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- 1. Shane Cunningham Ballyspillane East, Midleton, Co. Cork Tel: +353 83 391 1405 E-Mail: alanladd.cunningham@gmail.com _____________________________________________________________________ Academic Qualifications Sept 95-June 01 Rockwell College, Cashel, Co. Tipperary, Ireland. Leaving Certificate Sept 01-June 02 Bruce College, Audley House, Patricks Hill, Cork City, Ireland Leaving Certificate Sept 02-May 05 University College Cork, Western Road, Cork City, Ireland BA Economics and Philosophy (2:1) ____________________________________________________________________ Employment History February 14 – October 15 Trustee Executors Level 5, 10 Customhouse Quay, Wellington 6011, New Zealand Role: Registry Administrator • Processing of KiwiSaver and Managed Fund Investor transactions • Processing of IRD initiated transactions • Uploading and application of unit prices • Processing automated transaction functions, i.e. direct debits/regular withdawals • Monitoring and investigation of bank reconciliation items • Creation of daily Funding Advices to Custody and corresponding banking entries • Daily recording of volumes (in and out) for SLA reporting • Peer checking the accuracy of other Registry Administrators processing May 13 – December 13 Kiwibank, Level 1, 7-27 Waterloo Quay, Wellington 5045, New Zealand Role: ATM Cash and Claims Representative • Balancing of ATMs, escalation and investigation of discrepancies. Identification of surpluses and deficiencies down to individual ATM level. • Processing and reporting of claims
- 2. • Investigate claim validity and process payments to customer’s accounts as necessary • Advise external counterparties of claim outcomes and process payments as required • Identify trends in ATM claims and escalate as necessary August 12 – May 13 ANZ Transaction Services, Level 1, 170 – 186 Featherston Street, Wellington 6011, New Zealand Role: Transaction Services Officer • Arrange inward transfer of client accounts • Liaise with all relevant counterparties including clients, customer service representatives and other banks to confirm all details and resolve any queries arising • Timely and accurate processing of all changes requested, ensuring the customer is not adversely effected • Data entry as required January 11 – June 12 National Bank Private Banking, Level 1, 88 The Terrace, Wellington 6011, New Zealand Role: Investment Administrator • Preparation of ad hoc reports for internal and external queries • Arrange inward/outward transfer of client portfolios • Liaise with external counterparties to resolve any queries arising including regional offices, registries, client representatives and other departments. • Timely and accurate processing of security transfers, whether through registry requests or via electronic platforms • Communication with regional offices to ascertain and satisfy particular client requests • Reconciliation of client portfolio positions and valuations • Data entry and query resolution as required October 10 – January 11 Jam Prospects, 2nd Floor, 56-58 Victoria Street, Wellington 6011, New Zealand Role: Sales Agent
- 3. • Engage with customers in a face-to-face manner on behalf of client organisations, ensuring maximum return from each individual • Liaise with management at sales sites, anticipating any possible concerns arising and reacting to all feedback • Handle all merchandise and cash, ensuring accuracy and completeness • Maintain adequate client knowledge with a view to educating the customer thereby increasing brand awareness December 08 – June 10 Bank of Montreal, 2 Harbourmaster Place, IFSC, Dublin 1, Ireland Role: Fund Accountant, Funds Pricing Team • Preparation of daily Net Asset Valuations in an accurate and timely manner • Responsible for the distribution of the NAVs to the appropriate parties in an accurate and timely manner • Daily preparation of cash forecasts and monitoring of same • To ensure that Cash and Asset balances are reconciled between the Accounting System and the Trustee • To process all Capital Transactions and resolve any issues arising in an accurate and timely manner • Maintenance and reconciliation of income and expense accruals • Preparation of weekly and monthly reporting duties in an accurate and timely manner • Maintenance of Fund files in a neat and orderly manner February 07 – December 08 Bank of New York Mellon, Commerzbank House, Guild Street, Dublin 1, Ireland Role: Fund Administrator, Pricing Team • Preparation of monthly Net Asset Valuations in an accurate and timely manner • Responsible for the distribution of the NAVs to the appropriate parties in an accurate and timely manner • To ensure that share prices and copies of valuations are sent to the relevant parties in accordance with agreed deadlines • To ensure that Cash and Asset Balances are reconciled between the Accounting System and Counterparties and that all breaks agree with the client • To liaise with the Transfer Agency Department regarding subscriptions and redemptions and ensure all balances agree with the client • Process all monthly currency hedges relating to clients subscription/redemptions across multi-class and multi currency funds • Maintenance and reconciliation of income and expense accruals ensuring agreement with the client
- 4. • Maintenance of Fund files in a neat and orderly manner Further information and interests Skiing, rugby, cricket, golf, scuba diving, squash, also presently learning guitar. Referees Cameron Riley, Team Leader, Trustee Executors Level 5, 10 Customhouse Quay, Wellington 6011, New Zealand cameron.riley@trustees.co.nz +64 21 123 3331 Nikki Baxter, HR Manager, Trustee Executors Level 5, 10 Customhouse Quay, Wellington 6011, New Zealand nikki.baxter@trustees.co.nz +64 4 495 0991