Junhua Zhang
El Dorado Hills,CA
Summary
Motivated and detail-oriented Economics student with hands-on experienced gained through five years investment failures and success. Plus previous customer service manager experience contribute a great interpersonal communication skill, established proficient ability to work collaboratively in fast-paced environments, resolve challenges and contribute to team goals. Seeking an internship opportunities to apply knowledge and skills to finance industry while continuing to learn and grow professionally.
Overview
5
5
years of professional experience
Work History
Stock Trader
Self-Employed
06.2020 - Current
- Conducted in-depth market analysis, including fundamental, technical, financial statements research before makes investment.
- Managed a personal portfolio, diversify risk through stop-loss order and diversification investment while focusing on maximizing returns.
- Taking advantage of the promotion of capitalists. Achieved significant returns through invested in Dogecoin during the epidemic.
- Made significant profits from strategic investments while market is unstable, including success with TMF(Direxion Daily 20+ Year Treasury Bull 3X Shares ETF)
Customer Service Manager
Kochi LLC
03.2020 - 09.2024
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
- Resolved conflict between coworkers, fostering a collaborative work environment. Minimized the negative impact to the business operations, and worked closely with colleagues to meet new sales goals.
- Settle daily cash and credit card transactions of totaling up to $5000 per day. Calculate and summarize net sales then report the loss or profits to the employer.
Tax Preparer
Self-Employed
02.2021 - 04.2023
- Prepared and file federal, state, and local tax returns for individuals and small business.
- Analyzed financial records to verify accuracy of tax returns. Simultaneously, identified eligible tax deductions, credits, and liabilities to maximize refunds for client.
- Managed approximately dozen of incoming calls and emails per day from clients with tax trouble. Provided them with tax planning advice and guidance to optimize tax obligations for the future.
Education
Bachelor of Science - Economics
University of California, Davis
Davis, CA06.2025
Skills
- Microsoft Office Suite: Excel, Word, PowerPoint, Turbo Tax, TaxSlayer, Adobe
- Data analyst, Economic Research, Report writing, Communication
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Timeline
Tax Preparer
Self-Employed
02.2021 - 04.2023
Stock Trader
Self-Employed
06.2020 - Current
Customer Service Manager
Kochi LLC
03.2020 - 09.2024
Bachelor of Science - Economics
University of California, Davis