Albert W. Fu

***** ******** ***** *** *****: adx38q@r.postjobfree.com

San Diego, CA 92130 Phone: 760-***-****

PROFILE

Skilled and enthusiastic financial advisory consultant seeking business sales opportunity with strong engineering R&D background and financial advisory and sales experiences. Has a Master’s of International Relations and Business degree and a Bachelor’s Degree in Electrical Engineering with extensive financial advisory experience with FINRA-certified licenses of series 7, 63, and 65. In addition, participated in numerous engineering project software development, and project management.

EDUCATION

University of California, San Diego San Diego, CA

School of International Relations and Pacific Studies June 2012 Executive Master of Advanced Study International Affairs (MAS-IA)

International Business Strategies and Marketing

Risk Management of asset portfolio

Corporate finance

Doing Business in China and South East Asia

Strategies and Negotiation

Pennsylvania State University State College, PA

Master of Science (MS) in Electrical Engineering

PROFESSIONAL EXPERIENCES

Morgan Stanley Wealth Management San Diego, CA

Financial Adviser August 2019- present

Financial Adviser to manage clients’ assets and according to clients’ financial goals, capability and risk aptitudes

Portfolio Managing by using various types of financial products: equities, fixed income, mutual funds, unit investment trust, and alternative investment private equity funds.

Financial planning for personal budgets and investment recommendations.

Marketing analyzing and presentation to update with clients in the outlook of possible asset allocation rebalancing.

Consulting service for clients’ special financial needs like personal trust establishment and offshore accounts set up for business purpose.

Marketing and networking for Morgan Stanley wealth management service. Western & Southern Financial Service San Diego, CA Registered Representative March 2019 – August 2019

Serving business owners with business transferring planning, buy-sell agreement, key-person insurance, employee benefits, and retirement plans like SEP, 401k, Simple IRA, profit sharing, or Defined Benefit plan.

Advising, developing and installing personal financial plans including investment, retirement, and college planning by using securities, annuities, and life insurance with cash values. ASML, Inc. San Diego, CA

Senior Design Engineer March 2018– Feb.2019

Developing, modifying, and executing software system test plans. Analyzing and composing test standards and procedures with system level of verifications for ASML propitiatory advanced litho-graphic scanner for 7nm wafer productions

Programing in C/C++/Python and develop scripts using scripting language Albert W. Fu

Intel Corporation San Diego, CA

Senior Staff Software, System Integration and Verification Engineer May 2007- March 2018

Led field testing task force to comply with customers’ product requirements and features implementations, composing effective KPI (key performance indicators) testing procedures and troubleshooting to sustain quality and improvement of products to accommodate products’ commercialization and sustainability requirements.

Composing and designing CDMA/EV-DO MAC layer protocol software specifications, implementations integration and issues’ analysis.

Collaborated with customers to develop commercial products with accommodation of customers’ requests. PROFESSIONAL DEVELOPMENT

Registered with FINRA certificates of series 7/63/65 private wealth management representatives and Life

& Health insurance brokers’ licenses in states of California and New York with states’ Annuity and retirement 401k plan sales training certifications.

Registered broker of Covered California for private and business planning of major Health Insurance Carriers.

Western & Southern top sales reward in March, 2019.

Morgan Stanley Tier 1 productive adviser in 2020 and 2021. Recorded $20MM Asset Under Management accumulation accomplishment within three years of operation even during COVID lock down for 12 months.

Strong experiences in software development: Microsoft Office PowerPoint, Excel and Word; Programming experiences at C and Python script, IT trouble shootings on Windows and Linux machines. With good records of sales and marketing in financial and business benefits products.

Fluent in Mandarin Chinese

Strong experience in Wall Street financial market’s pulsation and business sense.

Good at helping people to know what they need and provide service to fill their needs.

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