Staci Ho, Mba Email & Phone Number

• Utilized multiple equity systems such as E*Trade’s Equity Edge Online and Client Resource Center, Fidelity Investments, Shareworks by Morgan Stanley and Certent’s Stock Option Admin and ESPP to provide Corporate.
• Managed stock administration operations, activities, financial report generation and customization, high-end problem research and resolution, and work independently with minimal supervision, managing multiple clients.
• Prepared written materials for detailed project work scopes, timelines, and finalize deliverables based on client requests/requirements
• Processed daily exercises, terminations, grants, YTD, blocks/unblocks as requested by the client
• Assisted in processing releases, such as managing and communicating grant acceptances for releases, notifying clients of inactive accounts, updating taxes (if applicable) and handling different types of payment methods.
• Assisted in processing ESPP Purchases with contribution amounts and running requested reports before finalizing

Greater Nashville Area, TN

• Advanced knowledge in financial equity platforms such as E*Trade, Fidelity Investments and Shareworks by Morgan Stanley
• Worked with Outsourcing Managers with general stock administration operations, activities, financial report generation and customization and high-end problem research and resolution
• Responded to incoming participant calls and emails regarding equity
• Section 16 tracking, reporting, compliance
• Basic international plan management
• Assisted with the development and deployment of employee communications

Greater Nashville Area, TN

• Understood and communicated contract work scopes and terms to clients as well as process requirements. Verify SOS service contract with clients’ needs
• Managed detailed project work scopes for 6039 related projects, including timelines, resources and key deliverables using SOS project tracking programs, resources and deliverables
• Worked with client to obtain all required files and documentation in accordance to predetermined timelines
• Acted as client advocate when challenges arose with meeting timeline or project requirements and escalated these challenges to Logistics Management Lead
• Served as single point of contact for client and coordinated with other essential SOS team members involved in the lifecycle of the 6039 service projects, including but not limited to sales representatives, client.
• Met with clients regularly throughout the statement generation and data processing phase of the project to communicate progress and ensured project is on track to client’s satisfaction and in line with SOS deadlines

Jonesboro, Arkansas Area

• Supported, operated and troubleshot Polycom Video Conference Equipment by providing classroom technology that facilitates the best possible educational experiences for all students in collaboration with remote students.
• Supported and assisted faculty/staff with Blackboard, Childhood Services BbLinker, ProctorU and other online programs
• Assisted with digitizing materials submitted by faculty/staff
• Supported faculty/staff by greeting walk-ins, answering phone calls, emails and creating and managing calendar
• Assisted in maintaining cleanliness of work space and other duties as assigned

Jonesboro, Arkansas Area

• Facilitated with the maximization of membership sales
• Greeted members, prospective members and guests, providing exceptional customer service
• Handled all front desk related activities including answering phone calls and assisting callers with a variety of questions
• Checked members into the system, new member sign-up, and take prospective members on tours
• Facilitated needed updates to member’s accounts
• Responded to member questions and concerns in a timely and professional manner

Jonesboro, Arkansas Area

• Floor Model which involves wearing brand clothing to showcase apparel and fashion accessories
• Performed cashier duties during store hours
• Answered questions regarding products, services, and merchandise, organizing shelves, and ensuring customer satisfaction

Master Of Business Administration - Mba, Management Information Systems, General

Bachelor Of Science - Bs, General Studies