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Great Problem Solver

Location:San Diego, CA, United States (Anywhere)

Education level: N/A
Education field:
Years of experience:
Attributes that best describes:
Independent worker
Strong analytical skills


Professional Summary
● Proficient in BETA, Stellant, DST Vision, SmartDesk, QuickBooks, Point of Sale (IT Retail), and Microsoft Office Suite (Excel – Vlookups and Pivot Tables, PowerPoint, Word)
● Creative and resourceful in problem solving and executing projects in high demanding environments
● Fast learner with the ability to be tactful in independent work, while maintaining high quality in collaborations
● Multilingual: English, Chinese (Cantonese and TeoChow dialects) and Vietnamese
Bachelor of Business Administration in Finance January 2013 University of San Diego San Diego, CA Major GPA: 3.5 Cumulative GPA: 3.2

Business Administration, Study Abroad September 2011 John Cabot University Rome, Italy

Unleash the Power Within April 2011
Anthony Robbins Seminar Chicago, IL.

Professional Experience
Operations Specialist October 2013 – Current
LPL Financial, Performance and Data Reconciliation San Diego, CA
• Perform daily reconciliations and analysis of corporate wide mutual fund positions within BETA, Vision and SmartDesk
• Initiate, reconcile, and carry out broker to broker conversion projects
• Reconcile Alternative Investment positions (breaks)

Operations Specialist June 2013 – October 2013
LPL Financial, Account Transfers San Diego, CA
• Coordinate between multiple parties (clients, advisors, banks, and brokers) to prepare, review, and process incoming and outgoing transfers of assets (non-ACATs) between financial institutions
• Status outstanding transfers

Marketing Intern October 2012 – January 2013
Internet Marketing Inc. San Diego, CA
• Developed and integrated client campaigns (optimizing pages for search engines)
• Utilized extensive Microsoft Excel to analyze market data (Formulas, VLookUps, Pivot Tables)

Assistant Manager/Assistant Accountant August 2006 – June 2013
World Foods Supermarket / Vien Dong Supermarket San Diego, CA
● Prepare and analyze standardized financial statements for monthly management meetings (Profit & Loss Statement Analysis, Income Statement, Quantitative & Trend Analysis, Departmental Profitability & Shrinkage Analysis, Financial Forecasts)
● Incorporate customers and employees’ concerns into management meetings (create action items with goals, benchmarks, and deadlines of execution to improve the culture of the business)
● Assisted management in creating and implementing business growth strategies (i.e. product line customization to accommodate diverse demographics)
● Strategized marketing media and content – resulting in increase of sales
● Developed and executed inventory management system
● Assisted customers with complaints, returns, questions, suggestions, and purchases
● Designed an employee training and development program

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