Anna Liu Email & Phone Number

Binghamton, New York, United States

Provide pro bono consulting services to local Binghamton community

Vestal, Ny

Led a class of 10 students by designing a lesson plan to review lectures, simplifying complex accounting problems into manageable steps for enhanced comprehension.

Queens, New York, United States

In my freshman year of college, I founded a press-on nails business, initially selling through Instagram and later expanding to Etsy. Achieved over 300 sales within the school community and on Etsy, leveraging advertising strategies such as social media, flyers, and club partnerships. Responsible for managing customer expectations and delivering exceptional service.

New York City Metropolitan Area

Selective program for women underclassmen to learn more about front office finance career. Undergo rigorous training including DCF valuation, Comparable Company Analysis, and Bloomberg Terminal.

Participate in a team of 12 members to pitch a live multifamily deal in a "Shark Tank" style. Analyzed a 10 million dollar property located in Upper East Side. Performed market analysis and property analysis through offering memorandum and CoStar Report. Identified value add opportunities to recognized potential rent increase by 18% in free market

Queens, New York, United States

Advised clients on selecting suitable loan programs tailored to their needs, considering factors such as credit scores, loan usage, status, property type, loan amount, insurance, assets, and liabilities. Generated prospective client profiles through cold calling, followed up on loan applications diligently, and provided regular updates on the loan process to ensure clients were well-informed. Prepared and filed 1003 loan applications, crafted executive summaries for each client, and meticulously organized and delivered client files and documents to the operations team.

Queens, New York, United States

Supported client's annuity plan asset allocation to optimize growth, leveraging index performance insightsAnnotated visual aids to explain annuity plan mechanics, client payouts, and premium-based growth to clients

Atlanta, Georgia, United States

Using Excel, I created a CRM for potential local partnerships with retail wine shops. Created a TikTok account for the company and created strategic plans based on the TikTok algorithm. Calls and emails were sent to local retail wine shops. Collaboration with other interns and group leader to ensure that the team is on the same page and the work flows smoothly.

Queens, New York, United States

I oversee a class of 11 students, providing tutoring in subjects including math, science, English, and writing. I teach the value of patience in solving problems and introduce new vocabulary words daily, followed by vocabulary quizzes to reinforce their learning.

New York, United States

In my summer internship at Bleu Life Media, I assisted my team in sourcing resources for article writing and social media promotion. I actively participated in daily meetings, consistently focused and cooperative, completed assigned tasks, and contributed to designing the Fall/Winter Collection, offering valuable ideas to the team.

Bachelor Of Business Administration - Bba, Finance And Business Analytics, 3.96

Activities and Societies: Finance Society: MarketBootcamp Participant Women In Finance: Mentee Consult Your Community: Business Analyst.

High School Diploma, Business Administration And Management, General

Activities and Societies: Virtual Enterprise