Customer Service Sales
Resume:
Steven Chen
***********@*****.***
*** ******* *****, *** *********, CA, 94132
OBJECTIVE
To seek a challenging and rewarding job in the financial industry.
EDUCATION
San Francisco State University
B.A. in Corporate Finance
August 2009
EXPERIENCE
Paradigm Tax Group
9/2009-Present
Paralegal San
Francisco, CA
-Assisted managing consultant in analyzing client tax bills using Excel to
formulate a tax budget projection for 2010.
-Responsible for file and database management, maintaining and updating
client files.
-Collaborated with consultants and associates in analyzing properties and
determining whether to file reduced tax deduction appeals.
-Completed over 100 lower property valuation appeals for clients before the
deadline.
-Worked with various county assessors offices in acquiring real estate data
for analysis of properties.
YSO Capital Management
7/2009-8/2009
Research Analyst Intern
Burlingame, CA
-Awarded "Highest Honor Award" for Aetna research project which included:
company background, trends, risks, variables, financial statements, and
recommendations.
-Analyzed financial markets and developed skills of asset valuation.
-Participated in group project, connecting financial concepts and
strategies, relating it to current market conditions.
-Group presentation of case studies.
Union Bank of California
9/2007-5/2008
Customer Service Representative/Teller
Burlingame, CA
-Won teller referral contest in February for most referrals in a month in
the bay area region.
-Assisted customers with their banking needs and referred financial
products and services.
-Provided leads to financial service officers in adding customer base to
company by achieving referral goals: opening CD's, new
accounts(debit/credit card, savings) and investments(money market)
Old Navy 3/2006-
12/2006
Sales Associate
San Francisco, CA
-Provided courteous, helpful customer service throughout the store,
including the sales floor, fitting room, and cash wrap. Contributed to a
positive work environment.
-Communicated information to customers about the quality, value and style
of Old Navy products, such as fit, fabric, price and shrinkage.
-Promoted the Old Navy card to every customer, informing them of the
benefits.
SKILLS
-Proficient user of Microsoft Office applications: Word, Excel, Powerpoint.
-Fluent in speaking, reading, and writing Chinese (Mandarin).
-Toastmasters Club training in public speaking.
INTERESTS
Following the financial market. Avid NBA fan. Playing basketball, tennis,
and golf. Huge jazz fan and enjoy playing sax and bass.
Contact this candidate