Membership Profile

The SSA is an active network of issuers, service provider professionals and industry leaders representing the diversity of the shareholder services industry. Members include:

• issuers, large and small, from numerous industries, based in all regions of the United States,
• issuers with an in-house transfer agent,
• issuers using commercial agents,
• commercial transfer agents,
• regulatory authorities,
• abandoned/unclaimed property compliance firms,
• proxy distributors,
• proxy solicitors,
• financial printers, and
• industry consultants.

Members have experience in all areas of shareholder services including:

• securities transfer and record keeping,
• dividend disbursement,
• dividend reinvestment and stock purchase plans,
• proxy tabulation,
• annual meetings,
• investor and shareholder relations,
• corporate mailings,
• proxy solicitations,
• shareholder buybacks,
• lost shareholder investigation,
• asset recovery,
• financial printing,
• proxy advisory services,
• stock split, mergers and other corporate events,
• odd lot programs,
• regulatory issues,
• cost saving ideas,
• governance, and
• compliance.

The SSA welcomes the following new members:

• Sean DiSomma, The Altman Group
• David Dixon, Wells Fargo Shareowner Services
• Brad Dupree, Wells Fargo Shareowner Services
• Sandy Lee, Spectra Energy Corporation
• Michael Ryan, Venio LLC
• Joe Trezza, Seagull Securities Consulting, Inc.

In addition, the SSA would like to welcome back:

• John Dunn, Broadridge Financial Solutions
• Mary Fernandez, Standard Registrar & Transfer
• Carrie Ho, Chevron Corporation
• Matt Peterson, Wells Fargo Shareowner Services
• LaShurn Purnell, Sara Lee Corporation
• Greg Waddington, NetWorth Services