Quinn(Xin) Tao Email & Phone Number

Andover, Ma, Us

Greater Boston

- Reconcile various mutual fund and hedge fund accounts; review reconciliations by automation, and research and correct any variances across the different funds- Analyze data and identify problems affecting accounting records and accounts; communicate the same to management, and assist in finding a solution- Communicate with cross-functional teams to deliver high-quality service to customers with accurate and timely completion of all tasks; prioritize different inquires based on customers’ requests- Record accurately, and in accordance with company policies and procedures, records such as securities positions, corporate actions related, and journal entries- Performing month-end closing processes to ensure timely delivery of clients’ reports

- Participated in a Business International Field Seminar and visited multinational companies and local startups in Chile- Engage in class seminars on various topics (e.g., Privacy Law, Innovation and technology) - Selected to be a member of this program of 27 Questrom's top students

Shanghai City, China

- Established corporate relations with international clients in Mexico and acted as a liaison for initiating business development projects- Created a digital repository for organizing and documenting transaction-related details- Assessed the accuracy of financial transactions data and corrected for wrong entries in the inventory log

Bachelor Of Science In Business Administration & Management, Finance, Strategy, And Real Estate

Activities and Societies: the Honors Program

High School Diploma