Sam Dilthey Email & Phone Number

New York, New York, United States

New York, New York

Greater New York City Area

Boston, Massachusetts

- Headed dividend and mandatory corporate action operations for the fourth largest asset manager in the world, State Street Global Advisors- Provided critical and timely research for unorthodox and high risk corporate action events- Supported a reorganization of the proxy operations department- Executed a comprehensive audit of proxy services across the SSGA fund universe- Developed excel macros that greatly improved the proxy operations reconciliation process

Greater Boston Area

- Served as the lead developer for a corporate action risk sensing database that has successfully saved State Street and its clients over $34 million in losses- Prepared critical volume, accuracy, KPI, KRI, and related corporate actions metrics reports for use by senior executive management- Manually coded Excel and Access modules/macros in VBA for the purposes of automating the creation of regular metrics reports and extracting data from proprietary software- Contributed to the maintenance of an internal Class Action notification distribution database- Researched security entitlement prospectuses and offer documents in order to quantify exposure to loss- Conducted comprehensive analysis on the favorability, legal implications, tax consequences, etc. of voluntary corporate action events

- Served as the chief liaison for the screening department, communicating daily with clients, client service representatives, processing officers, and other State Street offices- Made valuable improvements to security callback protocol- Discovered and rectified critical technical error in client trade transmissions- Recreated and presented several screening training programs, dramatically improving the training process- Coordinated and executed the processing of time sensitive trade escalations- Researched and composed reports on internal and external claims against the screening office

Doctor Of Law - Jd, Banking, Corporate, Finance, And Securities Law, Tba

Bachelor'S Degree, Political Science And Economics, Mathematics Minor

Activities and Societies: International Relations Club; Model UN Secretariat; Political Science ReviewInternational Relations Club Events.