12/1/2015

YueMelodyTang|LinkedIn

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YueMelodyTang

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BusinessIntelligenceAnalystatBankoftheWest
SanFranciscoBayArea

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FinancialServices

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BankoftheWest,UniversityofSanFrancisco,Standard
CharteredBank

Education

UniversityofSanFrancisco

You

230

Sendamessage

connections

BuyBigandchoosewhentopayeachmonth.
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LastConversation4monthsago

Relationship

classmates

ContactInfo

PeopleAlsoViewed
YiqunZheng

Email

yue8812@hotmail.com

Phone

5138505883(Mobile)

DataScience

YuanZhao
Linkedin

https://www.linkedin.com/in/yuemelodytang8610923b

FinancialAnalystatBankoftheWest

JillXu

Editthiscontactinfo

FinancialAnalystatGigya

Background

StellaBae
WealthManagementAdvisoratMerrill
Lynch

Summary

CarlosR.Zapata,MSFA

GraduatedfromUniversityofSanFranciscoin2012withaMSdegreeinFinancialAnalysis.Goaland
detailorientedFinancialAnalystwithreporting,planning,budgeting,accounting,andfinancial
managementexperience.Successfulatmanagingmultipleassignmentssimultaneouslyandmeeting
tightdeadlines.Buildingacareerinfinancialservicesindustrywithexcellentworkethicsandpassion.

Owner/PortfolioManager,
PanAmericanInvestments

NickMatalone,MBA,MSFA
SeniorClientRelationshipAssociate
atCapitalGroup

Skillsinclude:
MichaelBristow,MSFA
FluentinMandarin,bothspeakingandwriting.
Experiencewithfinancialreporting(pipeline,scorecard,dashboard,KPI,andhistoricaltrendsreporting)
Experiencewithmultiplebankingsystems(RelationshipProfitabilityManager,SharePoint,TouchPoint,
Nextsearchresult

XAA,CRIS,HOSTIntegrationServer)
NingZhongGraduateStudent
PassedCFALevelIexamatthefirstattempt(December2012).
atMiamiUniversity
AdvancedknowledgeofMicrosoftOfficeWord,Excel(pivottable,vlookup,etc.),Outlook,Accessand

PowerPoint.
Sophisticatedmathandanalyticalskills,experiencewithstatisticalsoftware(Access,Minitab,Eviews,
STATA)
BasicskillofusingtheBloombergSystem.
Experiencewithpresentingandpromotingfinancialproducts(InternshipexperienceinCommercial
Banking)ratioanalysis,industryanalysis,derivatives,equityvaluationandfixedincome.

Experience

BusinessIntelligenceAnalyst

TandemStrategicManagement

JohnChao
SeniorTechnicalRecruiter(SMAC)

DanielPlatt,CFA,MSFA
FinancialAdvisoratBrioFinancial
Group,afranchiseeofAmeriprise
Financial,Inc

LuisDAlvarado
GlobalResearchAnalyst

InCommonwithYueMelody
YueMelody

BankoftheWest
July2015Present(6months)

FinancialAnalyst
BankoftheWest
2013August2015(2years) | SanFranciscoBayArea
Onebankdeskreporting,Dashboarddesignproject,Pipelinereporting,scorecards,reportreconciliation,
contactbetweenBoWandBNPParibusforOnebankdesk

MSFAProgramTutor
UniversityofSanFrancisco

https://www.linkedin.com/profile/view?id=ADEAAAhgW0kBRZ8GDVDIfzJGsugNEJkqKmpkpk&authType=OUT_OF_NETWORK&authToken=MhN5&lo

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12/1/2015

YueMelodyTang|LinkedIn

September2012December2012(4months) | 101HowardStreet
WorkingasatutorforthecurrentprofessionalMSFAstudentsatthedowntowncampusofUSF.

1
School

GraduateTeachingAssistant
UniversityofSanFrancisco
August2012December2012(5months)
TheGTAprogramoffersa4daytrainingcourseofAdvancedLeadership.Graduatestudentsreceives
trainingincoachingtechniquesandsupervisedpracticeinapplyingtheseskillswithfreshmanbusiness
studentsinBUS100.Aftersuccessfullycompletingthiscourse,thetrainedstudentsworkasteam
facilitatorsandmentorsofthecomingfreshmanbusinessstudentsthroughoutthesemester..

1
SkillorExpertise

1
SummerInternship

Location

StandardCharteredBank
May2011August2011(4months) | Shanghaibranch
MydailydutyatSCBincludesupdatingandspreadingfinancialstatementsofcorporateclients,meeting
documentpreparation,andtranslatingandpresentingfinancialinstrumentsatclientmeetings

SummerInternship
ChinaConstructionBank
May2009August2009(4months) | TianjinBranch
CCBisaleadingcommercialbankingcorporationinChinaprovidingacomprehensiverangeof
commercialbankingproductsandservices.
Iparticipatedintheinternationaltradingprocedure,whichincludesdocumentcheckandclientcontacts.
Ialsoworkedattheexchangeratedepartmenttoassistindividualcustomerswithforeigncurrency
trading.

Courses

UniversityofSanFrancisco

InternationalFinance
EquityValuation
FixedIncome
Econometrics
Microeconomics
Macroeconomics
Derivatives
FixedIncome
EquityValuation
CorporateFinance
InternationalFinance

Languages

ChineseMandarin

English

Nativeorbilingualproficiency

Fullprofessionalproficiency

Skills

TopSkills
11

FinancialAnalysis

MicrosoftExcel

Access

Finance

FinancialModeling

MicrosoftOffice

PowerPoint

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12/1/2015

YueMelodyTang|LinkedIn

MicrosoftWord

Research

Accounting

YueMelodyalsoknowsabout...
1

VarianceAnalysis

DataAnalysis

QuickBooks

CorporateFinance

CustomerService
TimeManagement

RiskManagement

FinancialReporting

Teamwork

Bookkeeping

QuantitativeAnalytics

FinancialAccounting

Mandarin

USGAAP

PortfolioManagement

Education

UniversityofSanFrancisco
MSFA,FinancialAnalysis,3.93
20122012
11courses,including:

SanFranciscoStateUniversity
MasterofBusinessAdministration(MBA),(Notfinished)
20112011

MiamiUniversity
BachelorofScience(B.S.),Finance,General,3.56
20082011

AdditionalInfo
PersonalDetails
MaritalStatus

Single

VolunteerExperience&Causes

OpportunitiesYueMelodyislookingfor:
Skillsbasedvolunteering(probonoconsulting)

Recommendations

Given(1)

Desheng,wouldyouliketorecommendYueMelody?
RecommendYueMelody

JohnChao
StaffingManager

Johnhelpedmetogetmyfirstfulltimejoboutofcollege,heisverythoroughand
passionateabouthiswork,walkedmethroughwiththewholeprocess,andalwaysrespond
promptlywithanyquestionorrequestIhad.
April16,2015,YueMelodywasJohn'sclient

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12/1/2015

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