Customer Service Manager

Yirui Jiang (Vicky)

San Francisco, CA ***** . (**5) -975-1497 . ablcxm@r.postjobfree.com

EDUCATION

Master of Science in Finance, Golden Gate University, San Francisco, CA,

April 2010 . GPA: 3.63

Bachelor of Economics in International Economics and Trade, Yunnan

University, Kunming, Yunnan, China, July 2008

CFA Level 1 Candidate in CFA Program, CFA Institute

RELEVANT COURSES

Portfolio Management, Derivative Markets, Financial Reporting/Analysis,

Technical Analysis, Financial Modeling, Financial Planning, Accountancy,

Financial Strategy & Value Creation, Mergers and acquisitions,

EXPERIENCE

Customer Service (Intern)

January 2008 - June

2008

PACIFIC SECURITIES COMPANY

Kunming, Yunnan, China

. Analyzed current market and financial data collected from newspaper to

advice and guide clients on investments.

. Evaluated customers' situations to determine appropriate financial

investment portfolios.

. Learned stock exchange procedures including how to open accounts, pay

commissions, and buy and sell stocks.

Market Researcher (Intern)

August 2007- September 2007

CHINA MOBILE COMMUNICATIONS CORPORATION

Kunming, Yunnan, China

. Conducted marketing survey in person with small, median and large

companies; received 85% response rate.

. Wrote promotion report of China Mobile's products on young people base.

Trainee (Intern)

September 2007- December

2007

INDUSTRY BANK

Kunming, Yunnan, China

. Introduced and recommended various financial products based on

commodities, real estate, gold or stock.

. Successfully arranged lectures with bankers on financial topics about

current market and new government policy.

. Created presentation draft using PowerPoint, Excel and Word.

Teller Trainee (Intern)

May 2006-

June 2006

AGRICULTURAL BANK OF CHINA

Kunming, Yunnan, China

. Learned the banks' latest financial products and teller's

responsibilities.

. Assisted senior currency exchange manager in exchanging different

foreign bills and how to organize them.

SKILLS (Quick learner)

Foreign Languages: Fluent in Chinese (Mandarin) and English (both written

and spoken).

Software: Advanced at MS Office Suites (Word, Excel, PowerPoint, Access),

Visual Profox.

Analysis: Creative, good at financial modeling, quantitative analysis, and

problem identification and solving.

Communication: Excellent communication and organization skills in a team

environment with work ethic.

Work capable: Outstanding self-motive ability in fast-pace environment and

attention on detail and deadline.

ACTIVITIES

Vice-President of Finance: Student Government Association (SGA)

Golden Gate University, San Francisco, CA

2009-

2010

. Managed $30,000 fund for supporting activities hold by students, and

coordinated with clubs to implement events.

. Successfully created monthly financial reports and communicated

effectively with other officers.

Vice-President of Administration: Chinese Student Association (CSA)

Golden Gate University, San Francisco, CA

2008-

2010

. Hold successful Chinese traditional festival celebrations including

moon festival and spring festival.

. Managed documents, CSA's schedule and promoted events to entire school.

Volunteer, Collected donation and cleaned Stern Grove, San Francisco, CA

2010

Volunteer, Served lunch to elder people in Shih Yu-Lang Central YMCA, San

Francisco, CA 2009

Volunteer, Supported for Families of Children with Disabilities, San

Francisco, CA 2008

Volunteer, Provided service in e Seventh National Games for the

Handicapped, Kunming, Yunnan, China 2007

AWARDS AND HONORS

Semi-finalist, Innovative Undertaking Competition, Yunnan Provincial

Education Department 2006

Excellent Student Scholarship, Yunnan University

2005

First prize of Kunming in the National Chemistry Competition, Yunnan

Provincial Education Department 2003

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