Seth Frey, Mba Email & Phone Number

Chicago, Illinois, Us

Chicago, Illinois, Us

San Mateo, California, Us

Successfully leveraged my knowledge, experience and relationships with the FT investment teams to play key roles on several large strategic efforts, most notably the roll out of our ETF product suite. * Served as lead business analyst on one of the firm’s top strategic initiative in 2016, the successful build out and launch of our global ETF business – with a focus on developing and implementing new Portfolio Management and Trading workflows* Project Manager on new portfolio construction platform for our Multi-Asset team- responsibilities include business analysis, requirement elicitation, vendor analysis/management, project planning and budgeting, managing technical resources and lead communication efforts to key stakeholders* Experienced conducting financial management of projects and clearly developing business cases detailing ROI and CBA. * Adept at conducting project retrospectives, product demos and training sessions for various users and stakeholders. * Skilled in creating test cases, use cases and executing functionality & regression testing. * Lead daily scrum calls with technical teams while managing project backlog based on business significance and value add.

San Mateo, California, Us

As a senior team member I was looked upon to provide guidance and training to new members. I also lead and served on several inter-department project teams. • Served as global cross-product single point of contact at client and account level for daily operations and client service escalations.  Daily focus includes risk reduction, counterparty management, new product support, on-boarding support, service reviews, trading client support, & market intelligence and industry regulatory initiatives Oversaw multiple dept. initiatives focused on improving processes and risk reduction. Represented business unit on the Strategic Cash Management project which transformed the overnight cash investment process. Collaborated with the Treasury and Trading departments to ensure cash levels and forecasts were accurately maintained and that swift resolution was made for any shortfalls.

San Mateo, California, Us

• Assisted as a liaison for external banks and brokers, accounting departments, and internal trading desks in order to resolve settlement issues for 1,000+ accounts in 70 countries.• Primary point of contact for all operations teams during the account on-boarding process.

New York, Ny, Us

• Developed and implemented financial plans, including presentations for clients, to illustrate their current and future financial needs.• Completed hedging, financial models, analysis, and risk tolerance assessments in order to advice high-net worth and low-income clients on the best option for investment.

Master Of Business Administration (M.B.A.), Business Administration

Bachelor’S Degree, Business Administration