Professional Experience

Merrill Lynch & Co., Inc. Stockton, CA                                                                                   December 2006 - April 2007

     Intern, Global Wealth Management

  •        Conducted Monte Carlo simulations for portfolio of $7 million in assets
  •        Mastered a new in-house forecasting program for high-net-worth clients
  •        Presented and articulated details on program functions to Senior Management
  •        Effectively utilized SalesForce to streamline client information, completed task 25 percent faster
  •        Corresponded and composed letters to financial institutions 
  •        Proactively assisted Client Associate in office duties with filing, faxing, and photocopying

 

Macy’s, Pleasanton, CA                                                                                                                            July 2005-April 2006

      Sales Associate, Men’s Department                                                                   

  •        Achieved 30 percent above average seasonal sales
  •        Manager praised initiative, work ethic, and willingness to approach customers

Education

California State University, East Bay, Hayward, CA                                                                                                2005-2008

      April 2008, B.S., Business Administration:

      Major: Finance

      Minor: Statistics

 

Kingsbury Sixth-Form College, London, England                                                                                                    2000-2002

      Applied Business, Double Award, GCE diploma                                                          

                                                                                                                                                           

Select Coursework

              Derivatives,  Corporate  Finance,  Investment  Analysis,   Accounting,  Macroeconomics,  The  European  Union

     

      Graduate  Statistical  Modeling,  Bayesian  Analysis,  Regression,   Data  Analysis  using   Statistical     Packages     

 

Academic Achievement

  •          Analyzed Bayesian Econometrics article “WinBUGS for a Bayesian Analysis of                                                 2007        

               Stochastic Volatility Models”, Meyer, Yu, researched data, concepts, and discussed key topics 

             

               with Chair of Statistics

  •          Recipient of “Certificate of Excellence for Outstanding Attainment in Business”, given by                                2002

               Kingsbury Sixth-Form College, England, to student with highest honors in subject      

 

  •          Completed and passed “Young Enterprise UK Examination” tested on: entrepreneurial,                                     2001

                writing, communication, and interpersonal skills      

                       

Leadership Experience    

 Assistant Secretary, Kshatriya Mitra Mandal of California, non-profit organization                         2007-Present

 representing 700+ members (youngest member elected to organizing committee), writing

 detailed minutes, improved newsletter, promoted to lead effective utilization of funds in

 capital markets, selected to sit on scholarship sub-committee

 

 Team Leader & Volunteer, Kshatriya Mitra Mandal of California                                                                         2007

     

         Marketing Manager, Young Enterprise England, UK, established business venture with students               2001

    

         Captain, Kingsbury Sixth-Form College, motivated team to win soccer tournament                                            2001

 

Skills     

Programming      -          SAS, SPSS, R, WinBUGS  

Applications      -          SalesForce, FT Interactive Data, Reuters, Markit, Wealth Outlook, MS Office