Answer 60 to 90 phone calls a day from shareholders, brokers , and sales assistants on all aspects of stock transfer. This includes reregistration of securities, DWAC and DRS transfers along with dividend checks , physical stock certificates and replacements. Reorgs, mergers, tender offers and 1099 tax info as well. Troubleshoot issues and resolve complaints all on a daily basis. Also received numerous compliments from clients and callers. ......... LINK shareholder services from August 2018 to present. .....helping with asset recovery including post merger cleanups. Highest fee producing asset recovery specialist .

Served as a caregiver to a family member, another individual has assumed the role as I have accepted an offer of employment with american stock transfer..

Position was relocated to Maryland. Processed and reconciled non-automated transfers of high money value (HMV) client accounts (those with minimum assets of $100,000 ) transferring to and from various financial services firms. Responsible for a variety of reconciliation tasks and handled all branch inquiries in a professional and timely manner.

Position was relocated to Tennessee.Duties involved automated and non-automated client account transfers and New Recruit Solutions activities, in support of high net worth clients. Specialized in processing claims, on behalf of and against the firm, handling an average volume of 500 claims per week utilizing dtc system and fed wires. Successfully performed options transfer specialist role, which required specific processing of expiring options to prevent option assignment during transfer. Regular interactions with the Corporate Actions department to minimize risk to the firm by flagging potential redemptions, tenders, mergers and stock splits. Also handled large volume of phone calls from service center as part of daily function.