Kirby Chen Resume
Kirby Chen
24-40 154th Street Whitestone, NY 11357 | ------------ | K------------
EDUCATION AND HONORS
Baruch College/CUNY: Zicklin School of Business New York, NY
Bachelor of Business Administration August 2014- May 2019 B
PROFESSIONAL EXPERIENCE
MassMutual New York, NY
Spring Financial Services Associate January 2019- May 2019
• Assisted in managing assets of clients and figuring out the best course of action to take
• Operated wealth management software such as Wealth Building Cornerstone and client relationship software ie. Salesforce
• Worked at a satellite hub of top senior advisors of MassMutual
• Helped create detailed documentations of clients assets to help better understand their financial needs
• Create portfolios of potential clients
Burberry New York, NY
Operations November 2015- January 2017
• Oversee daily cash/ credit revenue generating up to $120,000 through transactions and orders
• Maintain store performance by settling store profit and reconciling receipts by resolving discrepancies in cash flows and tender totals
• Train sales associates on the POS system and educate new hires on different roles
• Created Excel spreadsheet to track and graph employee productivity to improve store operations
• Served as a translator for Chinese speaking clients to overcome language barriers
Certifications
Life/ Health/ Accident License New York, NY
License # 1545575 May 2019- July 2021
• Represent a life or accident and health insurer
• Able to see Health/ Life Insurance
ADDITIONAL INFORMATION
Oversees Family Property Management:
• View monthly financial reports and check for errors
• Final decision maker for issues that occur on the property
• Oversee monthly payments to ensure they are paid on time
Technical Skills:
• Proficient in Microsoft Word, Excel, Powerpoint
• Financial analysis
Language: Fluent in Mandarin and Cantonese
Kirby Chen
24-40 154th Street Whitestone, NY 11357 | ------------ | K------------
EDUCATION AND HONORS
Baruch College/CUNY: Zicklin School of Business New York, NY
Bachelor of Business Administration August 2014- May 2019 B
PROFESSIONAL EXPERIENCE
MassMutual New York, NY
Spring Financial Services Associate January 2019- May 2019
• Assisted in managing assets of clients and figuring out the best course of action to take
• Operated wealth management software such as Wealth Building Cornerstone and client relationship software ie. Salesforce
• Worked at a satellite hub of top senior advisors of MassMutual
• Helped create detailed documentations of clients assets to help better understand their financial needs
• Create portfolios of potential clients
Burberry New York, NY
Operations November 2015- January 2017
• Oversee daily cash/ credit revenue generating up to $120,000 through transactions and orders
• Maintain store performance by settling store profit and reconciling receipts by resolving discrepancies in cash flows and tender totals
• Train sales associates on the POS system and educate new hires on different roles
• Created Excel spreadsheet to track and graph employee productivity to improve store operations
• Served as a translator for Chinese speaking clients to overcome language barriers
Certifications
Life/ Health/ Accident License New York, NY
License # 1545575 May 2019- July 2021
• Represent a life or accident and health insurer
• Able to see Health/ Life Insurance
ADDITIONAL INFORMATION
Oversees Family Property Management:
• View monthly financial reports and check for errors
• Final decision maker for issues that occur on the property
• Oversee monthly payments to ensure they are paid on time
Technical Skills:
• Proficient in Microsoft Word, Excel, Powerpoint
• Financial analysis
Language: Fluent in Mandarin and Cantonese