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Specializes in Billing and Accounts Receivable Joined Innisfree in December 2008 Previously at Rochdale Investment Management (Now City National Rochdale) specialized in Accounts Payable B.A. in Pre-Law, The City College of New York (CUNY)

Specializes in Financial Reporting Joined Innisfree in 2024 Previously at Focus Financial Partners, LLC specializing in Financial Planning and Analysis B.A in Accounting, Briarcliff College

Specializes in Systems Administration Joined Innisfree in 2022 Previously at Compliatric specializing in Systems and Salesforce administration Full-Stack Software Development Certificate, The University of Utah

Specializes in Human Resources including Diversity, Equity and Inclusion, Recruitment and Talent Development, and HR Systems and Automation. Joined Innisfree in 2022 Previously at Nardello & Co. focusing on Global Operations & Human Resources B.A. in Political Science, Marymount Manhattan College Society of Human Resources Management Certified Professional (SHRM-CP)

Specializes in new hire training and existing agent supervision. Joined Innisfree in 2023 Previously registered through STUSCO specializing in customer outreach & wholesale fuel products

Specializes in quality assurance, ensuring interactions with retail shareholders are performed according to the quality standards of the firm. Joined Innisfree in 2023 Previously worked at TransFirst credit card processing company as a Quality Assurance manager overseeing multiple customer-facing departments. B.A. in Business Communication and Philosophy, Duquesne University

Specializes in recruiting, onboarding, and assisting with daily business activities and administrative tasks in the contact center. Joined Innisfree in 2023 Previously at a private family law firm specializing in lead paralegal work and office management.

Tabulation and Data Analyst Specializes in Collecting, Exporting, Importing, and Reporting on Shareholder and Proxy Data. Joined Innisfree in March of 2021 Previously at New York Law School focusing on database management, operations, and organization and developmental advancement B.B.A. in Business Management, Loyola University Maryland, Sellinger School of Business

Operations Manager – Contact Center Specializes in retail shareholder campaign management Joined Innisfree in 2011 Previously at BNY Mellon focusing on global corporate actions, and the United States Air Force focusing on intelligence with Top Secret SCI Security Clearance B.S.B.A. with a concentration in Finance, Clarion University of Pennsylvania A.S. in Scientific Analysis Technology, United […]