Ryan H.

Manage the development of a strategic account plans and focus on demand generators Determine and develop marketing communication activities as well as provide customer intelligence in evaluating market and economic trends Spearhead sales strategy meetings to provide input on weekly and overall sales strategy Serve as the sales contact for customers; serve as the customer advocate.

Serve as a bridge between Mandarin speaking customers and English speaking service representatives. Departments of service include: investment, taxes, mortgage, commercial banking, fraud, credit cards, ATM/ debit, phone/internet, etc.

Purchase securities in client accounts to create suitable dividend paying investment portfolios Research companies via fundamental analysis and review of SEC documents (8K, 10Q, etc.) Discuss portfolio positions with clients and presented investment philosophy and methods Utilize Excel to prepare quarterly account statements and manage client investment accounts

Hired and trained 7 career consultants to serve students seeking jobs and higher education Monitored consultant service skill progress via observation and evaluation to ensure quality

Facilitated the organization of 10 investment performance documents for investor review Translated over 40 pages of Heng Seng China ETF legal documents from Chinese to English Trained to understand and operate Bloomberg investment software in equity and fixed income

88.5/100 *Curriculum Language: Chinese * #1 MBA Program in Taiwan