Junhang Chi

Client Service Associate at Taurus Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Staten Island, New York, United States, US
Languages
  • Chinese Native or bilingual proficiency
  • English Full professional proficiency

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Credentials

  • Series 66
    FINRA
    Aug, 2023
    - Sep, 2024
  • Series 7
    FINRA
    Feb, 2023
    - Sep, 2024
  • Chartered Financial Analyst (CFA) Level I
    CFA Institute
    May, 2022
    - Sep, 2024

Experience

  • Taurus Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Service Associate
      • Feb 2022 - Present

      • Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Grinberg Management & Development
    • Accountant
      • Sep 2019 - Jan 2022

      - Monitor account receivables and maintain client database by updating accounting documentation, collecting payments from over 200 tenants, and accurately recording transactions into the accounting system - Reconcile more than 30 bank, credit card accounts, and intercompany accounts monthly - Handle accounts payable to ensure timely payments to vendors - Work with the External Auditors on the completeness and accuracy of the company's financial records, according to US GAAP - Monitor account receivables and maintain client database by updating accounting documentation, collecting payments from over 200 tenants, and accurately recording transactions into the accounting system - Reconcile more than 30 bank, credit card accounts, and intercompany accounts monthly - Handle accounts payable to ensure timely payments to vendors - Work with the External Auditors on the completeness and accuracy of the company's financial records, according to US GAAP

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant to Manager
      • Jun 2017 - Aug 2017

      -Organized more than 50 sales agents commission and analyzed it by using Excel. -Supported manager for daily office needs. -Learned basic concepts of life insurance from sales agent training section provided by New York Life. -Organized more than 50 sales agents commission and analyzed it by using Excel. -Supported manager for daily office needs. -Learned basic concepts of life insurance from sales agent training section provided by New York Life.

Education

  • Binghamton University
    Bachelor of Arts - BA, Actuarial Science
    2016 - 2018
  • Brooklyn College
    Computer Science
    2014 - 2016

Community

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