Real Estate Insurance

KEVIN LIN

** ******* ****** **.

Howell, NJ *****

732-***-**** **********@*******.***

EDUCATION

Rutgers Business School New Brunswick, NJ

Bachelor of Science in Finance Sept/2007 May/2011

GPA: 3.5/4.0

Relevant Coursework: Financial Management, Investment Analysis, Advanced Corporate Finance, Money

& Banking, Future & Options, Asset Pricing Portfolio Analysis, and Financial Analysis Planning &

Forecasting

Employed over 15 hours weekly, while earning Dean’s List honors, in order to generate consistent cash flow

for college tuition and living expenses

WORK & LEADERSHIP EXPERIENCE

Rutgers University New Brunswick, NJ

Research Assistant, Prof. Cheng Few Lee January/2011 Present

Reviewed and interpreted income statements, cash flow statements, and balance sheets, resulting in accurate

companies assessments

Extensively modeled spreadsheets with Excel to generate thorough company analysis, financial modeling,

and accurate financial ratios

Analyzed companies’ annual reports to identify future and current financial performances, and how they

compared to the industry and market indexes

UBS Manasquan, NJ

Intern, The Cherney Soliman Group May/2010 –

Nov/2010

Recommended and collaborated with brokers to sell various structured products to high net worth clients

and institutional investors

Developed sales pitch to new prospective clients that resulted in maximum business retention

Successfully managed the database system that incorporated over 200 clients and their positions, resulting

in improved transparency between the brokers and their clients

Northwestern Mutual Financial Network Shrewsbury, NJ

Financial Representative May/2007 –

Sept/2007

Prepared pitchbooks to clients, ranging from $500,000 to $10 million, through the Personal Needs Analysis

Effectively used PowerPoint application to propose various financial products and solutions, such as life and

health insurance, long term care, and disability insurance, resulting in over 50% turnover rate

The “Fishbowl Project” Successfully able to gather over 25 business contacts by placing fishbowls in

restaurants, where winners were drawn and received complimentary meals

Re/Max Real Estate, LTD. Bricktown, NJ

Real Estate Agent June/2006 –

Sept/2006

Researched groups of comparables to best price the market value of properties, ranging from $250,000 to $5

million, according to the current market conditions, resulting in the most accurate value assessments

Acted as the fiduciary agent to buyers and sellers, resulting in trusted relationships with clients that will

further our future business endeavors

Derived property values from comparable properties analysis and precedent transactions analysis

SKILLS

Languages: Conventional Proficiency in Mandarin and Cantonese

Certification: Insurance Producer License and Real Estate License

Technical: Microsoft Office 2003 & 2007 (Word, Excel, Outlook, Access, and Power Point), Ability to type

100 WPM, and HTML

EXTRACURICULAR ACTIVITIES

Activities: Enjoy traveling to different countries, participating in outdoor challenges, virtual day trading,

and operating in a family business

Contact this candidate