Experience

Validus Capital

• United States
• Investment Management
• 1 - 100 Employee

• Executive Associate

  • May 2022 - Present

  Los Angeles Metropolitan Area



Certuity

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • Dec 2021 - May 2022

  Los Angeles Metropolitan Area

• Junior Associate

  • Jul 2021 - Dec 2021

  Los Angeles Metropolitan Area



Family First Financial Planning

• United States
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Jun 2020 - Aug 2020

  Stuart, Florida, United States • Created financial goals analysis reports to initiate a unique and comprehensive blueprint for prospective clients of the firm • Participated in client meetings along with lead advisor and empathized with client situations to ensure clarity and service • Performed various administrative tasks, completed financial research, and provided beneficial support to advisors



Financial Planning Association (FPA)

• United States
• Financial Services
• 100 - 200 Employee

• Extern

  • Jun 2020 - Aug 2020

  Bloomington, Indiana, United States • Participated in a comprehensive 8 week program covering topics from investment management to client communication • Utilized financial planning software such as eMoney and Morningstar to generate in-depth reports for financial analysis



Ogilvy

• United States
• Advertising Services
• 700 & Above Employee

• Finance Analyst Intern

  • Jun 2019 - Aug 2019

  Hong Kong • Constructed complex Excel models to provide colleagues with a more streamlined and convenient view of company finances • Analyzed revenues and costs of company operations to better understand and improve on existing business functions • Communicated and collaborated with different departments to synchronize with multiple project necessities and goals



Indiana University Asian Culture Center

• Mandarin Chinese Tutor

  • Sep 2017 - Jun 2019

  Bloomington, Indiana Area • Instructed around 5 students per week in reading, pronunciation, and writing in Mandarin Chinese according to their needs. • Connected and integrated more than 50 people from varying backgrounds into the greater Indiana University community. • Improved time management skills through balancing a tutoring position while maintaining a full-time academic workload. • Pitched new marketing strategies with management to increase outreach and awareness of the Asian Culture Center.



CHIYODA INTEGRE CO. LTD

• Management Intern

  • May 2017 - Jul 2017

  Kuala Lumpur, Malaysia • Managed employee timestamps, payrolls and maintained lawful immigration statuses of over 100 foreign factory employees. • Engaged with over 300 clients in extensive customer service callbacks regarding debt collection as a company representative. • Reported financial statements, collected receipts, and filed taxes to ensure timely tax submissions for government inspections. • Learned and utilized SAP software service to record and file more than 5000 accounting entries and… Show more • Managed employee timestamps, payrolls and maintained lawful immigration statuses of over 100 foreign factory employees. • Engaged with over 300 clients in extensive customer service callbacks regarding debt collection as a company representative. • Reported financial statements, collected receipts, and filed taxes to ensure timely tax submissions for government inspections. • Learned and utilized SAP software service to record and file more than 5000 accounting entries and manufacturing requests. • Adhered to stringent tax and project deadlines for tax filing and individualized client requests to ensure company reputation. Show less