Stock Option Plans Administrator

Posted on: 2006-07-16

IRINA ILINA 838 Harmon Cove Towers — Secaucus, NJ 07094 — Cell: 732.910.4565 — Email: [email protected] Focus: Administration / Financial Services / Client Relationships Leveraging 10+ years of experience in fast-paced corporate and educational environments. Successful Fortune 500 record in financial services, supporting financial planners, managing accounts and relationships, establishing procedures, managing tasks with conflicting priorities. In-depth knowledge of cross-cultural business protocol. Special interest in finance and international environment: background in finance and degree in Business Management. Proven strengths in problem solving, communication, and organization. Reputation for outstanding work ethics and team mentality – ability to both give and take direction. Self-starter with demonstrated ability to adapt and learn quickly and record of rapidly mastering companies’ proprietary software. Thrive in fast-paced environments. Hold Series 7 and 63. Multi-lingual: fluent in Russian, proficient in German, basic skills in French. Computer proficiency includes Microsoft Word, Excel, Access, and PowerPoint; WordPerfect. Hold Master’s degree in Linguistics. Core Competencies: · Research & Analysis · Attention to Detail · Organizational Development · Training & Coaching · International Relations · Cross-level Communication · Relationships Building · Financial Services · Computer Skills “Irina possesses an original mind…proved herself to be independent, exceptionally hard-working, and purposeful.” St. Petersburg University Professors’ reference excerpts. PROFESSIONAL EXPERIENCE SMITH BARNEY, INC., New York, NY and Morristown, NJ 1998 to Present Registered Associate Hired as intern, then offered permanent position to handle account management functions, administration of entire stock option exercises process, and to assist financial advisors in retirement planners' preparation: compile data from clients, create exhibits in Excel, and develop reports in proprietary system. Interface with clients including Exxon Mobil, PepsiCo, General Motors, Lyondell Inc. etc. Supervise money transfers and ensure accuracy of accounts opening, statement reconciliation, and client information updates. Open CSX and IND-accounts and perform DTC-transfers and disbursement of stock option exercise proceeds. Perform research on acquisition of new stock option plans; compile and analyze data (using Standard & Poor, www.sec.gov, and www.CompanyPay.com), enter data into spreadsheet, and prepare booklets. Key achievements: § Improved customer satisfaction through responsiveness, knowledge, and by effectively following thorough. § Solve problems and handle inquiries for both domestic and international clients. § Established customer loyalty through outstanding relationship management skills: clients remain with Smith Barney even when their employer does not. § Created stock option exercise procedures in booklet form, adopted by company as part of annual audit. § Contribute frequently to business improvement initiatives: proposals are consistently and successfully implemented. Example: organization of large DTC-transfer project for XOM-restricted shares. HELLO WORLD LANGUAGE CENTER, New York, NY 1997 to 1998 German and Russian Language Instructor Brought on board by leading institute in advancing language teaching methodologies and cultural awareness to teach German and Russian to American businessmen planning to work in Switzerland. CACTUS VIDEO PRODUCTIONS, INC., New York, NY 1995 to 1997 Assistant Producer Hired by company providing photos/portfolios for modeling agencies to assist producer and manager, to train and supervise new personnel, and to perform administrative/secretarial tasks. Emphasis on creation of model’s portfolios. EDUCATION Master’s degree in Linguistics, 1992 St. Petersburg State University, St. Petersburg, Russia (Russian Ivy League University) Associate’s degree in Business Management, 1998 Taylor Business Institute, New York, NY