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Angela Sun

Angela Sun

Credit Department Manager Assistant & Bank Lobby Manager Assistant

Followers of Angela Sun4000 followers
location of Angela SunNew York, New York, United States

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  • Timeline

  • About me

    Experienced Finance and AI Research Go-Getter with Advanced Data Analysis and Multitasking Skills, Adaptable to Changing Business Landscapes and Global Markets

  • Education

    • Rutgers University-New Brunswick

      2013 - 2017
      Bachelor's Degree Accounting, BAIT and Finance

      Activities and Societies: RCSSA - Public Relations Director Ascend Women Build

    • Columbia University in the City of New York

      2020 - 2021
      Master's degree

      Activities and Societies: Enterprise Risk Management Corporate Valuation Industry/Company Research

    • Harvard Business School

      2014 - 2015
      Course Financial accounting

      Harvard Management Case Study of Financial Accounting with Professor Kevin Wall

    • Columbia Business School

      2020 -
      Course Business

  • Experience

    • PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD

      May 2013 - Jul 2013
      Credit Department Manager Assistant & Bank Lobby Manager Assistant

      Collaborated with department manager to give approvals of commercial loans

    • PwC

      Jun 2014 - Aug 2014
      Intern

      Streamlined working process of IT auditing project with VBA, increasing 30% efficiency

    • PwC

      Jun 2016 - Aug 2016
      Intern

    • PwC

      Oct 2017 - Oct 2018
      Experienced Associate

    • Changjiu International Logistics

      Jan 2019 - Jan 2019
      Financial Strategist

    • CICC

      Jan 2019 - Jan 2019
      Analyst

    • DiDi

      Jan 2019 - Jan 2019
      Innovation Strategist

    • Citi

      Apr 2022 - Jan 2023
      Equity Research Assistant VP

    • PaleBlueDot AI

      Jan 2024 - now
      GTM Fellows

  • Licenses & Certifications

    • Introduction to Cloud Computing

      IBM
      Mar 2025
      View certificate certificate

    • Series 63

      FINRA

    • IBM Certified Developer - Cognos Financial Statement Reporting

      IBM

    • Chartered Financial Analyst (CFA) level 1 candidate

      CFA Institute

    • Series 87

      Frina

    • AUD

      AICPA

    • SIE Series

      FINRA

    • IRS VITA Certification

      Internal Revenue Service

  • Honors & Awards

    • Awarded to Angela Sun
      Dean Lists -

  • Volunteer Experience

    • Volunteer

      Issued by angelsrescue on Aug 2024
      angelsrescueAssociated with Angela Sun