Jenny Lin Email & Phone Number

Greater New York City Area

 Analyze customer interactions and assess market competition, identify and fill product needs. Brainstorm and solicit new ideas to improve customer experience and drive growth. Prioritize development activities based on business and customer impact. Formulate and develop product strategy into detailed requirements. Deal closely with engineering teams.

New York, NY

 Manage the Depositary, CSD, and Issuer Services business and support tax relief and reclaim activities for the Depositary Receipt programs of BNY Mellon, Citi, Deutsche Bank and JPMorgan.  Plan strategically and maintain attention to details to overcome challenges, meet deadlines, and achieve goals without sacrificing quality. Reconcile pending cases.

New York, NY

 Specialize and focus on foreign dividends, stock-loan, corporate actions (voluntary and mandatory), proxy, and technology enhancement. Achieve high levels of multi-tasking ability by remaining focused and goal-oriented, completing multiple tasks simultaneously and reach desired targets. Seek answers to questions independently without needing excessive.

New York, NY

 Research, design, and implement new tax recovery processes for cross-border investments in non-traditional markets to benefit international investors (i.e. Croatia, Czech Republic, Kazakhstan, Philippines, South Africa, and Taiwan).  Adapt to arising situations, develop solutions to problems preemptively and as they occur. Establish and coordinate tax.

 Created detailed financial analysis of high net-worth clients compiled from statements and information supplied by client and based on investment objectives and time horizon. Administered and maintained client database and relationship management. Processed journals, trade errors, and compliance paperwork. Composed a comprehensive administrative.