Shane Degnan Email & Phone Number

Rochester, Ny, Us

Rochester, Ny, Us

Fairport, Ny

After my initial promotion to Account Manager (AM), I was quickly promoted again to AM Supervisor to train and mentor AMs while improving operational efficiency. In 2020, I expanded my scope to oversee the new Portfolio Implementation & Execution (Trade Settlement) team.● Steer strategies to elevate organizational efficiency while managing 12 AM and Portfolio Implementation & Execution (PIE) team members● Lead recruitment and onboarding process for 20+ team members, creating collaborative & engaging trainings● Identify and prioritize organizational needs by eliciting feedback from team on current & potential programs, developing action plans accordingly● Optimize operational procedures and refine communication networks in collaboration with cross-functional teams● Oversee mentorship program, pairing senior employees with new hires to facilitate collaborative environment● Maintain positive internal & external relationships by resolving challenges with data analysis and transparent communication while tailoring solutions to meet clients’ distinct needsSelect Achievements & Projects● Spearheaded integration of Charles River system, facilitating change management and ensuring smooth rollout while encouraging employee engagement● Improved operational efficiency & customer satisfaction by onboarding Salesforce CRM. Met with department heads to delegate roles for program implementation● Led development of new Archer accounting system, maintaining relationships to create sound strategy and targeted goals while ensuring successful conversion● Mitigated risks and enhanced operations with new accounting system, InvestCloud, streamlining audits and procedures● Championed 15 progressive career transitions by creating growth and development opportunities for employees● Achieved ~70% decrease in trade execution error rates● Bolstered organizational culture and promoted cross-functional collaboration by spearheading retention- and morale-focused initiatives

I was hired as one of the first full-time employees within the Portfolio Implementation & Execution department (formerly Trade Settlement) to manage daily operations, ensuring timely settlement of international & domestic trading activity while delivering tailored solutions to brokers, custodians, and internal departments. ● Managed team of five professionals, delegating responsibilities based on internal & external demands. Determined areas for team skill enhancement and professional advancement through routine performance assessments● Played pivotal role in hiring process to recruit and identify top-quality candidates alongside interview panelSelect Achievements & Projects ● Earned two promotions within one year, transitioning from Operations Generalist to Operations Assistant and Operations Supervisor roles before being recruited for Account Management team● Decreased reduction in manual entry errors and saved 40+ hours weekly by automating foreign trade processing

Perinton, Ny

As a Team Leader, I led a team of 12 employees, fostering a supportive work environment to ensure smooth operations throughout our region, met customer needs, and maintained organizational standards of excellence. I regularly collaborated with department managers to coordinate cross-functional initiatives. ● Identified improvement opportunities and crafted action plans by assessing key performance indicators (KPIs)● Selected to serve on Simplification Team to establish sustainable practices in stores across Monroe County. Improved operational efficiencies while creating waste-reduction strategies for inventory management

During my military experience, I supported civil-military operations while fostering cooperation and stability by engaging with local communities, assessing infrastructure needs, and providing humanitarian assistance.

Master Of Science - Ms, Leadership And Organizational Change

Activities and Societies: Phi Kappa Phi (Honors Society)

Bachelor Of Science - Bs, Economics

Activities and Societies: Omicron Delta Epsilon (Economics Honor Society)

Bachelor Of Science - Bs, Business Administration

Activities and Societies: Sigma Beta Delta (Business Honor Society), Elizabeth Fake Award (Outstanding Business Student)