Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Yoon Wadi Zaw

San Jose,CA

Summary

Client-focused financial professional with experience in relationship management and investment analysis. Skilled in building trusted client relationships, conducting financial modeling, and delivering tailored solutions. Eager to leverage analytical and client-facing expertise to grow as a financial advisor through Merrill’s ADP program.

Overview

3
3
years of professional experience

Work History

Relationship Banker

Bank of America
San Jose, CA
09.2024 - Current
  • Execute the bank's risk culture and strives for operational excellence.
  • Build relationships with clients to meet financial needs.
  • Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Grow business knowledge and network by partnering with experts in small business, lending, and investments.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.

Junior Analyst

Forest Systems Student Managed Investment Fund
San Jose, CA
08.2022 - 07.2024
  • Performed comprehensive fundamental analysis and employed valuation methodologies to evaluate stock performance and potential.
  • Conducted research using FactSet to analyze market data and competitive dynamic.
  • Developed and maintained complex financial models (P/E ratio, DCF, etc, ...) to analyze company specific and macro trends.
  • Delivered clear and persuasive stock pitches, translating complex financial information into understandable insights.
  • Identified and mitigated risks associated with investments, ensuring well-informed decision-making.

Education

Bachelor of Science - Finance

San Jose State University
San Jose, CA
05-2024

Skills

  • Client Relationship Management
  • Financial Analysis & Modeling
  • Investment & Portfolio Analysis
  • Sales & Business Development
  • Risk Assessment & Mitigation
  • Regulatory & Compliance Knowledge
  • Market Research & Trend Analysis
  • Communication & Active Listening
  • Problem-Solving & Critical Thinking
  • Time Management & Organization

Websites

Timeline

Relationship Banker

Bank of America
09.2024 - Current

Junior Analyst

Forest Systems Student Managed Investment Fund
08.2022 - 07.2024

Bachelor of Science - Finance

San Jose State University

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