Runze Zhou
Irvine,United States
Summary
Undergraduate student majoring in Business Economics at UC Irvine. Experience includes working on high-level projects with mid-sized teams. Skill set encompasses relationship-building and management abilities, excelling in creating and interpreting financial models. Adept at collaborating with multiple teams and companies to drive improvement. Strong work ethic and eager to secure a role in finance, marketing, or business administration.
Overview
4
4
years of professional experience
Work History
Client Service Account Manager
Liberty Captial Management
01.2025 - Current
- Provided comprehensive client support by managing various IRA and 401(k) plan requests, ensuring seamless account administration and compliance.
- Conducted in-depth portfolio analysis, identifying undervalued assets and underperforming stocks to optimize investment strategies.
- Utilized financial tools such as Excel and eMoney to develop data-driven insights, economic models, and retirement planning solutions.
- Organized and led client meetings and presentations to discuss Required Minimum Distribution (RMD) fund allocation strategies, offering tailored recommendations to maximize return and outcome.
Project Management Intern
Young Tech Group
06.2024 - 09.2024
- Gathered detailed requirements from clients to better understand their needs and expectations for each project.
- Successfully executed multiple projects that required data analysis and a well-organized business proposal.
- Helped the company collect valuable customer information, which was used to target high-profile audiences and convert them into short-term and long-term clients.
- Design high-quality travel plans for high-valued business customers/ partners.
Student Coordinator
University Of California, Irvine
03.2024 - 09.2024
- Facilitated orientation sessions for new undergraduate students and their families, including program development, logistical support, and emergency management.
- Led and supported community-building activities, providing key resources and enrollment guidance to enhance the first-year experience.
- Served as primary contact for residence hall management during orientation, overseeing safety protocols and staff coordination.
TOEFL Instructor
LinXi Education
08.2021 - 09.2021
- Increased student engagement with interactive activities and group projects that fostered collaboration and critical thinking skills.
- Led workshops for colleagues on integrating technology into the classroom effectively to improve instruction and engagement.
- Promoted a positive learning environment by building strong relationships with students, parents, and colleagues.
- Implemented data-driven instructional practices that led to significant improvements in overall student performance on TOEFL examinations.
Education
Bachelor of Arts - Business Economics
University of California Irvine
Irvine, CA03-2026
High School Degree -
Bishop Amat Memorial High School
06.2021
Skills
- Data-driven decision making
- Creative solutions
- Financial / Performance Analysis
- Customer service
- Fluent bilingualism (English & Mandarin)
- Advanced Microsoft Office knowledge
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Client Service Account Manager
Liberty Captial Management
01.2025 - Current
Project Management Intern
Young Tech Group
06.2024 - 09.2024
Student Coordinator
University Of California, Irvine
03.2024 - 09.2024
TOEFL Instructor
LinXi Education
08.2021 - 09.2021
High School Degree -
Bishop Amat Memorial High School
Bachelor of Arts - Business Economics
University of California Irvine
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