Manage up to 30 employees per shift during main eventsCreate a strong guest experience culture through coaching and feedback Monitor NJ alcohol event sales compliance and procedures Supervise cash reconciliation proceduresPerform inventory audits on all retail and production items

Verify that all documentation processed by Tax Form Review Team is accurately completed. Remediate any accounts with deficiencies and delegate them to the client for new documentation.Approve and process corporate and individual tax forms ex. W8BEN, W8IMY, W8BENE, & W9’s Cross check and perform final evaluation of tax documents for system processing. FATCA policies and AML/KYC mandates followed through tax and compliance regulations.

Supervised team responsible for retaining 10% of BNY Mellon’s gross revenuePoint of contact for Financial Advisors, regarding account level investigationsApproved and monitored domestic and foreign wire transactionsVerified accounts for proper tax documentation distribution. (Schedule D, 1099, 1042S)Worked closely with Legal department and management in various corporate wide initiativesFacilitated foreign currency exchanges after sale of employee sharesHandled foreign currency, currency exchange disputes, red tape, OFAC country laws, etc.

Managed time sensitive resolutions through research and internal implementations, while adhering to government regulations to prevent corporate audits Investigated and corresponded to system and account level issues forwarded by theSecurities & Exchange Commission (SEC), Government officials, and/or Better Business Bureau (B.B.B.)Resolved executive grievances regarding investor relations, executive management of shareowner services and executive management of corporations using internal workflow systems and procedures Directed and examined Shareowner Service trade errors to the Securities & Exchange Commission (SEC), Chairman’s Satisfaction Center, and Investor Relations, within 24 hours

Supervised up to 200 employees live and via satellite centers on selling and resolving corporate stock, enrollment inquiries, and tax information, for high value companiesNavigated multiple account maintenance systems and trading platforms providing account information, issuing proceeds checks, confirming brokers’ profiles, legal transfers and dividend reinvestment optionsOffered regional management support Executed real time trade orders in respective Employee Stock based plans for Fortune 500 companiesProvided price models for market orders, limit orders, cash purchases, common and stock swapsManaged escalated Financial Advisor inquiries involving trades, account access, and verificationsAssisted clients in managing their own shareowner services programsFacilitated support for employee stock plans and provided full account inquiry and transaction support for numerous Fortune 500 companiesResolved shareowner inquiries via live transactions with specific internal applications in a highly fast-paced environment