Luis is an accomplished securities services professional with over 35 years of experience in the stock transfer industry. He has an extensive background in client relationship management, reorg administration, product management, and operations.
Before joining Continental Stock Transfer & Trust, Luis held management positions at several financial institutions.
During his tenure there, he was a vice president and senior relationship manager for several large corporate issuer accounts, including the parent company’s stock transfer account and employee plans. He was a Regional Vice President and team leader for several relationship management teams specialized in closed-end funds and international transfer agency services.
His strong management and interpersonal skills gave him success in all areas of expertise, emphasizing teamwork, business growth, and striving for excellence.