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PHONE NUMBER AVAILABLEEMAIL AVAILABLESUMMARYMutli-decade career in the financial services industry that ranged from brokerage houses to private financial solution companies. Roles have included client relations in the areas of international corporate actions and dividends/bonds interest payments for retail, institutional, Trust Bank, Correspondent Clearing and Prime Broker clients. EXPERIENCEBroadridge Financial Solutions - Client Relaions/Tax Reporting 2006-2023 Supported departmental growth by providing strategic client direction Built new relationships and maintained existing client relationships Ensured projects were completed according to schedule Responsible for nearly 500 Trust Bank clients for tax web accesses and updates Handled numerous client inquiries regarding tax reporting Supported 24 Tax Factor clients including transmission set-up, answering questions, resolving issues Conducted a quarterly review of clients that access our tax website to confirm they are entitled to acces the tax information under the company domain Broadridge Financial Solutions - Back Office Work 2000-2006 Supported nearly 100 small correspondent clients Dealt with questions/issues pertaining to stock record out of balances which included trade inquiries Handled issues related to clients not being paid timely or at all for dividends/bond interest distributions etc.Credit Suisse First Boston - Client Relations 1992-2000 Supported clients for international corporate actions which included mergers, acquisitions, exchanges, liquidations, payouts, etc. Managed relationships with clients that included national and international traders Responsible for overseeing prime broker accounts and international and national high-end clients Worked with Swift Machine messages and foreign banks throughout the world to ensure that clients responses were sent during a very small window to entitle them to the residuals of the corporate actions