JPMorgan Securities LLC, Affluent Servicing

JPMorgan Securities LLC, US Wealth Management

Worked as a part-time TA for Finance department while pursuing my Master’s degree.Courses: International Finance (FIN4007), Advanced Corporate Finance (FIN4004), Foundations in Finance for MBAs (FIN7000)

Carl H. Lindner College of Business, Department of Economics+ Utilized Regression Discontinuity package in RStudio to determine causal relationship between Ohio’s tax levies and 400 outcome variables+ Conducted statistical analysis spreadsheet reports and utilized data visualization tools in Tableau and Excel to portray results

College of Arts and Sciences, Department of Mathematical Sciences+ Courses: Probabilities and Statistics I & II, Pre-calculus, Applied Calculus I & II, Foundations of Quantitative Reasoning+ Assisted professors with lecture materials, grading assignments, and providing feedback on assignment papers, quizzes and exams to over 50 students per semester

Finance Department - Consumer and Business Collections division+ Analyzed and visualized the data on the company's daily customer account activities and sales performance to find insights that impact the company's financial decisions+ Updated and processed billing metrics for credit and collections reports using Excel spreadsheet functions+ Supported Executives, Finance and Accounting divisions with the fiscal year 2018's annual benchmarking project and other priority tasks

+ Trained with IRS representatives to obtain the Volunteer Income Tax Assistance certificates+ Assisted locals and working families in Cincinnati and Northern Kentucky area in completing individual tax preparation documents to get valuable tax credits and refunds+ Screened customers’ tax documentations, quality reviewing and helping customers fill in tax return papers

Financial Services Office (FSO) Advisory - Performance Improvement (PI)+ Defined and evaluated IT risks, issues and regulatory compliance initiatives to help clients understand impacts brought by the implementation of new technology solutions - SAP CRM+ Attended advisory consulting projects at client site and worked closely with SAP vendor and the client company's representatives to assist EY Manager in analyzing customer experience stats and providing reports to the client company and the vendor + Utilized spreadsheet analysis tools and PowerPoint to prepare weekly, monthly reports and presentations for EY's meetings with clients

FSO Risk AdvisoryI assisted Risk Advisory team with ad hoc tasks when I had time off from projects with IT Advisory team.+ Assisted the team with identification and measurement of credit risk issues faced by financial services institutions+ Monitored and recorded the exposures of the client company to interest rates and credit risk factors, then conducted risk capital calculations + Prepared materials for the team to conduct implementation of capital management and regulatory requirements with Basel III