Manager Account

DENNIS LUO

*** * **** ****** ****, Chicago, IL, *0616 312-***-**** ********.*****@*****.***

Education

University of Illinois at Chicago(UIC), Chicago, IL 08/2015 08/2016

MBA in Financial Market & Risk Management

Major course: Corporate Finance, Portfolio Analysis, Fixed Income, Risk Management

Southwestern University of Finance and Economics(SWUFE), Chengdu, Sichuan, China 09/2008 07/2012

Bachelor of Business Administration in marketing

Work Experience

Transamerica Financial Group, Chicago, IL 11/2016 present

Intern Junior advisor

Conducted an average of 30-50 telephone meetings per week with customers from target markets, served as a consultant to customize the appropriate insurance for clients.

Collect and analyze quantitative and qualitative research data using internet databases, draft marketing materials to be included in new resource. .

Collaborate with colleagues in other department, including Trade Assistant, Information Department and Legal department to solve issues.

Bank of Ningxia, Yinchuan branch, Ningxia, China 05/2014 06/2015

Corporate Account Manager

Investigated potential customers and audited practical data and system to identify qualified clients, evaluated credit risk, and wrote risk assessment report.

Prioritized the client requirements and assigned workload in order to meet urgent deadlines,greatly minimizing business risk.

Made ,20,000,000 loans to eight corporations without bad debt. Customer satisfaction reached 85%.

Maintained relationships with customers by providing value-added, and comprehensive financial services.

Zhongwei Agricultural Industry Microfinance Institution, Yinchuan, Ningxia, China 10/2012 04/2014

Loan Teller & Customer Manager

Participated in 20+ advisory assignments, including Structured Finance, Project Finance, and debt and equity financings; built valuations using DCF, Sum of the Parts, and comparable companies, and draft offering memos, management presentations and term sheets.

Collaborate with local government to help 500 rural families migrate to city, and provided 30,000 loans for each family to ensure their lives.

Evaluated balance sheets, corporate earnings and credit conditions to estimate whether the client should get the loan, Corrected erroneous transactions by investigating discrepancies between book value and real value.

Developed client base through network and seminar marketing. Ensured client retention by providing strategic investment recommendations based on evaluation of analyst reports covering government bonds and Real estate investment.

Southwest Securities Corporation, Chengdu, Sichuan, China 06/2011 10/2011

Intern Junior Customer Manager

Performed financial statement analysis including credit ratio, debt capacity analysis, and cash flow analysis.

Conducted industry research, performed fundamental analysis and technical analysis for internal purposes and client use.

Volunteer Experience

Southwestern University of Finance and Economics(SWUFE) Chengdu, Sichuan, China

Guidance for post-disaster economic recovery (College of business administration) 06/2010 10/2010

Collaborate with local government to help orange growers to resume production after earthquake in Hanwang Sichuan Province sell oranges to beverage manufacturer

Helped farmers rebuild their long-term supply chain with the supermarket in Chengdu, and attained 5 years contract worth 3,000,000 through sales & negotiation.

Skills: Proficient in Chinese,Microsoft Word, Excel, PowerPoint, R language, Fundamental Analysis and Technical Analysis in Stock Trading

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