
Yueyan Kong
Client Advisor

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About me
Delivering business & finance solutions to financial institutions in a globalized economy
Education

Santa Monica College
-Associate of Arts - AA Liberal Arts: Social and Behavioral Science 3.75
UCLA
-Bachelor's degree Applied Linguistics 3.51
UCLA Extension
-Finance Certificate Finance, General
Experience

Jinmingzhu Jewelry
Dec 2014 - Dec 2015Client Advisor• Ensured company’s operational success by elevating the in-store shopping experience through consistently creating memorable moments for each client• Achieved 100% client satisfaction by delivering excellent customer service such as providing tailored service in a timely and reliable fashion• Demonstrated professionalism in direct client facing environments by cultivating trust-based new and existing client relationships. Successfully contributed to the team maintaining No.1 sales team within the company Show less

Volunteer
Apr 2022 - Nov 2022Video Production Assistant• Contributed to company’s success by collaborating and coordinating with cross functional teams in delivering 2 advertisements and 1 short film for clients such as Nest, Coolify, and Netvue• Demonstrated the ability to be highly organized and detail orientated through tracking production team human resource information including titles, roles, and payroll for record keeping purposes• Assisted in translating product and brand objectives into compelling and inspiring digital content by selecting wardrobes and film locations that are in alignment with brand creative vision• Served as a liaison between the vendors and production team. Led the team in relationship management, contract negotiation, and profitability analysis Show less

UCLA
Oct 2022 - Dec 2022• Guided a team of 5 in understanding the investment project strategy, challenges, and goals by translating business problems into analytical solutions• Collaborated with team members in designing asset allocation, selecting investment vehicles, creating an implementation plan, evaluating potential risks and opportunities, and building a risk mitigation strategy• Ensured project success by prioritizing maintaining effective communication within the project group. Successfully achieved the project goal of creating a strong long-term investment portfolio for 1 million dollars• Delivered final presentation to professors and peers and received excellent feedback. Received an A for final grade Show less • Performed a comprehensive financial analysis on Best Buy through conducting balance sheet analysis, stock analysis, and financial statement analysis utilizing historical 10-K, 10-Q, and stock data• Executed complex calculations in excel and provided the targeted company with insight driven recommendations on its potential project. Delivered detailed and accurate estimate on net present value (NPV), internal rate of return (IRR), profitability index, and payback period to drive data informed strategy• Displayed excellent analytical and critical thinking skills in preparing and presenting complex data in an easy to understand manner Show less
Student Project Member – Long-term Retirement Portfolio Project
Oct 2022 - Dec 2022Student Project Owner – Advanced Managerial Finance Application Project
Oct 2022 - Nov 2022

Lost + Wander
Jun 2023 - nowOperations
Licenses & Certifications
- View certificate

Google Analytics Certification
SkillshopSept 2024 - View certificate

Excel: Introduction to Charts and Graphs (2019)
LinkedInSept 2024 
Google Analytics for Begiiner
GoogleJan 2022- View certificate

Excel Essential Training (Microsoft 365)
LinkedInSept 2024 - View certificate

Design Your First Infographic
LinkedInSept 2024
Languages
- enEnglish
- chChinese
- caCantonese
- koKorean
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