David Mulcahy

Experience

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  Winter Park Resort

  Jun 2013 - Aug 2013

  Summer Program Attendant
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  Vail Resorts

  Jun 2014 - Aug 2014

  Zip Line Attendent
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  Colorado College

  Apr 2015 - May 2016

  Campus Tour Guide

  • Assisted with the recruitment of 15+ prospective students and their family members by acquainting them with Colorado College’s campus and culture• Served as an expert on the various opportunities at Colorado College and as a representative of the student body

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  The Superlative Group, Inc.

  May 2015 - Aug 2015

  Lead Marketing Intern

  • Facilitated pre- and post-show setup for 50+ events at Red Rocks Park and Amphitheater, collaborating and communicating with colleagues and event staff to foster a valuable relationship between sponsors and concert attendees• Acted as point person to provide support for on-site sponsors, in areas such as tradeshow assets, booth maintenance, customer assistance, etc. to ensure a seamless connection to their consumers

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  OppenheimerFunds

  Aug 2016 - May 2019

  Selected for a pilot innovation program by company leadership to identify and refine areas of opportunity for greater efficiency and to foster a culture of continuous improvement in Client Relations.• Evaluated and pioneered improved new client integration process, streamlining internal requirements and decreasing total process hours which saved $400,000+ from procedural changes.• Implemented strategies to further the program mission, demonstrated successful practices, and saved time by co-programming bots in RPA and running experimental projects to solve business problems and create efficiencies.• Served as point person for data analysis and visualization to better present project results and business proposals. Show less

  • Client Reporting Associate

    Sept 2018 - May 2019

  • Team Member, Client Relations Innovation

    Sept 2017 - Sept 2018

  • Specialized Service Associate

    May 2017 - Sept 2018

  • Service Associate

    Aug 2016 - May 2017
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  Invesco Ltd.

  May 2019 - Oct 2019

  Client Reporting Associate

  Produced retail and institutional performance reports for internal business clients while working with technology groups to meet strict deadlines and provide reliable reporting processes for external use. Asset classes managed included: Global, International, and Environmental Equity asset classes and ESG and Ultra Dividend ETFs.• Created and generated product reports and presentations, ensuring accuracy and consistency of data for 42+ client reports for use in direct sales to retail clients and by product management teams in institutional client meetings.• Collaborated with key stakeholders to manage collateral development, expectations, and enhancements while guiding collateral across international compliance and sales offices, measurably improving the client experience.• Integrated in the team by helping review teammates’ reports, providing coverage during high volumes and absences, and cross-training in other disciplines like RPA to reduce delays and decrease report turnaround by 2+ days.• Partnered successfully as a remote member to a New York based team, increasing communication and building positive relationships across business groups between the two offices. Show less

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  361 Capital

  Mar 2020 - Jul 2020

  Marketing Operations Analyst
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  The Judge Group

  Aug 2020 - Nov 2021

  Product Manager

  Contracting with Charles Schwab to manage reporting and collateral for the firm's multi-asset SMAs

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  Charles Schwab

  Nov 2021 - now

  Manager, Product Management