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Xi(trista) Chen

Staff Accountant at The Senior Resource Group, LLC
Intro Book
Seasoned finance professional with expertise in finance, investments, and management.
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Location
Philadelphia, Pennsylvania, United States, US
Languages
  • English Professional working proficiency
  • Mandarin Native or bilingual proficiency
Skills
  • Finance
  • Sales
  • Public Relations
  • Mutual Funds
  • Investments
  • Show all
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Bio

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Xi(trista) Chen is a seasoned finance professional with a Master of Science degree in Finance from Drexel University, offering expertise in finance, investments, sales, and management. She has worked in various roles, including Staff Accountant, Investment Advisor, and Manager Assistant, with experience in the Greater Philadelphia Area and China.

Experience

  • The Senior Resource Group, LLC
    • Greater Philadelphia Area
    • Staff Accountant
      • Jun 2018 - Present
      • Greater Philadelphia Area

  • Youchoose Wealth Management Co.,Ltd
    • Shanghai City, China
    • Investment Advisor
      • Mar 2016 - Aug 2016
      • Shanghai City, China

      •Contacted customers to determine their financial needs and preferences•Evaluated risk of the financial products, including trust funds and investments, sold more than $300,000 financial products in 3 months

  • Jinhua Max-power Trading Co.,Ltd
    • Jinhua, Zhejiang, China
    • Manager Assistant
      • Jul 2015 - Mar 2016
      • Jinhua, Zhejiang, China

      • Resolves order and inventory problems by investing data and history• Updates managers by consolidating, analyzing, and forwarding daily action summaries• Preparing sales report by compiling data in weekly and monthly basis

  • China Construction Bank – Lanxi Branch
    • Lanxi,Zhejiang province,China
    • Investment Assistant (Internship)
      • Jul 2014 - Sep 2015
      • Lanxi,Zhejiang province,China

      • Identified, soliciting and qualifying prospective clients• Provided client services, such as handling client transactions, responding to client inquires and service issues• Assisted with client transactions, performing administrative functions.

  • Jinhua Daily Press
    • Jinhua, Zhejiang, China
    • Journalist (Internship)
      • Jul 2014 - Aug 2014
      • Jinhua, Zhejiang, China

      • live interviews on CCTV 5 China Table Tennis Super League• Connection and public relation of Fine Art Competition

  • SINA Campus Corporation
    • Kunming, Yunnan, China
    • Manager Assistant (part-time )
      • Apr 2012 - Mar 2014
      • Kunming, Yunnan, China

      • Assisted the manager with management of school activities sponsored by SINA Campus• Recorded and managed the cash flow and financial transactions

  • ICBC (Asia)
    • Jinhua, Zhejiang, China
    • Hall manager(Internship)
      • May 2012 - Sep 2012
      • Jinhua, Zhejiang, China

      Helped customers with machine services such as online transactions and accounts changes.Guided customers to separate lines and solve conflicts between customer and bank teller

Education

  • 2016 - 2018
    Drexel University
    Master of Science (M.S.), Finance
  • 2011 - 2015
    Yunnan University of Finance and Economics
    Bachelor's degree, Finance, General

Suggested Services

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

Industry Focus. “Financial Services”

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