Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Johnson Vo

New York,NY

Summary

Pace University alumni majoring in finance seeking opportunities to build a successful career through assessing and managing the market for global businesses and collaborating with a diverse and supportive team with unique backgrounds and professional experiences in a fast-paced environment. Passionate about learning to assess and compare financial performance against prevailing industry trends, portfolio management, mergers and acquisitions, securities trading, and risk analysis. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring, and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management, and forecasting. Tech-savvy in the use of spreadsheets, accounting, and financial management software.

Overview

2
2
years of professional experience

Work History

Crew Member

McDonald’s
03.2021 - 05.2023
  • Delivered excellent customer service by assessing customer needs, resolving problems independently, and promoting customer satisfaction
  • Managed multiple responsibilities including organizational skills i finances and inventory, as well as maintaining a clean and secure environment
  • Supported new employees in their day-to-day activities and developed a strong relationship among peers.

Financial Advisor

Northwestern Mutual
06.2022 - 08.2022
  • Organized financial plans for clients to help achieve financial security and stability by promoting products to coincide with client needs
  • Worked with a supportive and collaborative team to meet the needs of the client, offering insurance plans, retirement plans, investment diversification plans, and all areas of wealth management
  • Managed over 50 customer calls per day, including scheduling and booking appointments on a consistent day-to-day basis and meeting target quotas.

Market Plan
01.2022 - 06.2022
  • Collaborated with a team of 5 to present a marketing strategy employed by the company.
  • Assessed company, industry, and competitor’s strengths, challenges, trends, and environment to understand current product market strategy.
  • Persuaded buyers to investigate new products and help market them to buyers to understand the importance of the product and a valuable investment.

Education

BBA - Finance

Pace University, Lubin School of Business
New York, NY
05.2024

BBA - Finance

Pace University
New York, NY
05.2024

Skills

  • Technical:
  • Excel, Word, PowerPoint
  • Financial Advising, Investment planning, Investment Consulting and Planning, Market forecasting
  • Interest: Traveling, Snowboarding, Golfing

Interests

ACTIVITIES / VOLUNTEER , WORK New York, NY 10038 Pace University: Investment Club September 2022 – May 2024

Timeline

Financial Advisor

Northwestern Mutual
06.2022 - 08.2022

Market Plan
01.2022 - 06.2022

Crew Member

McDonald’s
03.2021 - 05.2023

BBA - Finance

Pace University, Lubin School of Business

BBA - Finance

Pace University
Johnson Vo