Benjamin Poon Email & Phone Number

Pasadena, California, United States

• Mentored under professional financial planner Richard Hugh, a manager of multi-million-dollar portfolios.
• Strengthened financial acumen by observing high-profile client meetings, gaining valuable insights into strategic financial decision-making processes for portfolio management and client relationship management.
• Demonstrated a proactive approach to learning by studying the evaluation of potential investment opportunities, assessing stroke ratings for purchases, and contributing to the analysis of risk and return.
• Played a key role in interpreting complex trust fund documents, showcasing strong attention to detail and analytical skills to ensure accurate comprehension and support decision-making processes.

Placentia, California, United States

• Conducted the company's internal audit process by participating in the self-audit of inventory and t equipment.
• Created the completion of account payable vouchers of the company expenses, ensuring timely and accurate processing of payments and maintaining strong vendor relationships.
• Developed a comprehensive understanding of financial operations, accounting processes, and best practices through direct involvement in day-to-day activities such as voucher creation and audit management.

Long Beach, California, United States

• Provided valuable support to professional accountants by assisting with the preparation and completion of tax paperwork, including tax returns and 1099 forms.
• Exhibited a strong understanding of tax regulations and procedures, allowing for accurate and compliant accounts for clients.
• Delivered fine customer service and ensured smooth operations for various clients by scheduling future appointments and assisting Mr. Jong with organizing and filing important documents.

Los Angeles County, California, United States

• Engaged in multiple film productions and photo shoots with doctors and company executives for ads and P.R., demonstrating a strong understanding of the production process.
• Played an instrumental role in the setup and operation of cutting-edge equipment on various sets, ensuring optimal conditions for capturing high-quality shots.

Masters Of Science, Accounting/Finances

Bachelor'S Degree, Film/Cinema/Video Studies