Justin Pugel, Ctp Email & Phone Number

Cleveland, Oh, Us

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 of treasury related processes and programs. • 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 most accurate and up to date information.• 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