EDUCATION
Drexel University Philadelphia, PA
Bachelor of Business Administration Expected Graduation: June 2017
Major: Marketing GPA: 3.4
Professional Experience
Financial Advisor Assistant Changsha, Hunan Province
China Merchants Bank
Aug 2006 – Sep 2011
Provide extensive and intensive service to VIP customers, including stock and funds, foreign exchange trading, insurance and other investing and financing.
• Assist in the preparation of financial statements, budgets and other financial reports for audit by providing related documentation and preparing accounting summaries and reports.
• Responding to in-person, telephone, email and facsimile requests/inquiries
• Track expenditures and prepare monthly ledger reports
• In association with the financial advisor, develop a new customer contact lists and then sent out mailers to those lists.
• Organized and maintained all client files and updated each file on a regular basis.
• Provided structured and consistent guidance and service to the customers on investment to facilitate and optimize their investment and financial behavior
Project Experience
Business Project, Drexel University PA: January - March 2014
• The learn skills in the class of researching and gathering information from the respondents were used during the business project which was a success.
• Statistical gathering of data gathering using random sampling, where the respondents were randomly selected to represent the whole population with the least chances of business hence ensuring giving accurate information
• Data analysis using the diverse methods such as regression analysis, standard deviation, mean and mode median were used to statistically analyze the data.
• Data presentation was done through the use of pie charts, bar graphs, and tables which gave a clear and vivid representation of the data.
Honors and Awards
Received scholarship for the Most Promising Student at High School
SKILLS
Adept in Computer skills: Microsoft Word, Excel, Access, PowerPoint
Languages Known : Can speak Fluent Spanish, Mandarin, English
ACTIVITIES
Keen interest in reading books, articles and journals on the latest in management; member of the young readers associations.
Active member of the social service club; advocated issues concerning youth and development.
mometag
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