Stephen Seo, Cfa, Cpa Email & Phone Number

Los Angeles, CA, US

As President of L&S Advisors, Stephen Seo is responsible for guiding the growth of L&S and further developing L&S existing investment offerings and services. With Stephen, L&S has been able to grow from its core focus on investment management in the public markets to now offer additional opportunities for clients in a variety of assets classes including.

Los Angeles, California, US

As an Investment Advisor, I make sure my clients have a complete financial plan. Because much of our business is attained through word-of-mouth and referral, it’s a huge driver to succeed. My focus areas are:1. Engaging with clients so I really understand their financial goals.2. Owning the analytical process at our firm.Although I am an analytics junkie.

New York, NY, US

 Analyze portfolios held away from J.P. Morgan and calculate portfolio outcomes based on risk analysis Investigate year over year changes in investment values by filtering through large data sets (pivot tables, vlookup, etc) Create financial models and future asset value projections based on a variety of inputs Work in specialized teams such as the.

Worldwide, OO

Directly communicated with senior and C-level executives to ensure effective project planning and execution  Examined financial statements, quarterly reviews, internal controls and benefit plans for startups, private and public companies with over $14 billion in annual revenue  Reviewed 10-Ks, 10-Qs, and private company financial statements to comply.

• Performed as a quintet to serve the needs of the community.
• Communicated directly with clients and prospects in regards to logistics and finances of each performance.
• Recorded the budget and presented the financial status at every meeting.

• Networked directly with professionals to invite them as guest speakers and plan educational meetings for the members.
• Managed officers from other PBL chapters in California to delegate tasks and plan logistics for conferences.
• Organized and publicized newly implemented events such as Stock Market Game for the members.
• Implemented new ideas to lead the UCSD chapter to have the most achievement program completed in California.

San Francisco, CA, US

• Analyzed the data elements from a loan origination system to develop an efficient and innovative system for banking.
• Maintained a database of action items on SharePoint for the origination team to track and resolve.
• Created official documents and PowerPoint presentations to facilitate banking operations.
• Completed search for errors on the Software Requirement Specification documents for the loan origination and servicing team to use during clarification calls with a third party vendor.

New York, NY, US

• Learn about the fundamentals of investments for financial planning.
• Assist with the preparation of professional seminars and investment proposals for prospective clients.
• Research various equities and collaborated directly with a financial advisor to form investment strategies.

• Researched various policies from all ten University of California campuses and other private institutions to improve the efficiency of current UCSD policies.
• Developed and presented ideas to offset the state budget cuts.
• Worked with several analysts focusing primarily on data base, research, and creating of financials.
• Developed PowerPoint and worked with complex Excel data to be used for official budget allocation presentation.