MBA Graduate Resume
IVY K. WOO
Stuyvesant Oval, Apt. d, New York, NY Mobile:
EDUCATION:
May MASTER OF BUSINESS ADMINISTRATION, Major in Finance, G.P.A. .
Zicklin School of Business, Baruch College, City University of New York
Founder and President of Business in Asia Graduate Club
Harvard Business School: Asia Business Conference and Luxury Goods Conference
Columbia Business School: Private Equity and Venture Capital Conference
Research Assistant in Venture Capital Dept., Finance
University Student Senate Scholarship
Dec. CHARTERED FINANCIAL ANALYST, Level Candidate
Chartered Financial Institute
Fall STUDY ABROAD PROGRAM
The Chinese University of Hong Kong, HKSAR
Business Strategies in Chinese Context, Venture Capital in Hong Kong, Marketing in China
May BACHELOR OF ARTS, ECONOMICS University of British Columbia, Canada
MEMBER: Asian Women Leadership Network, National Association Asian American Professionals
SKILLS: Reuters, Excel, PowerPoint, MS Word, Outlook, Invest Database
LANGUAGES:Native English, fluent in Cantonese; basic French & Mandarin
BUSINESS EXPERIENCE:
Fall UBS FINANCIAL SERVICES, NY, USA
Internship, Martin Halbfinger Group
•Assisted investment bankers with all aspects of stock, bond and mutual fund trade transactions for high net worth clients
– FINANCIAL LITERACY COUNSEL, Canada
Vice President, Human Capital Management Division
•Initiated new client relationships and sales contracts with insurance and HR consulting companies to provide human capital management solutions
•Presented educational seminars to university students & HR Executives of organizations
– GREAT-WEST LIFE ASSURANCE COMPANY, Canada
Account Manager, Employee Benefits
•Maintained current and established new business relationships with over brokers and professionals, which resulted in increasing sales by % in
•Managed profit/loss ratios for a $ million block of business
•Ranked top specialists amongst + peers in sales count/premium nationally
•Performed weekly product presentations to subsidiary broker houses
•Developed c-level to a-level performing brokers by providing additional coaching and mentoring which increased the client base, contributed to increased sales and resulting in horizontal and vertical growth
•Received Gold award for outstanding fundraising, % increase from previous year, as Chairman of United Way
- HOLT RENFREW LTD, Canada
Luxury Goods, Women’s Ready-to-Wear Sales Specialist
•Awarded into the President’s Club for highest sales/hour for
•Built multi-millionaire clientele relationships
– MW CAPITAL INC., Canada
Executive Assistant to Managing Partner
•Analyzed due diligence reports for technology industry located in Seattle and reported to Taiwan and China investors
ADDITIONAL QUALIFICATIONS:
Group Benefits Associate, CEBS, Wharton School of Business
Canadian Securities Course, Canadian Securities Institute (equiv. to Series )
& Level and Life License Insurance, Insurance Council of British Columbia
