ClearTrust LLC - Stock Transfer Agent
Sharleen Kiana So is a seasoned financial professional currently serving as a Financial Controller at ClearTrust LLC, a stock transfer agent, since May 2021. In this role, Sharleen ensures exceptional shareholder services and compliance support, contributing to the company's aim of providing trusted solutions for shareholder needs. Prior to this position, Sharleen worked as an Assurance Experienced Associate at PwC, specializing in auditing for privately-held companies across various industries. Early career experience includes roles as an Audit Intern at Carr, Riggs & Ingram and as a Personal Banker and Bank Teller at Chase. Educational credentials include a Bachelor of Science in Accounting from the University of South Florida, complemented by studies in Business Law and Business Skills training, as well as a Bachelor of Business Administration from the University of the Philippines.
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ClearTrust LLC - Stock Transfer Agent
ClearTrust, LLC is an independent stock transfer agent serving listed, over-the-counter, Community Banks and private equity issuers. With over 20 years experience, our team has a reputation for delivering solutions and services that address the real-world needs of issuers in an ever-tightening regulatory environment. * Nimble, proactive compliance guidance alleviates burdens for you and your shareholders * Standard same-day turnaround puts your mind at ease, ensuring delivery deadlines are met and shareholders are happy * Educational and networking events widen your professional network while equipping you with resources to achieve your goals * Results-oriented shareholder meeting management, including stakeholder communications and proxy solicitation, takes the stress out of annual meetings See for yourself the difference we can make for your business. Call us today 813-235-4490.