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12/1/2015

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YueMelodyTang

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BusinessIntelligenceAnalystatBankoftheWest
SanFranciscoBayArea

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FinancialServices

Previous

BankoftheWest,UniversityofSanFrancisco,Standard
CharteredBank

Education

UniversityofSanFrancisco

You

230

Sendamessage

connections

BuyBigandchoosewhentopayeachmonth.
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LastConversation4monthsago

Relationship

classmates

ContactInfo

PeopleAlsoViewed
YiqunZheng

Email

yue8812@hotmail.com

Phone

5138505883(Mobile)

DataScience

YuanZhao
Linkedin

https://www.linkedin.com/in/yuemelodytang8610923b

FinancialAnalystatBankoftheWest

JillXu

Editthiscontactinfo

FinancialAnalystatGigya

Background

StellaBae
WealthManagementAdvisoratMerrill
Lynch

Summary

CarlosR.Zapata,MSFA

GraduatedfromUniversityofSanFranciscoin2012withaMSdegreeinFinancialAnalysis.Goaland
detailorientedFinancialAnalystwithreporting,planning,budgeting,accounting,andfinancial
managementexperience.Successfulatmanagingmultipleassignmentssimultaneouslyandmeeting
tightdeadlines.Buildingacareerinfinancialservicesindustrywithexcellentworkethicsandpassion.

Owner/PortfolioManager,
PanAmericanInvestments

NickMatalone,MBA,MSFA
SeniorClientRelationshipAssociate
atCapitalGroup

Skillsinclude:
MichaelBristow,MSFA
FluentinMandarin,bothspeakingandwriting.
Experiencewithfinancialreporting(pipeline,scorecard,dashboard,KPI,andhistoricaltrendsreporting)
Experiencewithmultiplebankingsystems(RelationshipProfitabilityManager,SharePoint,TouchPoint,
Nextsearchresult

XAA,CRIS,HOSTIntegrationServer)
NingZhongGraduateStudent
PassedCFALevelIexamatthefirstattempt(December2012).
atMiamiUniversity
AdvancedknowledgeofMicrosoftOfficeWord,Excel(pivottable,vlookup,etc.),Outlook,Accessand

PowerPoint.
Sophisticatedmathandanalyticalskills,experiencewithstatisticalsoftware(Access,Minitab,Eviews,
STATA)
BasicskillofusingtheBloombergSystem.
Experiencewithpresentingandpromotingfinancialproducts(InternshipexperienceinCommercial
Banking)ratioanalysis,industryanalysis,derivatives,equityvaluationandfixedincome.

Experience

BusinessIntelligenceAnalyst

TandemStrategicManagement

JohnChao
SeniorTechnicalRecruiter(SMAC)

DanielPlatt,CFA,MSFA
FinancialAdvisoratBrioFinancial
Group,afranchiseeofAmeriprise
Financial,Inc

LuisDAlvarado
GlobalResearchAnalyst

InCommonwithYueMelody
YueMelody

BankoftheWest
July2015Present(6months)

FinancialAnalyst
BankoftheWest
2013August2015(2years) | SanFranciscoBayArea
Onebankdeskreporting,Dashboarddesignproject,Pipelinereporting,scorecards,reportreconciliation,
contactbetweenBoWandBNPParibusforOnebankdesk

MSFAProgramTutor
UniversityofSanFrancisco

https://www.linkedin.com/profile/view?id=ADEAAAhgW0kBRZ8GDVDIfzJGsugNEJkqKmpkpk&authType=OUT_OF_NETWORK&authToken=MhN5&lo

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12/1/2015

YueMelodyTang|LinkedIn

September2012December2012(4months) | 101HowardStreet
WorkingasatutorforthecurrentprofessionalMSFAstudentsatthedowntowncampusofUSF.

1
School

GraduateTeachingAssistant
UniversityofSanFrancisco
August2012December2012(5months)
TheGTAprogramoffersa4daytrainingcourseofAdvancedLeadership.Graduatestudentsreceives
trainingincoachingtechniquesandsupervisedpracticeinapplyingtheseskillswithfreshmanbusiness
studentsinBUS100.Aftersuccessfullycompletingthiscourse,thetrainedstudentsworkasteam
facilitatorsandmentorsofthecomingfreshmanbusinessstudentsthroughoutthesemester..

1
SkillorExpertise

1
SummerInternship

Location

StandardCharteredBank
May2011August2011(4months) | Shanghaibranch
MydailydutyatSCBincludesupdatingandspreadingfinancialstatementsofcorporateclients,meeting
documentpreparation,andtranslatingandpresentingfinancialinstrumentsatclientmeetings

SummerInternship
ChinaConstructionBank
May2009August2009(4months) | TianjinBranch
CCBisaleadingcommercialbankingcorporationinChinaprovidingacomprehensiverangeof
commercialbankingproductsandservices.
Iparticipatedintheinternationaltradingprocedure,whichincludesdocumentcheckandclientcontacts.
Ialsoworkedattheexchangeratedepartmenttoassistindividualcustomerswithforeigncurrency
trading.

Courses

UniversityofSanFrancisco

InternationalFinance
EquityValuation
FixedIncome
Econometrics
Microeconomics
Macroeconomics
Derivatives
FixedIncome
EquityValuation
CorporateFinance
InternationalFinance

Languages

ChineseMandarin

English

Nativeorbilingualproficiency

Fullprofessionalproficiency

Skills

TopSkills
11

FinancialAnalysis

MicrosoftExcel

Access

Finance

FinancialModeling

MicrosoftOffice

PowerPoint

https://www.linkedin.com/profile/view?id=ADEAAAhgW0kBRZ8GDVDIfzJGsugNEJkqKmpkpk&authType=OUT_OF_NETWORK&authToken=MhN5&lo

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12/1/2015

YueMelodyTang|LinkedIn

MicrosoftWord

Research

Accounting

YueMelodyalsoknowsabout...
1

VarianceAnalysis

DataAnalysis

QuickBooks

CorporateFinance

CustomerService
TimeManagement

RiskManagement

FinancialReporting

Teamwork

Bookkeeping

QuantitativeAnalytics

FinancialAccounting

Mandarin

USGAAP

PortfolioManagement

Education

UniversityofSanFrancisco
MSFA,FinancialAnalysis,3.93
20122012
11courses,including:

SanFranciscoStateUniversity
MasterofBusinessAdministration(MBA),(Notfinished)
20112011

MiamiUniversity
BachelorofScience(B.S.),Finance,General,3.56
20082011

AdditionalInfo
PersonalDetails
MaritalStatus

Single

VolunteerExperience&Causes

OpportunitiesYueMelodyislookingfor:
Skillsbasedvolunteering(probonoconsulting)

Recommendations

Given(1)

Desheng,wouldyouliketorecommendYueMelody?
RecommendYueMelody

JohnChao
StaffingManager

Johnhelpedmetogetmyfirstfulltimejoboutofcollege,heisverythoroughand
passionateabouthiswork,walkedmethroughwiththewholeprocess,andalwaysrespond
promptlywithanyquestionorrequestIhad.
April16,2015,YueMelodywasJohn'sclient

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12/1/2015

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