Longhao Song (James)

35 Beechwood Park

Poughkeepsie NY, 12601 

jamessong512@gmail.com

Phone: 845 264 7576

Objective: 

Driven graduate looking to contribute and better a company and gain valuable experience with a Finance position.

Education:  

University of Delaware                                                                                                                                             May 2013

Bachelor of Science in Finance                                                                                                                               Newark, DE

Minor: Economics

Spackenkill High School                                                                                                                                             June 2009

Advanced Regents diploma                                                                                                                                            Poughkeepsie, NY

 

Related Coursework:

·   Finance – International Finance, Financial Markets, Investments

·   Statistics – Stat 1 and 2

·   Economics – Urban Economics, Economics of Developing Countries, Banking and Monetary policy

 

Professional Experience:

Northwestern Mutual – Financial Services and Insurance Company                 June 2012 – August 2012

College Financial Representative                                                                                    Poughkeepsie, NY

·         Responsible for setting up meetings with potential clients and interacting with them.

·         Gathered comprehensive financial information on clients at meetings.

·         Analyzed and provided clients with portfolios of potential financial needs and solutions.

·         Received licensing in New York regarding selling and regulation of financial products, such as annuities, LTC, life, and others.

·         Gained valuable knowledge regarding financial instruments and markets. (Stocks, bonds, annuities, life insurance, health, etc.)

 

Skills:

·         Well versed in Microsoft Excel, Word, Access, and PPT.

·         Proficient in data analysis using Microsoft Access macros, VBA, and SQL.

·         Highly organized, with a strong ability to work quickly and accurately.

·         Ability to work independently or in a team environment.

·         Fluent speaker of Mandarin Chinese.

·         Matlab experience.

 

Projects:

   Automated Data Analysis and Reporting by using Excel and VBA                June 2013 – Sept 2013

·         Collect data inputs from users

·         Color-code the data table to highlight different performance levels.

·         Has the ability to create analytical trend charts through button use.

·         Can generate PPT files to automatically include the created tables, comments, and charts.

 

Extracurricular Activities:

·         Active brother of the Sigma Pi Fraternity                                                                       September 2009 – Current

·         Member of the University of Delaware Student Business Association               October 2011 – May 2013

·         Member of LEO Club (Community Service Organization)                             September 2005 – June 2009