Mike D'Esposito Email & Phone Number

New York, New York, Us

- Understand emerging client functionality and business needs and the creation of value added offerings to meet these needs- Coordinate change implementation process with internal departments, external parties and client testing/client signoff- Product Roadmap (creation, execution, go-to-market strategy and adoption)- Revenue growth and expense reduction- Work with management and other product managers to determine prioritization of portfolio development- Develop expertise in one or more areas of the BPS Product line-Support Sales and Marketing with presentations, demos, webinars and expert knowledge of the products supported- Conversion oversight and support- Assist in reviewing test plans for improvements and coordinating end to end testing with our test team- Participate in Industry forums (monitoring for regulatory change and industry initiatives)- Responsible for projects through the entire life-cycle which includes requirements, testing and implementation to production- Provide support for client issues which includes researching and responding to them within the pre-defined time frames- Assist with the facilitation of client working groups for major projects- Assist in leading multi-client discussions (agenda, project list, minute reviews)

New York, New York, Us

- Provide leadership and guidance to a team of associates across multiple locations including India. - Enhancing client expectations through seamless service delivery.- Continually monitoring operational controls to avoid significant financial losses to the firm, as well as our diverse portfolio of BPO clients.- Analyze and track a variety of Service Level Agreements to ensure that all department specific contractual obligations are continually met monthly.- Strong technical and operational knowledge on Broadridge’s proprietary applications such as BPS and Impact. Provided in-house consultancy in developing functional specifications for a new solution.- Core strengths in the areas of responsibility, collaboration, client management and balancing business requirements with effective operations deliveries.- Project set up & transition management – Have traveled onsite to client locations to support effective training, transition and documentation. Effectively plan and execute Operations BCP and implement cross training plans.

New York, New York, Us

New York, New York, Us

- Process incoming shareholder submissions. - Assist customers or other departments with research items and provide "best in class" customer service. - Processing Transfer Agent submission (Transfers, Corporate Actions, Shareholder Sales and Purchases) - Assist with special projects as needed - Research, analyze, and advise on findings (External and Internal) - Analysis of processing standards and develop ideas to improve efficiency and compliance - Minor balancing & reconciliation assignments - Create reports on share positions and discrepancy to provide to third party vendors - Processing Transfer Agent Operations submission (Transfers, Corporate Actions, Shareholder Sales and Purchases) - Assist with special projects as needed - Research, analyze, and advise on findings (External and Internal) - Analysis of processing standards and develop ideas to improve efficiency and compliance - Balancing & reconciliation assignments - Create reports on share positions and discrepancy to provide to third party vendors

New York, Ny, Us

-Performing cash and trade processing in addition to debt service payments on a daily basis.-Analyzing financial data, account journals, cash projection reports, and trial balances daily.-Managing hundreds of accounts and monitoring their receipt and disbursements of funds. -Retaining clients by remarkable client service and satisfaction. -Reconciling accounts on a daily and monthly basis.-Performing audit confirmations when applicable.-Taking on the lead of many roles and was in charge of various business projects.-Calling bonds for redemption when scheduled.

Morristown, New Jersey, Us

- Managed funds of cash and serviced the needs of customers pertaining to a variety of transactions, including deposits and withdrawals such as loan payments, holiday club payments, in addition to selling money orders and cashiers checks. - Performed duties related to processing or balancing individual cash and the office work as necessary or assigned.- Completed end-of-day proofs.