High Net Worth Associate

Katherine Sung

EXPERIENCE

Fidelity Investments, D allas TX H igh Net Worth Associate

*/**-*/**

● Execute with accuracy stock and complex options trades for clients

● Uncover opportunities, develop business, and enhance relationship with high net worth clients

● Educate clients on brokerage products and services offered and provide efficient solutions specific to his/her investment needs

● Collaborate with internal business partners and sales to research and resolve complex client requests

Youth with a Mission, L .A./Kansas City/Israel/England/The Philippines O utreach Leader/ Media Team Lead / School Leader

3/13-8/14

● Create, design, film, and distribute digital copy across social media platforms and website for YWAMKC

● Manage and coordinate a 12-week course for 40 students

● Lead team of 13 students in the Philippines for a 3-month outreach

● Write detailed field reports weekly to base leaders

● Create, balance, and keep ledger of team’s budget and expenses

● Coordinate ministry opportunities with translators, leaders, prisons, orphanages, food banks, and hospitals

YiKoChinese, T aipei, Taiwan M arketing Manager

6/12-3/13

● Create and publish copy for website and social media platforms

● Design, create, and distribute weekly EDMs and DMs

● Collaborate with advertising agencies, designers, and educators

● Report to stakeholders weekly on KPI, ROI, and CI ReachLocal Digital Marketing Agency, D allas, TX W eb Presence Professional/ SEO and SEM Specialist

11/10-5/10

● Strategize online marketing campaigns for 30+ businesses

● Enhance web presence by creating search engine optimized site for client

● Create clients’ pages, Facebook, Twitter, and Youtube and update regularly with keyword-rich content and backlinking with updated best practices

● Track, analyze, and report trends, pageranking, traffic and social engagements and report to stakeholders weekly

● Conduct on-boarding and monthly review calls with clients and sales rep. EDUCATION

University of Texas, A ustin TX Major: F inance / English Literature Minor: M arketing May 2010

Chinese University of Hong Kong, H ong Kong M cCombs School of Business Exchange Program

Fall 2008

8960 Helms Place,

Los Angeles, CA 90034

972-***-****

*********@*****.***

SKILLS

MS Office Suite,

Sharepoint, Lotus,

Quicken, HootSuite,

MailChimp, HTML,

basic SQL, Sketch,

InVision

CERTIFICATIONS

General Assembly UX

Course 2017, Bloomberg,

FINRA Series 7, FINRA

Series 63

LANGUAGES

English - Native

Mandarin - Fluent

Spanish - Proficient

LEADERSHIP

Kingdom Tacos

2011-2013 – C o-founder

Asian Business Students

Association

2007-2010– F inance

Director/Investment Team

Analyst

McCombs Case

Competition 2009

Toyota Branding- T eam

leader

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