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Career Objective


Results-oriented Operations and Customer Service Professional eager to contribute significant Administrative and Retail Sales experience toward actively boosting bottom-line performance of company


Profile of Qualifications


Ø  Expertise in planning, coordinating and managing administrative workflow and projects to efficiently meet critical deadlines and operational goals; Consummate team-oriented sales liaison

Ø  Feature dynamic communication skills, effectively collaborating across all areas of operations, corporate levels and clients to maximize results and optimize customer relations

Ø  Highly proficient at managing all facets of financial services administration from phone triage and interdepartmental communications to financial reporting to effectively handling/resolving client needs

Ø  Keenly process confidential documents and information relevant to operations, resource management, travel arrangements, financial reporting, payroll and more

Ø  Strong ability to train and develop associates in all aspects of financial services and general retail

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Professional Experience


Elliott Cove Capital Management, Seattle, WA                                                                 2007-2009

Operation Specialist


  Featured Series 65 license, efficiently acting as point person between Bankers and Investment Advisor Representatives and Elliott Cove s custodian company

  Effectively resolved client, banker and custodian-related issues in timely fashion

  Accurately generated regular monthly/quarterly reports and custom reports when requested

  Demonstrated team-oriented drive, enthusiastically handling all duties and tasks as the administrative utility player under direction of  Chief Compliance Officer

  Proficient at managing website updates with new data and performance results

  Excelled at maintaining customer accounts and servicing all client updates/requests

  Successfully executed clients mutual fund transaction; Rebalanced clients portfolios

  Provided exemplary assistance to accountant on monthly basis, helping reconcile debit and credit entries relating to trade costs, client accounts and other relevant matters


Bank of America, Tarzana, CA/Northridge, CA                                                              2006-2007

Administrative assistant/Personal Banker


  Served as company sales liaison, coordinating client accounts with appropriate management and sales personnel; Provided weekly sales data and other analytical reports for Franchise Banking Sales Executive, achieving consistent operational excellence and marketing plan success

  Managed day-to-day administrative affairs, including phone and mail triage, order processing and management, price sheets, and travel/expense reports

  Responsible for maintaining all personal and master calendars, and coordinating meetings logistics and efficient procurement of equipment and materials

  Exhibited dedicated follow through with field reps and clients on all sales transactions; Displayed highly organized and complete understanding of marketing materials/confidential account info




Puget Sound Investments/University of Washington, Seattle, WA                                        2004-2006

Vice President of Sales


  Responsible for creating cost-effective, high-performing office environment through keen human resource fiscal control measures and strategic annual budget preparation

  Applied dynamic project planning talents toward growth of client base through innovative sales team leadership and development and execution of effective marketing plans

  Exhibited excellent leadership skills in managing, training and motivating personnel

  Implemented performance measures and valuable trend analysis/market studies to grow Private Mortgage Note market


The Southwestern Publishing Company, Seattle, WA                                                                    2003

Sales Representative


  Developed and executed results-oriented marketing strategies, comprising cold calling, prospecting, telemarketing and direct mail

  Thoroughly analyzed client needs, history and business practices to prepare presentations

  Utilized highest of professional standards in representing company at sales meetings, industry trade shows and training seminars; Consistently gathered information to strengthen sales efforts

  Thrived at cultivating key relationships through superior follow through and customer service


New Wok Restaurant, Seattle, WA                                                                                       2000-2003



  Managed overall affairs at high-volume restaurant, including development of high-grossing customer-focused team through effective recruiting, training, scheduling and mentoring

  Practiced keen fiscal skills, efficiently managing Accounts Receivable/Payable, General Ledger, Payroll and miscellaneous database/records

  Excelled at analyzing daily food sales, client volume and labor costs, and allocating appropriate resources for maximum profitability; Showed strong food and beverage inventory management

  Facilitated revenue growth by addressing/resolving issues in exemplary customer-oriented fashion

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University of Washington, Seattle, WA

Bachelor of Arts, Business Administration/Finance and Entrepreneurship; 2005


Seattle Community College, Seattle, WA

Associate of Arts; 2002

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Microsoft Office Suite - Advanced proficiencies in Word, Excel, PowerPoint and Outlook; Visual Basic; Networks


Bank of America internal bank systems, including Expense, Intranet and eRequest


Fluent in Mandarin; Conversational in Cantonese, Taiwanese and Shanghainese

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