_Independent research of investment trends and themes in the North American financial markets._Report creation on North American equities (reports, guides, blogs, thought leadership, etc.)_Answering investing and market related queries in a succinct and efficient manner._Creation of unique, thought provoking, and out-of-the-box research and content.

_Analyze company fundamentals, industry trends to make investment decisions resulting in a portfolio achieving 20% compounded annual growth rate, beating the S&P 500 for three consecutive years._Attend company’s quarter, annual earning calls, industry conference and meeting to understand industry trend and look for investment potentials._Use Bloomberg, Capital IQ to analyze valuation metrics compared to historical trends, growth rate, return on invested capital, etc. to… Show more _Analyze company fundamentals, industry trends to make investment decisions resulting in a portfolio achieving 20% compounded annual growth rate, beating the S&P 500 for three consecutive years._Attend company’s quarter, annual earning calls, industry conference and meeting to understand industry trend and look for investment potentials._Use Bloomberg, Capital IQ to analyze valuation metrics compared to historical trends, growth rate, return on invested capital, etc. to develop financial models such as Discounted Cash Flow._Conduct in-depth primary research on small and micro-cap companies focusing in North America for things such as management track record, background, etc. to support investment thesis. Show less

_Preparing financial statements, daily bookkeeping, filing corporate tax returns for small and medium businesses._Compile financial statements for numerous businesses including balance sheet, cash flow statements, profit and loss reports._Accumulated GAAP Accounting knowledge and corporate finance expertise by preparing and consulting financial statements for more than 300 enterprises._Consult and review financial aspects of businesses in how to deal with third-party… Show more _Preparing financial statements, daily bookkeeping, filing corporate tax returns for small and medium businesses._Compile financial statements for numerous businesses including balance sheet, cash flow statements, profit and loss reports._Accumulated GAAP Accounting knowledge and corporate finance expertise by preparing and consulting financial statements for more than 300 enterprises._Consult and review financial aspects of businesses in how to deal with third-party including creditors, investors, etc. Show less

Plan and facilitate more than 10 90-minute small group study sessions of 15-20 students per week throughout the semester for targeted courses. Prepare weekly reports directly to Group Learning CoordinatorIdentify the student’s needs from diverse backgrounds. Supporting the students in gaining effective study skills and maximizing potential for academic successes. Gaining verbal and written communication skills.

Conduct individualized tutorial sessions for students to assist their academic areas and determine what skill areas require additional assistance. Maintain all records required to document student’s attendance and academic progress. Improving interpersonal skills significantly.

Assisted in consulting and filing tax return for low-income individuals. Inputted the client’s information into taxation software (U-File). Accumulated customer experience and personal taxation knowledge.

Interfaced with customers to identify purchasing needs and encourage their try on new products Recommended additional products or cost-effective alternatives to enhance services and satisfaction as well as promote the company brand