Stock Plan Manager responsible for supporting internal employees various questions/concerns regarding ESPP, corporate stock purchases/trades and other questions related to employee stock benefits. Work with various departments within the company to assist with questions/issues that may arise around benefit payout. Work with external vendor to setup quarterly vesting schedules for internal employees and board members.• Complete reconciliation of trades/sales completed by employees by generating reports from Schwab systems and validate data received.• Create custom reports from Vendor system to use as part of reconciliation process or to provide to other departments (i.e. Payroll, Finance, etc.) in a timely manner. • Document a variety of processes and procedures carried out by the team in order to minimize continual gaps and fallout.• Use previous background to assist growing company with best practices surrounding trades, stock sales, and the appropriate tax setup for employees when making a trade/sale, .

Client Service Manager responsible for support of 15+ external clients concurrently. Support included, but was not limited to, assisting with the setup of trade agreements, held weekly meetings with each client to ensure any outstanding issues were being resolved in a timely manner, and provided any necessary documentation needed to help the client succeed with their trade transactions. • Handled complaints, provided appropriate solutions and alternatives within designated SLA timeframes and followed up to achieve resolution.• Built client relationships by responding to inquiries, identifying and assessing clients’ needs, resolving problems, and following up with potential and existing clients. • Integral part of interview and hiring panel for team. Once hired, responsible for initial hardware/software setup as well as time management of all contractors.• Investigated, documented and submitted information to Quality Department about special incidents, events and complaints. • Partnered with business leaders to deliver services that support company objectives and consistent with corporate values. • Provided on boarding/training documentation for new clients to get them acclimated to the BOA Merrill Lynch systems that they would be using.

• Guided technical programs and administrative activities in production platform setting to provide quality assurance and distribution resolution. • Streamlined research processes to meet tight deadlines for multiple projects.• Adapted work process and methods based on findings and process review with limited supervision.• Monitored participant processing data to access accuracy, validity, and integrity of the relevant projects.• Implemented modifications and quality control measures to influence plan participant transaction outcomes and resolutions.

• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns• Provided primary customer support to internal and external customers in fast-paced environment.• Responded to customer requests for products, services, and company information.• Answered constant flow of customer calls with up to 75 calls in queue per minute.