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Contact Candidate


Name:

Ivy

Location:

US-New York-New York City

Experience:

Willing to Relocate:

Willing to Travel:

Most Recent Job Title:

MBA Graduate

Personal Website:

Objective:

I am interested in pursuing opportunities as an analyst, investment advisor or client service associate. My longer-term goal is to explore opportunities where I will help companies develop strategies to do or grow their business in China and Asia. As you may know, at Baruch, I was the Founder of the Business in Asia Club, the largest organization of its kind in the NYC area. I also spent 5 months in a study abroad program in Hong Kong.

Resume Text:

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f Hong Kong, HKSAR
Business Strategies in Chinese Context, Venture Capital in Hong Kong, Marketing in China
May 2001 BACHELOR OF ARTS, ECONOMICS University of British Columbia, Canada
MEMBER: Asian Women Leadership Network, National Association Asian American Professionals
SKILLS: Reuters, Excel, PowerPoint, MS Word, Outlook, Invest Database
LANGUAGES:Native English, fluent in Cantonese; basic French & Mandarin
BUSINESS EXPERIENCE:
Fall 2005 UBS FINANCIAL SERVICES, NY, USA
Internship, Martin Halbfinger Group
•Assisted investment bankers with all aspects of stock, bond and mutual fund trade transactions for high net worth clients

2003 – 2005 FINANCIAL LITERACY COUNSEL, Canada
Vice President, Human Capital Management Division
•Initiated new client relationships and sales contracts with insurance and HR consulting companies to provide human capital management solutions
•Presented educational seminars to university students & HR Executives of organizations

2001 – 2004 GREAT-WEST LIFE ASSURANCE COMPANY, Canada
Account Manager, Employee Benefits
•Maintained current and established new business relationships with over 100 brokers and professionals, which resulted in increasing sales by 43% in 2003
•Managed profit/loss ratios for a $6 million block of business
•Ranked top 10 specialists amongst 80+ peers in sales count/premium nationally
•Performed weekly product presentations to subsidiary broker houses
•Developed c-level to a-level performing brokers by providing additional coaching and mentoring which increased the client base, contributed to increased sales and resulting in horizontal and vertical growth
•Received Gold award for outstanding fundraising, 150% increase from previous year, as Chairman of United Way

2000 - 2006 HOLT RENFREW LTD, Canada
Luxury Goods, Women’s Ready-to-Wear Sales Specialist
•Awarded into the President’s Club for highest sales/hour for 2002
•Built multi-millionaire clientele relationships

1999 – 1999 MW CAPITAL INC., Canada
Executive Assistant to Managing Partner
•Analyzed due diligence reports for technology industry located in Seattle and reported to Taiwan and China investors
ADDITIONAL QUALIFICATIONS:
2005 Group Benefits Associate, CEBS, Wharton School of Business
2003 Canadian Securities Course, Canadian Securities Institute (equiv. to Series 7)
2001 & 2002 Level 1 and 2 Life License Insurance, Insurance Council of British Columbia


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