Bio
Credentials
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Train the Trainer Certification
Langevin Learning Services
Experience
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PNC FINANCIAL SVCS GROUP, INC.
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United States
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Vice President
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Oct 2021 - Present
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United States
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Computershare U.S.
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United States
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Relationship Manager (Solutions Architect) Corporate Actions
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Mar 2001 - Oct 2021
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United States
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BNY Mellon
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United States
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Corporate Actions Post-Merger and Escheatment Supervisor
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Jan 1998 - Mar 2001
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United States
Managed Post Merger Program, prompting unexchanged Corporate Action shareholders to participate in a Post-Merger Program which would allow shareholders to receive their Merger Consideration.Oversaw the processing of incoming Post-Merger items.Managed Pre-Escheatment Due Diligence Mailings on all Corporate Action Transactions.Worked directly with the Escheatment Department to ensure prior to Escheatment to the States, all Corporate Action Transactions were in proof for shares and/or cash.Communicated to clients on Spring and Fall Escheatment cycle if any unexchanged shareholders were due forEscheatment, providing detailed Reports with unexchanged shareholder(s), Escheatment State, Property beingEscheated.
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Suggested Services
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Industry Focus. “Financial Services”
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References
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