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Summary
Overview
Work History
Education
Skills
Certification
Languages
Work Availability
Work Preference
Quote
Timeline
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Richard John Wu

Richard John Wu

Irvine,CA

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Agent/ Financial Professional

New York Life Insurance Company
01.2024 - Current
  • Networked with over 500 potential clients at business events and conferences, resulting in over $30,000 in new business generated.
  • Handled inbound calls from 20 to 50 sales prospects daily, combined with proactive cold calling and prospecting efforts, utilizing upselling techniques to consistently surpass monthly sales quotas by 125% to 140%.
  • Conducted comprehensive financial evaluations for 100+ clients to assess their financial status and outline personalized investment, debt management, and insurance strategies.

Digital Marketing Coordinator

BeatiNeon American Lighting Inc
01.2022 - 01.2024
  • Optimized online presence by conducting regular website audits and updating outdated content as needed.
  • Managed and curated more than 140 product listings on Amazon FBA, ensuring accurate product information and enhanced discoverability.
  • Implemented SEO strategies that reduced advertising expenses by 30% while doubling the click-through rate, optimizing campaign effectiveness and ROI.

Stock Market Analyst

SimpleStacks Investment
01.2020 - 01.2022
  • Monitored stock market performance to identify trends and anticipate future movements, informing investment decisions for clients and firms.
  • Analyzed complex financial data sets to provide actionable recommendations for portfolio adjustments or new investment strategies.
  • Collaborated with cross-functional teams to analyze market trends and identify potential investment opportunities.

Marketing Intern

U.S. AME Group
01.2020 - 03.2020
  • Maintained an organized database of product listings, simplifying management and facilitating regular updates.
  • Enhanced Amazon store''s visibility through targeted advertising campaigns and sponsored products.
  • Performed regular site audits to identify technical issues impacting SEO performance, providing actionable solutions for improvement.

Marketing Coordinator

Jhong Jheng Spine & Orthopedic Hospital
01.2017 - 01.2018
  • Planned and executed internal and external marketing events.
  • Improved website traffic with the implementation of SEO best practices and keyword research.
  • Created and managed social media campaigns to increase brand engagement.

Education

M.D. - Marketing, Management

University of California, Riverside
Riverside, CA
06.2020

Skills

  • Customer Service
  • Email Marketing
  • Client Relationship Management
  • Market Analysis
  • Project Management
  • Copywriting
  • CRM Management
  • E-commerce strategy
  • Google Analytics
  • SEO
  • Financial investment
  • Social Media Marketing

Certification

  • Google AdWords certification
  • CA Life and Health Insurance License

Languages

Chinese (Mandarin)
Native or Bilingual

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full TimeContract Work

Work Location

On-SiteHybridRemote

Important To Me

Company CultureCareer advancementPersonal development programs

Quote

Price is what you pay. Value is what you get.
Warren Buffett

Timeline

Agent/ Financial Professional

New York Life Insurance Company
01.2024 - Current

Digital Marketing Coordinator

BeatiNeon American Lighting Inc
01.2022 - 01.2024

Stock Market Analyst

SimpleStacks Investment
01.2020 - 01.2022

Marketing Intern

U.S. AME Group
01.2020 - 03.2020

Marketing Coordinator

Jhong Jheng Spine & Orthopedic Hospital
01.2017 - 01.2018

M.D. - Marketing, Management

University of California, Riverside

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