Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Timeline
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Sean Duggan

Financial Administration Consultant
Christchurch and Poole Council,BCP

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Engaging, personable and focused on delivering exemplary customer service. Exceptional operational knowledge in corporate actions, corporate trust and fixed income.



Overview

18
18
years of professional experience

Work History

Consultant

Dorset Reclaim
01.2018 - Current
  • Responsible for online sales of 1100+ Collectables and any income-generating items through social media platforms and online auction sites. Month on month net earnings increase from £2,500 in June 2021 to £5,000 in February 2022.
  • Perform front of house ownership and effective onboarding of clientele into Dorset Reclaim ecosystem.
  • Administration and day-to-day cash flows of Christchurch Depot
  • Delivered outstanding service to clients to maintain and extend relationship for future business opportunities

Transaction Processing Manager

J.P. Morgan Chase Bank
01.2014 - 01.2016
  • Directly managed team of three colleagues responsible for day-to-day CIB Operations for J.P. Morgan Securities plc specifically to manage fixed income corporate actions for trading desks within J.P. Morgan Services plc.
  • Provided mentoring, escalation, and administration support to a wider team of 20+ members within CIB Operations - J.P. Morgan Services plc.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
  • Worked with in-house traders to understand their needs and provide excellent service in a fast and accurate manner
  • Proved successful working within tight deadlines and fast-paced atmosphere

Credit Control Manager

Peverel Group
01.2009 - 01.2010
  • Undertook and managed due diligence process for portfolio consisting of 1300 commercial properties.
  • Collated invoices and paperwork and collaborated with accounts personnel and swiftly established existing debt outstanding of £300,000.
  • Completed 18 month project within 12 months and recognised by senior management for exhibiting diligence, perseverance and streamlining insurance invoices for future to save time and resources.
  • Wrote and implemented standard operating procedures for credit personnel to achieve consistency in unit operations
  • Negotiated settlements and payment terms with customers and delivered customized payment plans
  • Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments

Client Service Manager

The Bank of New York Mellon
01.2006 - 01.2008
  • Initiated and developed excellent working relationships with Network Management and senior management level staff at the two clients: Clearstream & Euroclear. Each client generated GBP10 million earnings for BNYM.
  • Accomplished 83% reduction in outstanding financial queries from two major clients whilst working at Bank of New York Mellon, saving the organisation an estimated £500,000 in compensation costs.
  • Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly and fast service
  • Monitored metrics and developed actionable insights to improve efficiency and performance
  • Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags
  • Introduced higher standards for customer service and increased efficiency by streamlining operations

Customer Service Manager

J.P. Morgan Chase Bank
01.1997 - 01.2006
  • Manager of admin team of six dealing with 1,000+ equity-based products such as convertibles, warrants, zero coupon convertible bonds, exchangeable bonds, escrow, and project finance
  • Developed service procedures, policies and standards
  • Continuously monitored customer service operations to assess agent performance and provide feedback to senior management
  • Trained and regularly mentored colleagues on products, performance-oriented strategies and customer service techniques to aid development

Relationship Account Manager

Deutsche Bank
01.1996 - 01.1996

Account Manager in Relationship Management Group and Corporate Trust & Agency Group dealing with the onboarding of new clients from the Asia Pacific rim countries.


Onboarding of over 25 new pan Asia clients for Deutsche Bank within a 12-month contract period.

Education

Bachelor of Arts - Sports Science And Mathematics

St Mary’s University College
Twickenham

3 'A' Levels - Business Studies, French & Mathematics

Brockenhurst College
Brockenhurst

5 'O' Levels - English Language And Mathematics

Twynham School
Christchurch

BCS Level 2 - IT User Skills

Best Training
Bournemouth

BCS Level 3 - Advanced Excel

Best Training
Bournemouth
01.2022 - Current

Skills

Microsoft Office packages including Acess, Excel, Powerpoint & Word

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Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets for the online sales of donated collectables and high-ticket products across multiple platforms
  • Supported the reconciliation of £300,000 debt whilst working at Peverel Group six months before deadline
  • Accomplished 83% reduction in financial queries from two major clients whilst working at Bank of New York Mellon, saving the organisation £500,000 in potential compensation costs and adverse reputational risk
  • Established online processes to increase efficiency at Bank of New York Mellon by 95%.
  • Multiple JP Morgan All Star Awards for outstanding client services.

Personal Information

A passion for theatre and films, especially in open-air format. I recently resumed hill walking and running. I would like to be in shape to play touch rugby and 10k runs soon, assuming my fitness regime holds up!

I also enjoy volunteering for a local charity on weekends that aims to supply low-income families with essential furniture, electrical and household goods.


Timeline

BCS Level 3 - Advanced Excel

Best Training
01.2022 - Current

Consultant

Dorset Reclaim
01.2018 - Current

Transaction Processing Manager

J.P. Morgan Chase Bank
01.2014 - 01.2016

Credit Control Manager

Peverel Group
01.2009 - 01.2010

Client Service Manager

The Bank of New York Mellon
01.2006 - 01.2008

Customer Service Manager

J.P. Morgan Chase Bank
01.1997 - 01.2006

Relationship Account Manager

Deutsche Bank
01.1996 - 01.1996

Bachelor of Arts - Sports Science And Mathematics

St Mary’s University College

3 'A' Levels - Business Studies, French & Mathematics

Brockenhurst College

5 'O' Levels - English Language And Mathematics

Twynham School

BCS Level 2 - IT User Skills

Best Training
Sean DugganFinancial Administration Consultant