Helene Lefkowitz
Registered Client Associate at Merrill Lynch
Based in New York, United States
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Seniority
Staff
Department
Customer/Client Service
Location
New York
Industry
Financial Services
Company size
35K
Contact information
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h•••••••@ml.com
Phone
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Background
About Helene Lefkowitz
Specialties: ESOs: Handled employee stock option exercises for all BSC employees. Rule 144: Handled sales, legal documentation pertaining to legend removal; filed SEC paperwork. Rule 10b5-1: Structured trading plans for permissible insider securities transactions. Outlined calendars for sale, including amount of shares to be sold and allowable execution dates.
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