Highly motivated and client-oriented Finance professional skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Strong communication and relationship skills are instrumental in developing relationships between staff and departments and between banks and corporate clients.
Overview
3
3
years of professional experience
Work History
Financial Analyst
TIGRESS FINANCIAL PARTNERS, LLC
05.2019 - 08.2020
Provided support to the research team by actively following macroeconomic events, industries news, and earnings conference calls
Monitored market trends and news to identify emerging opportunities
Conducted quantitative and qualitative analysis and financial modeling
Assisted in preparation of presentations, data tables and other documents for investor meetings
Performed due diligence, researched competitors, management, litigation, and financials
Provided trade support and acted as operational liaison between Tigress and Pershing for the clearing of institutional trades
Ensured compliance review and transaction approvals were obtained
Financial Services Representative
Teleperformance USA
01.2018 - 03.2018
Helped customers understand and use technological tools such as mobile applications and online banking
Advised customers on bank products, services, and financial planning options
Reviewed accounts for signs of fraud and disputed fraudulent transactions
Modified, opened, and closed customer accounts
Marketing Associate and VIP Representative
Atlantis Casino Resort Spa
04.2017 - 01.2018
Collaborated with a team of 5 analyzing VIP Asian marketing strategies
Created an interactive marketing campaign utilizing email marketing, personal contacts, and telemarketing to grow the Chinese concert customer base by 40%
Liaised with Special Events, Banquets, and Table Game department on logistics, improving the efficiency of overall event execution
Increased event revenue by effectively maintaining and reactivating high net worth players
Conducted SWOT analysis, and post-event reports for senior management to evaluate effectiveness and efficiency of existing marketing strategies and incentives
Education
MBA - Banking And Finance
University of Nevada - Reno
Reno, NV
12.2019
Bachelor of Science - Business Administration, Marketing
University of Nevada - Reno
Reno, NV
05.2016
Skills
Growth Mindset
Strong Adaptability
Flexible Team Player
Customer Oriented
Customer Retention
Problem Solving
Personal Branding
Resilience
MS Office Suite
Research and Data Analysis
Languages
Chinese (Mandarin)
Native or Bilingual
Timeline
Financial Analyst
TIGRESS FINANCIAL PARTNERS, LLC
05.2019 - 08.2020
Financial Services Representative
Teleperformance USA
01.2018 - 03.2018
Marketing Associate and VIP Representative
Atlantis Casino Resort Spa
04.2017 - 01.2018
MBA - Banking And Finance
University of Nevada - Reno
Bachelor of Science - Business Administration, Marketing