Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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JONATHAN CHANG

Warren

Summary

Detail-oriented Financial Analyst skilled in analytical research and client service. Demonstrated ability to deliver comprehensive reports and manage time effectively, ensuring client satisfaction and operational efficiency.

Overview

2
2
years of professional experience

Work History

Wealth Associate

Leo Wealth Management
Staten Island, NY
01.2024 - 04.2025

Researched and compiled in-depth reports on individual stocks and ETFs, assessing their suitability for portfolio diversification.

-Completed weekly expense reports for the firm

-Learned and processed paperwork for client customer service issues.

-Followed up on client outstanding items to ensure completion

Sales Associate

DSW
Bridgewater, NJ
02.2023 - 12.2024
  • Assisted customers in selecting footwear, enhancing overall shopping experience.
  • Processed transactions accurately using point-of-sale system, ensuring customer satisfaction.
  • Maintained visual merchandising standards, showcasing new arrivals and promotions effectively.
  • Provided product knowledge to customers, driving informed purchase decisions.

Education

Bachelor of Science - Finance

Rutgers University
New Brunswick, NJ
05-2025

Skills

  • Excellent attention to detail
  • Flexible team player
  • Advanced computer skills
  • Superior time management
  • Strong organization
  • Analytical research

Accomplishments

Deans List all 4 years with a GPA of 3.6

Timeline

Wealth Associate

Leo Wealth Management
01.2024 - 04.2025

Sales Associate

DSW
02.2023 - 12.2024

Bachelor of Science - Finance

Rutgers University