governance Analyst @Wells Fargo

Conduct compliance projects to review trust and investment accounts for fee accuracy and execute client remediations. • Facilitate daily meetings to coordinate with key stakeholders to confirm clear communication on project progression, disseminate responsibilities, and ensure goals and tracking requirements are met. • Research and review legal documents, SharePoint inquiries, portfolio statements, and investment transactions (dividends, distributions, etc.) for inaccuracies to assist calculating corrections and interest. • Gather, analyze, validate, and manipulate data using excel (pivot tables, lookups, etc.) to reflect easy-to-read analysis for all parties involved. • Provide reason and validation for calculated corrections to various project managers, client representatives, and legal department.