Position:
Portfolio Manager Associate at US Trust, Bank of America Private Wealth Management
Location:
San Francisco, California
Work:
US Trust, Bank of America Private Wealth Management
- San Francisco, CA since 2012
-
Portfolio Manager Associate
US Trust, Bank of America Private Wealth Management
- San Francisco 2012 - 2013
-
Portfolio Management Assistant
Tax Aid
- San Francisco Bay Area Jan 2011 - Apr 2012
-
Volunteer
Golden Gate University
- San Francisco Bay Area May 2010 - Jan 2012
-
MBA Candidate
Golden Gate University Investment Club
Sep 2011 - Dec 2011
-
Financial Analyst
Yeske Buie
Jan 2011 - Aug 2011
-
Financial Planning Intern
Smart Haus Associates
- San Francisco Apr 2010 - Nov 2010
-
Intern
Junior Achievement of Northern California
Jun 2010 - Jun 2010
-
Volunteer
The Salvation Army
Jun 2008 - Sep 2008
-
Volunteer
Cambodia house building project
Mar 2006 - Apr 2006
-
Volunteer
EFG Bank
- Taipei, Taiwan Jun 2005 - Sep 2005
-
Wealth Management Intern
Education:
Golden Gate University 2010 - 2011
MBA, Finance
University of California, Santa Cruz 2006 - 2010
BS, Molecular, Cell, and Developmental Biology
Skills:
Excel, PowerPoint, Financial Modeling, Financial Analysis, Financial Accounting, Behavioral Science, Photoshop, Word, Java, Lacerte, Salesforce.com, Mergers, Business Acquisition, Accounting, Corporate Finance, Valuation, Cash Flow, Economics, Derivatives, Financial Planning, Risk Management, Financial Reporting, Asset Management, Due Diligence, Data Analysis, Investments, Forecasting, Microsoft Office, Outlook, Research, Team Leadership, Portfolio Management, Financial Management, Problem Solving, Banking, Real Estate, Competitive Analysis, Equities, Start-ups, Mandarin, Cantonese, Statistics, International Business, Options, Industry Analysis, Analysis, IPO, Investment Advisory, MS Office Suite, Chinese culture
Interests:
Badminton, Running, Basketball, Swimming
Honor & Awards:
• American Mathematics Competition (AIME) Semi-Finalist 2006
• ASCEND – Pan-Asian Leader member
• Yamaha Electric Organ / Piano Champion 1995-2006
• High School Varsity Badminton / Swimming Team
• Education Program for Gifted Youth Stanford University summer participant 2002-2005
Languages:
English, Cantonese, Mandarin, Spanish