Sang Seo Email & Phone Number

San Francisco, CA, US

Milpitas, California, US

San Francisco, California, US

San Francisco, California, US

San Francisco, California, US

Plano, Texas, US

New York, NY, US

• Manage Bloomberg relationships with 200 Buy Side and Sell Side accounts in Northern Florida and Atlanta
• Maintain strong relationships with heads of desks across departments within accounts by providing invaluable service through client visits, assisting with building excel models, and customizing workflow solutions
• Create Pitch books and power point presentations targeted for key decision makers across accounts to displace competing products and upsell Bloomberg Enterprise Solutions
• Generated over $500k in new business by prospecting and displacing competitors within front office and C-Suite desks across accounts
• Liaise with Portfolio Managers, Traders, and Analysts to increase knowledge of advanced Bloomberg Terminal functionality by conducting group trainings, which has led to a 50% growth of usage for my coverage since.
• Identify and prospect potential clients by qualifying their role and needs to what the Bloomberg Terminal offers

New York, NY, US

• Provided real time analytical support to an average of 40 Bloomberg users daily including Traders, Analysts and Portfolio Managers regarding the fixed income market focusing on rates, corporate and municipal bonds, and.
• Assisted Portfolio Managers and Credit and Risk Analysts on portfolio optimization, stress testing, and attribution analysis using Bloomberg’s Portfolio Risk System
• Worked with Analysts and Portfolio Managers in creating complex financial models and prove outs using advanced Bloomberg Excel API
• Organized and led monthly seminars to clients on basic terminal navigation and using Bloomberg Excel API for fixed income data
• Selected by management to be the Assistant Team Leader which involved overseeing the daily operations of 15 equity and fixed income analysts, onboarding new team members and managing schedules
• Earned top performance metrics, including 99% in customer satisfaction and noted as top performer in a number of different metrics related to market and product knowledge

New York, NY, US

• Connect financial market and Mutual Fund performance data to 20-30 shareholders on a daily basis
• Process an average of 20 trades daily into and out of various funds as an agent for the shareholders.
• Identify appropriate funds for each client based on inquiries by identifying their financial requirements.
• Produce daily market sector and weekly economic data reports providing my team of ten with pertinent sector and economic news that would affect fund holdings.
• Meet with a different portfolio manager and their investment team every month to inquire about their investment strategies, performance, and future investment ideas in order to field shareholders’ questions.

New York, NY, US

• Trained in the underwriting of different credit deals (sole bank, bilateral, or syndicated facilities) by shadowing 10 senior underwriters throughout the summer
• Produced 2-3 detailed financial analyses of clients’ performance per day to evaluate their financial and repayment strength
• Performed in-depth industry research to forecast future trends for Client Managers in preparation for monthly client meetings
• Participated in Client Team strategy meetings regarding the pursuit of new business opportunities in the healthcare, non-profits, and education industry
• Contacted clients each week to obtain information for underwriting reviews, renewals, or new relationships

Dallas, Texas, US

• Audited several escalated complaint cases a day to ensure accuracy of Mortgage Analysts’ work.
• Reviewed and proofread letters written by analysts before they were sent out to the customers to make sure all information enclosed in the letters were accurate.
• Met with 6-7 Mortgage Analyst individually to discuss areas of improvement and gave them feedback on their work

Dallas, Texas, US

• Analyzed mortgage assets to investigate customer issues with a team of ten analysts
• Provided potential for profitability and recommend loan resolutions to customers
• Spoke to customers regarding their mortgages and found solutions to their concerns and wrote an average of two solution letters per day to customers summarizing their concerns and how it was resolved
• Researched various mortgage products such as loss mitigation - short sales and loan modification programs (HAMP, LAFA), in order to ensure customers were informed in detail of their mortgages