Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Isaac Chang

Fremont,CA

Summary

Results-driven financial professional with a decade of experience in equity trading and client relationship management. Adept at market analysis, risk management, and investment strategies. Proven ability to build strong client relationships and drive business growth. Seeking to leverage financial expertise and customer service skills in a Client Relationship Specialist role at Charles Schwab.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Equity Trader

Self-Employed
07.2016 - Current
  • Developed and executed trading strategies for stocks, options, and ETFs.
  • Managed personal investment portfolios with strong risk-return optimization.
  • Monitored financial news and macroeconomic trends for strategy adjustments.
  • Built a network of traders and professionals to exchange market insights.
  • Mentored new traders on market behavior and risk management.

Market Manager

Hi-Healthcare
11.2022 - 01.2025
  • Led marketing initiatives to enhance brand visibility and attract clients.
  • Built and maintained strong client relationships, ensuring high satisfaction.
  • Researched market trends and competitors to identify growth opportunities.
  • Worked with internal teams to improve customer engagement and services.

Education

Bachelor of Arts - Psychology

University of California Riverside
06-2015

Skills

  • Market Analysis & Trading Strategies
  • Client Relationship Management
  • Investment & Portfolio Management
  • Risk Assessment & Mitigation
  • Securities & Investment Products
  • Business Development & Marketing
  • Strong Communication & Interpersonal Skills
  • Compliance & Regulatory Awareness
  • Financial Software & Trading Platforms

Certification

Preparing for FINRA SIE, Series 7 & 63 exams.

Languages

English
Chinese (Mandarin)

Timeline

Market Manager

Hi-Healthcare
11.2022 - 01.2025

Equity Trader

Self-Employed
07.2016 - Current

Bachelor of Arts - Psychology

University of California Riverside

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Isaac Chang