Queens, New York, United States
Finance major with a strong interest in Portfolio Investing Management and Financial Analysis. Seeking a career in the financial and technology industry. I aim to become a successful and ethical financial representative or investment representative who can help clients achieve economic, insurance, and real estate objectives. I am passionate about learning new skills and staying updated on the latest trends and best practices in the industry. Pursuing to find Full-Time Job Opportunities and Internships in financial service. Excel at customer service and handles a high volume of tasks. Aspiring accounting and financial services practitioner. Seeking a 【Financial Service: Investment and Financial Representative-INVESTMENT, 】position in Financial Service & Tech; Investment Service Industry .I major in finance and minor in general business at Pace University, Lubin School of Business. I graduated with a bachelor's degree in business administration. I have a strong interest in portfolio analysis and investing. During my undergraduate studies, I had the opportunity to serve as a member of the Queens Infinity Fortune Group where I helped small businesses promote their services to potential customers. While attending school, I worked part-time as a business service and data entry specialist with the Chinese Community Service Center. I provided online support with rent and housing matters and helped customers apply for driver's licenses, food stamps, Medicare, Medicaid, and unemployment benefits. This position allowed me to hone my communication and customer service skills. I was also able to use my ability to speak Mandarin, which greatly benefited the people I served. During the school year, assisting both consumer and retail customers with their online purchases, and addressing their questions and preferences regarding the products. I have developed my communication, customer service, and data entry skills through this role, and I have used my bilingual ability in Mandarin and English to serve the diverse needs of the customers. I have gained valuable knowledge and skills in finance, business, and economics through my coursework, projects, and extracurricular activities, such as the Pace University Investment Club, where I managed a portfolio and traded stock. I have also obtained the Bloomberg Market Concepts certification, demonstrating my proficiency in using the Bloomberg Terminal and analyzing financial data. Highly quantitative, and detail-oriented. Passionate about learning new skills and staying up to date with the latest trends.
Enhance clients' their professional communication and networking skills, and guide financial representative interns in conducting financial planning. Build trust-based relationships with clients to secure their futures and protect their families through strategic financial planning; commit to establishing long-term partnerships and guiding clients through comprehensive financial planning; and identify clients' financial needs to develop strategic solutions aligned with their goals and values
Xincon Home Care : Recruiting caregivers(HHAs and PCAs), providing training, arranging home care and overtime services, processing applications for major health insurance programs, applying for New York State health insurance, medical insurance, and long-term care. .By understanding client needs, assisted with applications for related commercial services, including government housing, senior housing, food stamps (Snap plan), cash and housing subsidies, retirement benefits, Medicaid, and health insurance.etc.
• Gained a deep understanding of the real estate market and conducted thorough research on available properties in Queens. Analyzed data to provide tailored property recommendations, negotiated transactions for buyers and sellers, and mastered property management and pricing strategies to enhance sales efficiency. • Learned to market and sell commercial properties and surplus assets through hands-on experience. Developed expertise in negotiation and market positioning to boost customer satisfaction and revenue, while utilizing CRM tools to manage relationships, track leads, and accelerate the sales process. • Built strong, trust-based client relationships by customizing real estate solutions to meet specific needs. Honed negotiation and market positioning skills through professional training to maximize customer satisfaction and revenue. • Developed a comprehensive understanding of real estate market dynamics and conducted in-depth research on properties for sale in Queens. Leveraged rigorous data analysis to provide clients with tailored property recommendations; negotiated transactions on behalf of buyers and sellers; and mastered property management and pricing strategies to improve sales efficiency. • Participated in various real estate marketing initiatives, mastering practical skills for promoting and selling commercial properties and surplus assets. Through professional training, became proficient in negotiation and market positioning, significantly boosting customer satisfaction and revenue. Skilled in using CRM tools to efficiently manage client relationships, track leads, and accelerate the sales conversion process. • Adopted a client-centric approach, tailoring real estate solutions to individual needs to establish solid, trust-based relationships. Further refined negotiation and market positioning capabilities through advanced professional training, aiming to maximize both customer satisfaction and financial returns.
Offer services in house rental, sale, commercial and residential properties in real estate, and shop management, including property management, renovation of old houses, commercial stores, and learning of sales techniques.
As a financial professional, I am dedicated to helping individuals, families, and business owners create, accumulate, and preserve wealth. I offer a wide range of products designed to meet diverse insurance and financial needs—including, but not limited to, college funding, retirement planning, long-term care cost management, and lifetime income strategies.