Data Entry Team Member

NICHOLAS J. WONG

510-***-**** ad1m6n@r.postjobfree.com Boulder, CO 80303

PROFESSIONAL SKILLS

• Proficient in Microsoft Office Suite,

Adobe Suite, experience with Orion.

• Proficient in producing simplified

financial models in Excel.

• Understanding of US markets and

economy, gained from daily use of

FactSet/Bloomberg.

• Excellent attention to detail gained from

data entry.

• Adaptable and reliable team member.

• Lifelong learner, highly trainable

employee

• Expedient problem solver when dealing

with trade breaks/fails.

• SIE Exam – Nov. 14, 2023

RELATED EXPERIENCE

Foothills Capital Management, LLC

Back Office Operations January 2018 – Oct. 2023

• Trade entry/hands on understanding of execution for new issue corporate bonds and USTs.

• Managed Bloomberg confirms, trade allocation, and settlement of all trades, at times globally.

• Maintaining current profit/loss statements and gained experience in reconciling statements.

• Opening trading accounts with brokerage firms, filing necessary paperwork quarterly and annually.

• Gained a firm understanding of timing, trade execution, and FINRA regulatory landscape. MorningNotes.com

Data Analyst June 2018 – June 2022

• Analyzed and provide recommendations of all Initial and Secondary Public Offerings.

• Gained extensive knowledge of the financial market: i.e., SEC forms, financial valuation.

• Managed all day-to-day activities including sending/receiving invoices, gained minor knowledge of accounting principles.

• Ran the development and evaluation of short and long-term objectives and provide recommendations to enhance performance of the website. Aoi Sushi and Izakaya

Sushi Chef & Server May 2019 – March 2023

• Customer service skills and interpersonal communication skills were honed.

• Attention to detail was essential in performing well in a fast-paced restaurant environment. EDUCATION

International Business, B.S. Finance Focus

Metropolitan State University of Denver Graduated May 2023 Related Courses:

• Managerial Finance

• Advanced Investment Management

• Principles of Accounting I & II

• International Money and Finance

• Global Economics and International

Trade

• Strategic Management

• Investments

• Legal Environment of Business

NICHOLAS J. WONG

510-***-**** ad1m6n@r.postjobfree.com Boulder, CO 80303 References:

Daniel Cooper: 303-***-**** (Foothills Capital Management, LLC) Steve Umberger: 904-***-**** (MorningNotes.com)

Keizo Aoi: 303-***-**** (AOI Sushi and Izakaya)

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