Operations Manager, IT Project Manager, Salesforce Product Manager, VCC Director and Architect

• Jan 2019 - Present

• Infrastructure Program Manager• Take ownership for the coordination and communication to end users on small to large projects.• Track deadlines, monitors and summarizes progress of projects• Prepare reports for upper management regarding the status of a project• Present status reports to senior stakeholders and leadership• Secure estimates from various project team members (including, but not limited to, producing tier estimates and project cost)• Have oversight on risk management and ensure that all projects are in compliance with established governance practices• Assist in organizing project communication to ensure all efforts are properly coordinated• Ensure lists of assets are properly updated and accounted for• Evaluate business-as-usual and stress management practices employed by business line management, second line risk and compliance functions, and third line control assurance processes, including internal audit and other testing roles, in either firm-specific work, System-wide efforts, or other horizontal examinations• Lead or participate in firm-specific reviews and baseline monitoring meetings• Lead or support specific supervisory events to address knowledge gaps and to evaluate the firm’s remedial actions Show less

Operations Manager, IT Project Manager, CRM Project Manager, Telephony Systems Administrator

• Jan 2017 - Jan 2019

• Manage the full scope of outbound retail campaign strategy and other revenue generating operations for the firm including all stages of business from procuring necessary real estate, building out facilities, interviewing, hiring and supervising personnel, manage the full scope of IT equipment and software, create and deploy software updates, program software applications, patch and release new software versions, organize, plan, and strategize solicitations, etc.• Act as the primary database architect and database administrator for multiple databases with various structures, to include general RDP, SQL Server, and DBASE. Design, deploy, administer, and maintain all databases and ensure the security and integrity of the data is preserved. Program software applications to allow databases to communicate with applications through various APIs.• Responsible for deployment and maintenance of all servers, workstations, telephony, and other equipment required for operating. Directly involved in engineering, developing, and implementing software applications using various programming languages including Clipper, C#, JS, HTML, JQuery, PHP, .NET, etc. Administer Windows Server and Novel Netware Server. Deploy cloud applications, add, remove, and administer users, create and publish websites using SSH/SSL via SFTP upload and/or cPanel. Administer AWS and Azure accounts both as root and IAM users. Microsoft Office 365 Admin.• Possess a strong financial background, with extensive knowledge of the mechanics and documentation related to corporate transactions including annual and special meetings, contested meetings, hostile and friendly acquisitions, tender offers, spin-offs and other corporate restructuring. Show less

Account Executive, Campaign Manager, Technology Research and Development Project Manager

• Jan 2012 - Jan 2017

• Represent U.S. and international clients in a variety of transactions, shareholder meetings and corporate governance issues, with an emphasis on friendly and hostile acquisitions, proxy contests and tender offers. • Review changing policies and practices of voting advisory firms such as Institutional Shareholder Services (ISS), Glass Lewis and Egan Jones; analyze proxy papers in order to assist with developing a shareholder outreach strategy• Maintain an up to date understanding of Corporate Governance Policies for various shareholders including index funds, hedge funds, and institutions in order to provide strategic guidance• Serve as the key client contact and assist senior company officials with the engagement of portfolio managers, analysts and corporate governance officers to maximize shareholder support• Provide clients with equity compensation modeling services such as the ISS Compass Model, vote projections, and assistance with equity compensation plan amendments• Collaborate with clients to plan for and coordinate proxy campaigns, mailings and shareholder solicitation • Review shareholder communication documents, including proxy statements and offer documents• Liaise with Broadridge and transfer agents regarding mailings, voting, and shareholder identification• Assist with drafting and finalizing public correspondence, letters, and press releases• Prepare summary vote tabulation reports and maintain effective communications with clients and internal teams• Liaise with opposition as required regarding making or responding to shareholder demands in contested situations• Keep abreast of the latest DTC, Exchange and SEC rules and procedures and the market sentiment related to changing corporate governance best practices and shareholder rights Show less

Senior Corporate Action Specialist

• Sep 2011 - Jan 2012

• Responsible for researching and responding to inquiries from internal business groups, depositories, agents, brokers, clients, investment managers, portfolio managers, analysts, sub custodians, and/or custodians. • Responsible for writing, reviewing, revising, and editing Corporate Action announcements that are sent to internal/external clients; corporate action instructions sent to depositories / custodians / sub custodians /agents / brokers; and reviewing accuracy of postings to client accounts. • Responsible for the entire life cycle of the action from the first announcement to completion and payment. • Required work on multiple Bank of New York Mellon systems and was responsible for reviewing various system control reports to ensure completion of critical processing requirements. Expected to contribute ideas and recommendations to improve process efficiencies and increase risk mitigation. Participated in various department projects including business process automation. Show less

Senior Operations Supervisor

• May 2010 - Sep 2011

• Responsible for supervising operations at the Pittsburgh office related to retail proxy solicitation and the highest level of corporate actions (mergers, acquisitions, proxy contests, tender offers, consent solicitation, etc.)• The position required strong knowledge of the business environment, financial data, pro forma financial statements, proxy statements, annual reports, corporate structure, and SEC filings (10-K, 14D-9, 8-K, etc.) • Contributed to significant increases in year over year call center revenue. Responsible for recruiting, training, and supervising up to 60 employees while conducting quality assurance and providing constructive feedback.• Demonstrated strong proficiency in writing, planning, communicating and presenting, as well as the ability to read and comprehend a significant amount of information. Created fact sheets summarizing proxy material and disseminated to all agents. Designated as the lead on various jobs.• Coordinated information and requirements from directors, account executives, press releases, shareholders, proxy materials, fight letters, and offer documents. Continuously monitored the solicitation environment in order to ensure agents were adequately prepared with the most up to date information. Drafted training materials, as well as constructed a comprehensive training program. Prepared and delivered presentations for orientation of new agents and conducted training. Show less

Operations Supervisor

• May 2008 - Jun 2010

• Responsible for supervising operations at the Pittsburgh office related to retail proxy solicitation and the highest level of corporate actions (mergers, acquisitions, proxy contests, tender offers, consent solicitation, etc.)• The position required strong knowledge of the business environment, financial data, pro forma financial statements, proxy statements, annual reports, corporate structure, and SEC filings (10-K, 14D-9, 8-K, etc.)

Chair Of The Board Of Directors

• Jan 2009 - Jun 2010

Served as Chairman of the Board and Chairman of the Board Finance Committee. Responsibilities included reviewing policies, making changes to policies, running meetings, making funding and appropriation decisions, allocating student activity fee revenues of over one million as well as revenues from operations, overseeing operations of the Clarion University Bookstore, hiring Students’ Association employees i.e. association business manager and bookstore manager, making financial decisions, allocating investments, selecting and approving lawyers and auditing firms, selecting and working with various advisers. Show less

Seismic Systems Engineer

• Nov 2006 - Nov 2007

Senior Field Engineer

• Oct 2005 - Nov 2006

Intelligence Analyst

• Mar 2005 - Oct 2005

Senior Nuclear Event Detection Analyst

• Oct 2004 - Mar 2005

Technical Application Specialist

• Oct 2003 - Nov 2004