• Identify, research, and evaluate investment opportunities in mutual funds, ETFs, stocks, and bonds for long term sustainable growth • Prepared quarterly and annual Client Portfolio Reviews to analyze the performance of each client’s portfolio• Performed portfolio and account adjustments for over 300 clients totaling at $250 Million Dollars in assets under management

• Collaborating with a team of 5 consultants to develop a business plan for a non-profit client in a 15-week project cycle• Composing weekly deliverables for our clients to guide them in the implementation and execution of our business plans

• Provide analytical support to Loan Officers by assessing credit/financial data from prospective clients for risk and ability to pay• Manage over 100+ Loans worth over $200 Million from origination to close by utilizing a cloud-based Mortgage FinancePlatform that increased operational efficiency by shortening closing times• Assess Clients’ financial goal and situation to help determine the best loan program to fit their needs • Established and analyze KPIs to improve operational efficiency, conversion rates, and total loan production of Loan Officer

• Analyzed and manipulated sales, website, and marketing data via Google Analytics using Microsoft Excel to create reports• Managed 10+ marketing campaigns via Bing and Facebook Ads leading to conversion increase in the span of 3 months • Established KPIs based on SMART criteria and monitored them to evaluate the performance of my marketing campaigns

• Research and coordinate meetings with local companies to solicit sponsorships for UCI Student Events • Collaborate with coworkers to execute large scale UCI Student Events, which will be attended by 10,000+ students • Publicize student events through the use of social media and on-campus resources to increase attendance

• Aided international graduate students on improving their English pronunciation and conversation skills through 1 on 1 tutoring• Developed and facilitated group speaking activities for 4-8 people twice a week to help solidify conversation skills