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Business Data Analyst, Retail Manager, Stock trading

Location:
Mount Laurel, NJ
Posted:
September 29, 2016

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Resume:

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)



Contact this candidate