Jennifer Wei, Cpa Email & Phone Number

Overland Park, Kansas, US

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Working at my family business to help support with business operations + cashier roleFacilitated owners switching to S-Corp for tax benefits

• Created new tipping model for credit sales.
• Managed inventory and involved in training new hires.
• Created new recipes for seasonal use.
• Proposed and enforced new business strategies and developed social media presence for business.
• Encouraged an inviting work culture with focus on self motivated responsibility.

• Employed in Caffe Bene with unique change of atmosphere
• Cafe Focused
• Held responsibilities to work in an efficient manner as well as alongside other coworkers
• Developed Business Ethics and Responsibility to work well with others and to adapt to different situations

Champaign, IL, US

• Certified EMT-B and worked during events events for public safety and to promote medical services
• Provides medical services during the busiest seasons of football with over 5 calls per team in a span of 7-8 hour game

Wauwatosa, Wisconsin, US

Current Summer 2022 internship Focus: Tax Planning and Financial Planning/Wealth Management---Disclosure:Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or.

Urbana, IL, US

• Promoted to lead teams of videographers in various projects and managed different scenes
• Collaborated with fellow peers to promote events, create scripts and produce high quality, polished productions
• Directed and taught fellow videographers, different techniques for smooth transitions and ideal shots for frames
• Directed two Fashion Show with 3 scripts each year with over 75 hours of videography, team meetings and editing
• Committed over 100 voluntary hours on 6-8 projects each year

Urbana, IL, US

• Managed and directed a 2-hour shoot, 2-hour edit and fulfilled a 30 second trailer for AAA social event
• Filmed + directed edits for Fashion Show and Cultural Asian Mental Health event

Champaign, IL, US

• Manage 4 teams among the course to bring consulting structure and advice to students who may not have prior experience
• Lead initiatives while being a great resource to encourage the projects’ progress and giving feedback for assignments
• Communicate with team leaders, clients, and the course instructor to ensure a smooth progress experience for students

Reston, VA, US

Interviewed and selected to join PBL to develop and promote leadership, networking, and professional attitude

North Chicago, Illinois, US

• Developed technical skills in HFM in a financial consolidation systems team and attended over 50 informationals
• Extracted data for benchmarking, documented metadata processing, addressed findings, and presented personal project regarding perspectives regarding remote work environments and a final presentation upon reflection of.

Champaign, Illinois, US

• Scoped and led 2 separate client projects which included leading team and client meetings, optimizing communication, and planning social events for projects involving agriculture + technology, machine learning, law.
• Provided market analysis for clients including 5 weeks of primary research and presented findings weekly in a client briefing
• Created presentations while providing appropriate feedback to fellow consultants as a senior consultant and project manager

Champaign, Illinois, US

• Led team meetings and client calls and provided edits and feedback for consultants weekly
• Formulated agendas/plans for social events and meetings to promote team leadership and collaboration

Champaign, Illinois, US

• Provided market analyst for the client including 5 weeks of primary research and presented findings
• Worked with the client in Agricultural Technologies over a semester to propose solutions for market entry

• Created a business with a co-founder to sell quality jewelry targeted towards a luxury audience with a goal to donate 10% of profit to a cause each month
• Worked with suppliers on products, created brand website and optimized social media posts to reach consumers
• Navigated Facebook Advertising model and created multiple customer targeted ads
• Created business model and defined brand and launched brand in August
• Closed business in September due to partners agreeing to a focus on school

Chicago, Illinois, US

Introduced to private markets, private credit, and venture capital sectors through a weekly 1-2 hr education symposium for 6 weeks

Champaign, IL, US

• Graciously participate in job shadows with Protiviti (Jan 2020) and Abbvie (November 2019).
• Participate in case competitions with PwC (spring '20 and fall '19) and was awarded first in Enrichment Academy's Case Competition (August 2019).

North Chicago, Illinois, US

Experienced a job shadow and finance internship with a Fortune 500 biopharmaceutical company with strong values for ethical regulations, company culture, and a patient-focused philosophy for their operations

Seattle, WA, US

Employed in Starbucks with a high volume of customers and interacted closely with a plethora of unique individuals

• Marketed products for a local business while maintaining the booth at various markets
• Promoted products and helped spread awareness to help grow local businesses
• Created value for consumers by spreading knowledge regarding goat milk soaps and other facial products to a wide variety of consumers in order to increase brand loyalty and customer base

Second photographer/videographer for weddings

Austin, TX, US

Tutored in junior high level science and math

Bachelor Of Science - Bs, Finance And Accountancy

High School Diploma