DIANNA YU
Fremont,CA
Summary
Hungry, Passionate, Fast-learner about the Financial Industral. 10+ years of professional sales experience with managing clients’ financial profile that are net worth up to 25 millions. A consistent awarding winning sales personal in multiple fields. A professional who is multi-lingual and enjoys working across different cultures and regions. Hands on professional with financial planning, forecasting, and analyzing financial reports. Born and Raise in the Bay Area. Innate desires to help her local communities.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Property Manager
SIMON INC.
FREMONT , CA
05.2024 - Current
● Marketed and managed 10 high profile- commercial and residential properties globally - Bay Area, Las Vegas, and Shanghai.
● Negotiated profitable contract agreements and secure long-term tenant.
● Managed assigned budget to successfully delivered $360,000 dollars in revenue annually.
PRIVATE CLIENT BANKER
JPMorgan Chase
FREMONT, California
07.2023 - 05.2024
- Brought in new business client(s) who are valued over 10 million.
- Processed over 20 SBA Loans that are valued up to 500k
- Processed over 20 lines of credit that are valued up to 500K.
- AWARDED TOP PRIVATE CLIENT BANKER IN THE REGION.
SMALL BUSINESS BANKER
Bank of America
IRVINE, California
01.2021 - 07.2023
- PROCESSED A SBA LOAN VALUED AT 9 MILLION
- Processed a small business line of credit over 500k.
- Has processed over hundreds of small business loans.
- AWARD TOP SMALL BUSINESS BANKER IN THE NATION.
Client Relationship Specialist
Charles Schwab
Sunnyvale
01.2020 - 01.2021
• Partner with Financial Advisors to manage over 300 client’s daily investment needs and financial issues.
• Created over 20 successful virtual events and campaigns such as option learning, estate planning, investment tax preparation, which successfully resulted in bring as many as 20 new clients each month.
• Identify and target over 400 new clients by using Salesforce and Microsoft teams.
• Partner with Client Service team to take in about 20+ inbound calls a day
Education
Bachelor of Arts - International Business
University California of Irvine
Irvine, CA06-2014
Skills
- Accounting Analyst
- Database Analyst
- Marketing forecasting Analyst
- 10 years in the financial Industries
- Financial budgeting and reporting
- Loan Processing
- Property Inspections
- Rent collection
- Performance Analysis
- Financial Planning
- Banking regulations
- Account Security
Languages
Mandarin
Native/ Bilingual
Shanghaiese
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- SIE
- Series 63, 65
- Series 7
- California Life Insurance
Timeline
Property Manager
SIMON INC.
05.2024 - Current
PRIVATE CLIENT BANKER
JPMorgan Chase
07.2023 - 05.2024
SMALL BUSINESS BANKER
Bank of America
01.2021 - 07.2023
Client Relationship Specialist
Charles Schwab
01.2020 - 01.2021
Bachelor of Arts - International Business
University California of Irvine
Similar Profiles
Benjamin ClarkBenjamin Clark
Pre-Litigation Expert Coordinator at Simon and Simon PCPre-Litigation Expert Coordinator at Simon and Simon PC
Laura KempLaura Kemp
Pre-Litigation Paralegal at Simon & Simon, PCPre-Litigation Paralegal at Simon & Simon, PC
Corina Sofia SimonCorina Sofia Simon
Manager Of Operations at Simon & Simon Dba Hobo Co PizzaManager Of Operations at Simon & Simon Dba Hobo Co Pizza
Tso Piao Lai ChangTso Piao Lai Chang
Shift Supervisor at StarbucksShift Supervisor at Starbucks
MICHELLE BALAJADIAMICHELLE BALAJADIA
Senior Human Resource Generalist at California Skin InstituteSenior Human Resource Generalist at California Skin Institute