Manager Microsoft Office

Haihuan (Sam) Chen

** ********* **, ****** ******, NY, 10309 Cell: 347-***-**** *******.****@*******.*** Objective

Seeking an entry level position to contribute and broaden my knowledge in the field of Finance

Education

Baruch College/CUNY, Zicklin School of Business New York, NY Major: Finance Minor: Psychology Sept 2009- May 2014 Overall GPA: 3.1/4.0 Major GPA: 3.5/4.0

Chi Alpha Epsilon National Honor Society (Inducted November 2010) Work

Experience

Northwestern Mutual New York, NY

Client Service Manager Jan 2015-June 2015

Generated various reports using Network Illustration System to analyze insurance products for existing and potential clients

Handled insurance and investment services responsibilities including: o income investment and insurance services requests in a timely manner o answering and transferring all incoming calls

o updating contact information in The Network Connection and Client Service System

o assisting clients with various online inquiries

Supported Financial advisor to execute trades and reconcile all transactions by using Pershing’s NetX360

National Life Group New York, NY

Managing Director Assistant (Intern) Aug 2013-Nov 2013

Researched and developed new Chinese American Insurance market in NYC

Assisted Recruiting Manager in hiring process by calling potential employees for interviews

Facilitated Recruiting manager in training process by creating training manuals for new hired employees

Merrill Lynch Wealth Management Staten Island, NY

Financial Adviser Assistant (Intern) Aug 2012-Dec 2012

Analyzed and researched the Equity Market using Bloomberg software for Financial Adviser

Managed clients’ portfolios of stocks and mutual funds using Merrill Edge software with Financial Adviser

Updated clients with the monthly new market information and analysis Skills

Computer: Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Northwestern Mutual proprietary systems and software including Northwestern Mutual Consolidated Investment Reporting System, The Network Connection, Network Illustration System, Client Services System, Personal Planning Analysis, Pershing's NetX360.Familiar with Bloomberg, Morning Star & Merrill Edge financial software program

Languages:Chinese-Mandarin(Fluent),Chinese-Cantonese(Intermediate), Chinese- Fuzhou Dialect (Intermediate)

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