Justin Pugel, Ctp Email & Phone Number

Cleveland, OH, US

Medina, Ohio, US

Medina, Ohio, US

Cleveland, OH, US

• Temporary position assisting in the integration of the $4.0 billion dollar acquisition of Esterline Technologies Corporation. Working side-by-side with the Treasurer, lead the day-to-day integration of a wide variety.
• Implemented the treasury integration strategy by taking the lead in account set-up and KYC of the domestic and internal banking platforms for twenty-two entities.
• Drove the integration and novation process of the acquired company’s letters of credit.
• Functioned as the primary point of contact coordinating a multimillion dollar foreign currency hedging exposure project with an outsourced risk management.
• Project managed the transition documentation using a RAIL while keeping accurate and organized filings of all treasury paperwork.
• Performed an audit of the treasury management platforms on both a user and account level while assigning appropriate user entitlements to each user while maintaining the day-to-day platform requests.

Pittsburgh, Pennsylvania, US

• Maintained and monitored multiple market data points including corporate actions, price downloads, factor updates, and dividend information while integrating them into the house accounting and trading systems for the.
• Improved and developed a new method to monitor accounts frozen from trading and modified the account opening/closing process.
• Generated monthly, firm-wide asset under management reports in a timely manner to ensure punctual and updated reporting.
• Oversaw and responded to portfolio manager and trader requests aiding and improving daily operating procedures.

Pittsburgh, Pennsylvania, US

• Part of a team that monitored and reconciled close to $50 billion worth of personal and commercial trading accounts on a daily basis
• Ensured trades were executed correctly and that payments were transacted accurately by utilizing software such as Advent Portfolio Exchange, advanced Microsoft Excel, and various custodian websites.
• Developed various reports to verify the firm was in compliance with Global Investment Performance Standards.

Minneapolis, MN, US

Kent, Ohio, US