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Customer Service Sales

Salinas, CA
September 26, 2019

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*** *** ******* **,

Mountain View, CA *****

Xiaomeng Bi


Core knowledge and skills

Strong organizational skills with attention to detail and the ability to prioritize and manage multiple projects simultaneously while adhering to strict deadlines.

Fundamental knowledge and understanding of system development and infrastructure design around trade execution and risk management systems for the portfolio.

Ability to independently build templates and financial models to evaluate key metrics.

Strong collaboration, interpersonal and communication skills and proven track record of collaborating with peers, partners and their teams to ensure delivery of objectives and results.

Proficiency with Omgeo confirm/affirm process as well as DTC, Frontier, iSTREAM, ePas, CEOR TIR, Wells Fargo SEI Trust 3000, and IBM Navigator.

Proficiency with Bloomberg Terminal, Python programming language

Job Experience

Investment Management

Wells Fargo, N.A.

May 2018-Present

Tracked and monitored portfolios on an ongoing basis for compliance, position, documentation exceptions, overdrafts, accounting, maintenance on files and reports, pricing and delinquencies.

Conducted daily research and reconciliation of complex accounts.

Managed more than 70 trust accounts trading in domestic markets and 15 accounts in global markets, and processed payments over one billion dollars in clients’ instructions daily.

Utilized Bloomberg terminal for verifying asset’s current face value, pay down and interest payment.

Subject matter expert for complex corporate actions and payments; such as DWAC.

Created statistical alerts to identify operational and portfolio risks.

Provided analytics and reporting to support client-facing projects and to improve business processes.

Income Tax Consultant (Contractor)

Jackson Hewitt Tax Service

March 2018-June 2018

Responsible for running tax payment process, making updates to the clients’ database system, and communicating with tax authorities concerning payments, refunds, and delinquent taxes.

Functioned as a tax processor and prepared complex tax returns for non-resident aliens, clients with international income, and dual status citizens.

Enrollment Specialist

Minneapolis College

June 2017-May 2018

Managed student enrollment process and academic records for over 2500 students annually with high quality service.

Collaborated with Admission, Advising Registration, and Financial Aid team in registration of external and internal Financial Aid programs.

Manager Jamba Juice March 2015- June 2017

Completed structured management program with focus on marketing, sales, customer service, operations management and revenue management.

Led day-to-day business operations, and achieved all marketing, sales, and customer engagement goals to increase 16% total revenue.


Minneapolis, MN

Metropolitan State University

Fall 2015 – Summer 2019 Finance 3.66

Undergraduate Coursework: Investments and Portfolio Analysis, International Finance, Financial Markets and Institutions, Corporate Finance, Principal Finance, Money Banking and Financial Institution, and Risk Management and Insurance

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