Frederic Sheu
Irvine,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Business Development Student Consultant
WorkwithCanary
01.2022 - 03.2022
- Developed knowledge of company products and services to make suggestions according to customer needs.
- Created reports and targeted lists to present to upper management.
- Analyzed consumer behavior and purchases to anticipate future trends, adjustments and obstacles.
Registered Representative
Capstone Partners
10.2018 - 08.2020
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Financial Advisor
Northwestern Mutual
08.2015 - 09.2018
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
- Studied financial documents to identify potential areas needing improvement.
Education
MBA - Finance
Johns Hopkins University
Baltimore, MD08.2022
Bachelor of Science - Managerial Economics
University of California - Davis
Davis, CA06.2015
Skills
- KPI Monitoring
- Pricing Structures
- Proposal Preparation
- Margin Goals
- Microsoft Excel
- Quarterly Forecasting
Timeline
Business Development Student Consultant
WorkwithCanary
01.2022 - 03.2022
Registered Representative
Capstone Partners
10.2018 - 08.2020
Financial Advisor
Northwestern Mutual
08.2015 - 09.2018
MBA - Finance
Johns Hopkins University
Bachelor of Science - Managerial Economics
University of California - Davis
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