Contributing to an ongoing migration project of the transfers of assets to a new and an ongoing business line, from the ground up, called Fidelity Agency Lending (FAL).Managing and training junior associates on daily processing of corporate actions.Primarily handling all types of corporate actions for the Agency Lending business, which includes monitoring, interpreting, scrubbing, notifying and reconciling payments in the new team of Corporate Actions.Assisting in ongoing firm projects and the implementation of procedures in the new growing business of Agency Lending for new external clients.

Recruited to a new start-up company for a new prime brokerage business, which involved the testing and development of an operations platform (FIS Global / Phase 3).Created and implemented new procedures and controls for the new prime brokerage business while processing all types of corporate actions and assisting trader inquiries and the stock loan team.

Participated in a custody migration project for the transfer of the asset services from the Dallas office to the Brooklyn office and traveled back and forth for the success of the custody migration.Managed and trained new junior associates as a team leader.Processed client instructions for voluntary global corporate actions events from different world regions such as, WHEM, EMEA AND APAC.

At the brokerage level, processed all types of corporate actions events (voluntary and mandatory, within the stock loan team.Processed traders' elections, conversions, and submitted paperwork and notifications to the necessary agents and depositories.

Trained in France for a month for the testing and system migration of a new custody operations platform - BaNCS by TCS.Handled the migration of the custody asset services from Brown Brothers Harriman (BBH) to BNP Paribas' new custody platform (BaNCS).Processed all types of corporate actions from inception to completion during testing and after the project went live.

At the custody level, processed all types of voluntary and mandatory U.S. domestic corporate actions from beginning to end.Processed class actions, proxies and client elections.Participated in the custody mergers and migrations of assets from the other various firms throughout the years and assisted in the testing of three different in-house accounting platforms.