Rong Wang

Financial Planning Intern at Everence Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Mechanicsburg, Pennsylvania, United States, US
Languages
  • Chinese Native or bilingual proficiency
  • English Full professional proficiency

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Credentials

  • Excel Fundamentals – Formulas for Finance
    Corporate Finance Institute
    Feb, 2023
    - Oct, 2024
  • Content Marketing
    HubSpot Academy
    Mar, 2022
    - Oct, 2024
  • Inbound Marketing
    HubSpot Academy
    Feb, 2022
    - Oct, 2024

Experience

  • Everence Financial
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Financial Planning Intern
      • May 2023 - Present

      1. Using information provided by clients, build financial plans and analysis. 2. Prepare and complete Holistiplan analysis for new and existing planning clients. 3. Create financial planning accounts using our Innotrust system. 4. Provide insight to the Director of Planning and/or consultant the observations of client financial situation. 5. Identify and elevate strategic strengths and vulnerabilities of a clients’ financial life. 6. Prepare various reports and analysis for Director and/or consultants. 7. Communicate client situation to Director and/or consultants as requested. 8. Build scenarios in financial planning and Holistiplan tax software to demonstrate the importance of recommended strategic decisions. Show less

  • InTandem Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Marketing & Growth intern
      • Sep 2022 - Dec 2022

      Internship includes a development program of 4-5 sessions with the Chief Operating Officer to learn about operations of the firm, as well as the financial planning processes. In this program, I will learn about investment and insurance basics, including of case studies, to help me understand how the industry works and the process of making financial planning recommendations. 1. Marketing: Firm Brand Development and Client Events. Build and manage social media utilizing CANVA and HearSay Social Build internal and external documents utilizing CANVA 2. create and implement systems to generate ongoing opportunities utilizing AI Software. 3. Database Management (CRM System) Show less

  • Messiah University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Admissions office assistant & tour guide
      • May 2022 - Aug 2022

      1. Conduct campus tours 2. Call prospective students in the Call Center 3. Answer phones in main lobby along with other office responsibilities 4. Assist counselors in restocking items or preparing for travel 5. Maintain consistent and reliable attendance 6. Prepare materials for visits and events 7. Work on computer projects as assigned by Admissions counselor

    • intramural sports worker
      • Sep 2021 - May 2022

      1. Supervised various intramural sports, including setting up game equipment, refereeing games, recording game results. 2. Communicated with intramural sports players, including explaining the rules, reconciling conflict, and arbitrating foul disputes.

  • Dordt University
    • United States
    • Higher Education
    • 200 - 300 Employee
    • Food Service Assistant
      • Sep 2020 - May 2021

      1. Ensured the overall operation of the dining hall, including preparing food, maintaining cleanliness of food service facilities, and transporting food and supplies to assigned areas. 2. Managed cash registers by taking payments, and processing light bookkeeping duties. 3. Communicated with co-workers, including reporting kitchen malfunctions, and cooperating with each other to manage food inventory. 1. Ensured the overall operation of the dining hall, including preparing food, maintaining cleanliness of food service facilities, and transporting food and supplies to assigned areas. 2. Managed cash registers by taking payments, and processing light bookkeeping duties. 3. Communicated with co-workers, including reporting kitchen malfunctions, and cooperating with each other to manage food inventory.

  • The Top Education
    • Shuozhou, Shanxi, China
    • Office Assistant
      • Jun 2019 - Aug 2019

      1. Managed multiple tasks, including answering calls, organizing office, ordering office supplies, maintaining files, composing emails, and delivering messages. 2. Collaborated with teachers in various tasks, including preparing class material, making PowerPoints, and documenting students’ progress. 1. Managed multiple tasks, including answering calls, organizing office, ordering office supplies, maintaining files, composing emails, and delivering messages. 2. Collaborated with teachers in various tasks, including preparing class material, making PowerPoints, and documenting students’ progress.

Education

  • Messiah University
    undergraduate, International Business
    2020 - 2024

Community

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