Final Written Self-Reflection

Name: Junrong Zeng

Address: 1660 Kendall Dr, CA 92407

Phone: (909)666-6666

Email: [email protected]

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 SUZHOU2016.09-2018.06

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

Major: Finance

GPA: 3.5