Christopher Dugan Email & Phone Number

United States

New York, Ny, Us

• Partner with senior bankers on responses to request for proposals (RFPs) from municipal entities which incorporated charts, tables, graphs, analytical models, firm statistics and market data.• Assist with all aspects of a deal from initial launch to closing in various different industry sectors.• Develop and analyze financial and debt models to support the execution of new bond deals. • Analyze market data and trends within financial markets and incorporate into internal and external materials.• Create various pitchbooks and presentations using PowerPoint and Word.

New York, Ny, Us

• Provide trade support for the Fixed Income trading desks (Municipals).• Complete daily reports to track trades, and ensure all reporting requirements are met.• Develop an understand of the numerous trade capturing systems, and the trade life cycle.• Review lockbox items and wires, process book transfers and remarketing fees for VRDN's, and other services. • Handle wires on behalf of the desk for syndicate services, research fees, insurance bonds, etc.

Newark, New Jersey, Us

• Calculated total Assets Under Management (AUM) and Assets Under Management & Administration (AUM&A) monthly for PGIM.• Completed ad-hoc, daily, weekly, monthly, quarterly, and annual investment compliance/AUM reports.• Supported each PGIM manager, as well as other internal businesses such as Compliance, and Retirement with various ad-hocs and projects.• Completed monthly TIC reporting (TIC-B, TIC SLT, SHLA) on behalf of Prudential (Regulatory Reporting).

San Francisco, California, Us

• Assisted customers with day to day transactions• Cross-sell products and services offered by Wells Fargo