Summary
Overview
Work History
Education
Skills
Timeline
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SHIRLEY CHANG

Summary

Accomplished Money Manager with a proven track record at Shirley Chang's Services, Inc, where I excelled in cash flow management and portfolio management. Expert in developing financial strategies that ensured timely expenditure payments and maximized governmental benefits for clients. Demonstrated due diligence and strong analytical skills, significantly improving clients' financial stability.

Overview

18
18
years of professional experience

Work History

MONEY MANAGER

SHIRLEY CHANG'S SERVICES, INC
09.2006 - Current
  • Generated income and expenditure analysis for individuals with developmental disabilities
  • Implemented goals and expectations for short term and long term.
  • Provided expert guidance on maintaining governmental benefits.
  • Reported any changes to current living, working and marital status.
  • Developed a plan for individuals to save for emergencies.
  • Monitored accounts for individuals and couples.
  • Ensured all expenditures are paid on time.
  • Reviewed records with representatives at Social Security Administration

Education

No Degree - ACCOUNTING

CALIFORNIA STATE UNIVERSITY-LOS ANGELES
LOS ANGELES, CA
06.1996

Bachelor of Arts - ECONOMICS

CALIFORNIA STATE UNIVERSITY, LOS ANGELES
LOS ANGELES, CA
09.1992

Skills

  • Cash Flow Management
  • Due diligence
  • Portfolio Management

Timeline

MONEY MANAGER

SHIRLEY CHANG'S SERVICES, INC
09.2006 - Current

No Degree - ACCOUNTING

CALIFORNIA STATE UNIVERSITY-LOS ANGELES

Bachelor of Arts - ECONOMICS

CALIFORNIA STATE UNIVERSITY, LOS ANGELES

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SHIRLEY CHANG