Eric Seward, Cfa Email & Phone Number

West Caldwell, New Jersey, United States

Owned and operated this high-functioning franchise location that outperformed expectations. Prioritized KPIs, invested in employee training and development, and consistently strived to delivered exceptional service to clients.Developed and monitored essential KPIs, resulting in a 50% reduction in client acquisition costs to $20 per patient, achieving a top 25% ranking in 6-month revenue per patient, and maintaining annual revenue growth exceeding 15% from 2019 through 2021.Hired and trained employees, focusing on the importance of servicing patients, relationship building, and customer service. Developed process-oriented workflows to maximize employee time management and organization.Gathered and analyzed extensive data to choose the optimum site selection, coordinated lease negotiation, and managed the construction of the location.

Greater New York City Area

Private asset manager founded in 2002 to provide asset and liability management for CDOs containing investment grade non-agency mortgage securities and asset backed securities. Issued 9 CDOs from 2003 to 2006.Non-agency mortgage specialist. Responsible for reviewing portfolio allocations across accounts, identifying and executing trades, and rebalancing portfolios while working to mitigate risk and increase performance.Hired, managed, and trained employees in structuring and managing non-agency mortgage portfolios.Developed and implemented a proprietary residential securities credit system, utilizing loan-level data and a roll rate methodology to predict losses and customize loss coverage for each security.Marketed Church Tavern's CDOs, building a network of institutional buyers to optimize execution and generate attractive returns for debt and equity investors.

New York, New York

European commercial bank focused on lending, structured finance, capital market, and asset management.Co-managed the bank's US$ fixed-income portfolio.

Bs, Finance, Economics

Education record