Preeti Paranjape

I am a Financial Account Specialist with 3.5 years of experience in Transfer Agency operations, dedicated to maintaining the integrity of shareholder data and ensuring seamless financial transitions. My expertise spans the full account lifecycle—from new account onboarding and complex transfers to liquidations and critical tax form handling. Beyond daily processing, I am responsible for reviewing privacy incidents and resolving high-level client escalations, ensuring that sensitive data is handled with the highest level of security and professional care. Core Areas of Impact: Operational Leadership: Managing the team in the manager’s absence, providing guidance, and ensuring daily targets are met without disruption. Process Improvement: Developing and refining standard operating procedures (SOPs) to enhance team efficiency and regulatory compliance. Stakeholder Management: Acting as a primary point of contact for complex client inquiries and resolving escalations with a solution-oriented approach. Compliance & Risk: Meticulous oversight of shareholder data, tax documentation, and privacy incident reporting. I am passionate about driving operational excellence and building resilient teams in the fast-paced financial services sector.