Management Financial

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Gordon Fung

E DUCATION University Of Massachusetts, Amherst

September 2008 – August 2012

College of Social and Behavioral Sciences

BA in Economics 3.03 GPA

Shanghai University of Finance and Economics

June 2011 – August 2011

Study Abroad, The Alliance for Global Education

Emerging Markets and Chinese Language 3.56 GPA

EXPERIENCE World Financial Group Training Associate Braintree, MA

March 2013 – Present

• Licensed Life Producer - MA

• Identify client needs and appropriate solutions through specific product lines

• Continuous education of financial products and strategies to better help individuals and families

with financial management

• Anti-Money Laundering General Laws & Practices Certified

CBRE Residential Services Intern Shanghai, China

January 2013 – February 2013

• Developed and managed the online resources for primary clients

• Finalized client and property databases

• Shadowed relocation specialists on property overviews

China BlueSky Ventures Market Entry Adviser - Intern Shanghai, China

December 2012 – January 2013

• Assessed various industries to evaluate target companies for capital raising purposes

• Performed financial analysis on investment documentation presented by clients

• Conducted market-entry advisory services for prospective and active clients

• Structured and modeled venture documentation and executive summaries

• Assisted directors in preparing and developing prospectus, grant applications, and client

proposals

VanceInfo Technologies Inc. Business Analyst Intern Shanghai, China

June 2011 – August 2011

• Worked on the management team in charge of the localization of VanceInfo's core banking systems

within China

• Cooperated with other departments to build Request For Information for different clients

• Assisted in developing basic management strategy for new software

• Began a joint effort to start the research process and potential implementation of business

management strategy 6Sigma

• Proofread and enhanced memos, emails, and resumes of Chinese employees

• Mandarin Chinese, Conversational/Fluent

LINGUISTICS

• Computer Skills: Microsoft Word, Excel, Powerpoint, Adobe Photoshop, Illustrator

SKILLS

• Finance, Markets, Tennis, Basketball, Golf, Tennis, Cooking

INTERESTS

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