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Corporate Relations Financial Representative

Location:
Irvine, CA
Posted:
November 20, 2021

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Resume:

ALVIN Y. WEI

*** ******* *****, ******, ** 908-***-**** *****@***.***

EDUCATION

University of California, Irvine – The Paul Merage School of Business Expected June 2023 Major: Business Administration; Emphases: Information Systems and Marketing GPA: 3.83 Relevant Coursework: Management of IT, Data Analysis Python Application, Business Communication, Customer Value Experience, Moralities of Everyday Life Activities: 180 Degrees Consulting, Undergraduate Business Association, Artificial Intelligence Club, Marketing Association, Product Association, Philosophy Club

Milpitas High School, Milpitas, CA August 2015 – June 2019 GPA: 4.18, SAT: 1510, Honors and Activities: Varsity Water Polo Team (Captain), Varsity Swim Team, Freshmen Scholar Athlete Nominee, National AP Scholar PROFESSIONAL EXPERIENCE

Northwestern Mutual, Newport Beach, CA May 2021 – September 2021 Financial Representative Intern

• Collaborated with account executive to generate opportunities and create leads in Salesforce to meet quota for the month, translating to $2,500 in monthly premiums

• Conducted daily activities including 20 to 40 discovery calls, 5 or more initial factfinding meetings, and 2 or more closing and prospecting meetings

• Used proprietary software to collect client financial and risk measures to model financial plan and identify solutions to improve the financial plan resulting in 8 clients purchasing products EcoGreen Packaging, Hayward, CA June 2019 – May 2021 Operations Manager

• Built 100+ customized price quotes, each consisting of 10-15 products, for business customers based on market segmentation, competitor pricing movement, and internal operational expenses

• Developed new sales strategy to expand product lines with distributors’ customers through analysis of historical sales data generating 13% increased revenue within the first quarter of implementation

• Designed operational plans through financial statement analysis, goal setting, and benchmarking to drive 12% savings in operational costs per month

VFresh, Union City, CA March 2020 – May 2021

Business Development Intern

• Conducted market research on $2.4B boba tea industry to create go-to-market strategy for food service company with a focus on startup costs, potential customer acquisition, and sales growth

• Managed three website developers to complete tasks to meet deadlines in a time-constrained manner, creating four websites/platforms over the course of three months LEADERSHIP EXPERIENCE

UCI Undergraduate Business Administration, Irvine, CA March 2021 – Present Vice President of Alumni Relations

• Actively networking with 5 club alumni per quarter to foster a strong sense of community, connecting 10 club members with alumni for mentoring and professional development per quarter

• Coordinating with VP of Corporate Relations to host one alumni event per quarter, bringing in engagement of 40+ club members per event

SKILLS/INTERESTS

Skills: Microsoft Excel, Python, Salesforce, Discover.org/Zoominfo, Quickbooks, Lightroom, Creative Cloud Interests: Boxing, Weightlifting, Hiking, Psychology, Theatre Plays, Chess, Football, Cooking Shows



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