
Stacey Hagen
Shareholder Services Unit Manager

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About me
Business Improvement Consultant, Assistant Vice President
Education

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

BNY Mellon
Aug 2008 - Apr 2015Shareholder Services Unit ManagerAccountable 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 - nowAssists 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 - nowAnalysis & Reporting Analyst
Apr 2015 - Sept 2021
Licenses & Certifications
- View certificate

DocuSign Guided Forms Specialist 2022
DocuSignJan 2022 - View certificate

DocuSign eSignature Administration Specialist 2021
DocuSignOct 2021 
Designer Core Certified
AlteryxDec 2020
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