Corporate Consulting Team, Wm Division
Workplace WM Stock Transfer Service Operator • Managed the process of transferring stock compensations(RSUs, ESPPs) from clients’ foreign brokerage accounts (Morgan Stanley, UBS, Fidelity Investments, etc.) to Samsung Securities accounts. • Stock compensations worth 140 billion KRW were successfully transferred for around 1,000 clients over 6 months horizon. • Communicated with operators in global brokerage firms and custodians to ensure a timely and accurate transfer process.