Who is David Owyoung? Overview
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David Owyoung is listed as Data Migration Consultant at Ridgeline, based in Sacramento, California, United States. AeroLeads shows a matched LinkedIn profile for David Owyoung.
David Owyoung previously worked as Client Service Investment Performance and Analytics at State Street and Financial Systems Analyst, Investment Performance Management Platform at Evolver. David Owyoung holds Mba, Finance from California State University-Hayward - School Of Business And Economics.
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Ridgeline
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About David Owyoung
At Evolver, through smart technology, efficient processes, and trustworthy resources, we identify desired outcomes and implement and operate information technology. As an investment performance management leader with 20+ years’ experience in accounting and investment operations, I deliver rigorous performance analyses to stakeholders and company leadership. Analyze and publish performance results for marketable and non-marketable investments, ensuring compliance with regulatory and industry standards. Provide constituents with relevant, accurate, and consistent information for investment oversight and decision making.ExpertiseInvestment performance measurement, risk, & attribution; financial planning & analysis; product management; production support; project management & sprints; accounting systems/GAAP; financial modeling and BI; securities industry - futures, options, swaps; security asset classes; investment processing; reporting standards
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7 roles
David Owyoung work experience
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Client Service Investment Performance And Analytics
Financial Systems Analyst, Investment Performance Management Platform
Deliver technical support for Dodge and Cox investment performance measurement (IPM) team for firm providing software solutions to government clients. Lead transition to new IPM solution in partnership with IT, internal stakeholders, and outside consultants. Translate business requirements into product specifications for issue resolution in cross-functional teams.
Director Of Implementation Services
Directed implementation of IPM solution and provided expert investment servicing advice in investment performance measurement field for clients. Led and documented business requirement discussion and designed and integrated product solution. Enabled future state solution design of benchmark operational support for State Street Alpha.
Jul 2022 - Nov 2023
Vp, Practice Lead Consultant
VP, Lead Consultant, 6/2019 – 6/2022Sr. Consultant 6/2014 - 6/2019Consultant, 6/2012 – 6/2014Associate Consultant, 5/2011 – 6/2012Delivered expert guidance to 30+ clients managing assets exceeding $13T on Eagle Investment Management platform for prestigious investment and wealth management firm. Directed team of 5 consultants and managed up to 3 complex projects concurrently. Developed solutions for wealth management industry and alternative asset classes. Spearheaded client advisory board for IPM group and liaised with product development, research, and sales teams to shape direction of IPM module. Provided relevant and accurate Investment Book of Record data for IPM decision making.
May 2011 - Jun 2022
Sr. Investment Performance Analyst
Sr. Investment Performance Analyst, 3/2010 – 4/2011Performance Analyst, 4/2008 – 3/2010Analyzed and published IPM results for 3 clients with combined assets of $780M for leading financial services company specializing in management of investment products. Monitored investment trading activity and ensured accuracy. Reviewed and analyzed processed investment valuations and transactions for complex investments including futures and swaps and confirmed consistency with custodian records. Enhanced efficiency and accuracy of funds’ performance attribution, risk, and returns through rigorous management of data acquisition across multiple system platforms.
Apr 2008 - Apr 2011
Accountant
Led accounting and managed books using GAAP principles for 30+ insurance producers with $35M+ book of revenue spanning 1K+ insurance companies for diversified financial services holding company. Drove financial annual financial planning and M&A analyses. Owned execution and accuracy of transfers of financial data.
Apr 2003 - Apr 2008
2 education records
David Owyoung education
B.S., Applied Economics
FAQ
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What company does David Owyoung work for?
David Owyoung works for Ridgeline.
What is David Owyoung's role at Ridgeline?
David Owyoung is listed as Data Migration Consultant at Ridgeline.
Where is David Owyoung based?
David Owyoung is based in Sacramento, California, United States while working with Ridgeline.
What companies has David Owyoung worked for?
David Owyoung has worked for Ridgeline, State Street, Evolver, Owyoung Consulting Llc, and Bny Mellon.
How can I contact David Owyoung?
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What schools did David Owyoung attend?
David Owyoung holds Mba, Finance from California State University-Hayward - School Of Business And Economics.
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