Calla (Xinyi) Wang

Personal Portfolio Service Officer at Smith Coffey
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Contact Information
us****@****om
(386) 825-5501
Location
Perth, Western Australia, Australia, AU

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Personal Portfolio Service Officer
      • Dec 2021 - Present

    • Australia
    • Wine & Spirits
    • 1 - 100 Employee
    • Regional Marketing Officer
      • Jan 2018 - Jan 2019

      Conducted market researches in the wine industry, especially for the Chinese market. Coordinated and attended marketing activities and overseas events. Monitored and managed social media account, including WeChat. Conducted market researches in the wine industry, especially for the Chinese market. Coordinated and attended marketing activities and overseas events. Monitored and managed social media account, including WeChat.

    • Australia
    • Non-profit Organizations
    • 200 - 300 Employee
    • Account Officer
      • Jan 2017 - Jun 2017

      Assisted the finance team with all aspects of the finance function across the entire group, provided Accounting journals and analysis, and prepared monthly reports, including payment and accounting reconciliations. Assisted the finance team with all aspects of the finance function across the entire group, provided Accounting journals and analysis, and prepared monthly reports, including payment and accounting reconciliations.

    • Self Employed
      • Jan 2014 - Jan 2017

      Book-keeping in daily operations, maintain healthy cash flow. Taking and processing orders. Customer liaison. Book-keeping in daily operations, maintain healthy cash flow. Taking and processing orders. Customer liaison.

    • Loan Officer
      • Dec 2015 - Feb 2016

      Assisting in loan reviews and processing loan applications. Assisting in loan reviews and processing loan applications.

Education

  • Curtin University
    Master's degree, Finance, General
    2019 - 2020
  • The University of Western Australia
    Bachelor of Commerce - BCom, Accounting and Marketing
    2015 - 2017
  • The University of Western Australia
    Master of Data Science
    2022 - 2025

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