Jessica Shaw Email and Phone Number

Month-end accruals for TD's Technology departments.Tracking of charges to date for specific vendors.Coordinate vendor payment based on receipt of services.Monthly financial comparison to forecasted budget.

Responsible for accounts payable work-flow including communication with outside departments to obtain necessary approvals to pay.Point of contact for American Express Executive travel cards for company. Expense report review and approval process.

Research corporate stock reorganizations or splits reported by Bloomberg, the New York Stock Exchange, the Nasdaq, OTCBB and OTC markets in a time-critical manner to determine the effects to TD clients. Responsible for updating Ameritrade's security master systems based on research findings.

Responsible for contacting prospective clients to obtain the necessary information to open and maintain a brokerage account according to FINRA regulations. Provide client service in a phone queue.During TD Waterhouse acquisition, assisted estate and divorce clients in moving their accounts over to TD Ameritrade in compliance with federal and state laws.