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David Owyoung Email & Phone Number

Client Service Investment Performance and Analytics at State Street
Location: Sacramento, California, United States 6 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Client Service Investment Performance and Analytics
Location
Sacramento, California, United States
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Who is David Owyoung? Overview

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David Owyoung is listed as Client Service Investment Performance and Analytics at State Street, a company with 44927 employees, based in Sacramento, California, United States. AeroLeads shows a matched LinkedIn profile for David Owyoung.

David Owyoung previously worked as Financial Systems Analyst, Investment Performance Management Platform at Evolver and Director of Implementation Services at Owyoung Consulting Llc. David Owyoung holds Mba, Finance from California State University-Hayward - School Of Business And Economics.

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State Street

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Profile bio

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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State Street
State Street
Client Service Investment Performance and Analytics
Sacramento, CA, US
Website
Employees
44927
AeroLeads page
6 roles

David Owyoung work experience

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Client Service Investment Performance And Analytics

Sacramento, CA, US

Financial Systems Analyst, Investment Performance Management Platform

Current

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.

Nov 2023 - Present

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.

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.

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
Team & coworkers

Colleagues at State Street

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2 education records

David Owyoung education

FAQ

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What company does David Owyoung work for?

David Owyoung works for State Street.

What is David Owyoung's role at State Street?

David Owyoung is listed as Client Service Investment Performance and Analytics at State Street.

Where is David Owyoung based?

David Owyoung is based in Sacramento, California, United States while working with State Street.

What companies has David Owyoung worked for?

David Owyoung has worked for State Street, Evolver, Owyoung Consulting Llc, Bny Mellon, and State Street Investment Analytics.

Who are David Owyoung's colleagues at State Street?

David Owyoung's colleagues at State Street include Sai Vinod K, Ramya G, Kevin Donnelly, Linette S., and Katarzyna Senkin.

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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