Seth Webb Email & Phone Number

Greater New York City Area

• Portfolio Valuations, Global Pricing Services (GPS) team lead
• Delivering OTC derivatives valuations across all asset classes: Equities, Rates, Credit, FX, Commodities, and Exotics
• Specialize in Credit Derivatives: deep understanding of pricing methodology across swaps, options, tranches and other bespoke instruments, as well as involvement in systems testing to enhance offerings in the credit.

Salt Lake City

• Utah’s non-profit 529 college savings program Financial AnalystResponsible for the monitoring, reconciling, and forecasting of $9.5B AUM
• Daily internal balance tests to ensure transactions, investments, and NAVs are posted and calculated correctly
• Create in-depth Month/Quarter/Year-End reports detailing operational activity, cash flows, customer demographics, portfolio total and active risk, performance for an investment advisory committee
• Cash… Show more Utah’s non-profit 529 college savings program Financial AnalystResponsible for the monitoring, reconciling, and forecasting of $9.5B AUM
• Cash projections, new mutual fund/asset class research
• Various other projects including portfolio optimization of our age-based portfolios utilizing an internal database, Bloomberg and Morningstar products Show less

Greater Salt Lake City Area

• Primarily responsible for processing all incoming contributions as part of three-person cash-receipting team
• Process, enter, and track a weekly average of 800 physical checks as well as daily ACH transactions (Bill Pay, Payroll, Tax Refunds and other ACH contributions)
• Process incoming wires and initiate $1-$5MM outgoing wires to Vanguard, Dimensional Fund Advisors, and Sallie Mae Bank, as well as book transfers for internal account balancing
• Answer phone calls, send… Show more Primarily responsible for processing all incoming contributions as part of three-person cash-receipting team
• Answer phone calls, send correspondence, and meet with walk-ins to provide excellent customer service and answer general 529 plan questions
• Perform general account maintenance and various other tasks (Ex: Helped oversee transition of payroll account from Zion’s Bank to US Bank) Show less

Introduction To Python Programming Course, Computer Programming

3 month part-time introductory course to Python programming

Master’S Degree, Finance, General

Relevant Coursework: Reading & Interpreting Financial Statements, CFA Level I & II,Investments & Portfolio Management, Financial Modeling.

Bachelor’S Degree, Economics

Minor: Communications

Education record