Adam Donegan Email & Phone Number

With a Bachelor's (Honours) degree in Business and a Bachelor's degree in Business Administration, I have developed a robust foundation in financial analysis and client management. My recent role in the Equity Plan Management team at Global Shares (a JP Morgan Company) enhanced my expertise in managing equity plans and delivering exceptional client service.My key skills include:Equity Plan Management: Successfully managed portfolios of companies administering employee share plans, ensuring efficient operations within a team framework.Client Interaction: Engaged with clients on operational transactions related to their share plan programs, enhancing satisfaction and retention.Data Management: Executed timely processing of transactions, including data management, reconciliation, reporting, and problem-solving.Process Optimization: Organized and maintained procedural documentation to minimize risk and improve transaction accuracy.System Enhancement: Identified and implemented new system tools and enhancements to improve business operations and client solutions.Project Implementation: Led projects to enhance business operations and served as a point of contact for client accounts, building strong business partnerships.During my internship with Clearstream, a leading European post-trading services provider, I gained hands-on experience as a Client Associate in:Trade Lifecycle Management: Managed trade and transfer placement, settlement, and corporate action execution.Reconciliation and Investigation: Investigated reconciliation breaks and ensured timely settlement of client orders.Client Service Excellence: Delivered exceptional service and maintained strong relationships with key clients.Risk Awareness: Minimized errors through diligent adherence to procedures and risk management practices.