Jeffrey Ho has over 15 years of experience in financial services including asset management, client relationship management, and financial analysis. He has a successful track record of leading teams and managing complex transactions. His skills include client relationship management, financial analysis, and strong problem solving capabilities. He holds an MBA in Management and a Bachelor of Science degree.

1. PROFESSIONAL SUMMARY
SKILLS
WORK HISTORY
JEFFREY C
HO
958 Crystal Water Lane, Walnut, CA 91789 | (C) 9096003591 | ho_jeffrey@yahoo.com
An experienced financial professional with a successful career managing high value client
relationships, performing due diligence, leading projects and handling time-sensitive, complex
transactions.
Strong, broad-based knowledge of global financial markets, investment management metrics
and securities operations.
Successful track record of leading a team of professionals and managing risk in a fast-paced,
high dollar, transactional environment.
Strong problem-solving capabilities
Ability to see the big picture
Exceptional writing skills
Client relationship management
Extremely organized
Strong interpersonal skills
Excel, Word, Powerpoint, Bloomberg, SEI,
Sungard, DTC
AUGUST 2011-JUNE 2014
Financial Analyst (Independent contractor) New York Credit, Inc. | Marina Del Rey
Analyzed borrower financial statements for compliance with lending guidelines.
Calculated borrowers' lending base and identified lending risks.
Prepared monthly report with detailed analysis of borrowers' receivables and inventory.
Worked with lending officers from the client bank.
AUGUST 2012-NOVEMBER 2012
Trust Administrator (Temp) | Morgan Stanley Private Bank | Beverly Hills, CA
Researched and documented client background information and source of funds data for
AML compliance.
Answered clients' questions relating to the details laid out in trust documents.
Maintained confidentiality of sensitive information relating to clients' personal and family
situations.
Processed fund transfers and P&I allocations in accordance with trust documents and
client directions.

2. EDUCATION
DECEMBER 2009-JUNE 2011
Business Services Representative (Temp) | County of San Bernardino Workforce
Development Department | San Bernardino, CA
Spearheaded opening of a Career Center in Big Bear Lake, CA.
Prepared monthly CRM reports for the Economic Development Agency.
Developed and managed relationships with local businesses to facilitate hiring and
on-the-job training.
Created user manuals for CRM and Employment Services applications.
Streamlined invoicing using Excel workbook to expedite processing and eliminate billing
errors.
NOVEMBER 2007-NOVEMBER 2008
Vice President | Union Bank of California | San Francisco, CA
Managed an asset servicing team and clients ranging from municipalities, corporations,
non-profit entities to retirement funds.
Analyzed operational efficiencies and made decisions to enhance productivity.
Worked on streamlining corporate actions procedures resulting in faster customer
notifications and reduced operational risk.
Wrote procedures for internal and external auditing purposes.
AUGUST 1997-NOVEMBER 2007
Vice President BNY Mellon Corp. | Los Angeles
Managed public funds asset servicing team with over $1 billion in daily transactions.
Successfully managed project to develop general ledger interface for $16 billion
retirement fund.
Completed data conversion of Federal Reserve securities accounting system.
Selected to work on international corporate actions team in Europe.
Trained new team members on applying due diligence procedures and regulatory
mandates.
Wrote procedures for internal and external auditing purposes.
Wrote procedures for business recovery plan.
1985
MBA: Management
California State Polytechnic University, Pomona, CA
Bachelor of Science:
California State Polytechnic University