Sunny Wong, Cfa Email and Phone Number
Sunny Wong, Cfa work email
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Sunny Wong, Cfa personal email
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Specialties: Agency MBS - TBA, Specified Pools, Hybrid ARMs and Fixed Rate CMO
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Structured Products Trading And SalesDrexel Hamilton, Llc Jul 2019 - PresentNew York, Ny, Us -
Consumer Products B2BOmni Channel Consumer Products Startup Apr 2017 - Present
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Vp Of Capital MarketsDwight Capital May 2015 - Apr 2017New York, Ny, Us -
Portfolio ManagerDwight Securities Management, Llc May 2015 - Apr 2017 -
Investment AssociateFirst American International Bank Oct 2011 - May 2015Us• Revised Investment Policy aligning Board investment objectives and regulatory compliance goalso Established portfolio sector concentration limits based on risk-based capitalo Created risk-reporting system to monitor portfolio performance and riskso Codified procedures on identification and treatment of impaired securities in portfolio• Collaborate with Chief Investment Officer on management of bank’s investments portfolioo Identify, analyze and execute trades in securities deemed suitable for portfolioo Assist in expansion of bank’s investment portfolio in accordance with ALCO objectives and investment policy guidelineso Interact with sell-side brokers to monitor market developments as well as settlement, safekeeping, and regulatory issues• Provide regular updates on investment portfolio to ALCO & Investment Committee• Interact regularly with CIO, Controller and Chief Loan Officer in establishing ALM objectives -
Assistant - Taxable Fixed IncomeLord Abbett Sep 2007 - Aug 2011Jersey City, New Jersey, Us• Collaborated with head MBS Portfolio Manager in day-to-day management of MBS portfolio • Conducted trading in TBA, specified pools, CMOs and ARMs for all funds and accounts• Researched and recommended new opportunities in MBS sector• Developed a scenario analysis tool to evaluate TBA coupon stack relative value• Created mortgage market statistics databases (issuance, bank holdings, etc)• Analyzed MBS valuations on Bloomberg, YieldBook, and other prepayment models• Proposed and executed trades for Lord Abbett’s fixed income Separately Managed Accounts• Communicated with compliance and institutional client managers daily on portfolio issues• Created risk analytics reports for all portfolios under management on a weekly basis• Conducted scenario analyses to determine risk exposure of Lord Abbett’s money market fund• Constructed VBA macros and maintained Excel databases used by the fixed income team• Provided administrative support, daily performance and pricing tracking for entire team -
MemberGlobal Platinum Securities 2005 - 2007UsGlobal Platinum Securities is a long-only equity fund managed by a consortium of students from multiple universities with $230K AUM -
InternAllianz Global Investors Jun 2005 - Aug 2005Worldwide, OoMaintained Separately Managed Accounts database and performed trade reconciliation -
Global Classrooms Program TrainerUnited Nations Association Oct 2004 - May 2005Worked with inner-city public school teachers and the UNA-education department to implement MUN based curriculums in their social studies department
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Laboratory TechnicianMemorial Sloan-Kettering Cancer Center Aug 2002 - Jan 2004New York, Ny, UsMechanisms and Regulation of Mitosis -
VolunteerMemorial Sloan-Kettering Cancer Center May 2002 - Aug 2002New York, Ny, UsLaboratory of Cellular and Developmental Neurobiology
Sunny Wong, Cfa Education Details
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New York UniversityMathematics -
Stuyvesant High SchoolHigh School
Frequently Asked Questions about Sunny Wong, Cfa
What company does Sunny Wong, Cfa work for?
Sunny Wong, Cfa works for Drexel Hamilton, Llc
What is Sunny Wong, Cfa's role at the current company?
Sunny Wong, Cfa's current role is Structured Products Trading and Sales at Drexel Hamilton, LLC.
What is Sunny Wong, Cfa's email address?
Sunny Wong, Cfa's email address is ml****@****ail.com
What schools did Sunny Wong, Cfa attend?
Sunny Wong, Cfa attended New York University, Stuyvesant High School.
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