Gary Chen
Quincy,MA
Summary
Analytical and detail-oriented professional with a passion for data-driven decision-making and a strong track record in customer service. Dedicated to contributing to a company's financial success through collaboration and continuous learning. Actively pursuing an MBA to enhance expertise and drive further growth in the financial industry.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Banker
Rockland Trust Bank
02.2024 - Current
- Built strong customer relationships by understanding individual financial needs and providing personalized solutions.
- Guided customers through various financial options, using real-time market knowledge to help them make informed decisions.
- Leveraged product knowledge to drive sales of banking services such as loans, credit cards, and investment products.
- Provided financial consultations to assist customers in optimizing their savings, investments, and overall financial health.
Day Trader
Self Employed
09.2020 - 02.2024
- Analyzed market trends, charts, and financial reports to make informed, data-driven decisions on intraday trades.
- Adapted to rapidly changing market conditions by staying informed of macroeconomic indicators and financial news.
Data Analyst
Tech Square Trading
12.2017 - 12.2018
- Produced monthly reports using advanced Excel spreadsheet functions.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
Education
Bachelor of Science - Accounting And Finance
New England College
Henniker, NH05.2020
Skills
- Customer Service: Proven ability to understand client needs and provide tailored financial solutions
- Financial Analysis: Expertise in analyzing data and market trends to support decision-making
- Communication: Strong verbal and written communication skills to explain complex financial concepts
- Sales and Cross-Selling: Successfully promoted and sold banking products, including loans and investments
- Adaptability: Skilled at quickly responding to changing market conditions and customer needs
- Collaboration: Experience working effectively within teams and coordinating with various departments to achieve goals
Certification
- NMLS Licensed Mortgage Loan Originator
- Notary Public – State of Massachusetts
Languages
English
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Timeline
Banker
Rockland Trust Bank
02.2024 - Current
Day Trader
Self Employed
09.2020 - 02.2024
Data Analyst
Tech Square Trading
12.2017 - 12.2018
Bachelor of Science - Accounting And Finance
New England College
- NMLS Licensed Mortgage Loan Originator
- Notary Public – State of Massachusetts
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