Anthony Chen Email & Phone Number

Washington, DC, US

Washington, District Of Columbia, United States

• Supervise a 40-person department and serve as a specialist for complex inquiries during operational hours

Washington, District Of Columbia, United States

Washington, District Of Columbia, United States

Washington, District Of Columbia, United States

• Answering inquiries made by many of our 4,000 active members about their loans, transaction history, and account applications

Washington, District Of Columbia, United States

• Facilitating transactions for the world's largest entirely student-run financial institution with $20 million in peak assets, 4,000 active members, and 150 student interns

Washington, District Of Columbia, United States

• Leading the Healthcare Sector
• Conduct weekly meetings with a 10-analyst industry to prepare them for a buy pitch during each semester

Washington, District Of Columbia, United States

• Part of the Technology, Media, and Telecommunications group
• Researched semiconductor manufacturing companies to be used in the pitch team’s comparable valuation

Washington, District Of Columbia, United States

• Attended two training sessions per week to learn the fundamentals of Accounting and Valuation

Washington, District Of Columbia, United States

• Provided funding, security, and marketing for other university clubs to invite speakers to campus
• Collaborated with Georgetown University academic departments and professors to request and gain sponsorship aid to fund a $10,000 honorarium for Georgetown alumni and author, Rebecca Kuang
• Created an Inclusion, Diversity, Equity, and Accessibility Chair to ensure the club reaches its goals of financial parity and provide all necessary accessibility at lecture events such as a sign language translator

Springfield, Massachusetts, United States

Part of the Insurance Operations Division

Washington, District Of Columbia, United States

• Guided financial literacy lessons to 50 D.C. public high school students in Zoom and in-person classes

Washington, District Of Columbia, United States

• Advised in the creation of stock portfolio pitches to support students practicing their financial skills
• Acted as a liaison for four students in the program to provide immediate help and follow-up assignments

Springfield, Massachusetts, United States

• Evaluated 8 competitors’ financial performance using accounting ratios for the CFO’s first quarter report
• Constructed comparison Excel tables that assessed the financial health and productivity of all 9 branches
• Shadowed the month-end summary reports and reconciliations process of the accounting department

• Planned fundraisers for students to raise $1,000 for local Asian and Pacific Islander organizations
• Established detailed floor plans for a Spring Asian Night Market and Talent Show with a budget of $2,000
• Organized 2 events per month that celebrated different Asian cultures, holidays, food, and pop culture

East Machias, Maine, United States

• Supervised a group of 10 campers aged 8-12 years old in a cabin for 6 weeks during summer season
• Led a 5-person team to implement a 33 clue, 6 hour-long treasure hunt for and to engage 100 campers
• Planned pickleball and climbing competitions to promote excellence and increase interest in the activities
• Trained for and maintained Waterfront Lifeguard Certification; served as a member of the lifeguard team

Education record

Education record

Education record

A 4-week long summer program where I took Ethical Values of Business and Introduction to International Marketing.

High School Diploma

Activities and Societies: Student Council (Vice President) , Model United Nations (Secretary General), Varsity Tennis (Captain), Chamber.