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.

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.
• 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.

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.
• 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.