Bo Luong

Experience

• 

  State Street Corporation

  Jan 2008 - Sept 2010

  Portfolio Accountant

  Provided financial services for various asset classes by processing trades, cash movements, and corporate actions for a foreign institutional client.

• 

  NEPC

  Sept 2010 - Oct 2011

  Performance Analyst

  Delivered monthly and quarterly investment performance analysis for an investment consulting firm for over 300 clients with approximately $530 billion worth of assets under management including traditional and alternative asset classes.

• 

  State Street

  Oct 2011 - Mar 2024

  Develop professional client relationships to foster a positive experience for State Street's largest institutional premier public funds by providing various investment analytic products and services while retaining their business. Served as the main source of contact for all inbound requests directly from our most complex and highest revenue driven institutional clients, investment managers, and investment consultants to achieve highest level of client satisfaction. Emerge as the primary day to day contact communication with our institutional clients to provide investment performance and analysis. Attend client discussions and meetings to support senior servicing staff in topics including performance methodology, calculations, reporting, and analysis. Extract essential data from our custody accounting teams to calculate and deliver net and gross of fee performance for high profile institutional clients’ portfolios.

  • Client Relations - Assistant Vice President

    Feb 2019 - Mar 2024

  • Client Relations - Officer

    May 2016 - Feb 2019

  • Client Relations - Analyst

    Feb 2014 - May 2016

  • Performance Measurement Analyst

    Oct 2011 - Feb 2014
• 

  9Round Fitness

  Aug 2021 - Dec 2024

  Owner

  Built a thriving fitness community through strong relationships, leveraging personal connections to grow the business and create an environment where members felt valued, motivated, and engaged.

• 

  Emerson Realtors

  Sept 2022 - Feb 2024

  Realtor
• 

  Media Realty LLC

  Oct 2022 - now

  Realtor | Building Relationships & Expanding Connections

  Leveraging deep relationships and a strong network to connect buyers and sellers, ensuring seamless real estate transactions while prioritizing trust, personalized service, and long-term success.

• 

  LEAP Business Advisors

  Nov 2024 - now

  Partner & Head of Business Development | Driving Growth & Strengthening Leadership Teams

  Driving business growth by identifying strategic opportunities, building high-impact partnerships, and accelerating small business success through innovative, ROI-focused solutions.