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Jackson Wang

@jacksonwang

Finance and Information Systems graduate who managed financial records for 70 properties and processed transaction documents.

United States

Message

At Lu's Venture LLC, I managed statements for 70 properties and processed documents containing financial information into the company database.

I also reconciled annual starting and ending balances and helped prepare property tax data for the CPA. As an Associate Examiner intern at FINRA, I gained experience in financial examination.

Experience

Work history, roles, and key accomplishments

Associate Examiner

FINRA

May 2022 - Aug 2022 (3 months)

Worked as Associate Examiner at FINRA.

Data Manager

Lu's Venture LLC

Jun 2020 - Sep 2021 (1 year 3 months)

• Managed company management statements for 70 different properties relating to maintenance, water
bills, and legal fees etc.
• Processed thousands of documents, containing key financial information including rental,
mortgage, insurance statements along with tax bills, property registration, and subsidy documents into the company database relating to company transactions
• Dealt with the company’

Project Manager

NorthStar Realty LLC

Jun 2019 - Aug 2019 (2 months)

• Managed the financial accounts of the company and rental contracts for tenants
• Negotiated real estate deals with brokers and dealt with tenants
• Worked with city council to obtain land permits
• Participated in meetings with engineers about future project plans
• Facilitated all tax filing data for the financial period