Dian Jin
Carlisle,MA
Summary
Financial services specialist with strong background in financial analysis, investment strategy, and client advisory. Demonstrates solid focus on team collaboration and consistently achieves results. Highly adaptable, with expertise in risk management, portfolio optimization, and regulatory compliance. Known for reliability and ability to navigate changing needs effectively.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Registered Representative
New York Life & NYLIFE Securities
09.2024 - Current
- Increased client satisfaction by providing personalized financial advice and building strong relationships.
- Monitored economic trends and developments, adapting investment strategies as needed to optimize outcomes for clients.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Sales Intern
CITIC Securities Co., Ltd.
08.2023 - 09.2023
- Participated in client meetings to discuss financial analysis and investment strategies.
- Participated in sales meetings and presentations to gain knowledge and insight.
Assistant Accountant
Nantong Merry Moda Co., LTD
07.2022 - 08.2022
- Helped family business manage AR and AP.
- Processed payroll by validating work hours and attendance of employees.
Education
Bachelor of Arts - Business Economics
University of California - Los Angeles
06.2024
Skills
- Data Analysis: Proficient in analyzing data frames using R Studio, including data manipulation, visualization, and statistical analysis
- Microsoft Office Suite: Advanced skills in Microsoft Word, Excel, PowerPoint, and Outlook, with expertise in creating professional documents, spreadsheets, presentations, and effective email communication
- Customer service and support
Certification
- Massachusetts Driver's License
- The Securities Industry Essentials (SIE) exam
- The Series 7 exam
Timeline
Registered Representative
New York Life & NYLIFE Securities
09.2024 - Current
Sales Intern
CITIC Securities Co., Ltd.
08.2023 - 09.2023
Assistant Accountant
Nantong Merry Moda Co., LTD
07.2022 - 08.2022
- Massachusetts Driver's License
- The Securities Industry Essentials (SIE) exam
- The Series 7 exam
Bachelor of Arts - Business Economics
University of California - Los Angeles
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