Financial Advisor

Location:

Posted:

June 20, 2015

William Sun

Education

BS IN FINANCE MARCH 2014 OREGON STATE UNIVERSITY

Major: Finance

Minor: Economics

FINRA Series 7and Series 66, Life and Health Licensed in multiple states including WA, OR, and CA.

Skills & Abilities

MARKETING

Identified needs of various markets and organized local and national campaigns.

Experience organizing events and working across teams located in different offices and regions.

FINANCIAL ANALYSIS

Experience researching various companies and analyzing financial statements.

Utilized excel to program and create various financial models and workbooks.

Implemented statistical analysis to best calculate intrinsic values.

COMMUNICATION

Able to deliver clear, concise, and complex information to audiences of various sizes and levels of understanding

Experienced in communicating tasks between various teams working to accomplish a common goal.

Organized and presented material to large groups of up to 50.

LANGUAGES

Able to speak Mandarin Chinese at a conversational level

Experience

ASSOCIATE FINANCIAL ADVISOR FINITY GROUP LLC MARCH, 2014 – JUNE, 2015

Educate clients on complex financial strategies, and topics, to be implemented within their plans.

Identify and communicate to clients the strengths and weaknesses between various financial products.

Aid in diversifying client portfolios across time horizons, tax treatment, and asset class.

FINANCIAL ANALYST OREGON STATE INVESTMENT GROUP (OSIG) OCTOBER, 2013 – MARCH, 2014

Deliver presentations justifying and explaining the outcomes of my stock price valuations.

Analyze financial statements to calculate stock prices of companies using various financial models.

Specialize in firms related to Industrial, Materials, Energy, and Utilities.

TEACHING ASSISTANT OREGON STATE UNIVERSITY SEPTEMBER, 2013 – MARCH, 2014

Organize and present material to class sizes of 50.

Communicate complex financial topics to students with various levels of understanding.

Develop different and unique ways to explain topics to students with different learning aptitudes.