Customer Management

EDUCATION

University of San Francisco

Master of Science,Financial Analysis, Dec 2011, GPA:3.75

Relevant course work: Portfolio Management, Alternative Investment, Corporate Finance, Financial Statement and Analysis, Equity Valuation, Fixed Income Valuation, Derivatives, International Finance, Econometric

University of California, Davis

Bachelor of letter and science, Summer 2010

Major: International Relations and Economics

Minor : Chinese and Managerial Economics

EXPERIENCE:

Finance Intern, AVIC Securities Company Summer 2009

• Managed customer database and filed new customers’ records

• Provide first point of contact at the information desk

• Translated English files to Chinese

• Provided assistance to customer who had never used AVIC Securities’ softwere

• Explained financial product to customer

Chinese Tutor, University of California Davis Summer 2007

• Teaching students about PINYIN and how to pronounce correctly

• Ask any questions that the students have on their Chinese class

Student coordinator, University of California Davis residential dining service Sep-Dec 2006

• Ensured that all cafeteria equipment is in proper operational condition and is cleaned in daily basis

Additional:

• Permanent U.S. resident

• CFA level 1 candidate June 2012

• Fluent in Written and spoken Chinese and English

• Experienced in using Dreamweaver and Fireworks

• Familiarity with Microsoft Word, Excel

• Ability to use Eview and Bloomberg

Contact this candidate