Peter Tai Email & Phone Number

Raleigh-Durham, North Carolina Area

● Act as project manager in directing 3 different departments to assist various projects.● Client communication in providing Non-Objecting Beneficial shareholder information.● Screen requests of highly sensitive financial shareholder information.● Working with issuer company officials authorizing document distribution to clients.● Bookkeeping client requests and accurately entering billing information for collection.● Researching shareholder meeting information and QAing data entries.● Familiar with SEC and SEDAR public filing.● Processing raw data and reformating into reports for other departments' operational needs

Taipei City, Taiwan

● Daily routine check to ensure the safety of all museum exhibitions● Assisted guests with brief introductions, directions, and other various needs (in Chinese)● Provide assistance for international guests in fluent English● Security check upon entrance to spot out any guests with unusual behavior, direct guests to deposit any prohibited items● Gave basic introductions on museum collections and exhibit halls

Cary, North Carolina

● Matched and balanced client shareholder votes, verifying them against external sources. Used SQL to manually reassign votes to the correct accounts, preventing overvotes and ensuring accurate tabulation.● Efficiently handled and processed over 5,000 physical vote cards daily during peak seasons with the team, including sorting, opening, time-stamping, and entering vote shares as instructed.● Generated and delivered tabulation reports in compliance with service level agreements (SLAs), including daily updates to master tabulators to aid in strategic vote planning.● Researched and confirmed master tabulator identities, ensuring timely delivery of vote transmission files to prevent invalidation of votes, safeguarding client interests and costs.● Oversaw mailroom activities, including post office pickups, to facilitate the smooth processing of incoming vote cards and support other departmental tasks.● Organized and optimized daily workflows to maintain seamless operations and sustain efficiency, even during high-volume periods.

Cary, Nc

● Verified client shareholder meetings and events for accuracy, ensuring that voting ballots matched company records and all details, such as meeting dates and addresses, were correct for shareholder participation.● Edited and reviewed corporate governance documents for completeness, cross-checking financial documents and proxy statements to ensure they aligned with expectations from distributors.● Researched, troubleshooted, and resolved discrepancies related to meeting details and corporate filings, ensuring all information was accurate and up to date.● Worked closely with internal departments to meet SEC guidelines and SLA commitments, ensuring discrepancies were resolved before finalizing jobs. This critical step prevented costly errors in shareholder communications by catching and correcting mismatched information before sending to print.● Built and maintained strong relationships with corporate officers and personnel, facilitating clear communication and cooperation for successful event execution. These relationships often led to quicker confirmations and the provision of additional information for complex cases, ensuring smoother operations.

Cary, Nc

● Entered and verified shareholder meeting information from various brokers and transfer agents into company software systems, ensuring data accuracy for critical decision-making processes.● Managed daily reports, ensuring timely distribution and accuracy to support corporate actions and shareholder communications.● Ordered and coordinated the distribution of hard copy materials, efficiently handling queries and resolving discrepancies to maintain seamless operations.● Confirmed billing and invoicing details, troubleshooting issues such as mismatched zip codes and city names to prevent rebills and payment delays, ensuring financial accuracy and compliance with company policies.● Conducted research and distributed notifications and corporate action filings, keeping stakeholders informed and supporting corporate governance.

Snow Camp, North Carolina

● Portrayed multiple characters effectively within a short timeframe, adapting quickly to different roles as required.● Employed diverse strategies to enhance character authenticity and believability, aligning performances with their specific traits and backstories.● Maintained and cleaned latex costumes and makeup, ensuring they remained in top condition for each performance.

Orlando, Florida Area

● Directed large numbers of guests in a confined theater space, ensuring smooth flow and organization entering and exiting the theater.● Provided tailored support for hearing-impaired guests by seating them in designated areas and setting up the Rear Window Captioning System (RWC) to enhance their experience. Evaluated and managed seating arrangements for guests using wheelchairs and mobility scooters, ensuring optimal comfort and safety based on their individual needs.● Strictly adhered to safety guidelines to protect both guests and stage performers, maintaining a secure environment.● Developed strong observational abilities and people skills through effective problem-solving and conflict resolution.

Orlando, Florida Area

● Collaborated with a team to deliver exceptional guest services, effectively resolving any guest concerns in a high-pressure environment.● Consistently adhered to strict safety guidelines, ensuring a secure and hygienic food preparation area.● Managed the preparation and retrieval of food items for over 2,000 guests during peak hours, maintaining high standards of quality and efficiency.● Actively shared Disney’s conservation message with guests, contributing to the company’s commitment to environmental awareness.● Excelled across various food preparation stations, while also providing assistance to coworkers in need, ensuring smooth kitchen operations.