Individual Presentation
JerRol
MyResume.docxJunrong Zeng
1660 Kendall Dr, CA 92407
Phone: (909)666-6666
Objective: Financial Planner involving helping individuals develops plans that ensure their present and future financial stability.
Qualification:
· Self-motivated, flexible, rigorous and passionate about issues related financial planning with good inter-personal communication skills and fluency in English
· Ability to work in a multidisciplinary and a multicultural team.
· I am a person of better understanding, respectful and confident, honest with high level of integrity, highly organized, able to multitask and adjust to changing priorities.
· Expert in using computer and other software applications
· Undergraduate, Majoring in Finance
· Member of the University Honors Program that provides a community of support to high-achieving students through the peers, faculty and staff
Work experience:
Present:
· A junior financial planner Pingchuan Economic Development Zone, Huashun Ceramic Co., Baiyin, Gansu.
· Assumed junior roles of data entry and data verification for all the company clients
· Conducted asset evaluation for the company clients
· Maintained and organized numerous office files
· Constantly updated the office contact and mailing lists
· Monitoring ongoing marketing campaigns
2016-2017:
· I was hired as an ordinary restaurant attendant in Zhonglao Hotpot in Gansu. After three months, I was promoted to work as a cashier following the special skills I have on financial planning. As a cashier,
· I wrote all the daily, weekly and monthly reports of the hotel expenses, and profits.
· I handled all the customer complaints
· Counted and handled cash
· Projected revenue and income in the company
Education:
UNIVERSITY OF SUZHOU 2016.09-2018.06
·
· GPA: 3.5
· Dean list: 2 semesters
California State University, San Bernardino 2018.09-present
·
· Get degree in December 2020 with a Bachelor of Financial Degree
· Bachelor of Finance Degree: Financial concentration
· Get an A in every Financial class
· GPA: 3.6
