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Senior Relationship or Business Development Manager

San Jose, California, United States
August 16, 2018

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Morgan Stanley/Computershare Barcelona, Spain

Senior Account Plan Manager 2012-2015

• Managed one of the largest corporate client portfolios of equity compensation plans for clients trading on the US, UK, Amsterdam and Stockholm stock exchanges.

• Nurtured key senior client relationships with HR Global Heads, advised Directors of Compensation and Benefits on design and execution of stock option programs and restricted stock vestings, regularly liaised with C-level executives.

• Ensured client success through coordination of cross-functional groups including Admin, Planning and Reporting, Product & Technology, Legal, Payroll and Customer Service to ensure smooth delivery of platform and services. Timely issue of grants and restricted stock with no event delays.

• Effective management of issue escalation and resolution. Successfully turned around “at risk” clients.

• Exceeded retention standards and client satisfaction with superior annual client reviews.

• Led client projects with multiple priorities including dividend payouts, restructuring stock settlement processes, implementation of new plans as well as transitioned to new platforms and complex post-acquisition migrations.

• Collaborated in generating sales leads, developed contacts with industry consultants and other centers of influence. Barcelona Quiropractic Barcelona, Spain

Director 2001-2012

• Directed operations from business conception through structure and growth as a leading holistic health centre. Leadership included managing a team of 12 employees, developing organizational structures and policies while expanding services and customer base.

• Financial Planning & Controlling: Transitioned the organization from “start-up” accounting procedures to data analysis for decision-making, strategic planning, budgeting and cost control, cash management, pricing, 3rd party vendor and stakeholder relationships and investment planning including property management.

• Customer Service: Devised and developed pathway to increased customer loyalty through “Atencion 5-estrellas” and on- going front-line staff training. Increased value through specialized programs and payment structure. Achieved customer retention while stimulating internal referrals.

• Business Development: Customer education and conversion, events and brand evangelization through word of mouth promotions. Developed B2B contacts within the medical industry and personally negotiated agreements with insurance companies. Oversaw expansion of flagship center and launch of satellite offices. Hewlett Packard Sant Cugat de Valles, Spain

Senior Financial Analyst 1996-1999

• Provided extensive financial support to the heads of R&D and Marketing, and consulted with their teams on various analyses including new product launches, production life cycle, pricing as well as expense planning and management. Languages Spoken

A multi-lingual, customer-focused senior manager with 15+ years of international experience in diverse organizations, fostering relationships with and delivering exceptional service levels to local and global clients. With a clear sales focus and financial expertise, I lead cross-functional teams to ensure superior measurable returns for client solutions. Work Experience

Relationship Management Recruiting Training & Development Problem Resolution & Escalation Financial Planning & Reporting Controllership Equity Compensation ProjectManagement Contract Negotiation Client Retention & Loyalty- Programming Team Leadership Sonali Veggia


San Jose, CA 95120

Santa Clara University Santa Clara, CA (USA)

Bachelor of Science, Business Administration


English, Spanish, French, Hindi


Core Competencies

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