Virginia Wenhui Ma
Houston,TX
Summary
Excelled in developing tailored financial strategies, enhancing client portfolios through market analysis and mutual funds expertise. Renowned for exceptional customer service and problem-solving skills, consistently achieving client financial goals.
Skilled in computational analytics and adept at solving complex problems using a variety of machine learning models, simulation techniques, and optimization strategies. Working on a Master of Science in Analytics from Georgia Tech, where I gain my expertise in data-driven decision-making.
Proficient in programming languages and visualization tools, including Python, SQL, R, Tableau, and Power BI, with a strong focus on delivering actionable insights and innovative solutions.
Overview
5
5
years of professional experience
Work History
Financial Advisor
Scotiabank
Halifax, Nova Scotia
11.2010 - 10.2015
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Formulated and actualized strategic financial plans across client investment portfolios.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
Education
Master of Science - Analytics
Georgia Institute of Technology
Atlanta, GA12-2025
MBA - Finance
Saint Mary's University, Halifax, NS, Canada
Halifax, NS, Canada10-2018
Skills
- Planning for retirement
- Managing wealth
- Developing financial plans
- Sales follow-up
- Advising on investments
- Customer service
- Portfolio construction
- Market analysis
- Problem-solving
- Machine learning
- Data analysis and interpretation
- Optimization and Simulation
- Statistical modeling
- Business Intelligence
- Programming Proficiency
Languages
English
Professional
Chinese (Mandarin)
Professional
Chinese (Cantonese)
Professional
Spanish
Limited
Affiliations
Involved in local community and church programs as a devoted mother of two
Timeline
Financial Advisor
Scotiabank
11.2010 - 10.2015
Master of Science - Analytics
Georgia Institute of Technology
MBA - Finance
Saint Mary's University, Halifax, NS, Canada
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