Recent Economics/Commerce Graduate, CFA Level 2 candidate, CSC
 

SKILLS

• Critical Thinking
• Teamwork
• Quantitative Analysis
• Research
• Technical Writing
• Data Gathering/Analysis
• Type 70+ WPM
• Detail-oriented
• Word


EDUCATION and ACADEMIC ACHIEVEMENT

UNIVERSITY OF BRITISH COLUMBIA Vancouver, BC
Bachelor of Arts, Economics and Minor in Commerce 2002 to 2006
• Coursework included: Seminar in Applied Economics, Honours Intermediate Macroeconomic Analysis, Corporate Finance, Monetary Theory, Strategic Management, Methods of Empirical Research.
• Extensive experience in conducting research and then communicating results in PowerPoint.
• Averaged 80% in 10 History research papers.
• Senior Year GPA: 3.5/4.0.


QUALIFICATIONS, LICENSES, LANGUAGES

• Chartered Financial Analyst (CFA) Level 2 candidate 2007
• Certified Management Accountant (CMA) Level 2 2006
• Canadian Securities Course (CSC) 2005
• Knowledge of basic financial modeling in Excel.
• Native fluency in Mandarin and Taiwanese, elementary Spanish and Japanese.


EXPERIENCE

Bank of Montreal Vancouver, BC
Customer Service Representative 2006 to Present
• Ranked #1 among 16 CSRs in referrals and service revenue.
• Consistently generated investment referrals ranging from few hundred dollars to $1.4 million.
• Achieved weekly top service revenue three times within three months of employment.

Staples Business Depot Vancouver, BC
Computer Sales Associate 2003 to 2005
• Worked 30 hours a week while taking five classes.
• Progressed from having no business background to becoming knowledgeable of all store functions.
• Developed good working relations in a multicultural and diverse team of thirty.
• Directed a presentation on how to facilitate order entry from a procedure document made in Word.
• Awarded Super Person of the Month twice.

Temporary Store Setup 2003
• Coordinated a team of six in setting up writing instruments display from scratch.


ADDITIONAL INFORMATION

• Affiliations: Chartered Financial Analyst Institute, Financial Management Association International, Institute of Management Accountants.
• Interests: investing, business reading, basketball, Chinese calligraphy, Asian culture.