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Co-Founder & Director of Operations Resume Example

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CO-FOUNDER & DIRECTOR OF OPERATIONS
Summary

Recent Graduate and an Entrepreneurial-minded Business Development professional with 4 + years of experience in managing and building relationships, cultivating partnerships, growing profit channels, and breaking into new market territories. Proactive leadership with excellent communication, interpersonal, and client service skills. Highly adaptive to work in fast-paced, dynamic environments as a team player or a self-starting individual. Demonstrated success in expanding networks, lead developments, business and market intelligence research, and capitalizing on business opportunities. Creative, Innovative, Highly-organized, Result-Driven. Multilingual and fluent in English and Mandarin.

Skills
  • Multidisciplinary collaboration
  • Customer Relationship Management (CRM)
  • Project management
  • Microsoft Office Suite
  • Social media marketing
  • Business Strategy Development
  • Client relationships
  • Sales presentations
  • Business Planning
  • Market penetration
  • Market research, forecasting and analysis
  • Sales and market development
  • Complex Negotiation
  • Critical Thinking
  • Leadership
  • Time management
  • Customer service
  • Multitasking
  • Team building
  • Coordination
  • Communication
  • Planning and development
Education
Master of Liberal Studies:Human Rights & Social Justice12/2020Southern Methodist University, Dallas, Texas
  • Summa cum laude graduate, 4.0 GPA
  • Alpha Chi National College Honor Society Member
Bachelor of Arts:Political Science (International Relations)12/2015Texas Christian University, Fort Worth, Texas
  • Majored in Piano Performance from 2009 to 2011.
  • Represented TCU and won "Best Position Paper Award" at the National Model United Nations Conference in Washington D.C in 2011; Only four out of the more than one hundred delegations around the globe received this highly prestigious award.
Experience
New Missions GlobalFort Worth, TXCo-Founder & Director of Operations07/2017 to 04/2019

Built New Missions Global the organization from scratch; Directed all aspects of operations, including business development & strategy, business planning, program development, organizational development and project management.

  • Authored and prepared all critical organizational, legal, business plan, market research, business and market strategy, business planning documents;
  • Streamlined operational efficiencies by establishing, managing, and implementing phased plans of organizational development, business development, and program development. Conferred with attorneys, business leaders, and other collaborators to develop and implement organizational development plans.
  • Marketing & Communications: Designed organization's website and authored its contents; Managed the organization's social media accounts and presence and electronic communications.

Developed a pioneer global Humanitarian Leadership Program that aims to help military veterans with career transition into the humanitarian sector.

  • Created effective program development plans, authored critical and compelling program contents, strategies, and promotional marketing materials of the program.

Secured a 5-year collaboration contract and a $450K funding commitment from a prestigious multi-billion dollar public institution in Texas.

  • Researched and identified business development opportunities and implemented effective strategy for client acquisition. Strategized approaches to meet objectives and emerge opportunities.
  • Prospected, identified, and cultivated relationships with school directors, deans, and Chancellor leaderships. Engaged in lengthy and high-level discussions and negotiations with key stakeholders, utilized interpersonal skills and formulated effective strategies.
  • Prepared Humanitarian Leadership Program Prospectus and delivered presentations to multiple directors, and executive leaders. Negotiated contract terms on behalf of the organization.
Morgan StanleyDallas, TXFinancial Advisor Associate04/2017 to 02/2018

Impressed management with my market research and proposal to help the firm with breaking into a new market of Chinese communities; I was hired as the only Chinese Wealth Management Associate (with limited experience) in the Texas region to establish a new book of client relationships with high net-worth individuals and businesses from various Chinese communities in Texas.

  • Exuded professional expertise and resourcefulness to gain trust and confidence of management and the firm.
  • Extensively researched market and investment opportunities with Chinese communities; Profiled and analyzed Morgan Stanley products to devise financial strategies that are tailored to Chinese Clientele.
  • Drafted and convincingly presented a detailed business execution plan detailing profit opportunities and potential risks involved to management.
  • Networked extensively with high net-worth, high-profile individuals and identified initial list of prospects while studying for the FINRA Series 7 and 66 Security Licenses.
JPMorgan Chase Bank N.APlano, TexasLicensed Relationship Banker06/2016 to 11/2016

Brought in a total of $1 million of new deposit, investment and mortgage volume.

  • Built rapport with prospective clients through consistent quality interactions.
  • Reviewed and analyzed client financial data to plan proposals.
  • Proposed solutions and leveraged cross-selling opportunities to new clients; Persuaded clients to engage in more lending and saving services with the branch.
  • Collaborated closely with financial advisor, mortgage manager, and client advisors to enhance communication, maintain client experience, and secure closings.
Wells FargoDallas, TexasPersonal Banker12/2015 to 05/2016

Exceeded monthly target of closing cumulative of $100K + loan volume within the first month of job with no existing client-base or prior experience.

  • Established a new book of client relationships by consistently building rapports, understanding needs and developing customized, successful solutions.
  • Persuasively discussed lending and mortgage services with clients and actively encouraged them to apply.
  • Closely collaborated with loan and mortgage officers to ensure closings and customer satisfactions.

Achieved recognition from management for consecutively meeting sales targets and making the most number of lending referrals.

  • Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
  • Consistently followed-up with new and existing clients to assess needs and finding new solutions and strategies to improve their experience and financial prosperity.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Actively networked with prospective clients outside of work, engaged in community philanthropic activities monthly, and made 50 cold-calls per day.
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Resume Overview

Companies Worked For:

  • New Missions Global
  • Morgan Stanley
  • JPMorgan Chase Bank N.A
  • Wells Fargo

School Attended

  • Southern Methodist University
  • Texas Christian University

Job Titles Held:

  • Co-Founder & Director of Operations
  • Financial Advisor Associate
  • Licensed Relationship Banker
  • Personal Banker

Degrees

  • Master of Liberal Studies : Human Rights & Social Justice 12/2020
    Bachelor of Arts : Political Science (International Relations) 12/2015

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