Stacey Hagen

Stacey Hagen

Shareholder Services Unit Manager

Followers of Stacey Hagen293 followers
location of Stacey HagenWest Warwick, Rhode Island, United States

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  • Timeline

  • About me

    Business Improvement Consultant, Assistant Vice President

  • Education

    • Elon University

      1995 - 1999
      Bachelor's degree Business Administration and Management, General
  • Experience

    • BNY Mellon

      Aug 2008 - Apr 2015
      Shareholder Services Unit Manager

      Accountable for the daily supervision and development for a staff of 15-20 employees responsible for the accurate processing of mutual fund transactions; including, but not limited to new accounts, liquidations and retirement plans.Ensure team and company goals are met by communicating, documenting and enforcing processes and procedures within SEC regulations.Responsible for evaluating, interviewing and hiring appropriate candidates for fill vacancies for temporary or permanent staff as needed. Show less

    • Citizens

      Apr 2015 - now

      Assists with the design and implementation of the internal operational reporting process to support management routines.Analyze, produce and validate cyclical operational and performance related reporting, daily, weekly, monthly, etc., as appropriate for tasks or activities.

      • Business Improvement Consultant

        Sept 2021 - now
      • Analysis & Reporting Analyst

        Apr 2015 - Sept 2021
  • Licenses & Certifications

    • DocuSign Guided Forms Specialist 2022

      DocuSign
      Jan 2022
      View certificate certificate
    • DocuSign eSignature Administration Specialist 2021

      DocuSign
      Oct 2021
      View certificate certificate
    • Designer Core Certified

      Alteryx
      Dec 2020