Jeffrey C Ho Resume 1
- 1. PROFESSIONAL SUMMARY SKILLS WORK HISTORY JEFFREY C HO 958 Crystal Water Lane, Walnut, CA 91789 | (C) 9096003591 | ho_jeffrey@yahoo.com An experienced financial professional with a successful career managing high value client relationships, performing due diligence, leading projects and handling time-sensitive, complex transactions. Strong, broad-based knowledge of global financial markets, investment management metrics and securities operations. Successful track record of leading a team of professionals and managing risk in a fast-paced, high dollar, transactional environment. Strong problem-solving capabilities Ability to see the big picture Exceptional writing skills Client relationship management Extremely organized Strong interpersonal skills Excel, Word, Powerpoint, Bloomberg, SEI, Sungard, DTC AUGUST 2011-JUNE 2014 Financial Analyst (Independent contractor) New York Credit, Inc. | Marina Del Rey Analyzed borrower financial statements for compliance with lending guidelines. Calculated borrowers' lending base and identified lending risks. Prepared monthly report with detailed analysis of borrowers' receivables and inventory. Worked with lending officers from the client bank. AUGUST 2012-NOVEMBER 2012 Trust Administrator (Temp) | Morgan Stanley Private Bank | Beverly Hills, CA Researched and documented client background information and source of funds data for AML compliance. Answered clients' questions relating to the details laid out in trust documents. Maintained confidentiality of sensitive information relating to clients' personal and family situations. Processed fund transfers and P&I allocations in accordance with trust documents and client directions.
- 2. EDUCATION DECEMBER 2009-JUNE 2011 Business Services Representative (Temp) | County of San Bernardino Workforce Development Department | San Bernardino, CA Spearheaded opening of a Career Center in Big Bear Lake, CA. Prepared monthly CRM reports for the Economic Development Agency. Developed and managed relationships with local businesses to facilitate hiring and on-the-job training. Created user manuals for CRM and Employment Services applications. Streamlined invoicing using Excel workbook to expedite processing and eliminate billing errors. NOVEMBER 2007-NOVEMBER 2008 Vice President | Union Bank of California | San Francisco, CA Managed an asset servicing team and clients ranging from municipalities, corporations, non-profit entities to retirement funds. Analyzed operational efficiencies and made decisions to enhance productivity. Worked on streamlining corporate actions procedures resulting in faster customer notifications and reduced operational risk. Wrote procedures for internal and external auditing purposes. AUGUST 1997-NOVEMBER 2007 Vice President BNY Mellon Corp. | Los Angeles Managed public funds asset servicing team with over $1 billion in daily transactions. Successfully managed project to develop general ledger interface for $16 billion retirement fund. Completed data conversion of Federal Reserve securities accounting system. Selected to work on international corporate actions team in Europe. Trained new team members on applying due diligence procedures and regulatory mandates. Wrote procedures for internal and external auditing purposes. Wrote procedures for business recovery plan. 1985 MBA: Management California State Polytechnic University, Pomona, CA Bachelor of Science: California State Polytechnic University