Summary
Overview
Work History
Education
Skills
Software
Timeline
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Ying Nam Andy Ma

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Summary

I am an energetic, ambitious person with positive attitude who has developed a mature and responsible approach to any task that I undertake, or situation that I am presented with. As an University graduate, I am sure I can work excellent with others to achieve a certain objective on time with excellence.

Overview

1
1
year of professional experience
3
3
years of post-secondary education
3
3
Languages

Work History

Financial Planner

FwD
12.2021 - 03.2022
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
  • Coached and advised clients in business plans and processes to achieve profit objectives.
  • Established and deepened existing client relationships through complex financial planning.

Private Tutor

-
07.2020 - 07.2021
  • Used positive reinforcement, repetition and review to help students master challenging material.
  • Collaborated with students to complete homework assignments, identify lagging skills and correct weaknesses.
  • Used personalized learning plans to guide students to deeper understanding of course material and learning styles.
  • Maintained tutoring records to adjust instruction and update parents on student progress.

Business Operations Intern

Banana Portal
06.2019 - 08.2019
  • Devised strategies to boost customer sales and drive referrals due to excellent service resulting in new customer relationships.
  • Reviewed company's strategic plans and developed departmental goals and standards to support vision.
  • Oversaw day-to-day business operations on sales floor by fostering deep professional relationships with wholesale contacts and customers.

Education

Bachelor of Science - Information Management

The University of Hong Kong
09.2018 - 06.2020

Associate of Business Administration - No Specialism

Hong Kong Community College
09.2016 - 06.2018

Skills

Analytical and Critical Thinking

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Software

Excel

Word

Powerpoint

Asset

Timeline

Financial Planner

FwD
12.2021 - 03.2022

Private Tutor

-
07.2020 - 07.2021

Business Operations Intern

Banana Portal
06.2019 - 08.2019

Bachelor of Science - Information Management

The University of Hong Kong
09.2018 - 06.2020

Associate of Business Administration - No Specialism

Hong Kong Community College
09.2016 - 06.2018

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