Daniel Li
*** ********* *****, ****, ** ***** *******@*****.*** 919-***-****
Education:
Bachelor of Arts: Finance August 2015
UNC Charlotte, Charlotte, NC
Relevant Coursework:
Money and Banking, Investments, Managerial Cost Accounting, International Financial Management, Intermediate Accounting, Financial Theory, Commercial Bank Management
Calculus III, Calculus based Statistics
Associate of Science December 2012
Wake Technical Community College, Raleigh, NC
Work Experience:
Sales Associate August 2009 to January 2010
Gap, Durham, NC
Worked with assistant manager to improve operations, sales and profitability.
Greatly improved store efficiency by streamlining the process of unloading and un-packaging of merchandise.
Provided exceptional customer service
Professionally Relevant Hobby
Portfolio management 2008 to Present
Active management of personal investment portfolio
Achieved an average annualized return of 6.5% including the recession
Major focusses in the technology and telecommunication sector as well as small caps.
Fund 20% of tuition through my portfolio.
Skills
Software: Proficient in MS Office, MS PowerPoint, MS Excel, Peachtree Accounting
Language: Proficient in Mandarin