Director of Operations
Direct (516) 396-7904 | firstname.lastname@example.org
Gerald (Jerry) Ward is the Director of Operations with over 10 years experience in corporate proxy, mutual funds solicitation,mergers and other corporate actions. Jerry regularly consults with companies on matters requiring shareholder approval,advises clients regarding shareholder composition and its effect on vote outcomes and helps issuers develop effective investor outreach and communication strategies.
Prior to joining Laurel Hill Advisory Group, Jerry was a Managing Director with Georgeson (a Computershare Company) where he managed hundreds of shareholder meetings from start to finish including annual, special and contested meetings with both shareholders and mutual fund holders. Prior to joining the corporate proxy department ,Jerry was the Controller for Georgeson Inc for 20 years and Financial and Operations Principal (FINOP) for Georgeson Securities for 4 years.
Jerry is a C.P.A., holds a Series 27 license ,and is the FINOP for Laurel Hill Securities (BrokerCheck). Jerry is a member of the AICPA and NYSCPA.
Jerry earned a bachelor’s degree in Accounting from New York University.