Jiahao Cai: in San Diego, CA

• Helped 30+ clients to fill out applications and prepare taxes. • Took phone calls from clients to answer their questions about tax preparation and set up appointments for them. • Assisted manager to collate documents and to collect information from clients.

• Participatedincasestudiesonthedeterminationofthecreditlinesof30+targetedfirms. • Analyzed financial statements to determine 50+ companies’ liquidity, solvency, profitability, and leverage. • Participated in collection of loan payments.

• Used Excel to input and examine financial records. • Used Excel to perform overviews and analysis of the company’s financial operations. • Verified the accuracy of the company’s tax payments and account books.

• Introduced and promoted financial products to 250+ potential clients and loyal clients. • Collaborated in collating financial product files. • Guided 500+ clients to fill out credit cards’ applications and other financial documents. • Made phone calls to potential clients to promote credit cards and financial products. • Helped on collecting feedbacks from 100+ clients and sending gifts to 50+ loyal clients. • Helped on organizing 2 educational events on financial investment and planning.