
Timeline
About me
Undergrad at UC Santa Barbara
Education

Portola high school
2019 - 202312Activities and Societies: President of Portola Entrepreneurship Club, VP of Portola Cryptocurrency Club, VP of Youth Investor Society, Treasurer of Dear Asian Youth, Varsity Swimming/Captain SAT: 1520

Uc santa barbara
2023 - 2025Bachelor of arts - ba economics and accountingActivities and Societies: Dean's Honors List econ136a, 137a, 100b, 101, 140afinancial accounting, managerial accounting, econometrics

Wharton global youth program
2021 - 202111Activities and Societies: Product design pitch top 3 finishers Wharton Global Youth Summer Program: Future of Business Leader, Essential of Finance

Irvine valley college
2022 - 2023Dual enrollment program finance, general 12Classes: Financial Accounting 1A, Business Law, Intro to Psychology, Data Analytic Fundamentals, Personal Financial Planning, Real Estate Principles

Uc santa barbara
2023 - 2025Bachelor of science - bs financial mathematics and statisticsmath117, pstat 120a, 120b, 170, 171, 160aadvanced real analysis, stochastic analysis, derivatives valuing, bonds market
Experience

Self employed
Aug 2019 - Oct 2023teaching kids piano. Coaching kids ranging from 3-16.
Piano Instructor
Jun 2023 - Oct 2023Swim Instructor
Aug 2019 - Oct 2023

Creative collaboration designs
Jun 2022 - Mar 2023Marketing internCreate solutions and design websites for clients

In-n-out burger
Jun 2022 - Apr 2023Store associate
Cloudy co
May 2023 - Oct 2023BaristaCollaborated with two other baristas to make drinks for guests ordering in the cafe and from Doordash.Aimed to provide pleasant experience for guests.

Ucsb housing, dining, & auxiliary enterprises
Oct 2023 - Jun 2024Hall council president• Direct and lead hall council meetings at Santa Catalina dorm for student event planning• Manage and allocate budget for campus-wide events and organizations• Plan interactive community events and act as a liaison between campus faculty and student body

Ucsb residential housing association
Oct 2023 - Jun 2024Member of finance committeeManage and allocate budget for campus-wide events and organizations

Tedxucsb
Nov 2023 - Jun 2024Finance coordinator
Goldman sachs
Apr 2024 - Jun 2024Virtual insight series
Uc santa barbara
Apr 2024 - Sept 2024Program assistant, academic programAssist in the programming of Summer Research Academics, Research Mentorship Program, Transfer Edge, and Freshmen Summer Start Program

Vivint
Jun 2024 - Sept 2024Accounts receivable assistantResponsible for daily cash applications, daily sales report, cash position and month-end closing using quickbooks. Applied cash receipts and created charge backs• Applied Accounts Receivable adjustments and credit memos• Maintained and distributed daily Sales Log and Sales Reports• Reconciled cash accounts and ran and saved month-end Accounts Receivable Reports.• Printed and distributed month end aging reports
Licenses & Certifications
- View certificate

Investment foundations certificate
Cfa instituteAug 2023 - View certificate

Yale financial markets
CourseraNov 2021 - View certificate

Trading options 101 course
Akuna capitalJul 2023
Honors & Awards
- Awarded to Liwei XuAP Scholar with Distinction College Board Jul 2023
- Awarded to Liwei XuCalifornia State Seal of Biliteracy California Department of Education Jun 2023 Chinese, English and Spanish
- Awarded to Liwei XuSumma Cum Laude Portola High School May 2023 Graduated with GPA of 4.40+
- Awarded to Liwei XuCongressional Award United States Congress Aug 2022 Recognition of commitment to cultivating knowledge and reading.
- Awarded to Liwei XuAP Scholar with Honor College Board Jul 2022
- Awarded to Liwei XuThe President's Volunteer Service Award - Gold Corporation for National& Community Service, President of the United States Jun 2022
- Awarded to Liwei XuSocial Studies Department Excellence Award Portola High School Principal, Social Studies Department May 2022 ~15 out of ~500 students
- Awarded to Liwei XuThe President's Volunteer Service Award - Silver Corporation for National & Community Service, President of the United States Nov 2021
- Awarded to Liwei XuGlobal Stock Pitch Finalist Youth Investors Society May 2021 Create a “best stock idea” and present the analysis for a publicly-traded company
- Awarded to Liwei XuCertificate of Merit Advanced Level Music Teachers’ Association of California Apr 2020 cm level 10
- Awarded to Liwei Xu15th place in DECA Stock Market Game Distributive Education Clubs of America Dec 2019 Qualified for Internationals Conference
Volunteer Experience
Online Director
Issued by Math Matters on Jul 2020
Associated with Liwei XuVolunteer Staff
Issued by Dynamite Book Club - Volunteer Youth Organization & Little Free Library Nonprofit Charter Stewards on Oct 2021
Associated with Liwei XuStudent Ambassador
Issued by Portola High School on Aug 2021
Associated with Liwei Xu
Languages
- maMandarin
- spSpanish
- caCantonese
- enEnglish
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