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Bio

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Shi Fu is a seasoned professional with 13 years of experience in management, marketing, and finance. He holds a Master of Business Administration (M.B.A.) from Salem State College and a Bachelor's Degree in Finance from Central South University of Forestry and Technology China. Shi has worked in various roles, including Financial Services Representative, Loan Officer, and Lead Investment Advisor, and has expertise in sales, customer service, and financial analysis.

Experience

    • Production Assistance
    • Production Assistance
      • 2011 - Present

      • Process incoming requests for video recordings and oversee video shoots.• Perform post-production editing and DVD creation of video shoots.• Oversee staff scheduling and job assignment.• Manage and organize all facets of the video services office.

    • Financial Services Representative
      • Jan 2015 - Nov 2016
      • Greater Boston Area
    • Campus Recruitment Representative
      • Sep 2007 - Sep 2010

      Recruited on campus representatives for promotional campaigns.Trained representatives on company's marketing strategies and policies.Provided technical training for new product releases. Coordinated staffing and details of on campus marketing events.

    • Independent Sales Consultant
      • Sep 2006 - May 2010

      Provided support for optimization of sales leads.Generated new clientele sales revenue through proven sales techniques.Maintained customer accounts and address inquiries.Provided post-sales support for new products and devices.

    • Loan Officer
      • Dec 2008 - Aug 2009

      Processed customer loan applications.Addressed incoming customer inquiries. Analyzed clients' financial records and credit history for worthiness.Promoted new banking and loan products.

    • Bookkeeper
      • Jun 2008 - Nov 2008

      Maintained company bank accounts.Processed daily sales transaction data.Organized and balanced company accounts.

    • Lead Investment Advisor
      • Jan 2008 - Jun 2008

      Oversaw a team of seven foreign currency exchange advisors.Led daily investment strategy meetings.Trained other branches on foreign currency analysis and forecasting

    • Investment Advisor
      • Oct 2007 - Jan 2008

      Cold called customers to generate new clientele.Coordinated customer accounts with banks.Delivered daily market forecasts and quotes to individual clients.Provided foreign currency investment advice to customers.

    • Insurance Sales Manager
      • Aug 2007 - Oct 2007

      Prepared delivery of sales material to generate new clients.Development and supervision of customer insurance policies.Maintained customer accounts and inquiries.

    • Customer Service Representative
      • Jun 2007 - Aug 2007

      Addressed customer inquiries and provided support.Provided customers with necessary paperwork for transactions.Greeted customers entering the bank.

    • Marketing Event Coordinator
      • Jun 2006 - Sep 2006

      Scheduled delivery of marketing event promotional materials.Planned and implemented product set up and placement.Supplied human resources support for events. Maintained scheduling and payroll for supervised employees.

Education

  • 2011 - 2013
    Salem State College
  • 2011 - 2013
    Salem State University Bertolon School of Business
  • 2011 - 2012
    Salem State University Bertolon School of Business
  • 2006 - 2010
    Central South University of Forestry and Technology China

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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