Experience

Computershare Governance Services

• Financial Services
• 1 - 100 Employee

• Senior Manager, Data Management

  • Oct 2023 - Present

• Data Workflow Manager

  • Jul 2020 - Oct 2023

  •Responsible for the ongoing success, profitability, and growth of corporate client accounts and special projects •Manage a team of data specialists conducting day-to-day updates and reporting regarding annual compliance and legal maintenance activities for the global subsidiary portfolios of multinational companies •Lead client entity implementations into legal entity management systems, entity health checks, verification processes, audits, creation of digital minute books, and full… Show more •Responsible for the ongoing success, profitability, and growth of corporate client accounts and special projects •Manage a team of data specialists conducting day-to-day updates and reporting regarding annual compliance and legal maintenance activities for the global subsidiary portfolios of multinational companies •Lead client entity implementations into legal entity management systems, entity health checks, verification processes, audits, creation of digital minute books, and full share/stock class buildouts •Train and consult clients on entity management databases, information needed for accuracy, best practices, and timeline expectations •Oversee client satisfaction, service coordination, escalated matters, and work product quality •Conduct interviews, hiring, and new employee training processes; provide mentorship for team members •Strategize, develop, and implement internal process and protocol innovation with GMS hubs in NORAM, EMEA, and APAC •Contribute database enhancement feedback as well as participate in UAT and sprint testing for upgrades •Global Entity Management System (GEMS), Blueprint (Diligent Entities), HCue, Serengeti Legal Tracker, Cosmos Billing, Time KM, Journyx, Salesforce, Taleo, BOX, OneDrive, SharePoint, MS Teams, OrgPlus



Orrick, Herrington & Sutcliffe LLP

• United States
• Law Practice
• 100 - 200 Employee

• Data Workflow Manager - Verbatim Global Compliance

  • Mar 2016 - Jul 2020

  Wheeling, WV Supervising and training the Client Data Coordinator team and developing best practices for managing client data and compliance documents. Also serve as the lead coordinator for electronic billing and assisting with the implementation of new clients and conduct user training. Additional activities include: developing and monitoring goals and objectives to effectively guide the group, managing client data; managing the workflow processes of the team; managing the day-to-day activity of… Show more Supervising and training the Client Data Coordinator team and developing best practices for managing client data and compliance documents. Also serve as the lead coordinator for electronic billing and assisting with the implementation of new clients and conduct user training. Additional activities include: developing and monitoring goals and objectives to effectively guide the group, managing client data; managing the workflow processes of the team; managing the day-to-day activity of team; monitoring and improving team performance metrics; participating in the maintenance and growth of business; leading a team of professionals; and developing a high-performance team.

• Senior Client Data Coordinator

  • Oct 2014 - Mar 2016

  Wheeling, WV

• Client Data Coordinator

  • Nov 2009 - Oct 2014

  Wheeling, WV Assist attorneys with corporate maintenance, compliance, incorporation, and general corporate work. Maintain and update client subsidiary information on the legal database, data migration, data compliance monitoring, and generation of various client reports in connection with the firm's Global Corporate Secretary Service. Professional rapport with cross-cultural colleagues. *Recognized for having 99% accuracy regarding client database updates (share information/transfers, client… Show more Assist attorneys with corporate maintenance, compliance, incorporation, and general corporate work. Maintain and update client subsidiary information on the legal database, data migration, data compliance monitoring, and generation of various client reports in connection with the firm's Global Corporate Secretary Service. Professional rapport with cross-cultural colleagues. *Recognized for having 99% accuracy regarding client database updates (share information/transfers, client profile/incorporation info., officer/director appointments, meeting minute summaries, etc.).



The Business Resource Network

• Admin

  • Jan 2013 - Dec 2013

  WIB Area 16: Belmont, Carroll, Harrison & Jefferson Counties Non-profit, federal Department of Labor grant. The BRN consists of federal, local, regional and state organizations to assist regional businesses in obtaining the help they need. This collaborative approach includes regional chambers of commerce, economic development, workforce training organizations, universities and government agencies that all offer business services. Our network includes every critical business service provider - from major federal and state big dollar programs to local… Show more Non-profit, federal Department of Labor grant. The BRN consists of federal, local, regional and state organizations to assist regional businesses in obtaining the help they need. This collaborative approach includes regional chambers of commerce, economic development, workforce training organizations, universities and government agencies that all offer business services. Our network includes every critical business service provider - from major federal and state big dollar programs to local organizations so that local businesses can solve problems close to home. Show less



Lender Processing Services, Inc. (LPS)

• United States
• Financial Services
• 400 - 500 Employee

• Quality Control Analyst

  • Feb 2009 - Nov 2009

  Moon Township, PA Review broker price opinion reports on single family, multi family, and vacant land properties. Review agent bracketing of all aspects on report, call agents regarding any discrepancies, and provide research results on better comparables in market area. Provide due diligence and precise attention to detail in order to produce a quality report. Work with several federal mortgage companies. *Recognized for high monthly audit percentages.



The Connor Group

• United States
• Real Estate
• 200 - 300 Employee

• Leasing Agent

  • Jun 2008 - Feb 2009

  Columbus, Ohio Area Leasing apartment units, showing units, face to face sales, marketing, credit underwriting, lease addendums, handling confidential documents, explaining contracts, lease renewals.