Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
VICKY Ye

VICKY Ye

Brookfield,CT

Summary

Languages:

  • English - Native proficiency
  • Chinese (Mandarin) - Native proficiency

Technical Skill: SQL, Financial modeling, learning Python and Tableau


Overview

7
7
years of professional experience
1
1
Certification

Work History

Intern

Bailey & Beatty Financial Services
05.2024 - 08.2024

Summer Finance Intern | Local Financial Planning Firm

  • Conducted comprehensive stock analyses, reviewed financial documents, and consolidated critical information to support investment selection processes, contributing to the firm's portfolio management strategies.
  • Developed strong analytical skills and attention to detail while performing in-depth financial research, enhancing the team's ability to make data-driven investment decisions.
  • Effectively communicated complex financial concepts and research findings to senior staff members, improving the efficiency of information flow within the organization.

Verious

Housaku Asian Fusion Restaurant
01.2018 - Current

Family-Owned Restaurant | Various Positions

  • Demonstrated exceptional work ethic and dedication by maintaining a rigorous work schedule since age 12, balancing academic commitments with restaurant responsibilities.
  • Progressed through various roles, gaining comprehensive knowledge of restaurant operations, customer service, and business management.
  • Worked full-time during summers and weekends while pursuing higher education, showcasing strong time management and multitasking abilities.
  • Contributed to the family business's success by consistently fulfilling diverse responsibilities, from food preparation and service to cash handling and cleaning.
  • Developed key transferable skills including teamwork, communication, problem-solving, and adaptability in a fast-paced, customer-focused environment.

Volunteer

Danbury Grassroots Academy
09.2021 - 06.2022

Volunteer Tutor | Nonprofit Organization, Danbury

  • Provided one-on-one and small group tutoring to inner-city students aged 8-18, supporting their academic growth and fostering a positive learning environment.
  • Assisted students with homework completion, enhancing their understanding of various subjects and improving their academic performance.
  • Conducted engaging reading sessions, promoting literacy skills and encouraging a love for reading among young learners.
  • Facilitated hands-on STEM projects, sparking interest in science and technology while developing students' problem-solving and critical thinking abilities.

Education

Bachelor of Science - Finance

University of Connecticut
Storrs, CT

High School Diploma -

Brookfield High School
Brookfield, CT
06.2022

Skills

  • Customer Service
  • Problem-Solving
  • Office 365 proficiency
  • Financial Analysis
  • Investment Research
  • Attention to Detail
  • Financial Planning
  • Expense Tracking

Certification

  • Bloomberg Finance Fundamentals Certification
  • Bloomberg Environmental Social Governance Certification

Timeline

Intern

Bailey & Beatty Financial Services
05.2024 - 08.2024

Volunteer

Danbury Grassroots Academy
09.2021 - 06.2022

Verious

Housaku Asian Fusion Restaurant
01.2018 - Current

Bachelor of Science - Finance

University of Connecticut

High School Diploma -

Brookfield High School
  • Bloomberg Finance Fundamentals Certification
  • Bloomberg Environmental Social Governance Certification
VICKY Ye