Calla (Xinyi) Wang
Personal Portfolio Service Officer at Smith Coffey- Claim this Profile
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Bio
Experience
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Smith Coffey
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Australia
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Financial Services
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1 - 100 Employee
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Personal Portfolio Service Officer
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Dec 2021 - Present
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Howard Park Wines
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Australia
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Wine & Spirits
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1 - 100 Employee
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Regional Marketing Officer
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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.
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Minderoo Foundation
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Australia
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Non-profit Organizations
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200 - 300 Employee
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Account Officer
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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.
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Self Employed
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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.
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Postal Savings Bank Of China (PSBC)
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China
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1 - 100 Employee
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Loan Officer
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Dec 2015 - Feb 2016
Assisting in loan reviews and processing loan applications. Assisting in loan reviews and processing loan applications.
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Education
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Curtin University
Master's degree, Finance, General -
The University of Western Australia
Bachelor of Commerce - BCom, Accounting and Marketing -
The University of Western Australia
Master of Data Science