EDUCATION University of
San Diego - San Diego, CA
Bachelor of Business Administration, expected date of graduation: May 1998
Emphasis: Finance and Procurement/ Supply Management
Dean’s List
SKILLS
Software: WordPerfect, Microsoft Office, Excel, ACT database, and
Internet
· Fluent and working knowledge in Mandarin Chinese and Taiwanese
· Detail-oriented work style with strong analytical skills
· Self-motivated, organized individual with effective time management
skills
EXPERIENCE Merrill Lynch
Life Agency, La Jolla, CA
Nov 1997- April 1998
Senior Financial Consultant Intern
· Analyze client portfolio for mutual fund performance and
asset allocation
· Create and implement performance reports on a monthly basis
· Develop database and schedule activities for hundreds of
clients and prospects
· Provide customer development support by prospecting potential
clients
International Orientation Team Leader
Summer 1997
University of San Diego
Award: MOST organized and MOST reliable
· Provided workshops, tours, and testing for 1100 incoming
students
· Counseled and addressed cultural and social issues with
200 International students
· Supported International students in adjusting the American
culture and college life
Chinese Culture Association 1994-1996
President, Treasurer- University of San Diego
· Coordinated special events including banquets, conferences,
and guest speakers
· Organized annual ski trip to Big Bear
· Helped new students overcome the culture shock
E-Sun Construction Engineering Corporation, Taiwan Summer
1996
Office Assistant
· Executed all regular office tasks including faxing,
filing, and copying
· Answered and directed telephone calls
· Assisted in preparing special events