Venture Services at Merrill, a Bank of America Company, is a brokerage and custody platform for the venture capital and private equity community. With offices in San Francisco, New York, Boston, Miami, Newport Beach and Phoenix, we service more than 500 Funds and 37,000 Limited Partners.

Performed oversight of transactions for executive level insiders subject to Section 16 and Rule 144 utilizing their control or restricted securities for purposes of sale, structured equity, exchange fund transactions, collateral for loans and charitable gifts. The position required excellent communication and organizational skills combined with the ability to prioritize items while proactively supporting teammates in a fast-paced environment.

Managed the daily activity, operations and customer service delivery for a department within the home office specialized in centralizing operational and administrative tasks for a specific region of branches. Handling multiple projects, daily tasks and adjusting to a constantly changing environment with new approaches that improve overall work efficiency and effectiveness were among the daily activities.• Supervised a team of 20 representatives and delegated responsibilities according to business needs.• Recruited and hired the right people for permanent and temporary assignments and assisted with career development.

Partnered with Financial Advisors and their Assistants of the Southeast Market Region in an effort to create a superior client experience and improve client retention through a better client relationship by centralizing operational and administrative tasks.

Assisted a group of traders who traded and distributed restricted securities for venture capital funds. I was responsible for the 144 filings and facilitating the settlement of the trades by obtaining an opinion from counsel to have the legends removed.