Summary
Overview
Work History
Education
Skills
Timeline
Generic

Phillip Rupard

Elkton,Maryland

Summary

Results-oriented finance and operations professional with diverse experience as a Corporate Proxy Solicitor, Fraud Analyst, Regional Relationship Banker, and Operations Lead. Proven ability to manage high-stakes corporate initiatives, conduct thorough analysis, mitigate risk, and build strong stakeholder relationships in fast-paced environments. Skilled in leveraging data-driven insights to solve complex problems, ensure regulatory compliance, and deliver strategic recommendations to decision-makers. Strong communicator with a track record of driving operational efficiency and achieving business objectives. Currently serving as a Talent Acquisition Specialist at CNO Financial Group.

Overview

10
10
years of professional experience

Work History

Talent Acquisition Specialist

CNO Financial
02.2026 - Current
  • Lead full-cycle talent acquisition focusing on proactive sourcing and recruitment of high-caliber professionals across finance, insurance, technology, and corporate functions.
  • Execute high-volume LinkedIn recruitment strategies, conducting targeted pipeline searches and performing cold calls to passive candidates to build strong talent pipelines and fill critical roles.
  • Manage end-to-end recruiting processes, including candidate screening, interviewing, and closing, while partnering closely with hiring managers to meet aggressive hiring timelines.
  • Drive candidate engagement through personalized outreach and relationship-building on LinkedIn, consistently converting passive talent into active applicants and hires. Increasing pipeline rate by 10% vs company baseline average.
  • Utilize LinkedIn Recruiter and advanced Boolean searches to identify and engage top talent, supplemented by direct-apply sourcing on Indeed for targeted roles.

Corporate Proxy Solicitor (Contracted)

Computershare Fund Services
12.2023 - 12.2025
  • Directed end-to-end shareholder outreach on high-stakes proxy solicitation campaigns for major clients including Amazon, Bank of America, and Abbott, managing end-to-end shareholder outreach, vote strategy, and logistics to secure favorable outcomes on critical corporate matters.
  • Led comprehensive shareholder engagement initiatives, identifying and communicating with institutional and retail investors on complex proposals involving executive compensation, board elections, mergers, and corporate governance.
  • Developed and executed contest strategies for proxy contests, mergers, acquisitions, and board director elections, consistently ensuring quorum requirements were met and maximizing shareholder support.
  • Maintained 100% regulatory compliance across all proxy communications and solicitation activities in accordance with SEC guidelines, coordinating closely with internal legal, finance, and investor relations teams with zero compliance issues.

Fraud Service Analyst

Bank Of America
03.2023 - 12.2023
  • Investigated and analyzed over 1000+ suspicious transactions monthly using data analytics tools and proprietary software, leading to the identification and reduction of fraudulent activities by 30%
  • Tracked fraud cases and monitored trends to develop strategies for prevention.
  • Analyzed large amounts of data to find patterns of fraud and anomalies.
  • Produced detailed reports of fraud investigations and presented findings to senior management.
  • Analyzed financial statements to identify discrepancies, irregularities and fraudulent activity.
  • Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.

Regional Relationship Banker

PNC
09.2022 - 11.2023
  • Ensured regulatory compliance by conducting thorough audits, resulting in a 100% success rate and avoiding any penalties or fines.
  • Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
  • Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Grew book of business through proactive outreach.
  • Compiled and analyzed data to determine approaches to improve sales and performance.

Operations Manager

Staples
07.2016 - 08.2022
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services. Consistently staying below 1% shrink rate.
  • Led hiring, onboarding and training of new hires to fulfill business requirements.
  • Analyzed and reported on key performance metrics to senior management.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.

Education

High School Diploma -

Elkton High School
Elkton
06-2017

Skills

  • Administrative Management
  • Business Leadership
  • Corporate Standards
  • Cultural Awareness
  • Financial Accounting
  • Microsoft Office
  • Operational Planning
  • Policy Development
  • Business Analysis
  • Data-driven decision making
  • Applicant tracking systems
  • Onboarding processes
  • Candidate sourcing
  • Cold calling
  • Global recruitment
  • Candidate pipeline management

Timeline

Talent Acquisition Specialist

CNO Financial
02.2026 - Current

Corporate Proxy Solicitor (Contracted)

Computershare Fund Services
12.2023 - 12.2025

Fraud Service Analyst

Bank Of America
03.2023 - 12.2023

Regional Relationship Banker

PNC
09.2022 - 11.2023

Operations Manager

Staples
07.2016 - 08.2022

High School Diploma -

Elkton High School
Phillip Rupard