Zihong Yan
San Leandro,CA
Summary
Accomplished professional with a strong background in portfolio management and retirement planning. Known for developing tailored financial strategies and leading community workshops, enhancing brand presence and client trust.
Overview
11
11
years of professional experience
Work History
Marketing Director
World Financial Group, Inc.
San Mateo, CA
08.2016 - Current
- Led cross-functional teams to launch integrated marketing campaigns across multiple channels.
- Collaborated with sales teams to optimize lead generation and conversion processes.
- Mentored junior team members, fostering professional development within the organization.
Registered Financial Representative
Transamerica Financial Advisors
San Mateo, CA
06.2015 - Current
- Developed customized financial plans to meet client needs and objectives.
- Analyzed market trends to inform investment strategies and advise clients effectively.
- Collaborated with colleagues to develop comprehensive financial plans tailored to individual client needs.
- Led workshops to promote financial literacy within the community, strengthening brand presence and trustworthiness.
Education
Bachelor of Science - Statistics
University of California, Berkeley
Berkeley, CA12-2015
Skills
- Retirement planning
- Portfolio management
- Insurance solutions
- Customer needs assessment
- Financial planning
- Product recommendations
- Presentation development
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Marketing Director
World Financial Group, Inc.
08.2016 - Current
Registered Financial Representative
Transamerica Financial Advisors
06.2015 - Current
Bachelor of Science - Statistics
University of California, Berkeley