(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary
An analytical and strategic financial professional with excellent organizational, research and time management skills.
    Bloomberg Certified, SunGard Global Plus, Xcitek Solutions, MS Word, Excel, PowerPoint.
  • Quality assurance
Florida Atlantic University Boca Raton, FL Expected in May 2017 M.S.F : - GPA :
Florida Atlantic University , Expected in 2012 B.A : Finance - GPA : Finance
Work History
Alliancebernstein Holding Lp - Corporate Actions Analyst
Nashville, TN, 05/2014 - Current
  • Analyze, monitor and process corporate action events for domestic and foreign securities for high net worth client accounts according to US tax consequence and regulations.
  • Maintain corporate action information databases and ensure information is entered and distributed to client service teams and custody advisors.
  • Act as liaison between portfolio managers and custodians to accurately execute discretionary corporate action elections.
  • Prepare, manage, and reconcile daily/monthly general ledger reports to reflect cash and asset exceptions and positions.
  • Partner with internal business units, custody advisors and clients to respond to queries and resolve discrepancies.
  • Coordinate daily conference calls to discuss all cash and asset differences and event deadlines.
  • Research and actively respond to client inquiries relating to account changes from various events.
  • Participated in and contributed to major upgrade of reporting system.

Franklin Templeton Investments - Legal Analyst -Contractor
City, STATE, 01/2014 - 05/2014
  • Solicited and monitored voting instructions for foreign and domestic securities held by various investment managers.
  • Researched and analyzed voting recommendations from several informational platforms for portfolio managers.
  • Maintained legal databases and documentation to ensure timely and accurate updates.

Member of Toastmaster Club

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School Attended

  • Florida Atlantic University
  • Florida Atlantic University

Job Titles Held:

  • Corporate Actions Analyst
  • Legal Analyst -Contractor


  • M.S.F
  • B.A

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