David Podurgiel Email & Phone Number

Boston, MA, US

New York, New York, United States

Greater New York City Area

Greater New York City Area

Greater New York City Area

Greater New York City Area

• Advisory works with large enterprises and government institutions on their most pressing management and operational challenges. Advisory helps clients protect their business, improve performance and enable change.
• Deliver advisory support to Northeast clients through IT risk assessments, IT implementations and project management over complex IT solutions
• Lead project manager and business analyst driving the client’s Day 1 and future state understanding of the IT landscape of an acquired vision care company in a multi-billion dollar acquisition
• Lead project manager of a $740k IT implementation of a Consumer Relationship Marketing solution in the Health Care Professional sector of a Global Pharmaceutical company
• Perform cyber security risk assessments surrounding client’s involvement with Cloud Services, Social Media, Firewalls, Data Protection and M&A activity
• Run weekly engagement budget analysis to determine and remediate engagement inefficiencies to better align actual engagement costs to drive margin

Greater New York City Area

• Worked in the Corporate and Investment Bank Credit Risk department in Diversified Industries, Airlines, Aerospace and Defense
• Full time summer intern providing investment banking product support
• Performed credit analysis on four separate clients for annual reviews
• Participated on deal teams working with live transactions for deals of over $1.0 billion
• Attended client meetings and participated in due diligence sessions for prospective deals
• Completed a training program in accounting, financial modeling and financial analysis

New York, New York

• Worked in the Global Funds Group providing hedge funds with Commercial Banking products
• Produced a weekly report to be reviewed in weekly morning meetings
• Created spreadsheets to track the performance of the group and individual bankers
• Provided bankers with the research and information needed to pursue prospective clients
• Accompanied bankers on client calls to pursue new relationships and further build old relationships
• Completed my main summer task by updating the AUM and investment strategies of all 2,700 clients

New York, NY

• Worked with financial advisors to create presentations and proposals for prospective and existing clients
• Responsible for creating investment reviews, illustrations and tracking client account records
• Collaborated with advisors to update records and accounts as well as prepare for future client meetings
• Utilized LinkedIn and other social media for marketing purposes
• Updated and organized files and Outlook calendars