Experience

SRS Acquiom

• United States
• Financial Services
• 100 - 200 Employee

• Compliance Analyst

  • Nov 2021 - 2 years 2 months

  Denver, Colorado, United States As a Contract Compliance Analyst, I oversee the release of post-closing merger consideration (Escrows/Holdbacks, Milestones/Earn-Outs) to selling securityholders in Mergers & Acquisitions via i) legal and logistical analysts of merger, escrow, distribution, etc. agreements; ii) strategic and creative problem solving; iii) information system, risk, and client management, and; iv) navigating IRS / SEC regulations, and internal/operational consultation, support, and coordination. Personally… Show more As a Contract Compliance Analyst, I oversee the release of post-closing merger consideration (Escrows/Holdbacks, Milestones/Earn-Outs) to selling securityholders in Mergers & Acquisitions via i) legal and logistical analysts of merger, escrow, distribution, etc. agreements; ii) strategic and creative problem solving; iii) information system, risk, and client management, and; iv) navigating IRS / SEC regulations, and internal/operational consultation, support, and coordination. Personally coordinated the release of over $2 Billion in currencies & hundreds of millions in equities issued to investors; $36 Million in legal claim disputes to-date, while minimizing the time to release funds and exceeding client expectations. Directly manage industry-leading deal counsel (Kirkland & Ellis, Davis & Polk, Cooley), strategic buyers (Microsoft, Google, Amazon, Pfizer), VC firms (Sequoia, Bessemer, Battery, Andreessen) and international investment banks/agents.

• Compliance Process Manager

  • Jun 2021 - Nov 2021

  Denver, Colorado, United States Responsible for transfers of ownership (due to death, sale, recapitalization, liquidation, and court orders) of contingent post-closing merger consideration, as well as serving as the escalation point for process and compliance escalations pursuant to contractual obligations.

• Lead Client Service Liaison

  • Nov 2019 - Jun 2021

  Denver CO Leadership role adding direct department supervision, coaching, training. knowledge bank and VIP client management, in addition to Client Service Liasion role responsibilities.

• Client Service Liaison

  • Jul 2018 - Nov 2019

  Denver, Colorado, United States White-glove, industry-leading client service and shareholder advocacy for M&A sellers represented by Shareholder Representative Services LLC or paid by Acquiom Financial, LLC (authority on operational, tax, banking, & foreign currency exchange processes).



Capital City Bank Group, Inc.

• United States
• Banking
• 500 - 600 Employee

• Call Me Direct Specialist

  • Jun 2017 - Jul 2018

  Tallahassee, Florida Area • Reviewing and approving legal documents and fiduciary requests including Representative Payee, Durable and Non-durable Powers of Attorney, Revocable and Irrevocable Trusts, Guardianships, and Estate Administration; assisting with account maintenance and client service. • Developing, clarifying, and communicating all aspects of procedure within the bank. • Troubleshooting problems, offering creative solutions, and solving bankers’ concerns in an evolving and timley manner… Show more • Reviewing and approving legal documents and fiduciary requests including Representative Payee, Durable and Non-durable Powers of Attorney, Revocable and Irrevocable Trusts, Guardianships, and Estate Administration; assisting with account maintenance and client service. • Developing, clarifying, and communicating all aspects of procedure within the bank. • Troubleshooting problems, offering creative solutions, and solving bankers’ concerns in an evolving and timley manner, adapting to the complexities of each individual situation. • Supporting Transactional Risk and Fraud, Electronic and Online services, Compliance, and all other departments in their relationship to retail bank associates and client impact. • Training, and developing proactive systems to improve efficiency, accuracy, and profitability, as well as completing continuing education, and performing maintenance internally.

• Direct Banker

  • Jun 2016 - Jul 2017

  Tallahassee, Florida Area • Responsible for the duties of a lead teller and personal banker over the phone, solving every imaginable bank inquiry, meeting sales goals, and completing annual training while providing industry-leading customer service, serving as our clients’ advocate as a bank representative • Performing research, transfers, payments, credit card applications, product type changes, debit card orders, loan and deposit account, process, and client maintenance as well as debiting… Show more • Responsible for the duties of a lead teller and personal banker over the phone, solving every imaginable bank inquiry, meeting sales goals, and completing annual training while providing industry-leading customer service, serving as our clients’ advocate as a bank representative • Performing research, transfers, payments, credit card applications, product type changes, debit card orders, loan and deposit account, process, and client maintenance as well as debiting and crediting accounts, verifying funds, and creating money orders and cashiers checks • Explaining fees, processes, transactional history, policies, and regulations and routing calls • Maintaining bank-to-client and interdepartmental communication and processes while protecting client and bank information, compliance with federal and state regulation, corporate security, and professionalism standards



Self-employed

• Music Teacher, Performing Musician, Solo Artist / Audio Engineer

  • Dec 2008 - Aug 2016

  Destin, Florida, United States Multiple years teaching guitar and music theory. Solo live vocal/guitar performances at bars and restaurants. Lead Guitarist for Jetpack & the BIGGS, formerly the Aeolian Bards, until disbanding to find real grown-up jobs. Solo music production ongoing - https://soundcloud.com/jackson-kemper-932865209



Whole Foods Market

• United States
• Retail
• 700 & Above Employee

• Customer Service Supervisor

  • Mar 2015 - Jun 2016

  Tallahassee, FL • Supervising and delegating tasks to up to 15 cashier assistants and cashiers while meeting the challenges of managing a grocery store: maintain product quality with interdepartmental communication, resolving employee problems and scheduling challenges, resolving customer complaints, and controling the store’s flow and volume • Processing returns and information regarding operational transactions • Screening and routing calls, ordering supplies, and new hire training •… Show more • Supervising and delegating tasks to up to 15 cashier assistants and cashiers while meeting the challenges of managing a grocery store: maintain product quality with interdepartmental communication, resolving employee problems and scheduling challenges, resolving customer complaints, and controling the store’s flow and volume • Processing returns and information regarding operational transactions • Screening and routing calls, ordering supplies, and new hire training • Conducting, training, and preparing for loss prevention and sanitation audits • Reporting store performance and safety data to regional and store leadership • Processing daily cash/coupon activity, preparing bank deposits and money orders, tracking variances and employee performance, and reconciling registers, a cash office, and safe. • Independently developed a sales forecast for labor budgeting with a multiple variable regression model using past sales data, outperforming regional recommendations Show less