Ben Niu

• Prepared monthly newsletters and presented to department committee members • Collaborated with IT team, developed an executable plan for restructuring department website and simplified online donation procedure • Managed the daily front desk operations and performed complex office support duties such as responding to inquiries and regular bookkeeping duties • Worked under minimal supervision in ensuring office compliance with directives from the Executive Assistant to the Chair • Assisted in event preparation and coordination as well as performed public relations duties while touring visiting dignitaries, faculty candidates, and prospective donors around the university campus

• Created budgeting model and categorized monthly expenditures chart for individual clients • Conducted 1:1 coaching appointments with student clients by developing financial, investment, and budgeting strategies to achieve their long-term goals • Delivered group educational presentations on improving financial wellness focusing on financial strategies including goal setting, budgeting, and debt repayment

• Gained exposure to the processes of corporate, retail banking, and credit risk management • Verified prospective borrowers' application documents and assisted loan officer making decisions • Co-advised retail clients and made recommendations for financial products with the wealth manager

Fisher Business College Scholarship based on academic success and leadership from 2012-2014 Dean's list 4 times