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Merita |
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| 번호 |
5,341 |
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| 강사이름 |
Merita |
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| 성별 |
여성 |
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| 국적 |
USA |
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| 생년월일 |
1986년 10월 04일 |
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| 혼인여부 |
Married |
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| 현 거주지 |
현재 국내에 거주중 |
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| 시작가능 날짜 |
급구 |
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| 선호지역 |
대도시선호 (의정부,양주,동두천,서울 북부), |
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| 선호대상 |
유치부선호, 초등부, 중 고등부 |
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| 토요일 근무 |
토요일근무 원치 않음 |
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| 근무 타입 |
Full Time |
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| 최종학력 |
4년제 학사 |
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| 전공 |
Finance |
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| 부전공 |
Accounting |
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| 교육관련 자격증 |
없음 |
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| 희망급료 (월 기준) |
210만원 |
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| 희망숙소 |
원룸이나 스튜디오, 주택수당 희망 |
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| 강의경력 유무 |
강의경력 없음 |
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| 한국방문 경험 유무 |
한국방문 경험 없음 |
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| 강의경험 |
EDUCATION
University of Houston Houston, TX May 2009
CT Bauer College of Business
Bachelor of Business Administration in Finance
- Minor: Accounting
WORK EXPERIENCE
Schlumberger Ltd. Houston, TX 12/2009-05/2010
Stock Option Administrator
• Performed daily processing, primarily share movement and execution of orders, verified and prepared information for the exercise of stock awards ex: option prices, shares vested, trading window, tax withholdings, country specific tax issues, agent/broker instructions, and employment verification
• Accountable for daily administration of employee stock option plans including data integrity, exercises, grants, cancellations and resolution of personnel issues
• Worked with brokers and transfer agent to answer employee questions, resolved processing and tracking errors and learned new administrative systems and software
• Prepared month-end equity reports for various departments: Payroll, Tax, Accounting, HR. Reconciled daily shares exercised, daily payments of options to stock option cash account
• Calculated and provided disqualifying disposition information ex: W-2 income to payroll and option gain to employees
• Responded to requests for equity plan information from plan participants over email, in person, and through the phone
• Reconciled daily and monthly wire activity for the stock option bank account
• Researched, resolved and responded to global long-term incentive plan inquiries, process stock option exercises/restricted share releases, and report of plan activities while keeping in balance with internal department and external vendors
Merrill Lynch Houston, TX 01/2009-06/2009
Financial Advisor Intern
• Worked with other Financial Advisors in client portfolio assessments and financial planning
• Conducted basic financial investing and portfolio outlooks for individual as well as corporate
• Formulated promotional marketing materials and
• Maintained regular contact with potential clients by utilizing the cold/warm calling procedure
• Set up and attended over 7 Wealth Management seminars
• Provided support in Professional Money Management
Arbitron Inc Houston, TX 05/2008-09/2008
Research Associate
• Conducted telephone surveys
• Used computer-assisted telephone interviewing
• Collected responses and accurately recorded over 3,200 records into the system
Transway Insurance Agency Houston, TX 01/2008-05/2008
Customer Service Representative
• Provide commercial insurance quotes
• Communicated effectively and courteously with people of all socio-economic and ethnic backgrounds
• Attended to inbound client phone calls in answering inquiries relating our services
• Tabulated and managed approximately 3,650 sales and client data into our system
Wimberley Insurance & Financial Services Houston, TX 05/2003-08/2007
Customer Service Representative
• Resolved client billing issues and screened for insurance eligibility
• Established new and existing clients through telemarketing and cross-selling through email and telephone
• Created customer-to-insurance relationship by maintaining customer support regarding home and auto insurance
• Prepared over 5,700 insurance quotes and bound policies
• Entered client information data in to database
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