Natalie Stephens Email & Phone Number

Norman, Oklahoma

Norman, Oklahoma

Norman, Oklahoma

Boss Babes Brunch Club is a women's mastermind group that seeks to grow women both personally and in business.

Norman, Oklahoma

Healthy Hair Specialist, Dream Dealer and Giver of Financial Freedom

Norman, Oklahoma

• Manage over 100,000 investment accounts and $2 million in revenue for the company• Responsible for analyzing proxyvoting history and account maintenance • Provide insight, best practices, and workflow efficiencies to Investors world-wide• Responsible for fielding questions from investors and mitigating issues that arise• Responsible for aiding clients in the NPX form process to meet SEC requirements• The resident expert for the ISS executive compensation tool utilized by investors• Identify and communicate up-sell opportunities to sales team and Consultants• Assist in the staff hiring process and training all new hires• Developed and maintain training program for Client Service department• Responsible for new client opportunities, up sells and maintaining contracts/financials

Norman, Oklahoma

Norman, Oklahoma

Norman, Oklahoma

• Filed claims on behalf of investors in Securities Class Action lawsuits• Managed investment accounts for some of the largest investment managers• Maintained and built relationships with claims administrators, lead counsel, and clients• Performed operational duties, customer service communications and client trainings• Performed problem solving techniques, quality assurance checks and conflict resolution• Analyzed and reconciled trading history and resolved trading discrepancies• Responsible for the development, implementation of process and policy improvements• Assisted in the development of MSCI’s new online platform for SCAS• Responsible for new client opportunities, up sells, and maintaining client contracts/financials• Developed training program and trained all new hires

Master’S Degree, Focus In Public Policy, Budgeting And Finance, Graduated Magna Cum Laude, 4.0

Activities and Societies: Magna Cum Laude Honors Society Golden Key International Honors Society

Bachelor’S Degree, Political Science, Focus In International Studies, Law, Budgeting And Finance, President And Dean’S Honor Roll,

Activities and Societies: Alpha Omicron Pi Charter Member Formed Alpha Omicron Pi and developed by-laws and policies Lead recruitment.