Shenghao Wang
Edmonton
Summary
Developing skills in financial and actuarial analysis, seeking to transition into a more professional working field. Expertise in managing budgets and financial data, with focus on accuracy and compliance. Capable of applying analytical and organizational skills to support business objectives in diverse settings.
Overview
4
4
years of professional experience
Work History
Insurance Advisor
Crius Financial Services
02.2019 - 02.2020
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
Chef
Chief Hung Taiwanese Beef Noodle
10.2020 - 03.2021
- Oversaw grill, stove, and oven, and cleaned equipment after every shift.
- Checked freezer and refrigerator prior to each shift to verify correct temperatures.
- Maintained well-organized mise en place to keep work consistent.
- Placed orders to restock items before supplies ran out.
Accountant
Weiyuandonghan Construction
05.2023 - 08.2023
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Gathered financial information, prepared documents, and closed books.
Education
Bachelor of Science - Statistics
University of Alberta
Edmonton, None06-2026
Skills
- MS office suite
- Python, Java
- Reporting skills
- Expertise in Excel
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Passed 3 Actuarial Exams: Exam P, Exam FM, Exam FAM
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Elementary
Timeline
Accountant
Weiyuandonghan Construction
05.2023 - 08.2023
Chef
Chief Hung Taiwanese Beef Noodle
10.2020 - 03.2021
Insurance Advisor
Crius Financial Services
02.2019 - 02.2020
Bachelor of Science - Statistics
University of Alberta
Similar Profiles
(Zoe) Jingman Zong(Zoe) Jingman Zong
Sales Representative at Crius Financial ServicesSales Representative at Crius Financial Services
DAN ZHANGDAN ZHANG
INRURANCE AGENT at Crius Financial ServicesINRURANCE AGENT at Crius Financial Services
Charlie (Zuhua) LiCharlie (Zuhua) Li
Insurance & Investment Adviser at Crius Financial Services Corp.Insurance & Investment Adviser at Crius Financial Services Corp.