Sign in

Financial Planner, entry level

New York, New York, United States
January 19, 2017

Contact this candidate

River Changhey Wang, MBA

Summit, NJ ***** • 201-***-**** •

Qualifications Summary

Articulate professional with solid education and experience in business services, to include data and information research and process improvement tracking. Multi-lingual in English, Taiwanese and Mandarin Chinese.

Relationship Development: Strong interpersonal talents with passion for cultivating lasting relationships across organizational departments. Engaging presenter and skilled written communicator. Proven ability to collaborate with colleagues to achieve goals for clients.

Information Management: Well-developed ability to utilize business technologies to track client, vendor, and stakeholder data and coordinate project planning. Proficient with Microsoft Office Suite in both PC and Mac environments.

Project Oversight: Highly organized with combination of technical, financial, and business talents to guide project implementation. Success meeting and exceeding organizational goals within team driven and self-guided roles.

Key Strengths: Finely tuned analytical skills with a dedication to continually streamlining and improving work processes. Effectively interface with management and clients to collaborate on issues and resolve problems. Results focused; achieves maximum impact with minimal cost.

Educational Background

MBA, San Francisco State University, San Francisco, CA

BA, Public Policy/Political Science, National Taiwan University, Taipei, Taiwan

Candidate for Certified Financial Planner, New York University, NY, NY (2017 CFP exam)

Standard Certified Teacher of Chinese, State of New Jersey

Certification, Teacher of Chinese, William Patterson University

Professional Experience

Chatham High School, Chatham, NJ

Teacher, Mandarin Chinese (2014 – 2015)

Led in-classroom instruction of Chinese I & II classes for high school-level students. Accountable for developing course curricula and syllabus, along with weekly learning practicum. Incorporated Chinese Calligraphy to deepen students’ language learning experiences. Co-chaired high school Chinese Club.

Select Contributions:

Managed various cultural activities, including leading guided summer trips to China.

Achieved 50% increase in student participation in extra-curricular Chinese Club.

Improved the performance and helped regain confidence of a two-time failed student for language learning.

Linden Public School, Linden, NJ

Teacher, Mandarin Chinese (*2012- 2014)

Designed IPA unit lesson plans and improved effectiveness to various learning styles in inclusion classes: general, learning disability, multiple learning disability and behavior disorder children. Managed and prioritized learning issues effectively to improve the engagement of learning disabled children as well as created extracurricular activities for culture exposures. Developed and managed learning and cultural exchanges activities for sister school in Asia and high school exchange program.

Selected Contributions:

Increased overall student satisfaction in learning a new language by leveraging novel training techniques and incorporating real-world scenarios into curriculum.

Enhanced personal productivity by leveraging a streamlined approach to grading and final grade preparation and delivery.

United Daily News, Taipei, Taiwan

Reporter (1987 - 1989)

Accountable for meeting daily news writing deadlines as full-time reporter for leading daily print newspaper in Taiwan. Covered domestic economic and political news daily.

Selected Contributions:

Gained trust and built network of industrial leaders and professionals through business reporting.

Interviewed famed Nobel Laureate, Franco Modigliani, on his pioneering analyses of financial markets.

Contributed to the translation of “The Modern World-System,” Immanuel Wallerstein.

Janet Co. (subsidiary of Johnson & Johnson), Taipei, Taiwan

Operation Officer (1986)

Managed business critical operations for subsidiary of a prominent manufacturing company. Accountable for managing and training trade fair and sale staffs.

Selected Contributions:

Planned and built regional retail chain stores leading to increased market shares by 5%.

Established and promoted brand name product lines.

Grand Taipei Gas Co., Taipei, Taiwan

Marketing Officer (1985)

Served in promotional marketing role for leading provider of gas services to consumer, business, and public sector customers.

Selected Contributions:

Increased overall customer satisfaction by playing key role in negotiating contracts with domestic distributors.

Enhanced productivity by initiating revision of the premium table to better reflect client demand.

*Volunteered and supported school and community activities while raising two children (1998-2011).

Contact this candidate