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Work Background
BroadridgeProduct Analyst
Aug. 2023New York, United States
BroadridgeSupervisor, Shareholder Meeting Services
Nov. 2021 - Aug. 2023
BroadridgeSenior Product Specialist / Project Manager
Apr. 2021 - Nov. 2021
BroadridgeProduct Specialist/Project Manager - Corporate Issuer
Dec. 2018 - Apr. 2021Dynamically participate in the development and implementation of business solutions with internal partners and functional teams. Anticipate, meet or exceed the internal and external customer expectations and requirements. Establish and maintain effective internal and external relationships to gain trust and respect, and respond to and resolve client's operational issues as applicable throughout the implementation and deployment phases Collaborate with various teams within the organization to design, develop, implement processes, procedures, and tools to support the efficient implementation and management of multi-functional initiatives and activity including work plan development and prioritization and resource planning Actively track the work efforts of business, technical and quality assurance resources through daily management of the project plan (action item tracking, regular plan maintenance, project issues and contingency plans, milestones, decisions, and overall status as well as metrics and budget reporting when applicable) and also gather input and feedback to effectively communicate with a wide audience of business, technical and senior management staff Work with the product managers in business process redesign and documentation as needed for new strategic initiatives. Translate medium level business requirements into functional specifications and manage changes to such specifications by soliciting business requirements from sales, business analysts, client services, technology specialists, product and other functional groups Serve as the ‘gatekeeper of information’ of internal data on a company product and disseminate data directly to sales and marketing team, Wall Street Journal, and Financial Times (among others) upon request Regularly partner with the sales enablement and marketing team to plan, facilitate, and execute client facing webinars and panels regarding special products, demos, regulatory updates, and consumer feedback sessions
BroadridgeProject Coordinator, Corporate Issuer & Institutional Investor Relations
Jun. 2013 - Dec. 2018Recruited by VP of Corporate Issuer team to serve as project manager on an organizational assessment project. Based on the results, I was asked to continue to serve as project manager
Worked with VP to report data on a company product, which led to role of ‘gatekeeper of information.’ Disseminate data directly to sales/marketing team and various publications upon request
Regularly partner with the marketing team to plan, facilitate, and execute client facing webinars and panels regarding special products, demos, regulatory updates, and educational sessions throughout the year
Plan, coordinate and facilitate meetings for the Independent Steering Committee of Broadridge as well as our regional roundtable forums. These sessions include executive leaders and outside clients. The sessions take place on-site as well as out of the state and have included sessions with the SEC as well as the NYSE
Serve as the primary point of contact during off-site sessions, meet and greet with clients, venue
management/staff and other persons assisting during events/meetings Evaluate and incorporate facilitation methods to ensure sessions are completed in the most efficient, cost effective manner
Responsible for the solicitation of meeting materials, the preparation of meeting presentations including delegation of print and shipment of material as well as all administrative logistics for individual sessions while implementing and upholding hard deadlines
Perform daily research on publicly traded companies and document information regarding shareholder meetings, proposals and activism activity that may require attention prior to client votes.
Absorbed workload after a downsizing, which requires reviewing and updating multiples lists of 500+ contacts for each region. Coordinate and manage all aspects of corporate events including scheduling of office and conference space, catering coordination, scheduling and facilitation of group educational sessions, and (internal and external) webinars
BroadridgeExecutive Administrative Assistant and Financial Analyst
Apr. 2011 - May. 2013Provided full administrative support to the Chief Financial Officer of Broadridge Financial ICS Finance, three Vice Presidents, and multiple business unit directors plus 70 associates including the handling of various telephone lines by being the first line of communication to the CFO and Vice Presidents Scheduled, organized and prepared materials for strategy sessions, quarterly review meetings and recurring meetings including as various off-site team events. Maintained multiple Outlook accounts and coordinated travel for senior staff. Worked with various administrative support staff throughout the organization as well as external contacts in order to ensure proper scheduling, troubleshooting and resolution of unexpected conflicts Facilitated the on-boarding of new associates, consultants, interns and coordinated departmental moves in collaboration with hiring managers, human resources, internal help desk and the facilities department. Responsible for the maintenance of office supplies, incoming and outgoing mail and packages, review and maintenance of departmental files including tracking approved sales agreements Created and submitted various types of business expenses, invoices, check and wire requests. Monitored internal platforms to ensure proper approval and payment
Masterpiece Management, IncExecutive Sales Assistant
Apr. 2005 - Feb. 2011Rocky Point, NYActed as the first line of communication between clients and trading division, provided clients with support in accessing and viewing their account activity and documents online Responsible for assigning account numbers, preparing account documentation including shipment of material and follow-up for return material and completion of account on- boarding. Created and maintained an extensive electronic client database and an in-house filing system which met FINRA and SEC requirements Ensured the accounting books were updated, invoices were distributed to clients, verbally communicated with clients as follow-up on invoices and documented payments received, submitted and processed check/wire requests Prepared daily spreadsheets to track trade activity, payments received, check/wire requests submitted and processed, new account activity, USPS/UPS activity and other processed transactions
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