Xiangrui Guo

Certificate in Financial Services Advisor (CFSA) with Mutual Fund License (MFDA) and MBA skill set and network. Exceptional customers service skills devoted to maximizing customer satisfaction and build key relationships. Advanced computer skills and solid knowledge in Microsoft Access, Word, Outlook, and PowerPoint. Goal-focused associate experienced and proven ability to handle and prioritize multiple tasks in fast-paced environments and focused on maintaining high levels of accuracy and efficiency.

Experienced with advanced investment strategies and market analysis. Utilizes thorough risk assessment techniques to optimize portfolio performance. Strong understanding of financial planning and client relationship management.

Investment professional with strong track record in financial analysis, portfolio management, and client advisory services. Demonstrates keen ability to collaborate with teams and adapt to shifting priorities while maintaining results-driven approach. Skilled in market research, risk assessment, and strategic investment planning. Known for reliability, professionalism, and focus on achieving measurable outcomes.