Wilson Chen
Brooklyn,NY
Summary
Economics major and Applied Mathematics & Statistics minor with a passion for finance and banking. Proven track record in volunteering with youth, coupled with strong project management skills, showcasing a commitment to community engagement and analytical problem-solving.
Overview
3
3
years of professional experience
Work History
Financial Literacy Intern
Infinity Older Youth Programs
07.2023 - 08.2023
- Assisted in developing and implementing 10-20 budget plans, contributing to improved financial stability.
- Conducted thorough analysis of financial statements, aiding in strategic decision-making daily.
- Played key role in optimizing tax strategies, resulting in reduced liabilities and increased savings.
- Contributed to management of financial risks through effective utilization of insurance options.
Summer Youth Intern
Infinity Educational Programs
06.2022 - 08.2022
- Built lasting relationships with youth and parents or guardians.
- Took active role in patient and family planning process, detailing instructions, and responding appropriately and effectively to questions and concerns.
IT Services and Consulting Intern
Techie Youth
07.2021 - 08.2021
- Measured project progress and budget expectations using proprietary tracking tools.
- Completed research, compiled data, updated spreadsheets and produced timely reports.
- Participated in workshops and presentations related to projects to gain knowledge.
Daycare Assistant
Preschool Of America
06.2020 - 09.2020
- Applied positive behavior management techniques to enhance social interactions and emotional development.
- Offered tutoring and mentoring to school-aged children in need of additional support.
Education
Bachelor of Arts - Economics
SUNY Stony Brook
Stony Brook, NY12.2024
Skills
- Data Evaluation
- Project Support
- Team Collaboration
- Microsoft Excel Proficiency
- Financial Management
Timeline
Financial Literacy Intern
Infinity Older Youth Programs
07.2023 - 08.2023
Summer Youth Intern
Infinity Educational Programs
06.2022 - 08.2022
IT Services and Consulting Intern
Techie Youth
07.2021 - 08.2021
Daycare Assistant
Preschool Of America
06.2020 - 09.2020
Bachelor of Arts - Economics
SUNY Stony Brook
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