My responsibilities include for 17 schools in the District:1. Being on call for all assignments through the Townships Aesop system.2. Handling all grades and subjects from Pre-school up and including High School.3. Interpret and execute lesson plans laid out by the teacher.4. Handled all special education, alternate school program and Multiple Disabilities students.

Split my duties to help the Accounts Receivable Department collect aging receivables dating back to 2011 for DWAC and DRS billing on The Bank of New York/Mellon SOS invoices. Heavy telephone and email communication with financial industry and management. Research on the internet for current contact information. Interfacing with Management and other Department to resolve issues.Accomplishments• Reduced the receivables from just under $1,000,000 to just under $250,000 in three months.• Identified and corrected errors in the receivable system.• Updated and corrected Financial contact information.

Responsibilities include analyzing the Bank’s custodial accounts to ensure they are coded with the proper cost basis (tax lots) to bring them into compliance with the Treasury Regulation 1.6045A.1 using operating systems such as Mobius, External Transfer Statement System (ETSS), GainsKeeper (wash sales), Cost Basis Reporting System (CBRS), Workflow, Mainframe and Broker Table, Adjustments, ACH corrections and reversals to accounts. Familiar with EESA 2008 and 1099B reporting.Accomplishments• Collaborated with programmers to test and bring the Broker Table online (updating and maintenance).• Developed department procedures for entering tax lots/cost basis information via ETSS.• Kept current with IRS regulations pertaining to cost basis.• Collaborated with programmers and implemented the stock transfer statement processing system.

Specializing in services such as annual and special shareholder meetings, proxy fights, notice and access, inspection audits, Inspector of Election, Respondent (Banks and Brokers) dealing with OBOs and NOBOs• Managed and coordinated several reorganizations, including reporting.• Performed Independent Inspector of Election Duties for over 80 annual and special shareholder meetings.• Collaborated with programmers to develop a successful voting system.• Worked on the most difficult proxy tabulations

Responsibilities include mailing, setting up post office boxes and coordinating all proxy related materials, Notice and Access, monitoring and overseeing the IVR (Interactive Voice Response) System.Managing and staffing for proxy fights and interface with clients/vendors and solicitors. Heavily involved in ADR’s and processing cumulative voting, developing a special VIF (Voting Information Form) for them.AccomplishmentsPart of a team that negotiated a Print Partner Agreement between The Bank of New York and Mediant Communications, LLC.Developed and designed the VIF that Mediant is currently using for all their clients.Collaborated with programmers to develop a mutual funds data base and working model for its delivery.Part of a team that developed a Notice and Access solution to meet SEC Regulations

Supervised/staffed the proxy department, which ranged from 15 to 45 people. Responsible for overseeing the mailing of over 1,000,000 pieces of mail to beneficial holders each year, ordering and mailing material, mailing of invoices and collection of funds. Responsible for department budget, balancing accounts and month end reports. Provided solicitors and stock watch companies with lists of beneficial holders. Headed liaison group between the bank's administrators and clients with ADP using their RTA system.Accomplishments• Troubleshot and revamped the department to run more efficiently.• Reduced expenses by over $500,000.• Increased income from $4.4 million to over $6.3 million.• Identified problems and revamped the accounts receivable system.• Part of the project team that led to the outsourcing of the mailing operation to ADP.