Highly motivated finance graduate with a Master’s in Finance from the University of Glasgow( the UK) and a Bachelor’s in Commerce from York University (Canada). Recently completed CFA Level I exam, demonstrating a strong commitment to deepening financial knowledge and expertise. Proficient in financial analysis, investment strategies, and client relationship management. Experienced in working with clients at a leading securities firm, providing market analysis and assisting in financial planning. Skilled in utilizing financial tools on investment research, portfolio management, and financial reporting. Strong problem-solving abilities, attention to detail, and the ability to deliver tailored financial advice to meet client objectives.
-Greeted customers and provided excellent customer service.
-Prepared alcoholic and non-alcoholic beverages according to recipe standards.
-Ensured proper sanitation of bar area, glassware, utensils, and equipment.
-Kept track of all orders made by customers and communicated them promptly to kitchen staff.
Audit Intern, FSI Group – Deloitte
- Participated in the preparation and review of audit reports for the 630 project team at China Post Securities, focusing on general ledger transaction reviews and identifying errors or irregularities.
- Took responsibility for data organization, report drafting, and accuracy checks, ensuring all reports and data were precise and reliable.
- Recognized by leadership for high efficiency and meticulous attention to detail.
- Assisted in audit tasks from planning to finalization, contributing to the successful completion of multiple projects.
-Tailor dish recommendations to suit the tastes and preferences of individual guests.
-Facilitate clear and efficient communication between the kitchen staff and guests to ensure accurate orders and a smooth dining experience.
-Checked back with customers throughout meal service to ensure satisfaction.
-Actively engaged in client outreach and successfully contributed to marketing efforts, resolving issues and enhancing client satisfaction.
-Collaborated with investment consultants to prepare capital market analysis reports, providing valuable insights and data.
-Played a key role in organizing company activities, further developing strong organizational and coordination skills.