1001 East Sunrise Dr.,
Tucson, AZ 85718
Telephone No: 520-209-1023
Email id: zhuna.cn
Position as financial or investment advisor with a leading investment firm, specializing in the management of large corporate assets.
NASD 6 And 7
Financial Advisor, 1995 - Present
L.T.D. Consultants, Tuscon, AZ
Managed a six-figure diversified portfolio that has experienced at least 20% annual growth over the course of seven years. Conducted company research and analyzed profiles, identifying a number of startups that have yielded significant returns. Monitored account activity online.
Investment Analyst, 1989 - 1994
Hoover Associates, Portland, OR
Prepared investment analyses for clients, including several with more than $500M in total assets under management. Communicated with sell-side analysts and company management. Assessed economic trends. Selected and monitored investments in bonds, banks, automotives, and biotech.
University of Oregon, Eugene, OR
M.B.A., Finance, June 1994
University of Texas, Austin, TX
B.S., Accounting, June 1988(二)
2109 West End Avenue,
Nashville, TN 37240
Achieved Bachelor of Arts Degree in Accounting and Finance from the Campbell College, Bules Creek, NC in the year 2003.
Achieved Diploma in Accounting from Oxford University, Oxford, England, in the year 1999.
Computer Programming Skills
Knowing Office Package: Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint and Microsoft Outlook Express.
Knowing Operating Systems: Windows9X, Windows2000, Windows ME, Windows XP and Windows Vista.
Knowing IBM PC, Lotus 1-2-3, Comchea, LAN and Managistics
Professional Excellence Summary
Brokrge certificate, series 8 64.
More than 4 years of progressive, practice in matters related to finance.
Excellent interpersonal skills and abilities.
Self-motivated; capable of achieving urgent and long-term objectives and goals and meet procedural deadlines.
Counter well in high-stress environment.
Since 2004 working as a Fund Accountant in the Copperd Ash Associates, Nashville, TN and is responsibly handling the following duties and responsibilities:
Detailing directly to Portfolio Administrator, Businessmen and Traders on investment and the availability of cash.
Purchasing business paper and documents for confidential accounts.
Keeping a track on the inventory situation and bonds; taking records of dividend and interest payouts to clients.
Monitoring and maintaining report of portfolio security changes.
Communicating and coming to terms with Brokers and Banks in regard to business settlements.
Analyzing and prepare presentation and reports by utilizing day to day market invoices for the Board of Directors and Shareholders.
Making business comparisons.
Assisting Public Accountants and organizing audit papers, price out on a daily basis net value for NASD, recording accounting transactions (shares, debentures, securities, mutual funds, expenditures, incomes, disbursements and dividends).
Analyzing present market situation; predict dividend and interest and fund payouts.(三)
Name: Miss Lei
Political outlook: Party members
Date of Birth: December 1986
Marital status: unmarried
Graduate institutions: Zhejiang Institute of Finance and Economics
Graduation Time: June 2009
Language: English (CET-4)
Computer level: skilled
Work Experience: Internship / year
Work type: Full-time
Nature of units: open
Expectations of the industry: the financial sector (investment, insurance, securities, banking, funds), training institutions, education, scientific research institutes
Expect jobs: Financial / economic
Working Location: Hangzhou
Expectations of a monthly salary: Open / Negotiable
Zhejiang Institute of Finance and Economics 2005.10-2009.6 Western finance economics, finance, international finance, financial markets, professional courses, etc.
2006.7-2006.8 Hangzhou Industrial and Commercial Bank of China assistant governor finishing the first branch of curriculum vitae of staff; input forms, data and other information; collating information database
2006.9-2006.12 Hangzhou City drop-in center on the mathematics, China Cup competition math classes math teacher, China Cup competition counseling
West Branch of Zhejiang 2006.9-2006.12 bank teller window填制public bills, bills; responsible to a single work; audit check
Topic On the appreciation of the renminbi on the impact of real estate in Zhejiang Province - the situation in contrast to foreign countries to make constructive opinions on December 15, 2007 finished.
I learn the correct attitude, outstanding achievements, has won a scholarship. While studying at the school served as a Minister of the Department of Planning, the squad leader, Mission branch office, etc., work earnestly, to highlight the ability to work several times as colonel, a class of outstanding student leaders, organized a flea market, New Year party , class gatherings, such as Mission Day, the teachers and students alike. I am thinking of progress and positive, in the college to become a member of the Communist Party of China. With self-confidence, humor, humility, enthusiasm, dedication of the personality, strong sense of teamwork and communication skills with people and organization and coordination capacity.