Summary
Overview
Work History
Education
Skills
Timeline
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Kevin Gao

St. Petersburg,USA

Summary

24-year-old first-generation Chinese American and graduate of Indiana University's Kelley School of Business, raised in New Hampshire. I coasted through high school without direction and still landed in a top business school. I got laid off early in my career, sat with the discomfort, and made it to Webull. I’ve been humbled, overlooked, and doubted—but I’ve turned setbacks into clarity and composure. I've helped bring in and support over $40M in assets as the first point of contact for high-net-worth clients. I’m results-driven, adaptive, and ambitious, currently pursuing my Series 66 and planning for an MBA. I combine emotional intelligence, sharp reasoning, and a refusal to stay stagnant. This is my floor.

Overview

3
3
years of professional experience

Work History

Trading Associate

Webull Financial LLC
St. Petersburg, Florida
01.2025 - Current
  • Supported and retained over $40M+ in AUM while acting as the first point of contact for high-net-worth clients in a non-advisory role
  • Provided mentorship and best practice guidance to junior analysts, fostering a stronger, more informed team.
  • Retained a $1M+ client on the verge of leaving after a 1-hour call, ultimately guiding $600K into fixed income, all without an advisory license.
  • Trusted with VIP calls, HNW escalations, and complex options/margin issues due to high emotional intelligence and technical knowledge.
  • Consistently ranked among the highest in CSAT on the team and was the only Client Services Associate selected to represent the department during Congressman Gus Bilirakis’ visit.

Client-Facing Trading Analyst

Webull Financial LLC
St. Petersburg, Florida
04.2024 - 01.2025
  • Translated complex trading and financial concepts—including options greeks, spreads, margin calls, and execution risk—into accessible language, boosting client satisfaction and understanding under pressure.
  • Delivered real-time trade support and resolution, collaborating with traders, custodians, and counterparties to resolve discrepancies, trade breaks, and settlement issues.
  • Passed the Series 7 and SIE early, self-studied, while balancing full client call volume and responsibilities.
  • Facilitated onboarding and account maintenance for clients, ensuring compliance with regulatory standards (e.g., KYC/AML) and operational policies.
  • Hired prior to Webull’s SPAC deal and public listing, gaining early-stage experience in a fast-scaling fintech environment.

Technical Implementation Analyst

Peloton Consulting Group
Denver, CO
06.2022 - 06.2023
  • Partnered with finance, and accounting teams to implement Oracle ERP Cloud modules, streamlining core processes like AP, AR, GL, and Financial Reporting.
  • Collaborated with Trinity Railroads as a key client, providing tailored ERP Fixed Asset based solutions and platform walkthroughs to optimize their financial operations and ensure smooth integration with Oracle ERP Cloud.
  • Conducted UAT (User Acceptance Testing) and supported client onboarding by creating training materials and walkthroughs for finance professionals.
  • Conducted virtual and in-person ERP training workshops for end-users, helping clients navigate Oracle modules and reduce post-launch support tickets.

Education

Bachelor of Science - Finance

Kelley School of Business, Indiana University
05.2022

Skills

Equity & Derivatives (Options, Margin, Fixed Income Products)

Mandarin (Professional Working Proficiency)

Strategic communicator with proven client retention ability

Microsoft Office Suite Oracle ERP CRM Systems

Top 500 Overwatch Player

Trading Platforms & Order Execution

90 WPM Type

Fast learner with strong recall and high performance under pressure

Sports/Analytics

Timeline

Trading Associate

Webull Financial LLC
01.2025 - Current

Client-Facing Trading Analyst

Webull Financial LLC
04.2024 - 01.2025

Technical Implementation Analyst

Peloton Consulting Group
06.2022 - 06.2023

Bachelor of Science - Finance

Kelley School of Business, Indiana University

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