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Management Professional
Eager and enthusiastic individual with over 15 years managing an office, a department, a group of clients or a team
of professionals. Experienced in leadership with combined success in implementing policies and procedures and
guiding a team to exceeding company expectations. Accomplished in delivering paramount results in building and
maintaining relationships. Constantly surpassing set goals were the company gains in increased revenue or
decreased expenses.
AREAS OF STRENGTH
Team Leadership
Training and Development
Writing & Communication
Sales Proficiency
Financial Management
Streamlining of Procedures
PROFESSIONAL EXPERIENCE
COMPUTERSHARE TRUST COMPANY N.A., Golden, CO
A full service stock transfer company that tracks and delivers a companys shareholders entitlements
Relationship Manager, 2000-2013
Managed services for an assigned group of 30 public companies, as well as advised clients and functioned
as a project manager for their events. Various types of companies managed: banks, manufacturers, hitech, transportation, oil & gas.
Established and maintained relationships with assigned companies by all means of communication:
goal to drive revenue.
Exceeded revenue goals by developing and constantly updating a strategic plan for each company.
Strategic plans focused on discussions, revisions, and implementations.
Provided educational services about our products.
Ensured collection of receivables in accordance with company guidelines.
Directed the clients current task to ensure a proficient route to completion by collaborating with
high level executives, organizing and providing them with documentation(s) needed, as well as
verified whether the completion of task met or exceeded the clients expectations.
Managed 10 client demands, simultaneously, at any given time.
Efficiently troubleshoot major issues regarding lost stock, transfer and issuance records, and
dividend payments and voting results. Knowledge of Securities & Exchange Commission guidelines,
policies and procedures allowed for proper counsel to clients, in order to correct and prevent
problems or delays.
Acted as Inspector of Election. Impartial party during the required annual shareholder meeting, and
other special meetings as required. Confirmed eligible voters, tabulated and balanced votes,
reported results.
Participated in company-wide special projects and committees. Wrote job descriptions and
procedures for positions other than my own. Chosen to be a part of the Lean Six Sigma Committee,
where company procedures were reviewed and determined as relevant; changes made accordingly.
Trained other Relationship Managers and served as their point-of-contact for and during tax season.
Key Accomplishments:
Generated revenue in excess of 35%. Sold at least $90,000 per year.
Decreased material mailing costs by at least 85%.
Recognized as the first Relationship Manager to complete the Relationship Manager University.
Selected to train new and incoming entry-level Relationship Managers.
Hired as a Routine Services Specialist, then after six months promoted to Relationship Manager.
Katherine Kinard
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EDUCATION
Red Rocks Community College, Golden, CO, Associate in Arts, General Studies
Jones Real Estate College, Denver, CO, Real Estate License