Data Entry Service Delivery

Sean T. Lynch

Phone: 707-***-**** Email: *********@*****.***

LinkedIn: https://www.linkedin.com/in/sean-lynch-b96a3921

Head of High Yield Research / Senior Financial Advisor

Transformational High Yield Research Analyst & Financial Advisor with robust experience acquired over the years in delivering optimal results and business value in high-growth environments. Excels at providing investment opinions and trade ideas for high yield bonds and leveraged loans; possessing over 25 years of expertise in capital markets and investment portfolio composition for individuals and institutions. Proficient in maintaining high work standards through the practical ability to analyze and identify market challenges and present sustainable solutions; expertly assumed coverage and responsibility for more than one defined sector within US public finance, and catered to industries such as homebuilding, business services, building products, and heavy industrials.

~ Effectively contributed to prominent corporations, such as Wells Fargo Bank and Merrill Lynch, Pierce, Fenner & Smith Incorporated ~ Excels at compiling and presenting periodical data reports to provide clients accurate and timely information to optimize portfolio performance ~ Productively collaborated with the COO of Wells Fargo Bank to enforce adherence to compliance with Risk Asset Review and OCC audit reviews ~ Outstanding strategist capable of identifying festering issues within loan portfolios, evaluating risks, and recommending sustainable resolutions; skilled at empowering individuals to achieve their financial priorities ~

Skill Areas: Strategic Planning & Implementation w Financial Research/Modeling w Sensitivity Analyses w Data Analysis & Review w Portfolio Composition w Credit Selection w Revenue Generation w Strategic Marketing w Market Research w Business Development w Relationship Building w Communication & Presentation w Problem-Solving w Client Relations w Leadership & Navigation w Training & Development w Time & Change Management w Compliance

PROFESSIONAL EXPERIENCE

Sonoma County-Department of Health Services (July 2021 – Present)

Department Analyst

Department of Health Services for Sonoma County, specifically focused on the Homeless Populace and COVID 19 exposure.

Contract Work Requirements

Liaise with other sections in the Department of Health and other County departments (including Contracting, Fiscal, Legal, Purchasing, and General Services) to ensure Covid-19 section follows proper contracting procedures and Covid-19 section contracts meet County standards.

Communicate with contractors and potential contractors clearly so that they understand County’s expectations and commitments, ensuring that neither party feels confused, misled, or misused.

Research and provide assessments on the reasonableness of proposed contract terms or changes. When unable to effectively research or assess a term or change, reach out to subject-relevant County staff for guidance.

Use Excel to create budget estimate calculations for new and amended contracts. Do this using Excel formulas and noting any assumptions or logic not explicitly stated in the contract so that other departments can efficiently review your work when verifying the contract terms and costs.

Maintain tracking records of contract development and amending.

Request Contract Amendments; monitor existing contracts’ terms, end dates, and notice timelines.

Serve as County’s primary point of contact for contractors regarding their contracts. Refer contractor requests to appropriate County departments or staff and enable contractors.

Address contractor concerns, NCS site resident concerns with contractors, and inter-contractor disputes.

NCS Technologies (April – Aug 2020)

Data Entry Contract Worker

The company provides high-quality computing solutions for government, education, enterprise, and OEM customers.

Deftly utilized attention to detail to sustain a global insurance corporation's accounting processes by developing a software balance sheet with over 1000 data entries.

Maintained optimum levels of data confidentiality in handling and documenting critical account information.

Streamlined the transition process from data centers to Cloud by compiling a robust information packet.

Consistently demonstrated the ability to handle operational and strategic levels of multiple responsibilities in crisis and pressure while operating under rigorous deadlines.

Merrill Lynch, Pierce, Fenner & Smith Incorporated - Santa Rosa, CA (Nov 2017 – June 2019)

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated and previously branded as Merrill Lynch is an investment and wealth management division of Bank of America.

Helmed efforts to accelerate business for the brand by providing bespoke investment strategies to customers – delivered an exceptional and consistent client experience that differentiates the brand in the marketplace.

Created a culture of high expectations by offering the utmost level of professionalism in acquiring new clients.

Utilized in-depth knowledge of FINRA guidelines to design reliable financial models.

Demonstrated ability by expertly managing ambiguity, applying problem-solving skills, employing research and analytical thinking to achieve success on numerous assignments.

Worked with customers to determine investment mindset, taking the time to understand their requirements and developing the association through effective communication, presentation, and interpersonal skills – building trust through repeated, timely, and effective service delivery.

Meticulously educated clients on suitable investment products and services and performed sensitivity analyses before delivering final reports to the customers.

Cultivated clear communication lines within the team, with clients, and other stakeholders to facilitate processes.

Developed and managed a highly valuable portfolio of prospective clients to meet annual revenue goals.

Wells Capital Management- Sutter Advisors – San Francisco, CA (Sept 2005 – Aug 2016)

Head of High-Yield Research

Wells Capital Management is a multi-boutique asset management firm committed to delivering superior investment service to institutional clients.

Leveraged analytical skillsets to perform investment research, including credit analysis and financial modeling.

Demonstrated prowess in identifying festering issues within loan asset portfolios, evaluating risks, and recommending sustainable resolutions.

Conducted diligent financial and covenant analysis of proposed transactions and portfolio companies.

Served as a subject matter expert to deliver oral and written reports on general economic trends, individual corporations, and sectors such as homebuilding, business services, building products, and heavy industrials.

Accelerated business growth by building a high-performance leadership team and developing a strategic vision.

Trained recruits on internal processes, due diligence procedures, and regulatory mandates as a seasoned mentor – drove positive employee relations to provide an optimal work environment for all employees.

Established performance benchmarks in relevant processes to sustain and support continuous improvement.

Worked seamlessly with others to complete a task or achieve a common objective and demonstrated the ability to cooperate in interpersonal and team relationships to maintain mutual trust, honesty, and respect for others.

Achieved repeated success by providing data-driven recommendations and resolutions and diligently working to ensure the business strategies and initiatives were implemented successfully.

PRIOR EMPLOYMENT DETAILS

KKR Financial, Llc, San Francisco, CA 9/2004 - 8/2005

High-Yield & Leveraged Loan Sector Analyst

Wells Fargo Bank, Na-Sutter, San Francisco, CA 7/1995 - 7/2004

Director of High-Yield Research

PROFESSIONAL DEVELOPMENT & CREDENTIALS

Bachelor of Arts: Political Science

University of California, Davis

Training and certifications:

Series 7 and Series 66 2018

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