Jessica Sun Email & Phone Number

Greater New York City Area

Promosuns is a creatively-driven, elevated one-stop-shop for your marketing, print, swag, and promotional product needs. We offer hands-on expertise to find right-size solutions that are both innovative and thoughtfully curated. Our clients range from challenger start-ups to Fortune 500s such as Ernst & Young, NARS, Citibike, and Food Bank for NYC. From apparel to mail campaigns to custom print- we’re here to make brands shine. We are proud to serve both domestic and international clients. Promosuns is privately held and headquartered in New York, NY.

New York, Ny

Manage Accounts of various Corporations and Organizations and assist them in creating branded products to help market their business at events, tradeshows, or for general marketing purposes.

Davis Wealth Management

* Consulted President of company and lead staff to evaluate business process risks, and related opportunities for internal control improvement.* Successfully grew company from a gross profit of 50k to 300k within a 2 year time frame.* Prepared and managed monthly profit analysis, ensuring all goals are met within strict deadlines.* Engaged in daily interactions with clients to improve customer satisfaction and create leads for new clients.* Prepared and managed Marketing events/Seminars, which successfully brought in new clients.* Created monthly and yearly vision/goals to keep company on track of reaching targeted growth * Ensured all required paper work for new accounts, transfer of accounts, and updates to accounts were properly submitted.* Managed staff and interns to ensure all projects and tasks were completed on time.

New York, Ny

* Lead a team of consultants to identify and evaluate business process and technology risks, internal controls that mitigate risks, and related opportunities for internal control improvement for a wide variety of financial services clients, including many large broker/dealers.* Worked with numerous areas within brokerage operations, including trading (trade capture), trade support / middle office / order room, purchase and sales / clearance, settlement, reconciliation / stock record, account administration, pricing, margin, dividends and interest, reorganizations, transfers, account re-registration, contributions, distributions, client communications, month-end closing, month-end reporting, information security (including network, applications, and database assessments), computer operations, change management and disaster recovery. * Consulted clients in the readiness/attestation work for compliance with the Sarbanes-Oxley Act and issuance of SAS70 Reports.* Managed a team of consultants in process documentation, risk-based control identification, as well as identification of client considerations.* Provided consulting services to major global clients to meet the client business objectives as well as performance of gap analysis.* Monitored engagement progress and profitability to ensure completion of projects within aggressive timelines.* Prepared and delivered presentations to client and internal management regarding project status, observations and findings.* Coordinated the planning and delivery of education and training programs* Coordinated global consolidation of observations across various practices for reporting to senior client management.* Clients include JPMorgan Chase, Interactive Brokers Group, Greenwich Capital, Bear Stearns, UBS, Blasland Bouck & Lee, Master Card International, Markit, Ziff Brothers, Lehmann Brothers, and Atari Inc.