Shaun Sweeney Email & Phone Number

Dublin, Ireland

County Dublin, Ireland

• Building relationships with existing or prospective clients via on-site visits or weekly catch-up calls • Understanding the clients end user and tailoring marketing or emails towards styles that would be successful for them• Researching market trends and advising clients on what styles to select during line opening• Part of the Social team tasked with organizing corporate events

Ireland

Due to the high demand for evening dining during the summer months, I created a space that was relaxing and unique. Once opened, I started getting request for dinner parties and events, so I capitalised on this and created bespoke menu’s at various prices points. Customer service was paramount, so based on their preferences I would organise the entire evening, music selection, wine that complimented each course, which cocktail to greet guests with and the overall appearance and vibe of the space.

Bond Street, London

• Assisted with line selection for Retail teams (Stores and ECOM) based on market trends and internal commercial market pushes• Super-user for the new SAP software being rolled out across EMEA and provided training to my team• Created specialized sizing excel document which sized product based on county specific analytics• Consulted with the Marketing team to create emails and marketing material based on weekly sales reports• Streamlined daily, weekly and monthly reports by developing excel macros• Analyzed market trends, carried out competitor analysis and presented the results at the weekly senior management meetings• Held bi-monthly calls with store managers across EMEA resulting more accurate sizing and product distribution

Edinburgh

• Successfully project managed 11 implementation• Worked directly with Senior Partners, CEO, COO, CFO and Financial Directors to ensure their success and satisfaction with Clearwater’s proprietary investment software• Trained clients on how to efficiently use the reporting software, streamline their processes and effectively manage their investment portfolio• Organized a sales conference in Copenhagen where both current and prospective clients could raise concerns and discuss how Clearwater is or intends to address their issues.• Hosted webinars for clients, discussing regulations affecting the insurance industry and industry best-practices on how to correctly report to the FCA• Overall my Danish and UKI clients were successful and gave me an NPS of 9.5.

Edinburgh, United Kingdom

• Performing daily and monthly Client Money reconciliations in accordance with Client Money Rules.• Preparation and submission of the monthly Client Money and Asset Return to the FCA.• Daily monitoring of client deposits into the Company's client bank accounts and processing of client fund withdrawal requests.• Upkeep of other daily and weekly controls including reconciliations of the Company's card payment systems.• Liaising with the Company's banks in order to resolve debit and credit queries on an ad hoc basis.• Daily upkeep of bank records for all Company client bank accounts in various currencies.

Edinburgh, United Kingdom

• Preparation of reconciliation with Prime Broker reports• Correct valuations portfolios through: Resolution of pricing discrepancies.• Corporate Action Validation.• Resolution of transaction discrepancies.• Maintaining highest level of quality and accuracy for the assigned funds.• Maintenance of the underlying accounting backups/records for assigned funds

Edinburgh, United Kingdom

•Timely and accurate input of transactions, journals and receipts into the Accounting system, ensuring any errors are corrected promptly and accurately•Accurately and efficiently update clients’ details/data into the in house systems•Run and circulate daily and monthly bank statements from the online custodian systems•Assist with despatching clients’ monthly and quarterly reports•Carry out departmental projects and any ad-hoc tasks where allocated•Understand and adhere to departmental and company standards

Master Of Finance, Accounting And Finance

Business Studies, Economics And Finance

Business Studies, Economics