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CALIFORNIA
STATE UNIVERSITY, San Jose
Bachelor of Science
Degree ( 2010)
Business Administration with Concentration in Finance
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Features: |
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Advanced finance course work: Studies in financial management, financial
markets, business forecasting, securities analysis, portfolio management;
focus included financial policy, quantitative analysis, and valuation
in a global environment.
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Exposure to industry leaders and influential academicians: Guest lecturers
included executives of corporate entities and financial institutions,
as well as professors involved in financial and securities research.
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Thesis: The Historical Volatility of Option Pricing |

Pursuing Chartered
Financial Analyst Certification. Preparing for Level I Exam with studies
in accounting, finance, economics, and ethics.
Advanced skills
in MS Excel, Access, Word, and PowerPoint; Internet research, database applications,
and proprietary banking software.
MAJOR BANK,
San Jose, California
Credit Analyst, Commercial Credit Center (4/09-Present)
Analyze financial statements and present lending recommendations for middle-market
clients. Verify compliance with financial
covenants. Make projections for forecasting purposes. Analyze accounts
receivable and accounts payable agings. Use
written and verbal skills to communicate effectively with clients, colleagues,
and managers. Identify and resolve complex problems.

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Promoted from senior customer service representative. |
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Ranked among top 20% of employees for overall sales volume.
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