Customer Service Sales

Sang (Sunny) Zhou

Apt #B*, **** Townsend Way, Blandensburg, MD, 20710

*****.****@********.*** 804-***-****

EDUCATION

University of Richmond (UR), Richmond, VA August 2009-May 2013

• Major: Bachelor of Science in Business Administration; Concentrations: Finance and Accounting

• Relevant Coursework: Micro& Macro Economics, Intermediate Accounting, Business Statistics, Investments, Fixed

Income and Derivatives, Corporate Finance, Insurance and Risk Management, Cases and Financial Modeling, Federal

Taxation, International Financial Management, Portfolio Management and Alternative Asset Class

• Essential skills: Microsoft Excel, Access, PowerPoint, Bloomberg Terminal

• GPA: 3.56

PROFESSIONAL EXPERIENCE

Financial Controller and Co-investor, Grand Mart International Food Inc., Hyattsville, MD August 2013-Current

• Invest $10,000 in the company that has seven retail store locations. Sales revenue increases by 67% since 2012, profit

margin stables at 36%, and improve store management skills to enhance efficiency and profitability. Promote products

through lottery program, local advertising, add more varieties of services to attract a wider range of target customers.

Build relationships with vendors, local commence department as well as customer service

Create balance sheet, income statement and tax reports, calculate profit margins and report to the CPA. Graphic designs

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for advertising as well as monitor cash flows and review invoices daily

Entry Level Equity Trader, T3 Trading Group, New York, NY June 2013-August 2013

• Series 56 licensed with a proprietary trading firm registered with SEC and member of CBOE

• Utilized fundamental analysis to evaluate long-term stock price movement, and compare its 52-moving-average to

indicate a maximum threshold limit

• Experienced trading consumer goods, basic materials, financial and technology sectors. Managed diversified portfolios

consisting of mutual funds, options and stocks averaging 11% returns annually

• Charted support and resistance levels, Bollinger Bands and MACD for short-term trading. Used long options positions and

straddles to take advantage of underlying securities with high and medium volatilities. Utilized covered calls, collars and

spreads to minimize risk exposure and generate income

Marketing Analyst, Agecroft Partners, Richmond, VA February 2013-May 2013

• Market researched in the hedge fund industry, developed successful marketing strategy and completed due intelligence

process

• Cold-called hedge fund managers sourcing investment managers who had strong performance track in the past 10 years

• Updated company website information, identified industry trends among hedge funds and institutional investors, and

attractive strategies given current market dynamics, including market neutral, double alpha, event-driven, statistical

arbitrage and global macro

Financial Representative Intern, Northwestern Mutual Financial Network, Richmond, VA May2011-August 2011

• Life and health insurance licensed, annuities and long term care licensed

• Educated clients to identify their needs and objectives to achieve financial security, given solutions in their risk

management, wealth management and wealth preservation

• Implemented and analyzed insurance product strategies using statistical and database tools suited to meet clients’ needs

Finance Intern, Michelle Brown Real Estate LLC, Springfield, IL May 2010-August 2010

• Conducted market research on local area properties including personal residence, commercial, and new properties

• Organized 3 Open Houses Meeting with prospective clients, consulted and negotiated through home-buying process

• Calculated market models for each area property's change in market price, sales volume, operational costs for local office,

and the gross profit margins

Intern, Bank of China, Beijing, China May 2009-August 2009

• Audited financial statements for Bank of China divisions in 5 provinces and market researched the long-term and short

term interest rate and how they affected the mortgages, federal credit rate and inflation

• Performed financial analysis of company performance, including breakeven analysis, profitability analysis, and NPV and

RIOC models, and evaluated the value of firm proposals

• Assisted strategic planning in international financial expansion strategies and investment areas and translated in company

files, contracts and documents from Chinese to English

LEADERSHIP EXPERIENCE

MBA Tutor &Consultant, Parliament Tutoring Company, Richmond, VA August 2012-Current

• Strategize the best test-taking approaches for students and professionals to achieve their goals in SAT, GMAT, GRE and

college-equivalent courses

• Consult Parliament Tutors and arrange meetings and group Skype for more tutoring strategies for different types of

students

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