Elba Galvez, CEP

Experience

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  Dyad Labs

  Aug 2013 - Sept 2016

  Laboratory Technician

  Constructing, maintaining, and operating standard laboratory equipmentPerforming general wet chemistry identification analysis on raw materialsReporting and interpreting results for presentation to senior colleagues Identification analysis of raw materials using FTIR instrument Preparation of samples for ICP-MS analysis Moisture analysis via Karl-Fischer apparatus Mercury analysis using DMA instrument Protein analysis using Kjeldahl apparatus

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  Lassonde Entrepreneur Institute - University of Utah

  Apr 2016 - Apr 2018

  Interviewed, hired, trained, and managed a team of 10 University of Utah students from various backgrounds to develop community partnerships for the Lassonde Entrepreneur Institute on and off the university campus Developed over 50 community partnerships between Utah high schools and the Lassonde Entrepreneur Institute Tracked, recorded and computed ambassador involvement in mentorship, classroom presentations, and on-campus activities to report to scholarship donors via Excel Secured $100,000 in funding for scholarships from donors for the next 5 years to be allocated for student leadership positions within the institute; donations will be matched at 50 percent by the David Eccles School of BusinessRecruited potential future directors and ambassadors for leadership roles within divisions of the institute Show less

  • Director of On-Campus Outreach

    Apr 2017 - Apr 2018

  • Ambassador

    Apr 2016 - Apr 2017
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  E*TRADE from Morgan Stanley

  Sept 2018 - Nov 2021

  ECACEP Levels 1, 2, 3Managed institutional relationships by educating and assisting institutional clients’ employees in regard to equity compensation plans structured through their employers, including education on their company specific Employee Stock Purchase Plans, vesting and taxation of their Restricted/Performance Stock Unit grants and Stock Option grantsExceeded 2020 line of credit (LOC) yearly goal by 153% with a total line size of $1.148MM, accomplished a 20% close ratio with 15 total leads YTD Tracked, recorded, and drove awareness in regard to LOC leads on my team by acting as LOC peer leader Show less Series 7Series 63Utilized excellent customer service and problem-solving skills to provide and assist an average of 40 self-managed investors per day with information, education, and solutions concerning Morgan Stanley’s services and products in a timely and professional manner over-the-phoneConsistently adhered to Morgan Stanley’s quality and efficiency metrics to meet company and service standardsAssisted new team members with client’s concerns and system navigation in order to provide support for management/team leads and increase efficiency Show less

  • Senior Specialist, Executive Services

    Jan 2020 - Nov 2021

  • Financial Services Representative

    Sept 2018 - Jan 2020
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  Morgan Stanley

  Dec 2021 - Sept 2024

  Administered equity compensation plans for 70+ corporate clients, leveraging Equity Edge Online (EEO) to process stock grants, exercises, releases, corrections, and ESPP transactions while ensuring data accuracy and complianceProvided expert stock plan guidance and issue resolution, troubleshooting complex client inquiries related to data integrity, grant agreements and compliance requirements, while maintaining service-level agreements (SLAs)Built and maintained strong client relationships, serving as a trusted advisor to corporate issuers by actively managing expectations and delivering proactive equity education, ensuring seamless stock plan operationsPartnered with internal teams, including Finance, Payroll, Legal, and Product, to optimize stock plan processes and develop operational playbooks, driving continuous improvements in service delivery Show less Executed daily stock plan administration tasks within Equity Edge Online (EEO), including stock option exercise trades, insider form filings, error resolution, and trade clearances for corporate insiders – ensuring operational efficiently and adherence to client SLAsProcessed Restricted Stock Releases and Employee Stock Plan Purchases, leveraging EEO to support Client Success Managers and enhance accuracy in equity transactionsProactively identified errors and potential risks in Restricted Stock Releases, collaborating with internal teams and stakeholders to implement timely solutions that improved client satisfaction and compliance Show less

  • Client Success Manager

    Jan 2023 - Sept 2024

  • Client Success Associate

    Dec 2021 - Jan 2023