1. Todd L. Fenner <br />Financial Services for more than 20 years<br />Eight years: Contact Center Manager<br />Seven years: Operations Manager<br />Six years: Client Relationship Manager<br /> My credentials come from administration and accounting services for Equity Compensation Programs and Alternative Investment Participants. My career had remained with the same company for more than 20 years. During that time the company was acquired on 3 different occasions. The acquisitions allowed the company to grow and expand its services and me along with it. I possess outstanding leadership and managerial skills to cultivate a working environment with a team approach. In addition, my leadership played a significant role in successfully managing multi-million dollar contracts.<br />Project Experience, Leading and/or Participating:<br />Data Conversion process to and from company’s internal system.<br />Creating and enhancing internal systems.<br /> Migration of Phone System<br />Creation of a Call Center environment<br />Y2K changes and testing<br />Disaster Recovery Plan; implementation and testing<br />External web site; construction and design enhancements<br />Managing Individuals:<br />Hiring Process; Interviewing, making offer of employment, and training<br />Scheduling employees<br />Tracking attendance<br />Monitoring, reviewing and evaluating employee’s work<br />Performing by-annual reviews (performance and pay increase)<br />Disciplinary actions and dismissals when warranted <br />Financial Operations:<br />Distribution of funds; calculating and distributing cash/shares to investors <br />Financial Advisor and Broker Dealer commissions<br />Allocating and providing reportable tax information to investors (1099s, K-1, W-2)<br />Validation of data; cash/shares balances and activity, indicative information <br />Reconciliation of bank accounts<br />Substantiate, report and distribute Unclaimed Property <br />Home Ph: (586) 296-0568, Cell Ph: (586) 713-3110, E-Mail: Todd@TheFenners.com<br />Linked-In: http://www.linkedin.com/in/toddfenner<br />
