Experience

IMC Financial Consulting, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Specialist

  • Jun 2018 - Present

  Birmingham, Alabama Area 1. As a financial specialist, I'm responsible for a wide array of financial duties including but not limited to: - Researching different investment opportunities - Business analysis - Generate integrated financial statements - Performing financial statements analysis - Business modeling for small businesses etc. 2. Part of the Financial Freedom Project team that is bringing financial literacy to schools across the country. Responsibilities include but are not limited… Show more 1. As a financial specialist, I'm responsible for a wide array of financial duties including but not limited to: - Researching different investment opportunities - Business analysis - Generate integrated financial statements - Performing financial statements analysis - Business modeling for small businesses etc. 2. Part of the Financial Freedom Project team that is bringing financial literacy to schools across the country. Responsibilities include but are not limited to: - Assist in developing the financial literacy curriculum for 4th, 8th, and 12th grade in accordance with the National Standards. - Creation and designing of lesson guides and lesson slides. - Implementation of lessons on Nearpod. - Provide 1:1 consultations to teachers and caregivers. - Analyze data surrounding the impact of the Financial Freedom Project.

• Intern

  • Feb 2018 - Jun 2018

  Assist in day-to-day operations, research different investment instruments, assist in clients’ portfolio management



INTELUS Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Client Investment Coordinator

  • Feb 2021 - Present

  Birmingham, Alabama, United States - Oversee the development and management of model investment portfolios. - Analyze and generate reports for client portfolios and investments. - Executed trades and conducted portfolio rebalancing. - Assisted in the onboarding process of new clients. - Managed administrative tasks, including processing account applications and handling client inquiries and requests.



Bulldog Investment Fund

• Chief Investment Officer

  • Jan 2018 - May 2018

  Birmingham, Alabama



Samford University

• United States
• Higher Education
• 700 & Above Employee

• Resident Assistant

  • Aug 2017 - May 2018

  800 Lakeshore Drive, Birmingham, AL 36229 I am a Resident Assistant for the freshman dorm. Duties involved: - Planning activities for hall - Ensure wellness of residents - Perform monthly health and inspection checks - Resolve roommate conflicts and maintain order in hall

• Camps and Conferences

  • May 2017 - Aug 2017

  Homewood, Alabama For Camps and Conferences, my job description include pulling keys, labelling keys, organizing keys for check-in and re-hanging keys from previous camps that takes place in Samford University. I also have to check the rooms that were used before and after camps at Samford to make sure everything is intact and proper. Through my experience here, I've learn to manage my time wisely and also be meticulous about details when going through the rooms or organizing keys for the campers. It also trains… Show more For Camps and Conferences, my job description include pulling keys, labelling keys, organizing keys for check-in and re-hanging keys from previous camps that takes place in Samford University. I also have to check the rooms that were used before and after camps at Samford to make sure everything is intact and proper. Through my experience here, I've learn to manage my time wisely and also be meticulous about details when going through the rooms or organizing keys for the campers. It also trains me to work as a team as there is no fixed schedule and we as a group have to organize ourselves efficiently so that everyone has a role to play and can execute the task effectively.



INTI

• Malaysia
• Higher Education
• 700 & Above Employee

• Cyber Trooper and Telemarketer

  • Apr 2016 - Aug 2016

  Selangor, Malaysia I deal with incoming online enquiries with parents or students who are interested to learn more about the university. I also perform invitation calls to push for enrolment at the university. I have learnt to think on my feet and adapt to situations fast when responding to inquiries which helped to improve my communication skills too.