Michael Dixon Email & Phone Number

Toronto, Ontario, Canada

INCIDENT MANAGEMENT - Acts as the primary Risk contact for Advanced Solutions, documenting all incidents and ensuring appropriate remediation efforts are in place.AUDIT PREPARATION - Spearheads audit preparation work alongside WM Risk colleagues. Works with Advanced Solutions leadership to prepare teams for future audits.PROCESS INVENTORY - Presides over a process inventory for all Advanced Solutions teams tracking associated risks and develops mitigating controls. POLICY & PROCEDURES - Leads creation and updates of official firm-approved procedures. (Policy Portal, CILA, EUC)SALESFORCE INITIATIVES - Manages the implementation of Salesforce automation; includes SOW and quote workflows, NPS surveys.PRODUCT REQUESTS - Solicits, facilitates, and prioritizes product and tool requests for Advanced Solutions.PROCESS EFFICIENCY TRACKING - Tracks time saving initiatives by Advanced Solutions teams.STATEMENT OF WORK STANDARDIZATION - Leads creation and alignment of Statements of Work across Global Advanced Solutions.PROCESS CREATION & OPTIMIZATION - Leads the review and overhaul of existing processes or formulation of new procedures while coordinating with applicable stakeholders, specifically around the categories listed above.

Toronto, Ontario, Canada

• Leads a tightknit team of highly skilled all-rounders based all over North America that focus on the scoping and execution of client corporate action projects on the Shareworks platforms – clients ranging from mid-size to enterprise fortune 500 level• Main internal point of contact for all corporate actions occurring for clients on the North American Shareworks platforms• Manages the project intake queue, including projects that are currently in the requirements gathering phase and/or in flight – projects ranging in size and scope with an average of 60 active projects in the queue at any given time• Spearheads corporate action queue reviews with the Relationship Management leadership groups• Supports team through ad hoc training sessions, process documentation initiatives, and the coordination formal education events• Engages with Product Development teams as a subject matter expert on builds that are corporate actions focused (ie. Gainskeeper integration)• Drives interdepartmental process best practices relating to internal operations stakeholders, specifically Tax and Asset Servicing groups• Active member of the Morgan Stanley at Work Employee Engagement Sub-Committee

Toronto, Ontario, Canada

• Leads a tightknit team of highly skilled all-rounders based all over North America that focus on the scoping and execution of client corporate action projects on the Shareworks platform – clients ranging from mid-size to enterprise fortune 500 level• Acts as the main internal point of contact for all corporate actions occurring for clients on the North American Shareworks platform• Manages the project intake queue, including projects that are currently in the requirements gathering phase and/or in flight – projects ranging in size and scope with an average of 55 active projects in the queue on an ongoing basis• Facilitates weekly team process documentation sessions and collaborates with various internal stakeholder group leaders to ensure processes are mutually agreed upon and beneficial across all parties• Spearheads bi-weekly corporate action queue reviews with the Relationship Management leadership groups• Supports team through ad hoc training sessions and the coordination formal education events• Engages with Product Development teams as a SME on builds that are corporate action focused (ie. Gainskeeper integration)• Active member of the Morgan Stanley at Work Employee Engagement Sub-Committee

Toronto, Canada Area

• Leads a tightknit team of highly skilled all-rounders based all over North America that focus on the scoping and execution of client corporate action projects on the Shareworks platform – clients ranging from mid-size to enterprise fortune 500 level• Acts as the main internal point of contact for all corporate actions occurring for clients on the North American Shareworks platform• Manages the project intake queue, including projects that are currently in the requirements gathering phase and/or in flight – projects ranging in size and scope with an average of 55 active projects in the queue on an ongoing basis• Facilitates weekly team process documentation sessions and collaborates with various internal stakeholder group leaders to ensure processes are mutually agreed upon and beneficial across all parties• Spearheads weekly corporate action queue reviews with the Relationship Management leadership groups• Supports Corporate Actions team through ad hoc training sessions and the coordination formal education events• Engages with Product Development teams as a SME on builds that are corporate action focused (ie. Gainskeeper integration)• Active member of the Morgan Stanley at Work Employee Engagement Sub-Committee

Toronto, Canada Area

• Constructed, coordinated, and facilitated training sessions both internally and externally• Designed internal training and process documentation• Resolved internal and external “hot fixes” company-wide on an ongoing basis quickly and accurately• Consulted with small private to large public “marquee” clients regularly on corporate events fostering high levels of client satisfaction• Unified and streamlined client experience through regular consultation with Relationship and Client Service Managers, Operations, and Reconciliation departments • Implemented corporate events with thorough accuracy and strict adherence to quoted timeline• Maintained wide breadth of product knowledge through proactive attendance during software releases, self-directed research, and peer support• Developed Statements of Work and project timelines with specific focus on Merger & Acquisition activity• Awarded eight “OneSolium” Peer Recognition Awards• Awarded the the annual Solium Service Award in June 2017

Calgary, Ab, Canada

• Educated clients on the capabilities of the software product through demonstrations and coaching• Generated itemized timelines with milestones for entire implementation project• Corresponded with clients on an ongoing basis to effectively communicate project timelines, answer questions, and provide guidance • Implemented client data with high accuracy and well within set out timeline• Succeeded in surpassing client satisfaction metric based on returned informal client satisfaction surveys

Calgary, Ab

Proactively coordinated calendars of two Regional Vice Presidents, ensuring strategic use of time• Developed and organized impactful events that promote strong relationships and sales• Coordinated and structured marketing co-op requests to facilitate relationships with stakeholders• Implemented marketing strategies based off of head office and self-generated reports• Enhanced advisor relationship through consistent meeting follow-up, proper acknowledgement, and world class customer service• Part of two small teams managing over $1.2 billion in accounts• “Leading the Way” award recipient for FY2015, recognized for outstanding contribution to TD Wealth Products & Mutual Funds

Calgary, Ab - Chinook Centre

• Developed and fostered strong business-client relationships, resulting in a high sale per hour figure• Integrated company directives into the development of dynamic visual displays• Encouraged the success of coworkers through mentoring and one-on-one training• Managed up to five clients simultaneously in a fast paced environment

Bachelor Of Arts (Ba), Communications (Multidisciplinary), Minor In Sociology

Activities and Societies: ACE Calgary, Global AIDS Awareness Group, Q Centre

Canadian Securities Course

Education record

Activities and Societies: Semester Abroad