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Jonathan Noonan

Jonathan Noonan

Administrative Intern

Followers of Jonathan Noonan525 followers
location of Jonathan NoonanNorth Dartmouth, Massachusetts, United States

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  • Timeline

  • About me

    Global Client Services Supervisor | Brown Brothers Harriman | B.S. Economics and Finance - Bentley University | International Business, Market Analysis & Trading

  • Education

    • UCD Michael Smurfit Graduate Business School

      2018 - 2019
      Master of Science - MS International Business

      Activities and Societies: Entrepreneur and Investor Society, Club Lacrosse, Club Ski and Snowboard, Club Wakeboarding/Kitesurfing

    • University College Dublin

      2015 -
      Occasional Business

      Activities and Societies: •Economics Society •Entrepreneurial Society •Law Society •Club Lacrosse Study Abroad

    • Bentley University

      2013 - 2017
      Bachelor of Applied Science (B.A.Sc.) Economics and Finance

      Activities and Societies: Bentley Investment Group, Bentley Club Rugby International Exchange programs Volunteer work as a conversation partner

    • Bishop Stang High School

      2009 - 2013
      High School Diploma

      Activities and Societies: •Class President •Student Council •Student Ambassador •Honors Program •National Honor Society •AP Scholar •AP Scholar with Distinction •Varsity Hockey •Varsity Lacrosse

  • Experience

    • Sylvia Group

      Jun 2013 - Aug 2014
      Administrative Intern

      Administrative and office responsibilities including:- Consolidating historical client records- Utilized CRM system to assist sales team and account managers in personal and commercial lines

    • Fidelity Investments

      Jun 2016 - Sept 2018

      Defined Benefits Team- Reconciled reporting for monthly and weekly Defined Benefit participants- Requested funds from employer banks for Defined Benefit check payouts Campus Ambassador to Bentley University • Assist Talent Acquisition and Campus Recruiting at career fairs and other campus events Custody and Clearing Solutions Intern- Performed database management while collaborating with sales and management teams to capture and measure data relating to factors such as territory management and client engagement- Management of prospective and current client data - Daily usage of Oracle CRM systems, Microsoft Excel and Access

      • Financial Operations Associate

        Jul 2017 - Sept 2018

      • Campus Ambassador

        Aug 2016 - Jun 2017

      • Business Management Intern

        Jun 2016 - Aug 2016

    • The Brattle Group

      Jun 2019 - Mar 2020
      Billing Analyst

      Revenue & Invoice Processing: - Preparation and review of monthly billing packets, Invoice Processing, Contract Review- Project and Task Maintenance: Project Billing and Revenue Analysis, Budget Monitoring

    • BNY Mellon

      Jul 2020 - Feb 2022
      Portfolio Accountant

      Managed Financial Accounting Records for More than 50 T. Rowe Price funds- Managed daily subscriptions/redemptions, cleared and submitted cash for portfolio managers- Reconciled IBOR and ABOR transactions to align with custodian banks

    • Brown Brothers Harriman

      Feb 2022 - now

      • Global Client Services Supervisor

        Oct 2023 - now

      • Senior Client Account Manager

        Feb 2022 - Oct 2023

  • Licenses & Certifications

    • Product Certification

      Bloomberg
      Sept 2015

  • Volunteer Experience

    • Volunteer

      Issued by Joseph's Apprentice on Jan 2012
      Joseph's ApprenticeAssociated with Jonathan Noonan

    • Conversation Partner

      Issued by Bentley University on Oct 2016
      Bentley UniversityAssociated with Jonathan Noonan