Daisy Wang

Daisy Wang

CEO at Loyalty & Wealth LLC

About

*. Strong professional background: Money doctor and Financial solution specialist. * Platform builder to connect resources and extensive network *. Communication and organizing skill

Country

United States

City

Sunnyvale

Industry

Financial Services

Skill

Host of Finance GPS 財經一點通 at FM96.1 Tue 8:30p-9:00p, Accounting, Auditing, Account Reconciliation, Finance, Video Production

Experience

Loyalty & Wealth LLC

CEO at Loyalty & Wealth LLC

Loyalty & Wealth LLC

2021-1 - Present · 5 yrs 9 mos

* Evaluate clients' financial status and help to reduce risk, enhance returns, diversify holdings and lower taxes. * Financial guidance and solution to reach your goal on: - Real Estate investment plan - Children education plan - Retirement plan - Long term care plan * Update you about Financial Trend, tips on finance by media (Youtube video, radio show, event)

Perfect life Insurance agency

Chief Financial Officer

Perfect life Insurance agency

2018-7 - Present · 8 yrs 3 mos

Milpitas, California, United States

Financial GPS Group

Founder and Chairperson

Financial GPS Group

2015-5 - Present · 11 yrs 5 mos

San Francisco Bay Area

Dedicated to community service, Financial GPS Group is a politically registered nonprofit organization that incorporates modern media, professional consultancy, platform sharing, and international collaboration. With its foundation set in the Silicon Valley, the global center of high technology and origin of talented elitists, it strives to spread its message throughout the world. Committed to aid 1st generation immigrants in becoming acquainted to their environments, understanding political policies, establishing strategic agility, acquiring investment skills, capitalizing on shared platforms, and thriving on global advantages. FGG is on San Francisco Bay Area FM 96.1, Facebook, Youtube and We-chat Official Account. It has assembled experts on entrepreneurship and management, finance, real estate investment, international trusts, wealth inheritance, legal consultancy, studying abroad, and tourism in order to provide communities with consultancy and global personalized services. It also cooperates and supports other groups, organizations, and media to develop collaboratively and benefit society, thereby allowing audiences and participants to enjoy a healthy and high-quality life. San Francisco Bay Area FM96.1; facebook: Financial GPS group; Wechat ID: caijingyidiantong 我们的宗旨: 尊圣敬善,谋民生福智 崇德兴仁,倡商业伦理 我们的目的: 成就精英,造福社区 我們的口號: 取之有方,用之有道

Marvell Semiconductor, Inc.

Sr. General Ledger, consolidation and Intercompany Accountant

Marvell Semiconductor, Inc.

2008-6 - 2018-6 · 10 yrs 1 mo

Santa Clara

Reconciliation, Closing, Financial Flux analysis, IC consolidation & Elimination, Equity, Auditing Package. AREAS OF EXPERTISE - ERP (Oracle 11i and R12, SAP) - Month End Closing - Inter-comany Elimination - Journal Entries (I/C, Cash, Prepaid, Accrual, Allocation,NRE, Restructuring) - Account Reconciliations (I/C, Bank, Prepaid, Accrual,Deferred Rent,NRE, Restructuring,MBO) - Essbase/Hyperion, BI, Discovery - SEC Schedules / PBC Schedules - SOX Compliance / Audit Requests - Financial Reporting Packages / Fluctuation Analysis

Optical Company @ Fremont

Sr. G.L Accountant

Optical Company @ Fremont

2007-8 - 2008-6 · 11 mos

G.L closing, Reconciliation. Fixed Asset Software Oracle

Real Estate Company at Palo Alto

Accountant

Real Estate Company at Palo Alto

2005-9 - 2006-11 · 1 yr 3 mos
Industrial Distributor at Sunnyvale

Regional Accountant

Industrial Distributor at Sunnyvale

2000-3 - 2005-8 · 5 yrs 6 mos

Monthly closing. Accrual, Reconciliation. Multiple state sales and use tax return. Work with the auditor. Supervise 2 onsite AP staffs and 5 off-site AR staffs. Communicate with 5 reginal manager for over 10 divisions accounting work. Software: Prophet 21

Land development and property management Co. at Los Altos

G.L Accountant

Land development and property management Co. at Los Altos

1998-5 - 2000-3 · 1 yr 11 mos

Supervise 2 AP staffs. Master Land development com. accounting Support property management com accounting Worked with CPA for tax related Software: Solomon IV

Advertising Company at Forster City

Full Charge Accountant

Advertising Company at Forster City

1997-2 - 1998-5 · 1 yr 4 mos

Work with CPA with tax issue. Cooperate with Finance Alliance Association for credit line and financial needs. In charge of daily transaction of whole company's accounting activities. Work with President for planning and analysis. Software: Solomon IV

International Trading Company

Financial Manager

International Trading Company

1993-3 - 1995-12 · 2 yrs 10 mos

Supervise 2 staffs. . Overview Company finance. Work with CPA for tax issue Master software Solomon III

Daisy Wang's Contact Information

Email

******@***.com

Phone

(**) *** ****

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