Operations & Data Analytics Professional

Sean Choi

**** ********* ****, *** ******* 949-***-**** ************@*****.***

Education

New York University, College of the Arts and Science New York, NY

Bachelor of Economics Sep 2016 – May 2020

Relevant Coursework: Econometrics, Statistics, Intermediate Micro/Macroeconomics, Financial Accounting

Skyline High School Ann Arbor, MI

High School Diploma Sep 2012 – May 2016

Awards: National Honors Society, National Music Honors Society

ACT: 30

Professional Experience

Wells Fargo New York, NY

Operations Specialist Sep 2022 – July 2023

Must support client services associates and operational personnel when items are being escalated to me. Must also check inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service centers.

Supervise a team of Operation Specialists responsible for moderately complex transactional and operational tasks such as processing servicing related tasks, identifying problems, improving service levels and developing metric to measure growth and performance.

Work independently on moderately complex issues and projects

Morgan Stanley New York, NY

ISG Product Operations Feb 2021 – Jan 2022

Must prioritize project activities and follow-up on project progress. Used multiple softwares to allocate client information and create commentary for disputes. Strong knowledge in computer programs such as MS Word & Excel input is essential for day-to-day activities.

Must support client services associates and operational personnel when items are being escalated to me. Must also check inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service centers.

Understanding of front to back trade booking flows, some understanding of key fields within a CSA document impacting margin calls, and exposure to different OTC derivative products, including a basic understanding of pricing inputs.

WallStreetInvestments New York, NY

Wealth Management Intern Sep 2019 – Dec 2019

Equity comparison and analysis on different stocks, creating presentations on each mock stock pitch for the week using PowerPoint office

Organized client information in portfolio reviews and updates. Used eMoney Pro Wealth Management Software updates for client portfolios

Used individual strategies to allocate an investor’s assets through desired goals, investment preferences, and risk tolerance of a client

NYU Residential Assistant Brooklyn, NY

Residential Assistant at Othmer Hall Aug 2018 – May 2019

Designed residence hall programs, organized team meetings and one on one meetings with floor residents to promote good mental health

Residence hall resource attendant part-time as well as attending weekly mandatory meetings for proper execution of residence hall operations

Role modeled strength of character, good judgement, flexibility, responsibility, involvement, and commitment to student life and NYU

NYU Registrar’s Office New York, NY

Office Attendant Jan 2017 – April 2017

Main responsibility included answering the emails of students with questions about NYU applications and redirecting or answering by phone

Day-to-day office operations including mailing/package delivery, supply inventory, data entry, answering phones, assisting with projects

Ippudo New York, NY

Ramen Cook Sep 2016 – Dec 2016

Prepared and served ramen from opening to closing shifts, main responsibilities include set-up, cooking, serving, and tending to customers

Assisted with cashier and constant clean up throughout the restaurant periodically. Utilized teamwork and promoted communication

Bagger Daves Ann Arbor, MI

Line Cook & Waiter Sep 2014 – August 2016

Prepared and served burgers, pastas, and salads from opening to closing shifts, main responsibilities include set-up, cooking, serving, and tending to customers

Assisted with cashier and constant clean up throughout the restaurant periodically. Utilized teamwork and promoted communication

Occasionally worked as a waiter as well, must greet customers kindly and work efficiently while maintaining sanitary dining room and restrooms.

Wendys Ann Arbor, MI

Line cook and Cashier Sep 2013 – Sep 2014

Assisted with cashier and constant clean up throughout the restaurant periodically. Utilized teamwork and promoted communication

Handled various tasks like taking orders, preparing food, operating cash registers, and maintaining restaurant cleanliness

Crew Members also need to be familiar with Wendy's menu, policies, and procedures, and must be able to work effectively in a fast-paced environment

Leadership and Extracurricular Activities

Pi Delta Psi Cultural Fraternity – Zeta Chapter New York, NY

Alpha Sigma Class President, Historian, Alumni Chair, PR Chair Jan 2018 – May 2020

Acted as a liaison for chapter activities and managed relations for the fraternity to maintain the only five-star status at New York University

Facilitated cultural and community service events for 32 brothers, raising nationwide highest of over $7,000 last semester from fundraising

Supervised the pledge education process for four classes since crossing as the youngest brother, inducting 21 of 32 active brothers

Inter-Residence Hall Council New York, NY

Treasurer at Coral Tower Hall Sep 2017 – Mar 2018

Goal was to improve the quality of life for all students living in NYU residence halls through promotion of inclusive and diverse events

As Treasurer, I was to manage the semesterly budgets for Coral Tower Hall (with excel) and had to approve or disapprove of certain events

Skills and Interests

Skills: Korean (Basic), Microsoft Office (Word, PowerPoint, Excel), Personal Experience with QuickBooks, Trading Options (Net gain +$14,000)

Interests: Photography, Videography, Weightlifting, Poker

Contact this candidate