Will Zhu

**** ****** **** #**** 319-***-****

Long Island City, NY 11109 acuww7@r.postjobfree.com

EDUCATION

B.B.A Finance, Tippie College of Business

B.S Mathematics, College of Liberal Art and Sciences May 2014 The University of Iowa Iowa City, IA

GPA:3.65/4.00

PROFESSIONAL EXPERIENCE

Premium Cash Advance, INC. Wall Street, NY Aug. 2015 Dec. 2015 Financial Representative: Wall Street Money Advance Projects Management

Customer Service, contacted clients and provided them with the financial advices.

Financial Report Analysis and Evaluation, helped clients evaluated their financial status and recommend them with appropriate Cash Advance projects.

Helped company to sale excess 5 million cash advance projects with average rate of 15%. WindowTex, INC. Garden City, NY Aug. 2014 July.2015 Financial Analyst: Overseas world-wide manufacturing company financial projects and operations Management.

Financial Analysis, Expertised in generating financial reports including ratio analysis and compliance analysis.

Expertised in working with MS Excel formulas, charts, Vlookup, Pivot Table and Visual Basic Application.

Expertised in utilize QuickBooks with account receivable and account payable and daily cash flow.

CFO’s executive assistant, in charge of monthly approximately 1 million dollars’ transaction.

Experienced in Inventory Control and Operating Management utilizing MS Excel Pivot Tables.

Accomplished Defective Product Recall Project Planning. Contacted and explained for clients about the latest defective issues and leaded group 4 members to finish the project which help company to save excess 10 thousand dollars’ loss.

U.S Bank Iowa City, IA May. 2013 Aug. 2013

Financial Advisor Internship: Student Internship in Wealth Management Group

Met clients and understood their individual financial status.

Hands on writing a comprehensive Financial Planning Reports including portfolio management, estate planning, and retirement. Calculated the optimal retire age, risk and return on the portfolio and tax objective.

Helped more than 15 people made their retirement planning. StateFarm Des Moines, IA Dec. 2013 May. 2014

Mathematical Optimization Project: University of Iowa Honor Student Project

Utilized MatLab program algorithms for Machine Learning and provided an optimal solution for portfolio profit optimization.

KPMG Des Moines, IA Dec. 2013 May. 2014

Applied Equities Project: University of Iowa Honor Student Projects

Utilized FCF, DDM and option price models to calculate the intrinsic value of a portfolio and making a comprehensive analytical report. Calculate the risk level by Sharp Ratio, Alpha, Beta and R-square. Certifications: CFA Level II candidate

Software Applications: Advanced MS Office, Visual Basic Application, MatLab, SQL, QuickBooks Leadership: Cofounder of English Club, VP of Financial Management Association, VP of Chinese Scholar and Student Association

Self –Experience Stock Trading: Experience in personal managed brokerage account to trading stocks, futures and currencies.

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