Michael Rosenberg Email & Phone Number

Sr. Trust Officer

- Managed results-oriented proxy solicitation and shareholder communication programs for public companies and activist shareholders working to influence corporate strategy.-Strategic consulting of public companies regarding shareholder communications for annual and special meetings (proxy solicitation), proxy contests, mergers and acquisitions (information agent), corporate actions, and bondholder consents.-Establish and manage relationships with corporate issuers, transfer agents… Show more - Managed results-oriented proxy solicitation and shareholder communication programs for public companies and activist shareholders working to influence corporate strategy.-Strategic consulting of public companies regarding shareholder communications for annual and special meetings (proxy solicitation), proxy contests, mergers and acquisitions (information agent), corporate actions, and bondholder consents.-Establish and manage relationships with corporate issuers, transfer agents, brokers, institutional investment managers, arbitrageurs and legal counsel.-Assist Chief Operating Officer with internal process analysis, policy and procedure development and implement changes as required.-Training and support of new staff.-Ensure contractual timeframes are met.-Sales sits and support. Show less

Toronto, Canada Area

-Review and analyze documentation for new business, compliance and negotiate terms with clients’ legal counsel (i.e. Trust Indentures, Escrows, Asset Backed Securitizations, Commercial Mortgage Conduit Securitizations, Defeasance ETC.)-Establish and manage relationships with trust clients, legal counsel and investors.-Training and support of new staff.-Determine mechanics of New Business with an eye towards set-up for administrative staff.-Ensure contractual timeframes are… Show more -Review and analyze documentation for new business, compliance and negotiate terms with clients’ legal counsel (i.e. Trust Indentures, Escrows, Asset Backed Securitizations, Commercial Mortgage Conduit Securitizations, Defeasance ETC.)-Establish and manage relationships with trust clients, legal counsel and investors.-Training and support of new staff.-Determine mechanics of New Business with an eye towards set-up for administrative staff.-Ensure contractual timeframes are met.-Upselling and new business targets. Show less

Toronto, Canada Area

-Review new business and establish administrative procedures for staff. (i.e. Mortgage backed securities, Commercial Mortgage Backed Securities ETC.)-Establish and manage relationships with CMHC, MBS agency, trust clients, representatives, Investors and Legal Counsel.-Assist Sr. Manager with internal process analysis, policy and procedure development and implement changes as required.-Supervision, training and support of Administrative staff.-Ensure contractual timeframes are… Show more -Review new business and establish administrative procedures for staff. (i.e. Mortgage backed securities, Commercial Mortgage Backed Securities ETC.)-Establish and manage relationships with CMHC, MBS agency, trust clients, representatives, Investors and Legal Counsel.-Assist Sr. Manager with internal process analysis, policy and procedure development and implement changes as required.-Supervision, training and support of Administrative staff.-Ensure contractual timeframes are met. Show less

Toronto, Canada Area

-Promoted to Senior Account Administrator April 1992.-Daily administration of Corporate accounts i.e. investment management, balancing, cheque issuing, transfers, interest payments, client reporting.-Managed the largest Corporate Account in the department.-Developed and implemented an automated system for Dutch Auctions.-Implemented specialized portfolio reports for clients.-Supervise and train assistant on Trust Accounting System.-Liaise with external investment… Show more -Promoted to Senior Account Administrator April 1992.-Daily administration of Corporate accounts i.e. investment management, balancing, cheque issuing, transfers, interest payments, client reporting.-Managed the largest Corporate Account in the department.-Developed and implemented an automated system for Dutch Auctions.-Implemented specialized portfolio reports for clients.-Supervise and train assistant on Trust Accounting System.-Liaise with external investment managers, securities departments and brokers to ensure contracts are fulfilled. Show less

Canadian Securities Course, Honours Standing

Bachelor Of Arts, Economics