• Performed comprehensive financial data analysis and data miningfor generating reports and forecasts catering to private investors andsmall investing groups, specifically focused on the Texas real estatemarket.• Successfully managed the audit of financial records, executed dataanalysis, conducted market and financial research, and ensuredcompliance with relevant financial regulations.

• Provided expert financial assistance to clients, addressing inquiries,and offering guidance on a wide range of financial matters, includingretirement planning, tax optimization, and wealth preservation.• Generated comprehensive financial reports and delivered expertfinancial assistance to kindergarten management.• Ensured compliance with regulatory and industry standards,staying up-to-date with changes in tax laws, investment products,and financial planning techniques.