Yongshi Chen is a high-skilled expert, working in Ameriprise Financial Services, Inc main office of which is in 430. on the position of Financial Planning Intern since 2016. This person gained professional experience in more than six positions at various companies. Yongshi Chen went to the University of California, Los Angeles and got education there from 2015 to 2016. Los Angeles, California is the area, where this professional was known to be living. The person's contacts can be easily accessed through Connexy on demand.
Name variants:
Yongshi Chen
Contact Information
Workplace
Colleagues
Work History
Financial Planning Intern
3500 Packerland Dr, De Pere, WI 54115
Support the owner in basic financial analysis of the business Assist in basic client cash flow, net worth and financial planning analysis Do basic analysis of investment options for clients ...
Mar 2016 — Jun 2017
Assistant Manager
315 Laguna St, Santa Barbara, CA 93101
Answer phone calls of customer service. Prepare the monthly budget for the office. Prepare the monthly accouting work. Teach the boss Chinese.
Jul 2014 — Nov 2014
Manager Assistant and Lobby Manager
Visit the companies of customers and seek their needs for banking or finance and maintain the relationship. Help clients to fill in all kinds of forms and maintain the order of lobby. Teach ...
Mar 2014 — May 2014
Marketing Representative
Lead a team of 8 to finish assigned work from supervisors. Make plans for marketing products and services. Recruit students from UIC for Summer/Winter Programs. Design posters for programs a...
Sep 2012 — Jun 2013
Trainee
1295 State Street Ter, Springfield, MA 01109
Work on a project on exploiting insurance market in mainland China and accept financial training Lead a group of 8 and manage the life of group members Honored as the Most Outstanding Trainee
Jan 2013 — Jan 2013
Education
2015 — 2016
2014 — 2015
2010 — 2014
Occupations
Coordinator
Apprentice
Executive
Owner
Managers
Accountant
Finance and Accounting Specialist
Assistant Manager
Engineer
Customer Service
Sales Specialist
Client Service Officer
Student Worker
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Microsoft Excel
Research
Powerpoint
Leadership
Financial Analysis
Finance
Marketing
Financial Modeling
Analytical Skills
Business Analysis
FAQs about Yongshi Chen
What's the profession of Yongshi Chen?
This professional's job is Transaction Coordinator
What are the main profession of Yongshi?
These person's professions are Coordinator
Where does Yongshi Chen live?
Los Angeles, California is the place where Yongshi Chen currently lives
How many companies did Yongshi Chen work at?
The professional worked at six jobs.
What education does Yongshi Chen have?
Yongshi studied at the University of California, Los Angeles from 2015 to 2016.
What languages does Yongshi Chen speak?
Yongshi Chen speaks English and Cantonese.
What is professional industry that Yongshi Chen is connected to?
This person works in Financial Services industry.
Are there any professional skills, that Yongshi Chen has?
This person has skills in the following areas: Microsoft Excel, Research, Powerpoint, Leadership, Financial Analysis, Finance, Marketing, Financial Modeling, Analytical Skills, and Business Analysis.