John Lundberg Email & Phone Number

Saint Paul, Mn, Us

- Maintain strong relationships with key personnel throughout a portfolio of corporate clients- Oversee key company activity, including IPO launch, lock up release events, and annual shareholder meetings - Strategically use needs-based selling of new products and support key issuer activity to develop new business - Establish strong rapport with IR, legal, treasury, and HR contacts across multiple world-renowned companies through exceptional service and reliable support

Mendota Heights, Mn

EQ, formerly known as Wells Fargo Shareowner Services, supports over 1,200 corporations and more than 23 million shareowners globally. We have been helping corporations through their most sophisticated financial initiatives since 1929.

Greater Minneapolis-St. Paul Area

As Relationship Manager, I provide service and support to a portfolio of transfer agent clients. In that role, I strive to not only provide top-level service to my clients on a daily basis, but to also guide my clients through the intricacies of the transfer agent industry. I specialize in:* Shareholder Engagement* IPOs* Escheatment requirements* Cost Basis * Corporate Actions* Annual Meeting Proxy Services

Greater Minneapolis-St. Paul Area

As a senior account associate, I worked with some of Shareowner Services' largest and most visible clients. In my role, I provided both monthly and quarterly specialized reporting and analysis while also providing service and support in the client's day-to-day transfer agent needs.I also served as lead trainer for WFSS Relationship Mangement. In my role, I facilitated both individual and group client trainings for WFSS Web Apps. I also created the Account Associate training program in which my team and I drafted training manuals and curriculum for new team members.

*Partnered with the account manager to provide service and support through transfer agent duties to a portfolio of corporate clients*Coordinated transactions and reporting between our corporate clients and various departments throughout Shareowner Services.*Worked with shareholders to perform a variety of different transactions, including stock transfers, sale transactions, and stock purchases*Developed a thorough knowledge of M&A and other types of corporate actions