David Ngo Email & Phone Number

Seattle, Washington, United States

Seattle, Washington, United States

Greater Seattle Area

Greater Seattle Area

• Review financial custodians and establish data feeds through ByAll Accounts to bring assets into our Tamarac Advisor Software.
• Focus on improving data quality from the use of aggregation to maintain data integrity.
• Provide training on the utilization of MorningStar ByAllAccounts through demonstrations bringing in over $20,000 in assets to our reporting platform.
• Provide account reconciliation support through the use of account statements, transactions and SQL.
• Analyze… Show more
• Analyze repeating trends in workflow and implement solutions to improve efficiency in data processing. Show less

Greater Seattle Area

• Monitored over 30 registered investment advisor’s portfolio databases through company’s reporting software valued over $5 billion dollars.
• Resolved client request through Zendesk while maintaining a 96% satisfaction rating.
• Reconciled portfolio data on our database to match the custodian such as Charles Schwab and more using financial transactions in Excel and SQL.
• Completed a databases rebuild project along with the Senior Data Associate utilizing SQL and PortfolioCenter.
• … Show more
• Managed a reconciliation team in Tamarac Trivandrum and provide guidance on portfolio accounting and reconciliation. Show less

Seattle, WA

• Recruited and admitted 99 students for winter quarter, exceeding goal of 80 students.
• Cold called prospective students and provide detailed information about SPU, application process and school events.
• Supported Academic Counselors with calls to congratulate admitted students and guide them through the next steps of the admissions acceptance process.
• Managed students’ information using Talisma CRM system.

• Actively managed over $100,000 of the school’s endowment.
• Analyzed the Communication Sector for the Fund.
• Researched companies’ financial health based on ratios, growth, and other financial information.
• Presented to the fund of the statuses of sector’s current holdings and propose a stock to buy.
• Prepared quarterly reports on stock prices of assigned sector and made decisions to buy, sell or hold shares.

Seattle, Washington

• Assisted branch Financial Advisor with operations such as calling clients and preparing handouts before appointments.
• Surveyed people in the community to gain an understanding of the market’s financial literacy and goals to achieve from their investments.
• Created asset allocations proposals for clients based on their age, risk tolerance, financial goals and time frame.
• Planned a seminar with over 18 attendees in collaboration with American Funds, educating attendees about… Show more
• Planned a seminar with over 18 attendees in collaboration with American Funds, educating attendees about investing into the future through mutual funds. Show less

Seattle, WA

-Tutored students on math subjects from Algebra to Calculus.-Directed students to resources around campus.-Referred students to advisers in the center.

Renton, WA

- Developed unique strategies for each student in order to enhance their math skills.- Progressed with students and was a part of their accomplishment in achieving higher levels of learning.

Renton, WA

- Sold computers and peripherals to customers for business or consumer use.- Ensured customer’s protection by selling warranties for their purchases.- Maintained sales gross margin goal of 20% weekly.

Renton, WA

-Handled cash transactions.-Registered customers for rewards and credit cards.-Sold warranties for various products in store.

Bachelor’S Degree, Applied Mathematics

Activities and Societies: Seattle Pacific University Student Investment Fund 2016-2017

Associate’S Degree

Activities and Societies: AANAPISI Center Math Tutor

Education record

Education record