Tom Mchugh Email & Phone Number

Randolph, Ma, Us

Randolph, Ma, Us

· Competently review and correct client investment reviews· Monitor account activity and follow account administration procedures· Effectively communicate /correspond with clients and their advisors· Perform all account administration on a variety of account types (irrevocable trusts, investment management accounts, IRAs and foundations)· Prepare for, attend and engage in client meetings· Organize tax reporting information - Tax letters for Trusts, K-1's for Separately Managed Master Limited Partnerships, Private Equity Investments and Hedge Funds· Review fee collections for outside Custody Accounts (Fidelity, Charles Schwab, and Bank of New York)· Coordinate team performance to ensure that all regulatory, compliance and fiduciary requirements are fulfilled

· Oversee and direct day to day operations of client service as partner and facilitator to Relationship Manager. Primary point of contact for clients' servicing needs, intermediaries and support staff.. Proactively determine work flow, set the agenda for special projects and initiatives the client service team needs to execute as needed.. Work with clients, intermediaries and internal experts to implement clients' wealth plans

Boston

· Oversee securities trading (mutual funds/submitting fixed income orders/equities)· Execute custom reporting and analyze performance reporting· Coordinate business development efforts as needed· Perform all account administration on a variety of account types (irrevocable trusts, investment management accounts, IRAs and foundations)· Prepare for, attend and engage in client meetings· Organize tax reporting information· Review fee collections· Coordinate team performance to ensure that all regulatory, compliance and fiduciary requirements are fullfilled

• Maintain over 12,000 Sub Accounts and 10,000 Composites on a Daily Basis across all 11 Atlantic Trust locations • Update Daily and Monthly Index Data using GIM II• Create/update Composites using CSC(Siebel) and GIM II• Query SQL Database using Lookup View• Research and resolve all Performance Issue tickets sent in by Relationship Managers, Assistant Relationship Managers and Client Service Administrators. This includes pricing and transaction discrepancies for the Private Equity, Hedge Fund, Real Estate and MLP Sponsored and Centrally Priced Alternatives. • Assist Operations Team with Custom Client Reporting on a Monthly, Quarterly and Yearly basis • Calculate ad hoc reports as needed, including Net of Fees and After Tax Performance Reports. • Achieve higher efficiency by creating procedures on workflow and processes with a goal of enhancing the client experience • Assist in the gathering of information related to the yearly GIPS Review • Employee Engagement Committee Member. Assisted in creation and deployment of company wide Mentoring Program

• Provided Help Desk Support for both internal and external clients for Mutual Funds, IIS Operations Personnel and International Sites.• Included the set up of new funds, assisting in the resolution, definition and documentation of problems associated with MCH (mainframe), SOD, CSW (Client Workstation), Global Quest, Plan Accounting, FTM, GTM, CustodyNet, OID(Online Information Delivery) Suite of products, Performance and Analytics Workstation and Flex Reporting on MyStateStreet.com. • Client Rollout Coordinator for the successful conversion of all Deutsche Bank clients onto the OID suite of products. • Updated and queried SQL and ORACLE Databases using Q+E Vision Explorer

Performed all accounting and recordkeeping responsibilities for a series of funds. This included: processing start-of-day cash for Investment Managers, processing income, expenses and security transactions to the general ledger accounts, produced and verified financial statements and delivered monthly pricing reports.