Corresponds with shareholders, brokers, and attorneys to assist with transfers (electronic or certificated), legend removals, lost certificates, and account research. Processes stock transfers, original issuances, and debt conversions. Assists companies, public and private, with name changes, stock splits, mergers, acquisitions, and spin-offs. Primary contact for the Financial Industry Regulatory Authority Corporation (FINRA), Broadridge, and The Depository Trust Company (DTC). Assists companies with DTC's FAST program eligibility. Coordinates printing and distribution of material to shareholders for informational mailings or Annual/Special shareholder meetings as well as proxy tabulation. Establishes and maintains new client relationships, including newly incorporated companies and existing public or private issuers.

Corresponds with shareholders, brokers, and attorneys to assist with transfers (electronic or certificated), legend removals, lost certificates, and account research. Processes stock transfers, original issuances, and debt conversions.

Assisted with all elements of the payroll process for approximately 75-100 employees. From collecting time and data entry to calculating prevailing wage and delivering checks. Scheduled appointments and managed schedules for many design professionals while providing excellent customer service to all clients and vendors.