Henry Suen, Cfa Email & Phone Number

Westlake, Texas, Us

- Perform fundamental credit analysis of banks and financial institutions for investment in Charles Schwab’s internally managed money market funds and bond funds/ETFs- Assign investment limits to issuers based on assessment of absolute and relative levels of credit risk. Coverage names include global and domestic banks in Europe (western) and Asia (Japan, Singapore).- Communicate with portfolio managers over portfolio strategy and positioning in maintaining a stable NAV for money market funds and reducing tracking error for bond funds- Produce dashboards for the funds' Board of Directors detailing fund exposures and current credit issues

New York, Ny, Us

- Stats Crew: 2023 NFL seasonMain entry of live game play statistics for San Francisco 49ers home games- Injury Video Review Technician: 2013 - 2022 NFL seasonsSetup, operation, and breakdown of Injury Video Review System (IVRS) for San Francisco 49ers home games

New York, Ny, Us

- Provided management consulting expertise and support to financial services clients (banks and investment managers) encompassing regulatory compliance, investment funds due diligence review, and project management.

San Francisco, Ca, Us

- Produced reports and analysis for the Regional and Foreign Institutions Group's portfolio of 12th District banks consisting of regional and Asian community banks with total assets between $500 million and $15 billion.

New York, Ny, Us

- Assessed and evaluated key business and financial risks of large financial institutions, bank holding companies, foreign banking organizations (FBOs), and community banks under the supervision of the NY Fed through meetings with bank management, monitoring of daily reports, and onsite reviews. Assigned applicable supervisory ratings to financial institutions using the CAMELS, RFI/C(D), SOSA, or ROCA rating systems.

New York, Ny, Us

- Analyzed international equities performance by comparing the MSCI EAFE Index with the universe of ADR securities. Findings presented as an alpha generating strategy for international fund products. Performed due diligence on third party money managers to determine suitability for inclusion onto Merrill’s investment platforms.

Us

- Conducted financial data research using company filings and financial research tools. Wrote SQL stored procedures to improve the quality of financial data received from vendors. Implemented new data processes and reporting to reduce the amount of stale data used in the firm’s models and products.

Westlake, Texas, Us

- Conducted daily and monthly reconciliation of the Charles Schwab Trust Company’s cash position. Identified and improved on inefficiencies within existing procedures. Obtained Series 7 and 63 licenses within three months of full time standing. As a contractor, provided operational and analytical support in the Risk & Credit (credit reports) and Customer Tax departments (cost basis research, 1099 forms).

Maintained and managed 200+ hours of web site content related to the group’s streaming video learning objects. Created troubleshooting techniques which allowed for easier client online access with minimal service inquiries.

Mba, Finance

Bs, Civil & Environmental Engineering

Education record