Alex Chen Email & Phone Number

Boston, Massachusetts, United States

I am currently working as an Associate Consultant at a leading organization in the payments industry, within the Strategy and Transformation team. My work encompasses a broad range of areas, including payments, loyalty and personalization, project management, and process optimization, among other strategic initiatives.- Developed credit card competitive landscapes across multiple regions, identifying opportunities to improve credit programs- Assessed opportunities to drive ancillary revenue for co-brand clients- Created a custom excel dashboards for clients to track loyalty and card program performance- Worked with clients to address payments processing opportunities (i.e., 3DS Authentication, MDES Tokenization, Authorization, Clearing, Fraud, Chargebacks)- Assessed billing and pricing processes, identifying opportunities for standardization and additional automation- Cultivated client relationships as a main point of contact- Managed client orders, facilitating communication between vendors and relevant parties- Developed monthly newsletters, identifying loyalty trends within the restaurant industry- Promoted knowledge-sharing within the company by organizing and sourcing monthly presentations

Bloomington, Indiana, United States

Major: FinanceCo-Major: Business AnalyticsHutton Honors CollegeKelley HonorsFounder’s Scholar: 2020-2023Graduated with Highest Distinction

Milwaukee, Wisconsin, United States

I interned as a Business Analyst at a leader in the life insurance industry. I worked in the Underwriting division of the New Business department. My team worked to modernize underwriting, increasing automation and digitizing the underwriting process. - Tested data processing for a new insurance product - Created a new testing template and process which is 3x more efficient than the previous standard - Built a library where email templates could be stored and looked up - Met with business consultants to analyzed business needs that needed to be addressed - Distilled business needs into stories which were communicated to software developers - Built Jira dashboards to summarize project progress for product teams - Created a confluence page to document and track changes made to platform pages - Pitched a PRFAQ for a potential product

London, England, United Kingdom

I interned at a partner practice of one of the largest wealth management firms in the UK. St. James Place has a large client base in retirement, and they are the largest drawdown provider in the UK. The company manages over £150 billion.- Took part in Salesforce training, building reports and dashboards to make accessing client data easier- Researched funds using FE Analytics, assessing risk, performance, and fit for the client- Attended client meetings, engaging and taking notes to gain a better perspective of client needs and aspirations- Attended investment meetings, discussing investment beliefs, strategy, and asset allocation- Researched and contacted financial providers to obtain necessary forms and client information- Conducted research on topics clients were concerned with including ESG, fee structure, current events, and much more- Created presentations and deliverables on concerned topics and presented them to my managers- Led company-wide team meeting, interacting with professionals from all around the world- Crafted a LinkedIn content calendar, planning posts for ideal times- Researched and wrote LinkedIn posts, drawing in potential clients

St Louis, Missouri, United States

I worked at a newly-founded moving company looking to grow and expand their client base.- Moved houses for clients, providing top-quality hospitality- Observed and learned from operations and strategy of a small business

Chesterfield, Missouri, United States

Delivered food to at-risk and concerned customers during the COVID-19 Pandemic

Bloomington, Indiana, United States

I worked at the Wright Eatery, the biggest food court on campus.- Served thousands of students, ensuring a high standard of quality and service in 8 different restaurants inside Wright Eatery- Adapted and learned to work with new obstacles in a world with COVID-19

Greater St. Louis Area

The Missouri Athletic Club is distinguished as one of the Platinum Clubs of America. It is dedicated to serving its members and creating a great club experience. Working as a snack bar attendant for the pool, this job included cooking, cleaning, running food, and taking orders.- regularly closed without managers, learning how to distribute tasks and manage time- provided quality customer service, learning how to interact and treat club members- worked with peers, building close connections with coworkers

Greater St. Louis Area

This job entailed serving as a cashier, expediter, dishwasher and food maker. It involved moving around different tasks and learning the ins and outs of the fast food business.- Served as the first point of contact to customers with kindness and integrity, creating great customer relations and trust- Prepared for lunch and dinner rushes by proactively restocking all supplies, streamlining operations- Made sure all food and services were up to standard, maintaining a expected level of quality for customers

Greater St. Louis Area

I had the opportunity to intern at the Make-A-Wish Foundation in Missouri. I worked in many departments including operations, development, volunteer services, and marketing. While working, I spent the most time learning from the marketing director.- Worked with and learned from respected professionals in their respective fields, gaining experience in a professional setting- Researched and developed a new social media marketing plan, drawing more views on posts and the organization as a whole- Experienced the meaningful difference a non-profit organization can have on families firsthand

Bachelor Of Science - Bs, Finance, Business Analytics

Education record

Activities and Societies: National Honor Society, Peer Counselor, Robotics Team Leader, Lacrosse, Soccer