Sean (She-peng) Weng
***** ******** ******, *** *****, CA 92131Cell: 408-***-**** E-mail:
abj22s@r.postjobfree.com
Education
University of California, Irvine, The Paul Merage School of Business,
Irvine, CA 6/2010
Master of Business Administration, Finance GPA -
3.8
San Jose State University, San Jose, CA
8/2000
Bachelor of Arts, Political Science Minors in History and Economics
Wall Street Prep - Financial & Valuation modeling program
Coursework: Financial Statement Analysis, Advanced Accounting, DCF, Trading
& Transaction Comps, M&A, and LBO
Experience
MERGENT, San Diego, CA 9/2006 -
6/2010
Senior Manager -Historical Data Products (10/2009 - 6/2010)
Managed the daily data collection, research, and cleansing operations for a
1.2M financial data product-line providing historical fundamental and
technical data to money managers, discount brokers, and institutional
investors.
Led the creation of a new financial data department through project
management, creation of comprehensive department documentation, and
training, which reduced overhead and labor cost by over 50% between
departments.
Collaborated with senior management team to develop and implement integrity
checks for mutual funds data service that created pre-announcement delivery
capabilities with 99% data accuracy.
Implemented company-wide centralization initiative by automating split and
dividend adjustment calculations that standardized and eliminated
duplication of data collection across three departments.
Developed new daily "Short Sale" data service by identifying new SEC
regulation, investment strategy, and internal value-added data ratios.
Manager - Historical Securities Database "HSD" department (9/2006-10/2009)
Managed the relocation and daily financial data collection operations for
historical fundamental and technical equities data (HSD department), and
developed internal core competencies in data quality and client service.
o Led the successful relocation of the HSD data department with a 100%
client retention rate. Created a new department of six data analysts
through hiring, training, and development of internal documentation and
work-flow.
Collaborated with marketing and sales teams to design and implement client
survey. Conducted analysis of client survey data to evaluate trends and
identify key drivers to service improvement, which resulted in the creation
of cross-functional value-added processes and an annual client satisfaction
rating of 4.5 (out of 5).
Developed and launched new "After-hour" data service by reengineering data
repair process, which resulted in a 25% subscription rate from existing
clients and contributed to 100% client retention during business down-cycle
(2008).
Created data formulas and specs for technical and fundamental ratios for
the development of a new derived data feed.
Integrated NYSE bond data to product at no additional cost resulting in 10%
subscription among existing clients.
IVERSON FINANCIAL SYSTEMS/CAPCO (Acquired by Mergent), Sunnyvale, CA
9/2001-9/2006
Senior Data Research Analyst/Client Relations (9/2003-9/2006)
Provided technical support, client relations, and led customer driven
service enhancement projects for companywide products - US/Canadian
Equities, Global Index Monitor, and Sectorwatch.
o Led QA/QC data testing for the creation of a 1.5 M dollar historical
financial database by creating test plan and error reports, and
collaborated with development team to create relational DB design and
requirements.
o Created QA test plan and product documentation for the development and
launch of new data products for ETFs (SIAC), pricing (DTN and Telekurs),
corporate actions (Mergent), and dividends (S&P).
o Collaborated with product managers to develop and implement client driven
product enhancement projects that created synergies and improved data
services across company products.
Data Research Analyst/Client Relations (9/2001-9/2003)
o Conducted data and technical research analysis on mission critical client
issues, and worked with management to develop and implement internal
solutions to meet client requirements.
o Provided client relations and technical data support to sales staff and
150 clients for companywide data products.
Additional Information
o Advanced level in Excel, Word, and PowerPoint.
o Proficient in SQL, Access, UNIX, Relational DB, Windows Office, Visio,
Bloomberg, and Pagemaker.
o Other: Fluent in verbal Chinese (Mandarin), 4th Degree black belt, 5-time
Shuai-Chiao Champion, 13 handicap golfer.