Management Financial Consultant

Objective

To develop a career in Finance and Investment Industry.

Qualification

A fully licensed financial consultant with extensive knowledge and

expertise to assist clients set up family or business financial plan,

allocate and invest their assets to accumulate steadily and fulfill

their goals efficiently. A dedicated professional worked many years at

project and data management to achieve better scientific and business

results. A quick learner in new industry, business model and processes.

Education & Licenses

. FINRA General Securities Representative Licenses ( Series 7 & 66 ).

. Individual Life, Accident and Health Producer License, New Jersey

State

. Hospitality Management, Certificate, Cornell University

. Organic Chemistry, Master of Science, Temple University

Work Experiences

. AXA Advisors, Financial consultant, 2014-Current

. Transamerica, Independent agent, 2013-2014

. Merck Co. & Inc., Scientist II, 1999-2013

. DuPont, Associate Scientist, 1994-1998

Skills

. Excellent Interpersonal and Business Communication Skills

. Proficient in Microsoft Excel, Word, Access, PowerPoint, and Outlook

. Experience of SalesForce.com

. Bilingual Language - fluent in English and Chinese

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