Shannon Duggan Email & Phone Number

San Francisco, California, Us

San Francisco, California, Us

San Francisco, California, Us

CaptivateIQ is on a mission to bring transparency and joy to commissions management. We believe that getting paid should be fun and that work should be a breeze for compensation plan administrators. Yet, most companies still rely on spreadsheets or legacy software providers to manage what is often the largest and most influential line item in a sales budget. That’s why we’ve created a scalable, flexible, no-code solution that enables finance and operations teams to model, automate, and optimize performance incentives. Twenty of the Forbes’ Cloud 100 including leading brands like Amplitude, Gong, and Hopin use CaptivateIQ to power their incentive compensation programs

New York, Ny, Us

• Primary point of escalation for complex issues with corporate actions, trade settlement, market information, foreign exchange transactions, hedging and fund oversight with $57 billion assets in custody• Implement customized solutions to anticipate client’s needs through operational controls, quality assurance and technological enhancements• Global coordination with colleagues located in 18 BBH locations throughout North America, Europe and Asia to guarantee timely resolution of all client inquiries • Responsible to manage and mentor team of client account managers to be competent in oversight of all fund activity, assist with client requests and prepare client reporting including new fund setup, liquidations and KPI metrics

New York, Ny, Us

• Reviewed daily valuation and material day over day movement for over 500 mutual funds across 40 clients• Critical thinking and problem solving to ensure accurate calculation of nightly net asset value deliverable sent to clients • Internal collaboration with fund servicing teams to confirm fund activity

Boston, Ma, Us

• Part- time associate for the finance team in Fidelity Institutional Asset Management• Assist in preparing for external audits• Update intercompany agreements• Update revenue for quarterly Treasury Report

• Helped create corporate brochure• Improved company website• Communication on social media• Translated press releases from French to English

• Pulled credit reports, analyzed bank statements, data entry and excel work • Trained two employees from a remote location via Skype

• Specialized in helping students from first to ninth grade develop math and reading skills• Required energy and enthusiasm, working with students with ranging skill levels

International Business/Finance/French Minor

Education record

High School