Yvette has been in the transfer agent industry for approximately 20 years. She started her journey as a Call Center Representative in a private company, and over time progressed to become a Vice President & Manager of Client Service Representatives in a public transfer agency. Her experience is primarily with Fortune 500 companies entailing proxy, Employee Stock Options Plan, Employee Stock Purchase Plan, dividends, transfer agent services, and shareholder transfers.
Yvette excels in client service management as well as client retention. Her extensive knowledge on various products and events surrounding the registered side. Her journey began with Continental as a Business Combination Coordinator supporting the Administrative Team. She was able to assist in numerous closings in 2021-2022. Her current role as an Account Manager allows her to manage a portfolio of clients, assisting them in all their various corporate events, utilizing her vast experience as leverage for an ultimate client experience.