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:

• Matthew Blevins, Empire Stock Transfer
• Andrea Chinapen, Venio
• Monica Collazos, BP
• Keir Gumbs, Covington & Burling
• Marlayna Jeanclerc, Broadridge
• Marta Myers, MGP Ingredients, Inc.
• Edward Timmons, American Stock Transfer
• Joe Trezza, Seagull Securities Consulting, Inc.
• Debbie Tuke, Procter & Gamble
• John Weidman, Broadridge Financial Solutions

In addition, the SSA would like to welcome back:

• Joe Caruso, The Altman Group
• Joseph Clemente, Depository Trust and Clearing Co.
• Steven Pottash, PALADIN Business Systems