Undergraduate Investment Society
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Undergraduate Investment Society Employees
OMD USA July 2014 - Present
Undergraduate Marketing Association September 2013 - July 2014
Undergraduate Investment Society April 2013 - July 2014
Soledad Investment Management, LLC August 2013 - December 2013
Verizon August 2013 - August 2013
PwC June 2013 - August 2013
Undergraduate Investment Society August 2012 - June 2013
Work Pangea Bakery March 2012 - July 2012
Taiwanese American Student Association UCSD June 2011 - January 2012
Academia June 2011 - August 2011
Skills
Proficient with word,..., Taken Calculus Series..., PowerPoint, Blogging, Research, Microsoft Word, Marketing, Social Media, Management, Event Planning, Microsoft Excel, Public Relations, Public Speaking, Microsoft Office, Photography, Time Management, Facebook, Market Research, Data Analysis, Social Networking, Social Media Marketing
Education
University of California 2010 — 2014
Economics & Accounting
University of California, San Diego 2010 — 2014
Bachelor of Arts (B.A.), Economics
Taipei American School 2007 — 2010
High School
UserTesting August 2015 - Present
Working Partnerships USA November 2011 - July 2015
Shape Events September 2010 - May 2011
Undergraduate Investment Society March 2010 - February 2011
Silicon Valley Bank June 2010 - September 2010
De Anza Associated Student Body Government June 2008 - June 2009
Skills
Business Resilience, Team Leadership, Highly Adaptable, Microsoft Office, Stata, CRM software, Research, Public Relations, Budget Management, PowerPoint, Budgets, Community Outreach, Data Analysis, Microsoft Excel, Start-ups, Volunteer Management, Social Media, Public Speaking, Nonprofits, Leadership, Microsoft Word, Management, Editing, Social Networking, Fundraising, Analysis, Public Policy, Event Planning, Politics, Statistics, Economics, Program Management, Program Development, Community Development, Policy Analysis
Education
University of California, San Diego 2009 — 2011
Bachelor's, Economics
De Anza College 2007 — 2009
A.A., Liberal Arts-Business & Computer Information Systems Emphasis
UC San Diego October 2014 - Present
Undergraduate Investment Society April 2014 - Present
DBS Bank June 2015 - August 2015
UC San Diego September 2014 - June 2015
HYPEBEAST June 2014 - September 2014
The University of Hong Kong June 2013 - September 2013
Han Lion Group July 2011 - August 2011
The University of Hong Kong 2011 - 2011
Skills
Microsoft Excel, Research, Social Media, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Photoshop, Statistics, Leadership, Analysis
Education
University of California, San Diego 2012 — 2016
Bachelor of Arts (B.A.), Economics, Business
Chinese International School 1998 — 2012
International Baccalaureate Diploma (IBDP)
Facebook November 2014 - Present
UC Berkeley & UC San Francisco September 2013 - November 2014
MIT June 2013 - August 2013
Stanford University October 2012 - June 2013
University of California, San Diego Medical Research Center June 2012 - August 2012
Undergraduate Investment Society March 2011 - March 2012
Mass Mutual May 2011 - October 2011
Cask, LLC June 2011 - September 2011
Coghlan Financial Group September 2010 - January 2011
Skills
Data Analysis, Statistics, Financial Modeling, Economics, Stata, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Mandarin, Research, Analysis, PYTHON, PostgreSQL, Cygwin
Education
Dartmouth College 2012 — 2012
Financial Institutions/Markets
University of California, San Diego 2008 — 2012
B.S, Mathematics/ Economics
Draft Theory August 2014 - Present
ROI·DNA March 2014 - November 2014
Good.co June 2013 - November 2013
Crowdtilt.com February 2013 - June 2013
InternMatch August 2012 - January 2013
InternMatch April 2012 - August 2012
Ansir Innovation Center (A I Center) January 2012 - June 2012
Undergraduate Investment Society October 2009 - June 2012
Wednesdays.com July 2011 - May 2012
CAUSE- Center for Asian Americans United for Self-Empowerment June 2010 - August 2010
Skills
Growth Strategies, Email Marketing, Social Media Marketing, Content Marketing, Student Engagement, Student Marketing, Lead Generation, Google Analytics, A/B testing, Microsoft Excel, Start-ups, Entrepreneurship, Marketing, Guerrilla Marketing, Operations Management, Lean Startup, Copywriting, Marketing Automation, Metric Development, SQL, Excel, Product Management, Photoshop, Public Speaking, Community Management, PPC, SEO
Education
University of California, San Diego
Bachelor of Arts, Anthropology (Conc. Sociocultural Anthropology)
Fudan University
UC EAP, Business, Economics, International Studies
KBS Realty Advisors August 2015 - Present
Linneman Associates/ American Land Fund/ KL Realty Fund April 2013 - August 2015
The Rady School of Management - UC San Diego September 2012 - April 2013
Undergraduate Investment Society 2012 - 2013
Orion Capital Group June 2012 - September 2012
Merrill Lynch April 2012 - June 2012
Presidential Brokerage January 2012 - April 2012
Skills
Financial Analysis, Valuation, Financial Modeling, Economics, Investments, Data Analysis, Research, Real Estate Investment...
Education
University of California, San Diego 2009 — 2013
B.S., Management Science
Mission San Jose High School 2005 — 2009
The Zone September 2013 - June 2015
UCSD Student Health Services April 2013 - June 2015
Warren College August 2012 - June 2015
Grant Thornton LLP June 2014 - August 2014
Undergraduate Economics Society March 2013 - June 2014
Undergraduate Investment Society March 2012 - March 2014
California's Great America June 2013 - September 2013
Undergraduate Economics Society October 2011 - March 2013
Dee and Associates June 2012 - August 2012
Kumon August 2009 - September 2011
Skills
Event Planning, Microsoft Office, Team Leadership, Event Management, Receptionist Duties, QuickBooks, G/L Reconciliations, General Ledger, Chart of Accounts, Customer Service, Finance, Public Speaking, Management, Data Analysis
Education
University of California, San Diego 2011 — 2015
Bachelor of Science (B.S.), Management Science
Amador Valley High School 2007 — 2011
CBRE July 2015 - Present
CBRE December 2014 - July 2015
CBRE July 2013 - December 2014
Pierce Eislen, a Yardi Company October 2012 - May 2013
Phoenix Real Estate LLC September 2011 - September 2012
International Financial Services June 2011 - September 2011
Undergraduate Investment Society March 2010 - March 2011
UCSD Student Foundation Investment Committee 2009 - 2011
Presidential Brokerage, Inc. June 2010 - August 2010
Skills
Research, Market Research, Public Speaking, Data Analysis, Economics, Email Marketing, Social Media Marketing, Investments, Mergers & Acquisitions, Finance, Stata, Portfolio Management, Strategy, Statistics, Financial Modeling, Analytics, Econometrics, Valuation, Financial Analysis, Quantitative Analytics, Analysis, Entrepreneurship, Real Estate, Corporate Finance, Leadership, Due Diligence, Private Equity
Education
University of California, San Diego 2008 — 2012
Bachelor of Science, Management Science/ Economics
Harvey & Company LLC May 2015 - July 2015
Undergraduate Investment Society April 2014 - July 2014
Nike September 2012 - March 2013
Skills
Public Speaking, Project Management, PowerPoint, Leadership, Research, Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, Data Analysis, Time Management, Teamwork, Social Networking, Social Media
Education
University of California, San Diego 2013 — 2017
Bachelor of Arts in Economics
Cypress Ranch High School 2009 — 2013
High School, Magna Cum Laude
Kyriba November 2014 - Present
CE2 Capital Partners LLC February 2014 - June 2014
Muir's Half Moon Meadow January 2014 - June 2014
Muir Environmental Corps September 2011 - June 2014
Undergraduate Investment Society February 2012 - May 2014
Education
University of California, San Diego 2011 — 2014
Bachelor of Science (BS), Management Science and Minor in Engineering Mechanics (AMES)
University of California, Los Angeles 2013 — 2013
Foothill College 2012 — 2012
Bina Bangsa School 2006 — 2011
Undergraduate Investment Society April 2015 - Present
J.P. Morgan June 2015 - August 2015
FBLA Phi Beta Lambda May 2014 - June 2015
Rady School of Management February 2013 - June 2015
Undergraduate Investment Society April 2014 - April 2015
Presidential Brokerage, Inc. July 2014 - September 2014
Athgo International September 2013 - July 2014
International Financial and Insurance Services August 2013 - August 2013
Ho Kwong Kee Metal MFY.CO.LTD July 2011 - August 2011
Skills
Research, Social Media, Teamwork, PowerPoint, Data Analysis, Microsoft Office, Financial Accounting, Marketing, Financial Analysis, JavaScript, HTML, Training, Spanish, Facebook, Photoshop, Customer Service
Education
University of California, San Diego 2012 — 2016
Bachelor of Science, Joint Major in Mathematics and Economics, Minor in Business Finance
Hepp Yunn School, Hong Kong 2006 — 2012
Hong Kong Diploma of Secondary Education
RBC Capital Markets July 2014 - Present
UCSD Financial Professionals Network April 2013 - June 2014
Undergraduate Investment Society March 2013 - June 2014
JMI Equity March 2013 - May 2014
Moneythink March 2012 - March 2013
Harvey & Company LLC June 2012 - August 2012
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Management Science, Highest Distinction
Rogue Wave Software June 2015 - Present
Bank of America March 2013 - June 2015
Bank of America December 2011 - March 2013
Bank of America June 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Undergraduate Investment Society September 2010 - May 2011
Samaritan's Christian Ministry December 2008 - July 2010
Skills
Financial Analysis, Microsoft Excel, SharePoint, Salesforce.com, Business Analysis, Process Improvement, Organization Skills, Financial Modeling, Microsoft Office, Data Analysis, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
B.S, Business Administration
University of North Carolina at Chapel Hill 2008 — 2012
StudyMode August 2012 - Present
Helmet Venture July 2011 - August 2012
123 Campaign Builder June 2011 - February 2012
Demand Media April 2011 - July 2011
Demand Media January 2011 - July 2011
Undergraduate Investment Society October 2007 - April 2011
eBoost Consulting September 2010 - January 2011
Skills
Digital Marketing, SEO, CSS, Email Marketing, Social Media, Google Analytics, Facebook, Marketing, Digital Media, User Experience, Social Media Marketing, PPC, Integrated Marketing, Google Adwords, Product Management, Website Development, Marketing Strategy, Entrepreneurship, CRM, Adobe Creative Suite, SEM
Education
University of California, Los Angeles
Degree in Economics, with a minor in Public Policy
HCC April 2014 - Present
The UCLA Luskin Center for Policy Improvement March 2013 - June 2013
Undergraduate Investment Society March 2011 - June 2013
Civic Engagement 122 September 2012 - December 2012
Skills
Report Writing, History, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Presentations, Event Planning
Education
University of California 2009 — 2013
BA, History, 3.89 GPA