1. ANDREW FREEMAN
1165 Nottingham Avenue, Burlington, Ontario L7P 2R5
H: 905-331-8687; C: 905-630-3994
Email: andrewfreemang8@hotmail.com
A CUSTOMER-FOCUSED AND DEDICATED INDIVIDUAL WITH OVER 20 YEARS’ EXPERIENCE IN FINANCIAL SERVICES
Key Strengths:
 Strong analytical, problem solving and organizational skills
 Builds excellent relationships with customers and business associates
 An effective communicator and team player who also works well independently
 Solid computer skills in Microsoft Office to prepare work sheets and draft correspondence
 Able to multi task in a fast-paced, time sensitive environment
PROFESSIONAL EXPERIENCE
KITCHEN PREP/ DRIVER 2014-PRESENT
BOSTON PIZZA BURLINGTON
Organizing the kitchen for daily required duties including the making of the daily pizza dough from scratch and
preparing/portioning food for upcoming orders.
Changing uniforms and delivering food to customer’s house or business in a timely and save manner.
SENIOR SERVICE REPRESENTATIVE – CORPORATE ACTIONS
BMO NESBITT BURNS 2012-2013
• Analyzed and reviewed corporate action events such as name changes, reverse splits, plan of arrangements,
mergers, conversions, redemptions and offers.
• Processing of mandatory and voluntary events and ensured all client accounts were properly paid.
• Approved publication bulletins that were posted on the internal website.
• Reviewed company circulars for possible tax implications on upcoming reorg payments.
CUSTOMER SERVICE REPRESENTATIVE
RESPONSE SOLUTIONS 2010-2012
• Maintained and monitored service for the carpet area for Walmart locations in Southern Ontario region.
• Ensured area was clean, organized and carpets were merchandised properly as per company plan-o-gram
standards.
• Monitored stock levels in particular for out of stock, big sellers and promotional items.
• Interacted with Supervisor, department managers and store managers in a highly professional and courteous
manner.
• Completed filing reports of daily activities and accurately documented any concerns.
CORPORATE ACTIONS ADMINISTRATOR
MANULIFE SECURITIES INCORPORATED 2006-2010
• Provided advisors with upcoming information on reorgs, which ensured timely updates were readily
available.
• Processed entries of reorganizations receipt of cash and shares to clients.
• Delivered excellent customer service by phone and email to Advisors.
• Completed processing of other activities including dividend payments, maturities, stock splits, spin offs, name
changes and offers.
• Assisted the team on a special tax testing project to ensure year end documentation was accurate and in order.

2. A N D R E W F R E E M A N H: 905-331-8687; C: 905-630-3994 Page 2
CANADIAN DEPOSITORY FOR SECURITIES (CDS) 1988-2006
Reorg, Senior Operations Analyst 2000-2006
• Gathered, analyzed and presented information for more complex issues in appropriate documentation as per
processes.
• Interacted with Issuers, Depositary/Transfer agents, Securities Regulators, Underwriters, Dealer/Managers
and Corporate Legal Counsels, Credit Extender Group to confirm and retrieve information.
• Proactively interacted with Supervisor/Manager to review terms, legal/tax information and any other issues
that arose.
• Acted decisively and quickly to resolve issues that may negatively impact the Company/operations; provided
recommendations on enhancements to current processes.
Reorg, Senior Operations Analyst
• Provided timely responses to internal/external users in a tactful, courteous and professional manner, ensuring
customer satisfaction.
• Provided training, support and guidance to new and junior Analysts and acted as backup Supervisor
• Strictly adhered to required audit and control checklists.
• Processed voluntary reorgs such as offers, merger with options and plan of arrangements in a timely manner
within scheduled deadlines.
• Dispersed and released payments for both Voluntary and Mandatory Analysts, which included payments for
both cash and stock.
• Oversaw the dividend reinvestment plan (DRIP) processing and payments.
Reorg, Mandatory Analyst 1996-2000
• Processed mandatory reorgs, such as name changes, consolidations, mergers and stock splits. Provided
information to the street via bulletins.
• Released large monetary payments in excess of $1B in a timely manner. This involved manual processes using
spreadsheets and formulas to construct the payments.
• Drafted information bulletins which provided details of upcoming reorgs to be distributed to the Broker and
financial industry.
• Scanned and reviewed Company circulars, pulling out pertinent information to be forwarded on to clients and
Financial Advisors.
Unit Leader, Securities Custody Department 1993-1996
• Managed a staff of six; oversaw daily withdrawal and deposit process, ensuring all certificates were accounted
for and discrepancies written.
• Provided input to annual performance reviews and acted for the Supervisor during their absence.
• Ensured proper documentation was received when certificates were being transferred to and from the vault
area.
• Supervised opening and closing of the vault and maintained dual custody for audit procedures.
Canada Bond Cage Clerk 1990-1993
BBS Cage Clerk 1989-1990
Certificate Control Clerk 1988-1989
EDUCATION
McMaster University, completed two years, emphasis in Business, Math and Sciences
PROFESSIONAL DEVELOPMENT
• Resolving Conflict in the Workplace • Communicating Effectively
• Navigating Through Organization Change
• PowerPoint, Basic
• Management Skills and Techniques for New
Supervisors
• Handling Stress in the Work Environment • Customer Service
• Business Writing • Speaking Up Respect in the Workplace
• Managing Yourself: Leading Others • Microsoft Word and Excel, Intermediate