Client Services Associate

• Oct 2022 - Present

Vantage Point Financial is a holistic financial planning firm that believes everyone needs a comprehensive financial plan that works for them at every stage of life. Vantage Point Financial is a holistic financial planning firm that believes everyone needs a comprehensive financial plan that works for them at every stage of life.

Program and Logistics Manager

• Mar 2022 - Oct 2022

Program Coordinator

• Mar 2021 - Mar 2022

Rock The Street, Wall Street is a financial and investment literacy program designed to spark the interest of a diverse population of high school girls into careers in finance. RTSWS is working to equip young women with financial and investment literacy knowledge, and address the gender gap by diversifying the talent pipeline.

Teacher Assistant

• Dec 2020 - Mar 2021

o Provide nurturing and loving care for children aged 6 months to 6 years. o Co-create lesson plans and goals for each child that promote growth, exploration, curiosity and kindness. o Follow School and State standards of hygiene, cleanliness, health and food safety. o Communicate with parents regarding their child’s care, goals and needs. o Engage infants and children in educational songs, dances, fingerplay, books and stories to effectively communicate lesson plans. o Create an educationally based caring environment for students to engage in throughout the day. Show less

Assistant Director

• Jan 2017 - Mar 2020

Promoted to assistant director after two years with the organization. Proactively participate in the development of organizational strategy, policies and procedures for the organization at large and manage 40 employees both Chinese and Foreign. Oversee HR and financial transactions, plan, coordinate and facilitate 20 marketing and PR events annually, as well as, run several successful fundraisers with an average of 20,000RMB raised at each event. Coordinate logistics, travel, and financial information for volunteers, guests and interns. Skillfully handle confidential information and demonstrate a strong understanding of organizations vision, needs and goals. Show less

Director of Therapy Services

• Oct 2014 - Mar 2020

Managed the recruitment and training of 8 employees both Chinese and Foreign; developed program guidelines, policies and procedures; established outreach training project; developed and maintained treatment plans, progress reports and discharge notes; collaborated with other departments and organizations, hospitals and clinics regarding program development, strategy and sustainability.

Office Manager

• Mar 2014 - Sep 2014

Managed the day-to-day operations such as: customer service and vendor relations, invoicing and payment processing; human resources recruiting, onboarding and payroll; finance management and purchasing. Managed the day-to-day operations such as: customer service and vendor relations, invoicing and payment processing; human resources recruiting, onboarding and payroll; finance management and purchasing.

Membership Associate

• Dec 2013 - Sep 2014

Facility Manager

• Apr 2009 - Sep 2013

Office Assistant

• May 2006 - Oct 2006

Assisted with day-to-day office needs. Scheduled patients, processed payments, input insurance information, coordinated with insurance companies regarding patient coverage, assisted with patient treatment set-up, assisted with office maintenance. Assisted with day-to-day office needs. Scheduled patients, processed payments, input insurance information, coordinated with insurance companies regarding patient coverage, assisted with patient treatment set-up, assisted with office maintenance.