Dickson Yuen
Phone: 267-***-**** Email: ********@*****.***
Address: *** ****** *****, ******** ** 08205
CAREER SUMMARY
oAn experienced professional equipped with solid record of providing support to maintain existing data collection and data delivery platforms. Also retail operations in improving sales, assuring precise inventory, hiring, achieving industry leading customer service, and employee productivity.
EDUCATION
oBachelors of Science Degree Business Administration in Finance January2010-December 2014
oRichard Stockton University
oDelta Mu Delta (International Honor Society in Business Administration)
WORK EXPERIENCE
Transamerica March 2015- February 2016
Business Data Analyst New York, New York
oProvides business analysis and process improvement support to personal account dealing management team and staff.
oMonitoring and reviewing internal employees’ portfolios ensuring compliance with the appropriate company and federal regulations
oLeveraging strong knowledge of securities when investigating potential trade violations.
oPerform daily data reconciliation to ensure accurate and efficient processes.
Guess March 2012 – November 2014
Manager Mays Landing, New Jersey
oMeeting daily target sales and forecasting projected revenue for the year
oSupporting the store manager in identifying opportunities for commercial advantage
oMaximize profits by controlling labor cost and expenses
oOrganizing, preparing and arranging promotional materials and displays.
ACHIEVEMENTS
Personal Investing
oActively managing 100k+ portfolios with clients through TD Ameritrade and E-Trade brokerages
oConsistently 2-5% weekly profits in personal and clients’ portfolios
Guess
oReduced total gross shrink by .7% annually. Earned first place among 60 stores for lowest shrink in region in 2010.
oFocusing on up selling with the team leading to increased sales and profit goals up to 5% respectively, from first year of opening and in each ensuing year.
oAwarded “Manager of the Year" (2011) for the region as a result of superior sales, profit and customer satisfaction results
SKILLS
oProfessional: Superior communication, organizational, teambuilding, training, and supervision
oTechnical: Microsoft Office (Excel, Outlook, PowerPoint, and Word), TD Ameritrade and E*TRADE (analyze and interpret market trends,correlations and patterns in complicated data sets)
oLanguages: Chinese (Cantonese)