Xinrui (Winnie) Zhao
Financial Specialist at Aegis Capital- Claim this Profile
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Experience
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Aegis Capital
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Real Estate
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Financial Specialist
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Jan 2014 - Nov 2014
Miami •Develop a network in China and assisted in the establishment of new investment opportunities for institutional investors •Assisting employees with research and data entry •Responsible for performing intermediate duties and support related to international operational activities and financial services
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MassMutual Financial Group
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United States
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Investment Management
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Recruiter
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Dec 2013 - May 2014
miami/fort lauderdale area •Provides information regarding company requirements and program benefits to prospective students and via phone, mail and personal visits; follows up with mail or phone call, as appropriate •Work with hiring managers and interview teams to ensure job requirements and expectations are clearly understood and candidates are assessed against appropriate criteria •Participate in managing the undergrad internship program, including, coordinating training and networking events across… Show more •Provides information regarding company requirements and program benefits to prospective students and via phone, mail and personal visits; follows up with mail or phone call, as appropriate •Work with hiring managers and interview teams to ensure job requirements and expectations are clearly understood and candidates are assessed against appropriate criteria •Participate in managing the undergrad internship program, including, coordinating training and networking events across the school year Show less
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Golden Sun Securities
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China
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Import & Export
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1 - 100 Employee
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Accounting Intern
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Jun 2013 - Aug 2013
•Created presentations on analysis of global financial issues to the team members on a weekly basis •Assisted certified accountant with monthly audits, settlements, and accounting
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HK Bank
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South Korea
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Financial Services
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Lobby Manager
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Jun 2012 - Jul 2012
•Recognized for ability to quickly establish rapport with customers, up-sell products and build a loyal clientele •Guided clients, answered questions, assisted in filling out different financial documents, and promoted and sold an average of two financial products a day
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Education
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University of Miami
BACHELOR OF BUSINESS ADMINISTRATION, Finance, General -
University of Miami - School of Business
BACHELOR OF BUSINESS ADMINISTRATION, Finance, General