Zhen Zhen Email & Phone Number

美国 华盛顿都会区

• Researched worldwide countries insurance data including North America, Europe and Asia; Compared and analyzed the insurance industry between China’s mainland and Hong Kong.
• Attending varies insurance meetings and summary the useful parts which can help improving our department’s tasks.
• Wrote reports to analyzed international insurance cases and help formulating insurance policy for government.

• Provided investment advice to clients according to their current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance.
• Reviewed clients’ accounts and changed some clients’ financial strategies since life, finances and investment performance had changed.

• Assisted manger to made special plan to treat VIP customers and held meetings & parties.
• Responsible for external promotion and conduct propaganda.
• Created working experience in management field and used communication skills to serve VIP customers.
• Combined organizational capabilities and team work spirit to make managerial plan by proposing the manager a more efficient personnel structure.

• Developed ability to independent written narrative reports detailing a borrower’s strengths, weaknesses, and ability to repay debt as well as identify risks to the bank.
• Completed a task independently by analyzing financial data, spreadsheets, and personal cash flow worksheets.
• Organized and review all financial data for multiple years with colleague.

• Created effective working experience by assisting the Director of Accounting with accounts receivable, accounts payable and contra accounts.
• Communicated with manager and other four accountants to ensure the correct data and method use to insure the quality of financial reports and Account receivable & Account Payable process.
• Managed time efficiently and effectively solved different problems with different methods.

Master’S Degree, Finance, 3.67

Bachelor'S Degree, Finance