Patrick Corrigan Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

· Acted as an internal and external escalation point for complex clients and third-party inquiries· Identified clients’ needs and executed projects to build them a tailored trading platform· Was recognized for advanced product knowledge and was tasked to be the product-head for multiple facets of our Order Management System across the 70-person Client Solutions team· Actively involved in training team members and the development of training material· Drove projects which involved the creation of best practices and process improvements· Conducted new-hire interviews and provided guidance on hiring decisions· Worked with upper management to improve relationships with our largest and most sensitive clients· Used advanced knowledge of the financial industry and asset classes to resolve urgent issues

· Travelled to India for three months to onboard and train our Asia-Pac Client Solutions teams· Visited on-site with many clients to enhance their product experience, create client-specific documentation, provide user training and build relationships between our firms· Routinely collaborated with principal stakeholders at 500+ Hedge Funds and Traditional Asset Management Firms within the SS&C Eze client base· Leveraged SQL and product knowledge to troubleshoot and diagnose high priority, time-sensitive issues within the SS&C Eze product suite· Used knowledge of industry technology and processes to triage and action high-priority projects, simultaneously balancing client expectations with internal and third-party timelines in a fast paced, high-impact sector

Greater Chicago Area

· Applied problem-solving skills in a fast-paced environment to resolve electronic trading and trade file issues utilizing SQL, XML and XSLT· Cultivated productive relationships across the financial technology sector spanning internal teams, client managers, and third-party organizations, such as brokers, accounting firms, financial networks, and custodians

Lisle, Il

· Reconciled share balances held by various trust accounts and prepared the required trust accounting system entries· Invested funds from the trust as directed by the client· Processed employee benefit distributions as requested by clients· Served as lead for responding to 1099-R inquiries and other tax related questions· Analyzed financial reports and distributed the data to clients· Documented the receipt of financial reports from clients on a periodic basis· Composed routine correspondence to clients and other professionals· Performed monthly account reviews

Chicago, Il

· Communicated with At&t customers to conduct sales of all wireless products and services· Built customers a wireless plan and packaged it together with new and old devices · Instructed customers through any customer-service related issues. · Served as a product expert for all cellular devices and accessories, as well as all wireless services and plans offered by At&t.

Chicago, Il

· I consulted with prospective clients to determine conferencing needs and upgrade services as able· Served as a connector for new clients to high level sales experts· Found and created appointments and sales opportunities for the sales experts