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Health Insurance License

Location:
New York, NY, 10019
Posted:
November 28, 2016

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Resume:

Xiaodong Sun

*** **** **** ******, *** *B, New York, NY 10019 acxon1@r.postjobfree.com 614-***-****

US Permanent Resident

EDUCATION

OHIO STATE UNIVERSITY Columbus, OH

Bachelor of Art, Major in: Financial Mathematics (2016), Minor studied: Statistics Graduated on May 8th, 2016

Professional Exams Accomplished:

New York State Life, Accident and Health Insurance License

Language Skills:

Proficient in both Mandarin Chinese (mother tongue) and English

Computer Skills

Software: Office Word, Access, Excel, Outlook, PowerPoint,

Programming: Java, Statistics R, MATLAB, and some knowledge about SQL but not proficient

Relevant Coursework

Business finance (Corporate finance and Personal finance) • Intermediate Macroeconomics

Calculus • Linear Algebra

Data Analysis • Macroeconomics

Differential Equations • Mathematics Statistics

Economic History of Americas • Microeconomics

Financial Accounting and some Management Accounting • Probabilities

Financial Economics • World Economic Development History

Interest Theories • Partial Differential Equation

Relevant Experience

AXA Advisors New York City, NY, USA

Financial Advisor June 2016 to Present

Learned the insurance products, rules and related regulations in the industry

Attended training of New York State Life, Accident and Health Insurance Exam

Obtained the New York State Life, Accident and Health Insurance License in July 2016

Learned the securities products, rules and related regulations in the industry

Attended training of FINRA Series 7 Exam (General Securities Representative Examination)

Dianxin Technology

(An internet finance company doing P2P mortgage and becomes the leader in the industry ) Beijing, China

Data Analyst Internship June - July 2015

Did research and gathered data from numerous sources about the real estate market in China in recent 5 to 10 years

Using gathered data to make spreadsheets and graphs in order to prepare for the future analysis

Updated archived spreadsheets with current formulas and used Microsoft Excel to calculate formulas and create pivot tables

Transformed and modified the data from the spreadsheets for Programming by using language Statistic R

Doing research and attending training about Risk Management

HSBC Qingdao, Shandong Province, China

Internship July 2012

Trained in two departments: CMB and operations Department and spend nearly a month in the Qingdao branch of the global banking corporation HSBC

helped employees to complete spreadsheets of some financial data

researched and wrote the report paper about how the commercial banks should do to fight against the money laundry

helped employees doing plenty of customer services

briefly understanding the operation in departments and help the employees check the overseas transaction to make sure they met the financial regulations of China

Activities and Volunteer Works attended

Information System Association(ISA) Columbus, OH

International undergraduate Future Orientation (IUFO) in OSU Columbus, OH

Additional Experiences

North Commons Columbus, Ohio

Part-time Job September 2010 to December 2010

Provide dining services and maintain the dining environment in North Commons in the OSU campus.

CITS, Qingdao Branch Qingdao, Shandong Province, China

Internship July 2010

CITS is one of largest travel agency in China, I spent 3 weeks working here and had two chance working with colleagues serving the cruise travel in City of Qingdao.

Personal Interests

Very interested in history, politics and economical policies

Very interested in and good at swimming and other sports (Football, soccer, basketball)



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