Yongting Tan Resume
EDUCATION
08/2016 – 05/2018 WEATHERHEAD SCHOOL OF MANAGEMENT
Case Western Reserve University Cleveland, OH
Master of Business Administration
• GPA:3.4/4.0; Merit-based Scholarship; Co-President of Women in Business Club
• Main Courses: Financial Modeling, Statistics, Risk Management, Investment Management
09/2008 – 06/2012 SHANGHAI UNIVERSITY OF INTERNATIONAL BUSINESS AND ECONOMICS Shanghai, China
Bachelor of Arts
• Major: Finance and International Banking; GPA:3.5/4.0
EXPERIENCE
10/2018 – Present
06/2017 – 08/2017 DEALFAR LLC. Haslett, MI
Business Analyst
• Wrote SQL queries to pull data from the database
• Analyzed data and created customized charts and reports
LEOMHANN ENTERPRISES INC. Cleveland, OH
Account Executive
07/2012 – 06/2016 • Identified clients’ goals and developed corresponding solutions
• Assisted in optimizing sales strategy by market data analysis and scenario comparisons
INDUSTRIAL AND COMMERCIAL BANK OF CHINA Shanghai, China
Financial Advisor, Wealth Management, 07/2013 – 06/2016
• Actively communicated with customers and key stakeholders to understand risk appetites, macroeconomic environments, and product policies and created customized financial recommendations
• Designed a sales plan for an investment product by customer preference and profit optimization analysis and boosted branch sales by 40% from below average to top 10 in Shanghai
• Coordinated multiple workflows and streamlined the process of customer feedback management; successfully increase the customer satisfaction rate by 15% in 3 months
Teller, 07/2012 – 06/2013
• Took ownership of clients’ needs and requests, identified customer needs for purchasing investment products and successfully signed the biggest contract of?2.8M in 2012; Ranked top 10% among all 300 employees, awarded “Best Teller of the Year”
12/2011 – 05/2012
PROJECTS
09/2017 – 12/2017
03/2017 – 05/2017
AUSTRALIA AND NEW ZEALAND BANK (CHINA) Shanghai, China
Intern, Corporate Banking
• Assisted in the process for account openings, KYC compliance and ongoing business operations
• Prepared data to developed financial valuation models to forecast clients’ behaviors, operational cash flows and liquidity position
FARMER INSURANCE CROSS SELLING OPPORTUNITIES Cleveland, OH
• Analyzed premium rate changes’ impact on home and car retention rate, and the correlation between rate changes and market share to understand the driving factors of customer retention rate
• Conducted outside research on insurance industry and cross-selling and incorporated factors like customer lifetime value and ran sensitivity analysis to ensure the comprehensiveness of the analysis
• Delivered actionable solutions to clients through project report and presentation, and laid a foundation for clients’ further consulting plan
GOODYEAR AND MILLENNIALS Cleveland, OH
• Designed survey questionnaire and conducted interviews to gain deeper insights on millennial customers’ tire purchasing behavior and their concerns involved in making purchasing decisions
• Analyzed analogous products that share the same complicated purchase process as tires and developed marketing strategy that focuses on internet and social media for tires
ADDITIONAL Skillset: Microsoft Excel, PowerPoint, Word, SQL
EDUCATION
08/2016 – 05/2018 WEATHERHEAD SCHOOL OF MANAGEMENT
Case Western Reserve University Cleveland, OH
Master of Business Administration
• GPA:3.4/4.0; Merit-based Scholarship; Co-President of Women in Business Club
• Main Courses: Financial Modeling, Statistics, Risk Management, Investment Management
09/2008 – 06/2012 SHANGHAI UNIVERSITY OF INTERNATIONAL BUSINESS AND ECONOMICS Shanghai, China
Bachelor of Arts
• Major: Finance and International Banking; GPA:3.5/4.0
EXPERIENCE
10/2018 – Present
06/2017 – 08/2017 DEALFAR LLC. Haslett, MI
Business Analyst
• Wrote SQL queries to pull data from the database
• Analyzed data and created customized charts and reports
LEOMHANN ENTERPRISES INC. Cleveland, OH
Account Executive
07/2012 – 06/2016 • Identified clients’ goals and developed corresponding solutions
• Assisted in optimizing sales strategy by market data analysis and scenario comparisons
INDUSTRIAL AND COMMERCIAL BANK OF CHINA Shanghai, China
Financial Advisor, Wealth Management, 07/2013 – 06/2016
• Actively communicated with customers and key stakeholders to understand risk appetites, macroeconomic environments, and product policies and created customized financial recommendations
• Designed a sales plan for an investment product by customer preference and profit optimization analysis and boosted branch sales by 40% from below average to top 10 in Shanghai
• Coordinated multiple workflows and streamlined the process of customer feedback management; successfully increase the customer satisfaction rate by 15% in 3 months
Teller, 07/2012 – 06/2013
• Took ownership of clients’ needs and requests, identified customer needs for purchasing investment products and successfully signed the biggest contract of?2.8M in 2012; Ranked top 10% among all 300 employees, awarded “Best Teller of the Year”
12/2011 – 05/2012
PROJECTS
09/2017 – 12/2017
03/2017 – 05/2017
AUSTRALIA AND NEW ZEALAND BANK (CHINA) Shanghai, China
Intern, Corporate Banking
• Assisted in the process for account openings, KYC compliance and ongoing business operations
• Prepared data to developed financial valuation models to forecast clients’ behaviors, operational cash flows and liquidity position
FARMER INSURANCE CROSS SELLING OPPORTUNITIES Cleveland, OH
• Analyzed premium rate changes’ impact on home and car retention rate, and the correlation between rate changes and market share to understand the driving factors of customer retention rate
• Conducted outside research on insurance industry and cross-selling and incorporated factors like customer lifetime value and ran sensitivity analysis to ensure the comprehensiveness of the analysis
• Delivered actionable solutions to clients through project report and presentation, and laid a foundation for clients’ further consulting plan
GOODYEAR AND MILLENNIALS Cleveland, OH
• Designed survey questionnaire and conducted interviews to gain deeper insights on millennial customers’ tire purchasing behavior and their concerns involved in making purchasing decisions
• Analyzed analogous products that share the same complicated purchase process as tires and developed marketing strategy that focuses on internet and social media for tires
ADDITIONAL Skillset: Microsoft Excel, PowerPoint, Word, SQL