Resume
Alan C. Chen
Brighton, MA
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AlanC------------
PROFESSIONAL SKILLS
· Proficient with Microsoft Office applications: Excel – (VLOOKUP, IF Function, Pivot Tables), Power-Point, Word, and Outlook.
· Bilingual in Mandarin Chinese.
EXPERIENCE
BAGBNB Boston, MA
Sales Manager March 2018 – Current
• Managed sales operations for the Boston area.
• Cold walk-ins to pitch owners and managers for the following businesses: restaurants, convenient stores, liquor stores, bike stores, dry cleaners, and hotels.
• Trained business owners, managers, and store employees on how to use our luggage storage technology service.
• Helped onboard new business partners by creating their listing and photographing their store.
• Signed up 25 stores.
Santander Bank Dorchester, MA
Business Analyst October 2011 – April 2016
· Oversaw the “Big Bang Conversion Project” for the North American Territory.
· Managed the Remedy IT tickets for the Deposits & Savings Team and the Business Corporate Line.
· Manual testing of bug fixes and product enhancements.
· Participated in all phases of the project life cycle, which includes writing detailed test plans and cases from requirements.
· Provided test metrics to management and project team.
· Produced report test results, submit defect reports, and validate associated defect fixes.
· Analyzed ongoing issues with process flows, application issues, and database efficiencies for various work streams: escheatment, safe deposit box, sweeps, IRA, KYC, deposit escrow, checks, and statements.
Ve Interactive Boston, MA
Account Executive - Inside Sales July 2009 – October 2011
· Prospected, contacted, and developed new relationships with brand name online retailers and agencies.
· Sold Ve’s shopping cart abandonment software to online merchants within the affiliate networks.
· Ensured all targeted prospect/client contacts and engagement opportunities were recorded in the ZOHO CRM.
JPMorgan Chase Boston, MA
Senior Fund Accountant - Goldman Sachs’ Group July 2005 – June 2009
· Analyzed portfolio funds holding fixed income and equity securities.
· Maintained daily pricing and calculations for accurate Net Asset Values (NAVs).
· Settled trade discrepancies by communicating with account managers and custody.
· Reconciled and verified monthly client deliverables to the trial balance report.
EDUCATION
University of Massachusetts Amherst
B.B.A. Major: Finance Minor: Economics GPA: 3.76
Alan C. Chen
Brighton, MA
------------
AlanC------------
PROFESSIONAL SKILLS
· Proficient with Microsoft Office applications: Excel – (VLOOKUP, IF Function, Pivot Tables), Power-Point, Word, and Outlook.
· Bilingual in Mandarin Chinese.
EXPERIENCE
BAGBNB Boston, MA
Sales Manager March 2018 – Current
• Managed sales operations for the Boston area.
• Cold walk-ins to pitch owners and managers for the following businesses: restaurants, convenient stores, liquor stores, bike stores, dry cleaners, and hotels.
• Trained business owners, managers, and store employees on how to use our luggage storage technology service.
• Helped onboard new business partners by creating their listing and photographing their store.
• Signed up 25 stores.
Santander Bank Dorchester, MA
Business Analyst October 2011 – April 2016
· Oversaw the “Big Bang Conversion Project” for the North American Territory.
· Managed the Remedy IT tickets for the Deposits & Savings Team and the Business Corporate Line.
· Manual testing of bug fixes and product enhancements.
· Participated in all phases of the project life cycle, which includes writing detailed test plans and cases from requirements.
· Provided test metrics to management and project team.
· Produced report test results, submit defect reports, and validate associated defect fixes.
· Analyzed ongoing issues with process flows, application issues, and database efficiencies for various work streams: escheatment, safe deposit box, sweeps, IRA, KYC, deposit escrow, checks, and statements.
Ve Interactive Boston, MA
Account Executive - Inside Sales July 2009 – October 2011
· Prospected, contacted, and developed new relationships with brand name online retailers and agencies.
· Sold Ve’s shopping cart abandonment software to online merchants within the affiliate networks.
· Ensured all targeted prospect/client contacts and engagement opportunities were recorded in the ZOHO CRM.
JPMorgan Chase Boston, MA
Senior Fund Accountant - Goldman Sachs’ Group July 2005 – June 2009
· Analyzed portfolio funds holding fixed income and equity securities.
· Maintained daily pricing and calculations for accurate Net Asset Values (NAVs).
· Settled trade discrepancies by communicating with account managers and custody.
· Reconciled and verified monthly client deliverables to the trial balance report.
EDUCATION
University of Massachusetts Amherst
B.B.A. Major: Finance Minor: Economics GPA: 3.76