Michael O'Brien Email & Phone Number

Oaks, Pennsylvania

Oaks, Pa

•Analyze work flows to pitch ideas for development to improve productivity •Cross train in securities processes to ensure adequate coverage available at all times•Develop initiatives to improve the cost effectiveness of running our daily operations •Facilitate projects from start to completion – ie Day in the Life, TLM Rollout, Client Conversions/Deconversions

Oaks, Pa

•Utilize platforms to process corporate actions (both domestic and global) throughout their lifecycle (this includes setting up the actions; sending notices, entering client elections; processing payouts, and reconciling money/position discrepancies)•Evaluate, train, and delegate SLA processes to business partners to optimize the allocation of daily work amongst our division to benefit our clients•Ensure business continuity by means of offsite testing and reporting anomalies to management•Validate quality controls to prevent privacy breaches and minimize risk exposure for compliance adherence

Oaks, Pa

•Actively manage our newest client's inbox to ensure accurate responses are provided within a timely manner•Utilize system platform(s) to prepare and process corporate actions (ie: Optional Dividends; 144A Exchange; Tender Offer; etc.) according to the clients’ specifications•Engage in team related learning opportunities to research, develop, and resolve issues, projects, and training opportunities

Wayne, Pa

● Participate in special projects, expedited cases, and audit completed work by other crew members● Utilize cross communication channels to mitigate uncertainty in order to satisfy clients’ requests in a timely manner● Enhance technical analysis skill set to identify back and front end system issues along with fixes ● Refine my aptitude with research, communication, and team building skills ● Assist with training new employees while simultaneously surpassing productivity and quality standards with daily work flow

Kutztown, Pa

• Knowledgeable in financial equity analysis with an emphasis on finding undervalued securities• Analyze, validate, and communicate corporate financial statements, ratios and current events • Ensure cohesive investment decisions towards a greater return on asset, income, and equity

Kutztown, Pa

• Effectively evaluate peers to improve their academic success through mentoring in the subject matter of Finance, Business Law, Economics, and Business Statistics• Improve my capability for identify strengths, weaknesses, opportunities, and threats

Master Of Science (Ms), Business Intelligence And Analytics

B.S.B.A., Finance, Economics

Activities and Societies: National Honor Society Phi Kappa Phi SIFE Treasurer Business and Economic Tutor Summa Cum Laude Graduate Dean's.