Drew Mccann Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Dallas, Texas, United States

Worked collaboratively in the Middle Office Group, specializing in hedge fund clients and delivering essential trade support services.Enhanced operational efficiency by effectively booking and settling trades, ensuring precise Profit/Loss statements for clients to inform their trading decisions.Leveraged various Bloomberg functions to meticulously set up financial instruments, facilitating seamless trading experiences for clients engaging with new securities.Maintained proactive communication with clients, banks, and financial counterparts, promptly addressing a diverse array of discrepancies.Experience in Bank Loan Closings through ClearPar for various clients

Waco, Texas, United States

1 of 18 finance students chosen to manage a large-cap portfolio valued at ~$14.5 millionPrepared and pitched buy/sell recommendations through equity research in the IT – Hardware& Equipment sector, the largest in the portfolioAnalyzed colleagues’ proposals to vote on their recommendations

Mckinney, Texas, United States

Worked directly within the Middle Market Group, focusing on clients with revenues between $20-$500 millionContributed to revenue growth by coordinating new-client acquisitions through business loan screening within S&P Capital IQ Pro software. Increased efficiency by updating various monitoring spreadsheets to better manage the loan portfolio

Allen, Texas

Worked directly with customers to see what service they would like to purchase as well as offer any information needed on what we have to offer

Allen, Texas

Worked on providing customers with clean and tidy golf carts as well as clean golf balls with a neat driving range.

Bachelor Of Business Administration - Bba, Double Major: Finance, Entrepreneurship And Corporate Innovation, General, 3.8 Cum Laude

High School Diploma