BOBBY ZIRUI XIAO
Irvine,U.S.A
Summary
I am an organized and goal-oriented economics student at the University of California, Irvine, with a rich background in finance, investment, and banking. Fluent in both English and Mandarin Chinese, my bilingual proficiency reflects my commitment to cultural diversity. My skill set includes clientele building, financial analysis, accounting, and investment management, complemented by strong communication, presentation, time-management, and organizational skills. I excel in networking with businesses and personal communities, leveraging my multicultural perspective to navigate a globalized business environment. I am driven by a passion for excellence and a desire to contribute meaningfully to the world of finance, seeking exciting opportunities to connect and collaborate.
Overview
3
3
years of professional experience
Work History
Commercial Banker
Wells Fargo
09.2023 - Current
- Assisting clients to raise money in capital using financial analysis skills.
- Increased client satisfaction by providing tailored financial solutions and expert advice on commercial banking products.
- Managed a diverse portfolio of commercial clients, ensuring optimal financial performance and risk mitigation.
Investment Analysis Intern
Capital One
06.2023 - 09.2023
- Practiced and developed strong numerical and analytical skills
- Learned to build dashboards on Power BI and Tableau while strengthening my skills at Excel.
- Streamlined office processes for improved efficiency and time management through regular organization and filing.
Financial Analysis Intern
Life IVF Center
12.2022 - 04.2023
- Planned treatment plans for patients while analyzing their personal finances
- Bookkeeping for the clinic and overseeing the company's financial data.
- Streamlined financial processes, implementing automated solutions to increase efficiency and reduce errors.
Investment Management Intern
Wells Fargo
06.2022 - 10.2022
- Achieved higher investment returns by conducting thorough research and analysis of financial markets.
- Assisted senior portfolio managers in optimizing asset allocation strategies for improved performance.
- Developed comprehensive financial models to support investment decision-making processes.
- Contributed to the growth of client portfolios through diligent monitoring and rebalancing efforts.
Client Advisor
Hugo Boss South Coast Plaza
11.2020 - 07.2022
- Holding the current record of the youngest million dollar salesperson in the company
- Focused on relationship building to create a loyal clientele and promote the company.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
Education
Economics
University of California Irvine
Irvine, CA06.2024
Timeline
Commercial Banker
Wells Fargo
09.2023 - Current
Investment Analysis Intern
Capital One
06.2023 - 09.2023
Financial Analysis Intern
Life IVF Center
12.2022 - 04.2023
Investment Management Intern
Wells Fargo
06.2022 - 10.2022
Client Advisor
Hugo Boss South Coast Plaza
11.2020 - 07.2022
Economics
University of California Irvine
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