David Dai Email & Phone Number

Hong Kong Sar

Shanghai City, China

Working on Risk Assurance as a professional advisor eager to be a game changer.

United States

-Conducted in preparing 800+ clients’ tax forms, walking through all steps of completing clients’ taxes using Glacier Tax Prep, and answered questions about complicated personal returns with critical thinking-Provided a guidance and leadership to 10 tax experts in TPAP, and handled tricky questions and difficult clients; Maximized clients’ tax savings by maintaining compliance with tax law

China

-Analyzed more than 30 financial investment products by financial modeling and introduced accurate expected returns and risks of each product to customers with strong presentation skills-Investigated 100 customers’ favorite investment styles and preferred securities with strong communication skills and reduced potential risks by replacing stocks with undervalued convertible-bond in customers’ portfolios-Co-evaluated 10 large corporations by considering economic overview, industry outlook and business operation with talented directors; Analyzed various financial factors and used DCF model to see actual value

China

-Categorized 35 customers’ proof materials in regard to mortgage, auto loan, and credit card, and integrated materials into corporate’s information system with multi-tasking ability-Collected borrowers’ loan materials and recorded borrowers’ information into automated banking system, saving regular time by 50%-Prepared daily 40 transactions and monitored rate of progress about clients’ requirements to sustain quality and efficiency of financial service

Master Of Science - Ms, Finance And Financial Management Services

Activities and Societies: IRS-Volunteer Income Tax AssistanceMaster of Science in Finance, Focus Area: Asset Management

Bs In Business Administration, Finance