Yujing He Email & Phone Number

• Projected P/L statements based on Excel model on monthly basis to evaluate business performance and identify business opportunities.
• Organized invoices, prepared financial statements, and reported to management teams.
• Attended important convention, such as IFT, to promote the company and attract new customers.

Bellevue, WA

• Explained characteristics and advantages of suitable insurance types to clients, helping clients understand the benefits and product features.
• Answered clients’ questions about insurance to stimulate clients’ willingness to buy products and increase satisfaction.

Pullman, Washington State

• Raised funds for events like the Spring Festival Gala, which was attended by more than 800 people to provide high quality food and entertainment for attendees.
• Communicated with International Student Council (ISC) and the student senate to raise funds for events; received $500 from ISC and $2,000 from the student senate.
• Promoted events by sending flyers and selling tickets; earned $2,500+ for the event through ticket sales to pay for entertainment, venue, and refreshments.

中国 广东 深圳

• Facilitated opening of trading accounts in Chinese stock market for 15 to 20 clients per week to allow clients to profit from exchanges.
• Provided overview of current stock market to clients, trained them on use of trading platform, and answered questions about their concerns to increase customer satisfaction.
• Managed customer profiles through record-keeping to increase company’s effectiveness and efficiency on understanding the need of customers.

中国 广东 深圳

• Communicated with small groups of 3 to 5 clients to understand their required return needs for the portfolio.
• Translated written documents and conversations from English to Chinese for clients to better understand contents of investment information.
• Interpreted simultaneously from English to Chinese for company managers to let them better understand clients’ requirements.

Master'S Degree, Financial Mathematics

Activities and Societies: Gimc Group

Bachelor Of Business Administration (Bba), Finance, 4.0

Activities and Societies: Financial Chairman of Chinese Student and Scholar Association • Financial chairman of Chinese Student and.