Ambitious Business Administration student with a concentration in finance in the process of completing B.A. and CFP coursework. Strong technical skills and ability to learn concepts quickly, aiming to become a certified financial planner. Eagerness to gain experience for real world application. Highly organized and detail-oriented. Enthusiastic business major with excellent communication skills and strong motivation to succeed.
Managed Japanese Student Union members and cabinet, organized fundraisers, meetings, and cabinet retreats. Trained new cabinet members. Advised general members in coursework and stress management.
Tutored students in various grade levels in mathematics coursework. Established and enforced rules for behavior and procedures. Administered and corrected coursework. Helped students who had trouble understanding the coursework and explained step-by-step processes in understanding coursework.
Retirement and Estate Planning
Developed retirement objectives, needs and financial condition.
Theory and Practice of Personal Financial Planning
Developed comprehensive personal financial plans. Risk management, investments, taxation, retirement, and estate planning.
Principles of Insurance
Analysis of risk management process, introduction to property and liability insurance and financial planning.
Introduction to Investments
Securities markets, security valuation, and trading methods.
Real Estate Investment Analysis
Alternative analytical techniques in evaluating real estate investments.
Concepts of Federal Income Tax
Federal income taxation relating to federal tax system; federal income taxation relating to individuals, corporations, partnerships, fiduciaries, and Federal estate and gift taxes.
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