Pam Herlich

VP, Relationship Management at Equiniti

Role
VP, Relationship Management at Equiniti
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Pam Herlich

Seasoned financial services professional with expertise in the Issuer sector, the broker-dealer sector and transfer agent sector. I genuinely enjoy being a trusted business partner and collaborating with my clients to develop creative solutions and help provide outstanding customer service to their shareholders. Ask me about virtual annual meetings, IPO and secondary offerings, ECS and complex corporate actions.

Experience

  1. VP, Relationship Management

    Equiniti

    Feb 2018 — Present · San Francisco, CA, US

    Client-focused professional in the corporate stock transfer industry. In over 25 years in financial services, I\'ve worked in the Corporate Secretary\'s office for a newly public company, the Restricted Stock Department and Employee Stock Plan Services Department for a major brokerage firm who was at the forefront of online brokerage to Relationship Management for the most highly rated stock transfer agent. I have a unique perspective of the challenges a public company can face and enjoy helping my clients navigate through those.

Education

  • Questrom School of Business, Boston University

    Master of Business Administration - MBA, General Business Administration

    1984 — 1986

  • University of Massachusetts Amherst

    BA, English/Journalistic Studies/Honors

    1971 — 1975

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Pam Herlich — VP, Relationship Management at Equiniti in San Francisco, CA, US | Unifers