Manager Management

DIANE SHI

*****.***.***@*****.*** 573-***-****

EDUCATION

Claremont McKenna College, Claremont, CA May 2013

Master s Program in Finance

Robert Day Scholar

Relevant Coursework: Asset Pricing & Derivatives, Corporate Finance, Financial Reporting & Communication

GMAT: 760/800

Truman State University, Kirksville, MO May 2012

Bachelor of Science in Economics and Business Administration-Finance

The 2011-2012 Who's Who Among Students in American Universities and Colleges

Relevant Coursework: Investments, Derivatives & Risk Management, Money and Banking, International Finance

GPA: 3.71/4.0, Business related Major GPA: 3.94/4.0

Chartered Financial Analyst Level III Candidate June 2012

Passed National Commodity Futures E xamination November 2010

WORK EXPERIENCE

Pinnacle Technical Resources, Dallas, TX May-August 2012

Finance Intern

Researched the corporate account receivable aging history to keep track of payments and estimate future cash flows

Utilized SQL and Dynamics to prepare weekly invoice reports and periodic internal audits

Communicated and negotiated with clients to manage cash flow efficiency and eliminate discrepancies

Shanghai Securities Corporation, Shanghai, China June-July 2010

Finance I tern

n

Advised and instructed approximately 50 clients in opening and organizing accounts

Systemized data and files of clients and wrote short reports about ongoing issues of current stock markets

Analyzed around 300 clients legal documents to assure their credibility and risk taking level

Shelter Insurance Externship, Columbia, MO March 2011

Extern with Senior Equity Portfolio Manager

Reviewed Shelter investment portfolio of $4 billion and analyzed its different asset classes

Researched and evaluated investments in F5 Networks, Citigroup, Avon, and Riverbed for potential stock pitches

Used Bloomberg terminal and contacted JP Morgan analysts to capture the updated trend of stock markets

Center for Applied Statistics and Evaluation, Truman State University August 2011-May 2012

Student Consultant

Designed surveys and proposed data collection methods using latest statistical approaches

Organized five focus groups and managed individual projects for Health Science Department and Child Care Center

Exploited statistical tests to identify key factors of projects and presented optimal plans to clients

LEADERSHIP EXPERIENCE

Bulldog Student Investment Fund, Truman State University August 2011-May 2012

Founding M ember, V Pice resident of Investment S

trategy

Set up Truman State University s Student Investment Fund of $30,000 and fundamental procedures for investments

Led Investment Strategy Committee on projects such as investment thesis and portfolio management

Initiated the fund s Stock Proposal Procedures and determined specific stock pitches

Phi Beta Lambda, Truman State University August 2011-May 2012

Vice President, Chair of Professional Development Committee

Supported the President with promotion, development, and general operation of the organization

Invited guest speakers from businesses such as Bank Midwest and Edward Jones for professional presentations

Prepared Local Chapter Annual Business Report and set up Resume Clinic and Intern Panel

SKILLS AND PROFESSIONAL DEVELOPMENT

Languages: Chinese and English

Technical: Bloomberg terminal, Minitab, SPSS, Shazam programming, SQL programming, Excel & Pivot table

Awards: 2011 National Phi Beta Lambda Leadership Conference: 3rd place in Financial Analysis & Decision Making

Missouri Phi Beta Lambda State Leadership Conference 1st place in Financial Concepts, 3rd place in Financial Analysis

& Decision Making, 1st place in Small Business Plan

Interests: Investments, horse riding, golf, ballet dance, Irish dance, traveling

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