David Curran Email & Phone Number

Toronto, On, Ca

Toronto, Canada Area

• Primary manager for client billing, user administration, contracts, CRM management, client follow-up and processes related to all functions of business management.• Creation, implementation and maintenance of business processes of many kinds. • Manage intake and tracking of client requests, working closely with the Operations and Delivery teams.• Maintain measures for tracking Business Development team activity; extraction of data for analysis; monthly reporting of Canada Business Development team key measurables to the global business.• Maintain and generate monthly reporting for clients• Maintain internal corporate web resource spaces for Canadian arm of the global business. • Create communications and marketing materials, in collaboration with the Marketing team.

Toronto, Canada Area

• Administered client Registered and Non-Registered accounts including account set-up and processing of financial and non-financial transaction requests from institutional clients and consultants.• Provided trade instructions to trading team, monitored execution to ensure compliance, accuracy and completeness, resolved any outstanding trading issues in a timely manner, and confirmed correct settlement on all trades.• Gained proficiency with financial operation and administration systems, including (but not limited to) Triple A, Longview, eCISS, FundSERV, financial databases (i.e. eVestment, Ellement)• Created reporting and marketing documents including client performance review presentations, quarterly fund review presentations, sales presentations to be used in prospect meetings, as well as ensured all internal and external databases (including the firm’s website) were updated with current information and performance.

Toronto, Canada Area

• Handled calls from clients and financial advisors in relation to client accounts and transactions for mutual fund & segregated fund products in both English and French.• Provided any requested documentation, statements, confirmations, and tax receipts to financial advisors and clients as requested.• Used effective communication skills to address and take ownership of any issues and provide first call resolution.• Ensured timely resolution of any outstanding issues by accurately completing Processing Request forms and requests for Business Object Reports and providing call backs and follow ups, as needed.

Halifax, Canada Area

Manager of the IndigoTech and Operations department (Oct 2013 – Jan 2014):• Project manager for the opening of a new department within the Chapters store.• Hired, trained and led a sales team of 6 associates via effective recruiting, coaching, and sales management.• Consistently exceeded all department sales and performance targets (daily and quarterly).• Day-to-day management of Cash team, which included loss prevention, daily store reconciliation, and ensuring compliance with all cash handling policies.• Ensured all store reports for cash, operations, and loss prevention sent to Home Office were completed and delivered according to compliance standards.• Maintained store supply levels for day-to-day needs as well as ordering and planning for special events.Manager of the IndigoKids department (Oct 2012 – Oct 2013):• Launched and evaluated new IndigoKids programs and initiatives to drive sales performance which led to over $3 million in department sales in the 2013 fiscal year, a 43% growth over the previous year.• Ensured maintenance of visual merchandising and operational standards.• Coached, trained, and led an effective sales force of 10-15 sales associates using sales and performance management techniques.

Dartmouth, Ns

Daily management of Apple's store-in-a-store inside a large Best Buy location.

Kingston, On & Halifax, Ns

Specialty in satellite & microwave communications.Canadian Forces Joint Signals Regiment - 3 Squadron, Disaster Assistance Response Team (2010-2012).