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Derek Wong is listed as Finance Candidate at Fordham University Gabelli School of Business at HW ACCOUNTANCY CORPORATION, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Derek Wong.
Derek Wong previously worked as Accounting Bookkeeper at Hw Accountancy Corporation and Asset Management Intern at Kpmg Us. Derek Wong holds Global Business And Finance, 3.93 from Fordham Gabelli School Of Business.
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Hi, my name is Derek Wong, a senior majoring in Finance at Fordham University. I am always passionate to learn about investing, private wealth management, and the various sectors of the financial industry. Outside of school, I love playing soccer, chess, and enjoying time with friends. I am always open to meeting new people! Feel free to contact me at: dwong32@fordham.edu
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San Ramon, California, United States
- Managed invoices for restaurants with more than $37M in annual revenue- Processed invoices using cloud-based Quickbooks accounting system- Worked with a CPA to resolve all inaccuracies in transaction accounts
San Francisco, California, United States
- Worked with the private enterprise team to help UHNWC with business acquisitions and estate planning- Created Forms 1065 and 1120 for private equity firms and hedge funds with over $85 billion AUM- Developed a strong understanding of business operations including revenue, debt, equity, and accruals- Leveraged tax savings strategies for clients and.
- Identified a list of potential clients using LinkedIn Sales Navigator- Shadowed an RIA to learn about the daily responsibilities of client relations management- Used financial software eMoney to create financial plans for clients- Learned how to create portfolios and personalize them to accommodate clients' needs and timelines- Conducted macroeconomic.
New York, New York, United States
- Placed first out of 36 consulting teams- Completed a comprehensive financial, operational, and marketing benchmarking and competitive analysis in order to identify business challenges facing Levi Strauss & Co. as part of a semester-long consulting project- Constructed a full financial report, analyzed its historical NYSE stock prices, detailed the.
San Ramon, California, United States
- Delivered food and drinks to consumers under high stress situations with strict time constraints- Efficiently planned routes to accommodate for unexpected delays to ensure punctual delivery- Maintained clear communication between consumers and merchants to reach customer satisfaction- Completed over 250 deliveries
Activities and Societies: Co-founder and Treasurer of the Chinese Cultural Society at Fordham University (2021-2023); Member of the.
Activities and Societies: Co-founder and Event Coordinator of EnviroactCompleted my high school diploma after attending California High.
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Derek Wong works for HW ACCOUNTANCY CORPORATION.
Derek Wong is listed as Finance Candidate at Fordham University Gabelli School of Business at HW ACCOUNTANCY CORPORATION.
Derek Wong is based in New York, New York, United States while working with HW ACCOUNTANCY CORPORATION.
Derek Wong has worked for Hw Accountancy Corporation, Kpmg Us, Highpath Advisors, Fordham Gabelli School Of Business, and Doordash.
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Derek Wong holds Global Business And Finance, 3.93 from Fordham Gabelli School Of Business.
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