Pam Herlich
VP, Relationship Management @Equiniti
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WORK HISTORY
VP, Relationship Management @Equiniti
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
University of Massachusetts Amherst
BA, English/Journalistic Studies/Honors
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.
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