Mitchell Everett

Background

About Mitchell Everett

Financial operations professional with specialized experience in tax-advantaged accounts (IRAs, HSAs, FSAs), banking compliance, and internal systems management. I currently support operational strategy at Union Bank & Trust as part of the Omnify team, where I focus on process optimization, regulatory reporting, and cross-functional collaboration. I've developed a strong foundation working with major financial software and databases (most notably Alegeus and Fiserv), ACH and tax reporting workflows, and regulatory compliance. My approach is structured, detail-driven, and solutions-oriented - all built on a commitment to accuracy, integrity, and long-term value creation. Certified in both IRA and HSA administration, I take great pride in supporting efficient, compliant, and scalable processes that meet both customer and institutional needs. I'm also focused on developing as a leader - building influence through subject matter expertise, initiative, and mentoring. I value connecting with others working in operations, compliance, and financial services leadership - especially those focused on building resilient systems, navigating regulatory change, or mentoring the next generation of professionals.