Financial Analyst

Frank Cao

*** ********* *******, *********, ** **020 201-***-**** *****.***.**********@*****.*** Former licensed real estate professional with proven track of record in investment property sales. Sharp thinker with strong analytical, quantitative and problem-solving skills. CFA Level II and FRM Part II Candidate CERTIFICATE & ACHIEVEMENT

Earned CFA Level 1 with exceeded 90th percentile score, 6/2019. CFA Level II Candidate, 5/2021 (Anticipated)

Performed in-depth analysis on sample financial and operational statements to construct investment plans

Developed advanced valuation skills on equity and fixed-income by recreating discount and binomial models

Attained deep understanding on pricing targets through capital structure valuation Passed FRM Part I with all excellent scores, 11/2019. FRM Part II Candidate, 11/2021 (Anticipated)

Developed financial acumen in risk assessment, trend analysis and macroeconomics

Acquired capability in the allocation of risk to different themes and strategies

Gained deep understanding of derivatives models through VaR stress test and hedging vehicles WORK EXPERIENCES

Personal Investment 2014 - present

Realized an average annual return of over 35% from security investment across sectors through common-sized market-based valuation and insightful vision on market position moves

Discovered several 10-fold-return-stocks in the past 4 years through routinely tracking key performance indices

Manage my family’s portfolio full-time since 2020 and rebalance it on a weekly basis, achieving an over 500% return within one-year time frame

Casablanca Properties, Inc., Houston, TX 12/2016 - 12/2019 Real Estate Agent & Property Investment Advisor

Started the company from ground up; Managed property investment portfolios and client relationships

Generated over $6M sales revenue on investment properties with median home price over $230K; achieved year over year sales growth of 300%

Conducted a monthly property investment analysis and strategy articles that attracted more than 50K views in the course of a year, with a conversion rate of 200 prospects and 8% deal close rate

Implemented marketing strategy to target niche market; expanded yearly client base by 60%

Capitalized financial data and tools to help with negotiation, client presentation and deal making; built great rapport with clients by meeting their risk appetite and solving their problems

Refined cash flow model with leveraged position to maximize clients’ wealth by focusing on researching market trends, projecting future cash outflows and reducing potential forecasted expenses Xuan Yan Law Firm, Beijing, China 6/2015 - 11/2016 Assistant of Senior Attorney

Coordinated with senior attorney group in preparing and co-hosting a seminar about “Growing Your Business in IP” with Arizona-based patent attorney firm; Facilitated the Q&A section

Reviewed and translated the patent and trademark bibliographic materials for USPTO filings EDUCATION

Stevens Institute of Technology, Hoboken, NJ

Master of Engineering in Chemical Engineering May 2014 Yangzhou University, Yangzhou, Jiangsu, China

Bachelor of Engineering in Chemical Engineering June 2011

Vice President of Sports Department of the Student Union 2009-2010 Certified Online Courses, Issued by LinkedIn 4/2020-12/2020 Understanding Capital Market; Running a Profitable Business; Financial Modeling and Forecasting Financial Statements; SQL Essential Training; Excel VBA: Financial Modeling; Financial Forecasting with Big Data VOLUNTEER EXPERIENCE

Real Estate Consultant 1/2020 - present

Coach a trustworthy agent and fellow friend in marketing, negotiation, and other skills to achieve success in the real estate industry

ADDITIONAL INFORMATION

Proficient in MS Word, Excel, PPT, VBA, SQL Bilingual in English and Mandarin Chinese Self-taught classical guitarist

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