*After leaving PineBridge Investments at the end of 2010, provided financial literacy services and English lessons for retirees as my own business.

*Maintained client-oriented relationships as Relationship Manager on fund business for an eligible institutional investor. *Supervised the reporting team of three. *Prepared monthly / quarterly / annual fund performance reports and reported fund performance to the client at the same time.

*Obtained 10 new clients led by existent clients in a month by discussing the client’s issues in their terms.*Achieved the No.2 sales record among all the 150 sales representatives by analyzing client servicing needs and providing resolution.*Greatly contributed to the branch’s sales performance, reaching over \100,000,000 or 120% of the monthly revenue goal, for six consecutive months by making excellent presentations of diversified products for client’s risk hedging.

*Received the CEO’s Award in Aizawa Securities for succeeding in client’s deposit of \500,000,000 and achieving revenue of \15,000,000 per month by applying my proven ability to be a good communicator and proactively promote sales activities.*Initiated monthly meetings about sales promotion, speaking about the importance of increasing fund assets in order to keep stable profits.*Exceeded the annual goal of fund sales, achieving 150% with strong sales and presentation skills.