LEI YU
Diamond Bar
Summary
Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable and dedicated team player with hardworking and resourceful approach.
Overview
8
8
years of professional experience
Work History
Investment Analyst
Yunfeng Investment Corp
11.2023 - Current
- Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.
- Optimized fund performance with a keen focus on cost control measures and expense management initiatives.
- Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.
- Supported clients during challenging market conditions by offering sound advice backed up by rigorous due diligence processes.
Salesperson
Cornerstone Marketing Concepts
08.2022 - 07.2023
- Worked to build relationships with customers and built potential for additional sales.
- Developed relationships with clients for increased loyalty and repeat business.
- Boosted sales by consistently engaging with customers and addressing their needs effectively.
- Collaborated with team members to reach collective sales goals, fostering a supportive work environment.
HOTEL FRONT DESK AGENT
Best Western
01.2018 - 03.2019
- Greet, register, and assign rooms to guests of hotels or motels
- Record guest comments or complaints, referring customers to managers as necessary
- Answer inquiries pertaining to hotel services, guest registration, and travel directions, or make recommendations regarding shopping, dining, or entertainment
- Transmit and receive messages, using telephones or telephone switchboards
- Keep records of room availability and guests' accounts, manually or using computers.
SERVER
Boiling Points
04.2016 - 06.2017
- Check with customers to ensure that they are enjoying their meals and take action to correct any problems
- Roll silverware, set up food stations or set up dining areas to prepare for the next shift or for large parties
- Explain how various menu items are prepared, describing ingredients and cooking methods
- Prepare tables for meals, including setting up items such as linens, silverware, and glassware.
Education
Bachelor of Arts (B.A.) - Hospitality Management
CAL POLY POMONA
12.2018
Skills
- Speak fluent Mandarin and English
- Proficient with Microsoft software (word, ppt, excel, etc)
- Passionate about helping others
- Work well under pressure, multitasking
Timeline
Investment Analyst
Yunfeng Investment Corp
11.2023 - Current
Salesperson
Cornerstone Marketing Concepts
08.2022 - 07.2023
HOTEL FRONT DESK AGENT
Best Western
01.2018 - 03.2019
SERVER
Boiling Points
04.2016 - 06.2017
Bachelor of Arts (B.A.) - Hospitality Management
CAL POLY POMONA
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