Marina Morozova

Experience

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  VTB

  Jun 1995 - Jul 2007

  Senior/Leading/Main Specialist/Expert of Custody Operations

  - executed settlement and supported operations with securities nominated in foreign currency via international financial settlement-clearing centers, including: Euroclear Bank, Brussels; Clearstream Banking, Luxembourg; Credit Suisse, Zurich; Citibank New York, NY; - executed registration and termination of pledge operations;- calculated and executed money transfers for coupon payments, dividend payments, partial calls, redemptions and other payments for securities; - executed corporate actions on behalf of clients (voting, certification, converting, tax reclaiming);- collected commissions for custody operations;- cooperated with the IT department in modernizing/developing depository programs;- provided clients’ consultations on accuracy of filling out settlement and corporate action instructions, instructions’ statuses, coupon/dividend/tax/fees calculations etc. Show less

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  UBS

  Aug 2007 - Jul 2011

  Securities manager/Head of Corporate Actions Group

  - monitored and controlled corporate actions events on a daily basis;- executed mandatory corporate actions (calculation and money transfer for coupon, dividend payments, redemptions and other payments for securities, conversion, consolidation of issues, spin-off) and voluntary corporate actions (redemption right, preemptive right, tender offer, voting, nomination to Boards of directors) on behalf of clients; - led difficult corporate actions and new corporate actions on domestic securities market, developed operational procedures, arranged team education; - input/output securities to depository programs, controlled all securities up-to-date information; - led difficult conversations with the issuers, clients and other participants of the securities market; - distributed workload among team members and controlled task execution;- led and implemented several corporate actions projects aimed to improve corporate action service for clients, save time for processing and minimize risks; - led introductory trainings on corporate actions for new Custody employees; - organized and provided a series of workshops on corporate actions processing for Custody/Depository employees in order to increase work efficiency between teams; - participated in Working Life Meeting on 2/21/2011-2/22/2011 in Zurich, Switzerland;- led conference call with the partner on Specific of Corporate Actions on Russian Market for clients. Show less

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  Lumen Solution LLC

  Mar 2012 - Mar 2015

  Financial Specialist

  - Prepared presentations for clients and other marketing and financial documents.- Led Company’s projects regarding to process optimization, created procedures for new processes.- Communicated with clients and other market participants.

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  FIS

  Mar 2015 - Nov 2018

  Securities Operations Associate II

  - monitor and control corporate actions events on a daily basis;- notify clients on upcoming corporate actions events, monitor and collect clients’ responses on a daily basis;- executed mandatory and voluntary corporate actions on behalf of clients (mergers, splits, spin-offs, exchanges, tender offers, rights, etc.);- update existing operational procedures; - participate in Company projects;- cultivate strong working relationships with internal and external client contacts.

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  Bowen, Hanes & Company

  Nov 2018 - now

  Portfolio Administrator