Cyan B. Tirado

Dual responsibilities of two teams who managed Registered Client Proxies, Streetlink mailings, and proactively monitoring accurate job set ups.

Actively supported four RM's who in total managed 160 accounts. By providing Ad hoc reports, control numbers, account add/deletes, guidance, file/change loads and more.

• Collaborate with team members on analyzing and processing client data within strict timelines.
• Creation of macros, report generation, calculations, and data manipulation in excell.
• Part of a class action team and assist in various stages of litigation filing process.
• Managed all aspects of registered issuer client's project, by running internal flow and follow up, with minimal oversight.
• Organized critical documentation for easy access and retrieval, increasing team productivity.
• Established strong relationships with internal departments such as coding and procurement for smooth collaboration in meeting project requirements.
• Complete client reporting on a monthly basis.

Worked with Relationship Managers on Transfer Agent functions for approximately 150 client issuers including Special Purpose Acquisition Companies “SPACs”, Business Combinations, Reorganizations, Stock Transfers and interacted with clients, counsel and various operating teams to ensure seamless conversion of shareholder records.

• Liaise daily with issuer contacts, counsel and brokerage community to assist with corporate action events
• Coordinate corporate events with regulatory agencies such as DTC, and NASDAQ
• Assisted in facilitating corporate action events
• Administer stock disbursements

• Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
• Delegates and ensures store tasks are completed within established timeframes.
• Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
• Increased sales revenue by developing and implementing effective sales strategies.

• Trained new associates
• Created new marketing displays
• Assisted the managers with inventory and shipments