Sean Mcgarry

Sean Mcgarry Email and Phone Number

Portfolio Management| Investment Management| Wealth Management| Investment Strategy and Implementation| Portfolio Construction| Research and Analysis| Portfolio Maintenance and Improvement| Investment Valuation @ PeoplesBank, A Codorus Valley Company
York, PA, US
Sean Mcgarry's Location
York, Pennsylvania, United States, United States
Sean Mcgarry's Contact Details

Sean Mcgarry personal email

n/a
About Sean Mcgarry

I am a passionate and driven investor with a genuine interest in exploring financial markets, researching and analyzing the investment universe, and working within the investment management field. I worked with Chubb Limited, a global insurance company, and achieved increased database accuracy and efficiency, significantly increased cost savings, and improved processes with superior execution.My time with PeoplesBank and Chubb has provided me with the experience and foundation needed to succeed within the investment management universe. I have showcased the ability to deliver highly accurate, high-quality work in pre-established timeframes, using quantitative problem solving and analytical skills. My proven ability to identify areas of further research and improvement will serve me well in evaluating the investment universe, identifying and implementing investment process innovations, while still aligning with the overall investment philosophy, objective and strategy. I worked within a teamwork intensive environment at Chubb, involving constant communication, which allowed me to build strong relationships internally and collaborate effectively with cross-functional teams. This ability will serve me well in the communicative heavy environment that is investment management, both in client service activities and interdepartmental collaboration. I hold a B.B.A. in Finance from Emory University and passed the CFA Level III.My drive, resourcefulness, and level-headedness equip me to take on and succeed in the challenging industry of investment management and will support my longer-term career goal of becoming a portfolio manager.https://s3.amazonaws.com/com.basno.storage/instances/wjkmo77m_1674779247.png

Sean Mcgarry's Current Company Details
PeoplesBank, A Codorus Valley Company

Peoplesbank, A Codorus Valley Company

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Portfolio Management| Investment Management| Wealth Management| Investment Strategy and Implementation| Portfolio Construction| Research and Analysis| Portfolio Maintenance and Improvement| Investment Valuation
York, PA, US
Employees:
171
Sean Mcgarry Work Experience Details
  • Peoplesbank, A Codorus Valley Company
    Peoplesbank, A Codorus Valley Company
    York, Pa, Us
  • Peoplesbank, A Codorus Valley Company
    Portfolio Analyst
    Peoplesbank, A Codorus Valley Company Feb 2023 - Nov 2024
    York, Pa, Us
    Provided research and analytical support to the Investment Strategist and Portfolio Managers in managing the investment process and strategy of the group.Conducted third-party investment manager due diligence and economic and market research.• Prepared client meeting material for over 125 meetings consisting of economic and market updates, performance information, and holdings reporting and assisted in the presentation of such material for select clients.• Drove the research, screening, and analysis to select optimal funds for new or replacement positions within Total Return Models.• Initiated the revamping of the Large-Cap allocation positioning to a more passive exposure, increasing investment performance, and decreasing benchmark underperformance.• Drove the research and analysis into the inclusion of a discrete Japan allocation within the International Developed allocation.• Manage over 261 accounts with responsibility for ensuring the proper management, holdings, allocations, and liquidity of these accounts, and rebalancing as necessary.• Implemented Tactical Asset Allocation positioning for all Total Return Models along with generating trades for Total Return Models during quarterly rebalancing.• Presented regularly to the Investment Team and Investment Strategy Committee showcasing relevant market and economic data, model and fund performance, and changes to strategy.• Provided comprehensive research regarding any ad hoc investment related trend or industry for which clients request additional information.
  • Chubb
    Treasury Bank Administration Analyst
    Chubb Nov 2017 - Jul 2021
    Ch
    Managed weekly global forecasting process, including creation and distribution of forecasting templates, consolidating and reconciling completed templates, and resolving forecasting discrepancies.Oversaw the compilation, management, and analysis of the monthly North America bank fees, and maintenance of the bank fee database.• Compiled foundational transactional research to enhance payment processing efficiency and visibility, resulting in estimated cost savings of $5,250,000• Drove the revamping and implementation of a bank fee analysis process, including the utilization and management of the bank fee system, resulting in annual savings of approximately $600,000• Implemented liquidity review process to ensure proper categorization of global bank accounts, improving forecasting accuracy and global liquidity allocation• Maintained the global forecasting system to ensure accuracy and legitimacy of generated forecasts by identifying sources of improvable forecasts, resulting in better informed future liquidity decisions
  • Chubb
    Treasury Operations Analyst
    Chubb Sep 2015 - Nov 2017
    Ch
    Processed global and domestic electronic disbursement payments while adhering to compliance regulations according to the disbursement approval authorization policy. Reviewed, monitored, and reconciled bank activity daily for hundreds of bank accounts. Responded to customer service requests ranging from assistance in completing a disbursement voucher to confirmation of a payment’s completion• Trained junior analysts into trusted employees, fostering a collaborative and communicative environment, providing continual guidance in a teamwork intensive environment• Resolved several hundred inquiries annually from internal departments, improving interdepartmental collaboration and the edification of the collective• Identified coding for bank account reconciliation process, reducing annual manual reconciliations by 1,500, increasing analyst availability and focus on alternative projects
  • Ubs
    Intern
    Ubs Jun 2014 - Aug 2014
    Zurich, Ch
    • Researched list of potential clients, eliminating and prioritizing clients based on given target client, and assisted in initial contact with clients• Looked into list of potential hires for UBS branch, gathering extensive background and history of prospective hires for boss• Converted the class of mutual fund shares for multiple advisors• Researched past prices and history of currently owned and prospective stocks• Observed and participated in client meetings, office meetings, and wholesaler presentations

Sean Mcgarry Skills

Microsoft Word Microsoft Excel Powerpoint Social Media Customer Service Management Teamwork

Sean Mcgarry Education Details

  • Emory University - Goizueta Business School
    Emory University - Goizueta Business School
    General

Frequently Asked Questions about Sean Mcgarry

What company does Sean Mcgarry work for?

Sean Mcgarry works for Peoplesbank, A Codorus Valley Company

What is Sean Mcgarry's role at the current company?

Sean Mcgarry's current role is Portfolio Management| Investment Management| Wealth Management| Investment Strategy and Implementation| Portfolio Construction| Research and Analysis| Portfolio Maintenance and Improvement| Investment Valuation.

What is Sean Mcgarry's email address?

Sean Mcgarry's email address is se****@****ubb.com

What schools did Sean Mcgarry attend?

Sean Mcgarry attended Emory University - Goizueta Business School.

What skills is Sean Mcgarry known for?

Sean Mcgarry has skills like Microsoft Word, Microsoft Excel, Powerpoint, Social Media, Customer Service, Management, Teamwork.

Who are Sean Mcgarry's colleagues?

Sean Mcgarry's colleagues are Jess Smith, Bonny Stump, Rebecca Hunter-Almony, Kathi Ferstermann, Novin Zarringhalam, Colleen Cramer, Courtney Erdenbrack.

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