Summary
Overview
Work History
Education
Skills
Languages
Timeline
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James Danison

Columbus,Ohio

Summary

Passionate, curious and determined professional with over thirteen years of experience studying Mandarin Chinese, including translating classical Chinese, contemporary media, conducting extensive Chinese language research and in-depth presentations. Strong financial services background, especially as it relates to managing client relationships and market research.

Overview

1
1
year of professional experience

Work History

Senior Client Service Associate

Wealth Enhancement Group
01.2025 - Current

Worked with Raymond James to create new financial accounts for clients, transfer client assets, maintain up to date client information and assist clients accessing their financial information.


Spoke with clients on a regular basis to answer any questions they might have about the financial services we provide and help process their requests.


Maintained a list of mutual funds and ETFs on Morningstar and prepared daily reports on them for our manager.



Executive Assistant

Danison & Associates
01.2024 - 12.2024

Prepared PowerPoints on the general state of the markets and performance of specific client portfolios for client presentations.


Reviewed client contracts to ensure each client was being billed at the proper rate.


Organized business invoices for services such as electricity, gas and WiFi.


Helped automate the firm's billing using BillFin on Raymond James.

Education

Master of Arts - East Asian Languages & Literatures

The Ohio State University
Columbus, OH
12-2023

Bachelor of Arts - Chinese

The Ohio State University
Columbus, OH
12-2020

Bachelor of Arts - International Studies

The Ohio State University
Columbus, OH
12-2020

Skills

  • Over thirteen years of experience studying Mandarin Chinese, including classical Chinese
  • Wealth management
  • Client onboarding
  • Advanced Chinese proficiency
  • Public speaking
  • Team leadership qualities
  • Cross-cultural communication
  • Research

Languages

Chinese (Mandarin)
Full Professional
Latin
Limited Working
Greek
Limited Working

Timeline

Senior Client Service Associate

Wealth Enhancement Group
01.2025 - Current

Executive Assistant

Danison & Associates
01.2024 - 12.2024

Master of Arts - East Asian Languages & Literatures

The Ohio State University

Bachelor of Arts - Chinese

The Ohio State University

Bachelor of Arts - International Studies

The Ohio State University
James Danison