Experience

AST

• United States
• Financial Services
• 300 - 400 Employee

• Senior Relationship Manager

  • Dec 2020 - Present



Computershare

• Australia
• Financial Services
• 700 & Above Employee

• Assistant Vice President

  • Jan 2012 - Sep 2020

  Senior Relationship Manager responsible for the day to day services requirements of a host of complex customer relationships. Ensured client awareness of the full range of products and services available, up-selling and cross-selling to generate new revenue opportunities. Identified opportunities and offered solutions based on each client’s unique requirements. Senior Relationship Manager responsible for the day to day services requirements of a host of complex customer relationships. Ensured client awareness of the full range of products and services available, up-selling and cross-selling to generate new revenue opportunities. Identified opportunities and offered solutions based on each client’s unique requirements.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Aug 1999 - Jan 2012



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Trust Officer, Relationship Manager

  • 1996 - 1999

  Relationship Manager and Account Administrator responsible for a minimum of 25 Corporate Clients comprised of over 400,000 individual securityholder accounts. Functioned as liaison between Corporate Executives and the Stock Transfer Operation. Relationship Manager and Account Administrator responsible for a minimum of 25 Corporate Clients comprised of over 400,000 individual securityholder accounts. Functioned as liaison between Corporate Executives and the Stock Transfer Operation.



Chicago Stock Exchange

• United States
• Financial Services
• 1 - 100 Employee

• Manager, Mandatory Reorganization and Underwriting Services

  • 1993 - 1996

  Managed a team of Corporate Actions professionals and directed the processing of a full range of Mandatory Reorganization offers, including Cash/Stock Mergers, Exchanges, Reverse Splits, Liquidations, Bankruptcies, and Defaulted Bond and Escrow Distributions. Responsible for the related issues of offer assignment, participant notification, agent communication, inventory control, and collection/payment. Facilitated the distribution of Initial and Secondary Public Offerings through a comprehensive Underwriting Service. Show less