LESLIE LIAO

**** ** ***** ***. **** E

Portland, OR 97236

503-***-****

abk6lh@r.postjobfree.com

SUMMARY

* ***** ** ********** ** investment consulting, and 5 years of experience

in financial reporting, budget management, real estate investment and debt

financing. Process in-depth knowledge of accounting principles and

financial market.

CERTIFICATIONS

Series 7 & 66 Licenses

Insurance License

Chartered Retirement Planning Counselor (CRPC)

Chartered Financial Analyst (CFA) Level II Candidate

EXPERIENCE

Financial Advisor, October 2007 - Present

Merrill Lynch, Portland, OR

. Manage eight-figure client assets

. Analyze clients' information and develop financial strategies to help

clients achieve their long-term goals

. Implement asset allocation models and provide investment advice on

multi asset class portfolio, including stocks, bonds, mutual funds,

options, currencies, and other alternative investment assets

. Design retirement and estate plans, tax strategies, and philanthropic

solutions according to clients' needs

. Monitor client portfolio and conduct account review on a regular basis

. Devise and execute business development strategies to attract and

acquire new clients

Controller, February 2006 - September 2007

Home Port, Portland, Oregon

. Compiled and analyzed financial information to prepare financial

statements, including P&L statements, balance sheets, and cash flow

statements

. Prepared financial plans, including annual company budgets and

individual project cost estimation

. Analyzed and interpreted monthly variances between budget and actual

operating result

. Maintained general ledger and reported business operation

. Created NPV, IRR, DCF models to evaluate implications of new projects

. Prepared business plans and loan documents for debt financing

Accountant, December 2002 - February 2006

HFT International, Portland, Oregon

. Managed and reconciled account payable and account receivable

. Reduced credit period from 90 days to 60 days

. Used ROI analysis to evaluate financial implications of launching new

products

. Conducted cost benefit analysis to evaluate the payback for operating

trade shows in different areas

Sales, February 2000 - November 2002

NTV Video Store, Portland, Oregon

. Promoted products and provided customer service

. Organized product catalogs

COMPUTER SKILLS

Microsoft Office Suite, QuickBooks, Peachtree, TaxWise

LANGUAGE SKILLS

English, Chinese (Cantonese and Mandarin)

EDUCATION

Master of Science, Financial Analysis

Portland State University, Portland, Oregon, March 2007, GAP: 3.72

Bachelor of Science, Accounting & Finance

Portland State University, Portland, Oregon, June 2005, GPA: 3.56

Contact this candidate