Lingyun Yang
New York,United States
Summary
About 1 year of experience working in financial management and planning. Proven strengths in adapting to changing markets and developing personalized budget plans. Friendly personality complements addressing clients needs and achieve financial goals.
Overview
1
1
years of professional experience
Work History
Real Estate Sales Agent Assistant
USWOO Realty
09.2023 - Current
- Prepared and maintained accurate property listings, sales contracts, and closing documents.
- Coordinated appointments to show marketed properties.
- Maintained efficient office operations by handling errands and administrative functions.
- Communicate with clients according to their needs and help them find their best fit.
- Assisted clients in home staging and overall preparation for real estate sales process
Online Externship
Amplified Planning
06.2023 - 08.2023
- Gained hands-on experience in main areas of financial planning: cash-flow planning, investment planning, retirement planning college and student loan planning, insurance planning, estate planning, and tax planning
- Watched real client meetings, conducted financial analyses, and developed client deliverables on eMoney Advisor
- Became certified in eMoney Advisor and gained experience in Asset-Map, Redtail CRM, Morningstar Advisor Workstation, and Income Lab, which included live sessions with representatives from each company
- Learned planning perspectives and best practices from 50+ industry experts
- Interacted with guest experts and fellow externs on live calls.
Analyst Intern
Shanghai Pudong Development Bank
07.2020 - 09.2020
- Conduct in-depth research and analysis on market trends and competitor activities to provide valuable insights for decision-making and strategy development
- Assist in development and maintenance of financial models and databases to support decision-making processes
- Evaluate risk profile of potential clients and provide recommendations for credit approvals or rejections based on established criteria and guidelines
- Assist in preparation of presentations and reports for senior management meetings, incorporating data analysis and key findings from research projects.
Education
Bachelor of Science - Economics
George Washington University,
Washington, DC05.2022
Master of Science - Financial Planning
New York University
New York, NY12.2023
Skills
- E-money certified
- Bilingual in Chinese and English Both Native
- Proficient in Python Programming
- Efficient with Excel
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Real Estate Sales Agent Assistant
USWOO Realty
09.2023 - Current
Online Externship
Amplified Planning
06.2023 - 08.2023
Analyst Intern
Shanghai Pudong Development Bank
07.2020 - 09.2020
Bachelor of Science - Economics
George Washington University,
Master of Science - Financial Planning
New York University
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