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Financial Analyst Management

Location:
Pasadena, California, United States
Salary:
$20/hour
Posted:
October 04, 2016

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Nicola Kristy Wirawan

*** * ******** ***, ********, CA 91106 Contact: +1-626-***-**** Email: acwwzn@r.postjobfree.com

EDUCATION

Loyola Marymount University (Los Angeles, USA) May 2016

Bachelor of Business Administration, Finance

Cumulative GPA: 3.4

Relevant Coursework: Investments, Real Estate Finance Investment and Entrepreneurship, Financial Policy, International Finance, Working Capital Management, Strategic Management, International Business

Pasadena City College (Pasadena, USA) May 2014

Major: Business Administration

Cumulative GPA: 3.85

PROFESSIONAL LICENSES

Series 7 (General Securities Registered Representative administered by FINRA)

Series 66 (The Uniform Combined State Law Examination administered by NASAA)

Pending California Life and Health Licensed Insurance Representative

EXPERIENCES

Waddell & Reed June 2016 – Present

Financial Advisor Trainee Pasadena, USA

Trained under the Career Readiness Track (CRT) program specialized for asset management and financial planning

Attend CRT meetings designed to bring forth questions related to the financial industry

Work towards attaining professional licenses eg, Series 7, Series 66 and California Life and Health Insurance License

Leveraged professional networking by attending social events, earning up to 180 quality introductions as potential clients

Gained industry wide coverage on corporate funds, stocks, bonds and insurance coverage available for future clients

Ernst & Young July 2014 – August 2014

Intern, Assurance Office Jakarta, Indonesia

Assisted the auditing department of the largest international accounting and consulting firm in Indonesia

Assisted in auditing and presentation of financial statements and balance sheets of top 100 Indonesian companies

Worked directly alongside department partners for analysis of clients’ data and projection of business performance

Assisted fund administrators to ensure information accuracy of client data

Involvement in EY’s most prestigious annual Entrepreneurial Winning Women (EWW) event by interviewing finalists

Pulled together compiled data of EWW finalists’ business to deliver executive summaries

ACTIVITIES AND SERVICE

Indonesians at Loyola Marymount University Oct 2015 – May 2016

Graduation Banquet Committee Leader Los Angeles, USA

Led a team of 7 people to cohesively plan a $100,000 production for the graduating class of 2016

Led team meetings with banquet committee members to brainstorm, plan and schedule the event over 8 months

Reached out and gathered a total of 24 individuals to host graduation banquet and accommodated over 500 guests

Delegated event planning tasks equally among 7 members and oversaw all individual activities within committee

Worked directly with each event vendor and schedule meetings prior to event day

Oversaw activities and ensure the continuous running of the program during event date

Alpha Gamma Sigma Honor Society Aug 2013 – Dec 2013

Blood Drive Committee Member Los Angeles, USA

Actively participated in the planning and delivery of American Red Cross blood drives

Organized activities and events for public blood donor drives in conjunction with the American Red Cross

Planned and oversaw social gatherings and activities for AGS club

Led meetings to construct marketing strategies and created brochures to market the drives within the Pasadena community

TECHNICAL SKILLS AND LANGUAGE PROFICIENCY

MS Office: Word, PowerPoint, Access, Excel

Native/bilingual in Bahasa Indonesia and English

Proficiency in Mandarin



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