Open to opportunities

Diana L

@dianal

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Finance professional with a strong background in client services.

United States

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What I'm looking for

I am looking for a role that allows me to leverage my finance skills while providing excellent client service and opportunities for professional growth.

I am a dedicated finance professional with a Bachelor of Science in Finance from Rutgers University. My experience includes working as a Financial Services Representative at Bank of America, where I excelled in introducing clients to services and creating referral opportunities to enhance their financial situations. I achieved an impressive 147.6% efficiency to plan while collaborating with the Financial Services Chat Team, demonstrating my commitment to client satisfaction and operational excellence.

Previously, I gained valuable experience as a Finance Intern at E&O Financial LLC, where I developed and analyzed budgets using Microsoft Excel and successfully helped acquire over 100 new clients through targeted outreach. My role as an IT Help Desk Consultant at Paul Robeson Library further honed my technical skills, allowing me to assist users effectively and manage administrative duties. I am fluent in Mandarin, which has enabled me to bridge communication gaps in diverse environments.

Experience

Work history, roles, and key accomplishments

Current

Financial Services Representative

Current

Bank of America

Oct 2022 - Present (2 years 8 months)

Introduced clients to services offered at Merrill and created referral opportunities to improve their financial situation. Helped clients navigate the Merrill Edge website and enabled them to utilize the website efficiently. Achieved 147.6% Efficiency to plan while working with the Financial Services Chat Team.

Financial Services Client Relationship Management Merrill Edge Customer Service Problem Solving

IT Help Desk Consultant

Paul Robeson Library

Sep 2017 - May 2019 (1 year 8 months)

Responsible for administrative duties and providing technical support to library visitors. Installed and configured wireless network access, ensuring seamless connectivity for all users.

Technical Support Troubleshooting Administrative Support Customer Service

Finance Intern

E&O Financial LLC

May 2018 - Aug 2018 (3 months)

Prepared weekly progress reports and developed and analyzed budgets in Microsoft Excel. Cold called car dealerships and obtained contact information, helping acquire over 100 new clients by targeting dealerships to sell auto insurance.

Financial Analysis Budgeting Microsoft Excel Cold Calling Sales

Intern – Education Coordinator

NJPIRG Rutgers Chapters

Jan 2016 - Jan 2017 (1 year)

Coordinated educational initiatives and outreach programs for the organization. Assisted in developing and implementing educational campaigns.

Outreach Program Development Public Relations Event Planning

Intern - Bilingual (English/Chinese) Guide

Sony ExploraScience

May 2017 - Present (8 years 1 month)

Served as a bilingual guide, facilitating communication and enhancing visitor experience. Provided explanations and assistance in both English and Chinese.

Bilingualism English Chinese Guiding Cultural Exchange

Education

Degrees, certifications, and relevant coursework

Rutgers University

Bachelor of Science, Finance

Activities and societies: Completed Bloomberg Market Concepts Certification. Fluent in Mandarin.

Studied core principles of finance, including financial markets, corporate finance, and investment strategies. Gained knowledge in financial analysis and economic principles relevant to business operations.