Maximus Hong
Foster City,CA
Summary
Experienced wealth management professional at Morgan Stanley demonstrates a strong track record of portfolio performance through meticulous research and financial analysis. I possess experience with video editing along with mastery of Adobe Premiere Pro. The combination of analytical strength and superior communication skills enables the person to achieve better outcomes.
Overview
2
2
years of professional experience
Work History
Wealth Management
Morgan Stanley
Cupertino
10.2024 - Current
- Research Stock/Mutual Fund/ETF symbols
- Prepare detailed weekly reports analyzing ETF, SMA, and mutual fund performance
- Generate comprehensive financial reports to assist in portfolio management decisions
- Oversee expense tracking to ensure financial accuracy and compliance with company policies
- Assist in the structuring and maturation of securities to optimize investment opportunities
Caretaker
IHSS In-Home Supportive Service
San Mateo
07.2023 - 08.2024
- Managed and maintained recipients’ schedules, ensuring timely medical appointments and daily activities
- Assisted with transportation, shopping, and hospital visits, providing essential support for daily living needs
- Coordinated in-home physical therapy sessions to enhance recipients’ mobility and well-being
- Delivered compassionate, personalized care by addressing daily needs, fostering independence, and ensuring a comfortable living environment
Takeout & Host
California Pizza Kitchen
San Mateo
08.2023 - 09.2023
- Provided exceptional customer service by greeting guests, managing orders, and assisting with inquiries over the phone
- Ensured seamless takeout operations by efficiently organizing equipment and maintaining a clean, welcoming environment
Education
Business Administration - Business Administration Major
College of San Mateo
05-2025
Skills
- Video Editing
- Wealth management experience
- Adobe Premiere Pro
- IMovie
- CapCut
- Davinci Resolve
- Movie Maker
- Filmora
- Critical thinker
- Fast learner
- Self-starter
- Driven
- Highly motivated
- Results-focused
- Strong organizational skills
- Time management skills
- Problem solver
- Detail-oriented
- Excellent communication skills
- Customer service skills
- Engagement skills
- Research skills
Hobbies and Interests
- Video Editor
- Film Making
- Cinematographer
Extracurricular Activities
Cinequest Film Festival, Mountain View, Box Office, 08/01/23, Ticket selling., Greeting customers/gave badges to guests, filmmakers, and media reporters. MidPen Media Center, Palo Alto, Graphics, 11/01/23, 12/01/23, Learned to operate cameras, help set up props for an interview., Recorded a few mock interviews and helped floor direct the stage., Recorded a live interview that was broadcast on Cable TV.
Timeline
Wealth Management
Morgan Stanley
10.2024 - Current
Takeout & Host
California Pizza Kitchen
08.2023 - 09.2023
Caretaker
IHSS In-Home Supportive Service
07.2023 - 08.2024
Business Administration - Business Administration Major
College of San Mateo
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