Ricardo Sanchez has over 20 years of experience in finance, accounting, and restaurant management. He owned and operated Madre's Restaurant from 2009 to 2013, where he was responsible for all financial and operational aspects of the business. Previously, he worked at The Bank of New York Mellon for over 4 years as a Corporate Actions Specialist, notifying clients of mandatory corporate events and processing class action claims. He also spent 8 years at Lazard Asset Management maintaining security data and handling corporate actions, class actions, and proxy voting. Sanchez has a background in office management and business administration.
1. Ricardo Sanchez
881 River Road 201-647-2405 (Cell)
Teaneck, NJ 07666 Ricarsan@Hotmail.com
EXPERIENCE:
MADRE’S RESTAURANT, INC., Teaneck, NJ August 2009 – December 2013
Title: Owner
Accountable for budgeting, cost control, payroll, general accounting, and full profit and loss.
Developed marketing campaigns to increase visibility of the restaurant; analyzed market demographics, defined
the target market and determined advertising placement. .
Planned menus, estimated food and beverage cots, and purchased inventory.
Investigated and resolved food beverage quality and service complaints, ensuring customer satisfaction and
repeat business.
Recruited, hired, supervised, scheduled and motivated a staff of up to 11 employees.
Trained service staff to enhance customer service and increased profits through suggestive selling,`
The Bank of New York Mellon Corporation, New York, NY July 2005 – June 2009
Title: Mandatory Corporate Actions Specialist
Responsibilities: Responsible for notifying and processing all mandatory global corporate events as well as notifying
and processing all clients Class Action claims.
Update the daily excel spreadsheet log with new/updated corporate action announcements.
Resolved client inquiries related to notifications/announcements previously submitted
Prepare activity reports and files as requested and review for accuracy; contact customer to resolve
documentation exceptions.
Reconcile and balance accounts, verify accuracy of computation and resolve discrepancies.
Process and clear customer transactions; prove and post daily customer and internal transactions.
Resolve problems that require extensive research.
Lazard Asset Management – New York, NY December 1997 - July 2005
Title: Security Administrator/Securities Administration
Responsibilities: Responsible for all facets of data maintenance of domestic and global securitie.
Data Management Duties:
Research and input daily pricing into the firm’s Portfolio Accounting Database.
Interface with IDC regarding pricing issues and security classifications respectively.
Setup new securities (Domestic/International Equity and Fixed Income)
Research and input sector and industry classification for securities.
Ensure the data integrity on a monthly basis for performance purposes.
Assist with importing/exporting various data into the firms Accounting Database.
Responsible for the daily review the SMF Audit Report to ensure that all securities were correctly set up.
Corporate Actions Duties:
Handle all Corporate Action/Class Action/Proxy processing
Monitor information from various vendors as it relates to Corporate Actions.
Voluntary Corporate Actions – Monitor information received from vendor feeds on a daily basis. Notify Analysts
and Portfolio Managers and pole responses regarding optional dividends, reinvestments etc. Notify custodians of
option chosen.
Involuntary Corporate Actions – Monitor information received from our vendors. Notify Analysts and Portfolio
Managers and reconcile against bank statements.
Maintain accurate filing records for all corporate actions.
Class actions: File Class Actions for clients and reconcile all distributions.
Proxy Voting: Interact with proxy service. Receive and transfer holdings file daily, notify analysts of meetings and
troubleshoot discrepancies.
Responsible to ensure that the clients’ Voting Policies are implemented in regard to the prox ies appurtenant to
securities in their portfolios.
Assist with special projects
Prudential Securities, New York, NY February 1989 - December 1997
Title: Supervisor Class Action & Bankruptcy Processing
Responsibilities: Responsible for the administration of the Class Action and Bankruptcy notification.
Interacted with legal personnel, trustee, administrator, firm management, branch office personnel and operations
2. support staff.
Supervised line functions and performance of department administrative duties; budgets, hiring, statistical
reporting, training, documentation of methods and procedures, etc.
Developed and maintained mainframe and PC applications to identify beneficial owners, track mailings and inform
management and account advisors of proceedings.
EDUCATION :
Technical Career Institute (TCI), New Yor, NY January 1988 - August 1990
Major: Office Management
Universidad Tecnologica de Santiago (UTESA) (Dom. Rep) Feb 1980 - Sept 1982
Major: Business Administration (50 Credits)
SKILLS:
Proficiency in Microsoft Word, Access, Advance Excel, Windows, Power Point, Lotus Notes, Acrobat Readers’ and
Internet Explorer, Bloomberg (“Open Bloomberg”), DTC (all Functions) and ADP
CHARACTERISTICS:
Self-starter, High Energy, and Attentive to Detail, Excellent Interpersonal Skills, and Solid Communication Abilities
(English and Spanish)