PROFESSIONAL EXPERIENCE
Confidential, Alhambra, CA
Financial Analyst
Responsibilities:
- Customized comprehensive investment strategies wif equities, fixed income and alternative investments
- Prepared presentation materials including performance analysis, market research and other documents for clients and prospects
- Analyzed economic trends and evaluated financial holdings based on qualitative and quantitative analysis
- Established TEMPeffective relationships wif over 400 clients and cultivated wholesalers’ relationship
Confidential, Reseda, CA
Accounting Intern
Responsibilities:
- Performed accounting and clerical functions including account reconciliation and bookkeeping to support supervisor
- Organized a database of over 500 clients’ tax documents, financial statements and legal documents
- Contributed research, analysis and recommendations to various business projects
Confidential, Thousand Oaks, CA
Human Resource and Accounting Intern
Responsibilities:
- Consolidated databases using VBA
- Assisted wif monitoring financial operations and forecasts
