CHENG SAMPLE

4 Elmwood Avenue Amherst, New York 14260 (716) 589-6655 csample@buffalo.edu

EDUCATION

UNIVERSITY AT BUFFALO, SUNY CFA Level I

Master of Science in Finance, expected May 2014 Scheduled for June 2014
Financial Engineering
GPA: 3.8/4.0

AMERICAN UNIVERSITY NATIONAL CHENG KUNG UNIVERSITY

Master of Science in Economics, June 2011 Bachelor of Science in Economics, June 2010
GPA 3.7/4.0 GPA 3.5/4.0

EXPERIENCE

WALL STREET INVESTMENTS GROUP, New York, New York

Analyst, August 2011 August 2013
Managed private investment portfolios of 40 investors valued at more than $50,000 each
Initiated, coordinated, and presented proposals of services and capabilities via PowerPoint presentations
to prospective clients; increased clientele by 20%
Generated quarterly and annual financial statements on partnerships and direct investments using Excel
Conducted extensive financial and compliance audits of institutional operations with team members

PAINE WEBBER, Arlington, Virginia

System Administration Intern, January 2011 May 2011
Maintained and supported the financial reporting tools using MS Access
Compiled and analyzed the quarterly financial statements of investee partnerships and direct investments
Administered a comprehensive Access database with more than several thousand company investments
used by compliance and trading departments

GOODENOUGH CO, LTD., Taipei, Taiwan

Accountant and Sales Assistant, December 2008 July 2010
Maintained accounting records for an international trading company to ensure accurate records
Visited customers on site and negotiated products prices with customers
E-mailed customers on behalf of supervisor to address inquires regarding product description and price

COMPUTER SKILLS

Desktop Applications: Microsoft Excel, Word, PowerPoint and Publisher

Statistical Software: E-views, SAS
Database: Oracle, Microsoft Access, Lotus Approach
Operating Systems: Windows NT, XP, Novell Netware, DOS, UNIX, and Linux

ACTIVITIES

Treasurer, Financial Management Association UB School of Management, 2013 Present

Member, Stock Market Club UB School of Management, 2013 Present
Teaching Assistant, Economics Department American University, August 2010 May 2011
Developed learning objectives for students by conducting focus groups and determining student interests
Planned and supervised tutoring sessions for students; increased communication and group learning
Evaluated learning outcomes of students by reviewing grades in a spreadsheet format and interviewing
selected students
Presidents Award, National Chung Kung University, June 2010