Kyle J. Dugal Email & Phone Number

Baltimore, Maryland, United States

-Process client transactions/asset transfers/gifts-Open and manage client portfolios-Liaison between Private client and operations teams -Client facing role answering direct requests from high net-worth individuals and organizations

Baltimore, Maryland, United States

Baltimore, Maryland Area

-Set up event facilities and equipment, cleaned areas, and organized supplies. -Evaluated existing plans, processes, and events planning services to identify opportunities for improvement. -Worked with a large team to ensure that the daily projects were completed in a timely and efficient manner.

Hunt Valley, Maryland, United States

-Prepared client account reviews/reports for review meetings-Assisted the Directors of Planning and Client Services with various client account tasks and updates -Maintained client relationships through outreach and assisting in the overall client experience

Owings Mills, Md

• Process maintenance and transaction requests in client accounts• Review paperwork sent in from clients• Place outbound calls to clients to confirm or clarify requests

Hunt Valley, Md

•Contacted executives from companies of all sizes to request relevant information necessary to effectively manage credit risk within the buyer portfolio•Managed central in-trays for the US, Latin America, Central America and Excluded Markets underwriting teams•Processed requests surrounding data integrity issues, including obtaining new information/verifying records etc.

Jackson, Nj

Resolved issues in a timely manner to maintain productivity goals. Contributed to team success by completing jobs quickly and accurately. Utilized creativity and persuasive techniques to up sell products to customers. Adapted quickly to changes in day to day operations by cycling through multiple tasks at once.

Hopewell, New Jersey

Assisted in course operations and the development of new projects. Liaison between members and management to ensure overall satisfaction. Worked as part of a trained team to create a welcoming and enjoyable atmosphere for clientele.

Lawrenceville,Nj

Operated equipment on the golf course itself as well as the surrounding grounds of the school. Worked to assist in the improvement of course conditions with the goal to increase the quantity of memberships. Performed multiple tasks at once in order for the daily objectives to stay on track.

Hopewell,Nj

Trained to operate various types of equipment that facilitated in the operations of the golf course. Worked with a large team to make any necessary improvements to the property as well as assist in any emergency projects resulting from weather conditions.

Bachelor Of Business Administration - Bba, Finance, General, 3.74

Activities and Societies: Loyola Marketing Association, Financial Management Association, Sales, Marketing and Management Club, Outdoor.

Education record

Activities and Societies: Elizabethtown College TV Station, Jayfirm