eric sousa

client associate and trader

About

Hello, my name is Eric Sousa and I am a financial services professional based in the San Francisco Bay Area and currently working in wealth management. I graduated cum laude from UC Davis in 2014 with a B.A. in Economics and a B.A. in International Relations. My past and current positions have allowed me to gain experience managing internal and external client relationships, maintaining and updating databases, undergoing statistical analysis, and leading projects to completion.

Country

united states

City

san francisco

Industry

financial services

Skill

economics, microsoft excel, stata, microsoft word, r, data entry, data analysis, microsoft office, powerpoint, social media, outlook, public speaking, customer service, teamwork, spanish, financial reporting, project management, process management, financial analysis, financial accounting, customer relationship management, program management, microsoft dynamics crm, salesforce, bloomberg terminal, client relations, communication, presentation skills, time management, database management system, financial statement analysis, advent axys, tamarac trading, tech savvy, project governance, decision making, interpersonal skills

Experience

client associate and trader

bingham, osborn & scarborough, llc

2017-6 - Present · 9 yrs 4 mos

* Provides service for institutional and individual clients and acts as a liaison with custodian banks. Engages in the trading of equity and debt securities on behalf of clients. * Collaborates with Principals and Wealth Managers in the onboarding process of new clients. * Leading member of project to promote adoption of Docusign ‘e-signature’ to enhance efficiency and accuracy of document delivery to clients by ~30%. * Corresponds with 153 existing client relationships and maintains data within a client relationship manager ‘CRM.’ * Assists in project to replace legacy reporting software and consolidate with financial planning software.

myinfovault student assistant

uc davis

2011-10 - 2014-8 · 2 yrs 11 mos

Catalogued and managed publication data of current UC Davis faculty into a complex online database called MyInfoVault

undergraduate intern analyst

franklin templeton investments

2013-5 - 2013-9 · 5 mos

* Researched and analyzed the restructuring of high net-worth client (~ $1 million) statements in a team environment. * Coordinated the implementation of a new software tool designed to gather and organize data from across the enterprise.

portfolio administrator and analyst

cypress wealth advisors

2015-5 - 2017-2 · 1 yr 10 mos

Maintained client database and prepares financial statements for clients and wealth managers on both a monthly and quarterly basis. Supported wealth managers by serving as primary contact to numerous clients and answering client inquiries. Acted as liaison between the firm and custodian banks to open new accounts on behalf of both current and new clients as well as resolve any account issues. Reconciled 42% of all client accounts (~200) on a monthly basis for the purposes of portfolio tracking and reporting. Analyzed client statements in tandem with in-house tax professionals and wealth managers to identify tax-loss harvesting opportunities. Reviewed and imports 100% of all trade and transaction activity into the financial accounting/reporting software from custodian banks (Charles Schwab, First Republic etc.) Collaborated with team members to implement a series of new monthly reconciliation deadlines and procedures in order to streamline the quarterly reporting process.