Anthony Lallo
Columbus
Summary
SIE certificate holder with professional ops experience. Committed to operational excellence by providing proposals to fill gaps in inefficiencies.
Overview
5
5
years of professional experience
Work History
WM Ops Associate (prev. Analyst)
MORGAN STANLEY
12.2019 - Current
- Manage stock plan share transfers for Morgan Stanley corporate clients, including Amazon, Google, Microsoft, IBM
- Review share transfer request paperwork and manually input transfers with 98% accuracy rate
- Arrange international transfers via email with receiving firms in 10+ countries
- Facilitate transfers internally and externally for corporate execs, officers, and employees
- Coordinate case share transfer requests with service center, branch office financial advisors, and corporate client managers
- Handle 20-40 open requests daily while following stock plan policies for each corporate plan
- Enhance operational efficiency by proposing ideas to improve processes.
Intern
THE OMERTA GROUP
05.2019 - 08.2019
- Assisted senior members by creating team maps for specific financial firms within the industry
- Researched teams and firms to source candidates for available positions
Finance/IT Intern
GREATER CINCINNATI FOUNDATION
03.2019 - 05.2019
- Created internal case submission process through Salesforce
- Delivered assistance and support for team-based IT projects.
Skills
- Analytical Thinking
- Idea Development and Brainstorming
- Process Improvements
- Finance
Websites
Education Certifications
- Bachelor of Business Administration: Finance, University of Cincinnati, 05/2019
- SIE Exam, 01/2024
Volunteer Experience
Volunteer Soccer Coach (seasonal), i9 Sports, 03/21, 08/2022
Timeline
WM Ops Associate (prev. Analyst)
MORGAN STANLEY
12.2019 - Current
Intern
THE OMERTA GROUP
05.2019 - 08.2019
Finance/IT Intern
GREATER CINCINNATI FOUNDATION
03.2019 - 05.2019