Pepper hu President - Hu Insurance Agency

F

President

Farmers Insurance Yangyujiao Hu

Jan 2020 - Current (6 years 10 months)

B

Financial Planner

Bob Wang Corporation

Feb 2015 - Jan 2020 (5 years)

Utilize financial products, such as insurance, IRA, 401-k annuities to provide wealth-planning consultant to clients who prefer moderate investment strategies. Monitor the design and execution of financial products, and select investment alternatives for 617 accounts under Vice president’s supervision. Design and modify a set of questionnaire for new and prospective clients to better understand their situations in response to all economic situations changes. Financial details, employment, risk preference, goals to achieve in the next 3 or 5 years are included in the questionnaire. Applied “Logical Decisions” Software to further determine risk preference for clients and to review client’s need to improve service. Till now, 82 up-to-renew cli

G

Event and Marketing Specialist - Intern

Global One Talent Management Ltd

Jun 2014 - Sep 2014 (4 months)

Engaged 42 submissions for representation through social media marketing-interacted with followers by answering questions about company’s service; Released successful stories of clients and information about company’s cooperative partner, such as Disneyland, Nordstrom, Lifetime TV, etc. daily on Facebook, Twitter, Renren and Weibo-Chinese most popular social media. Audited online submission, reported to CEO, and facilitated signing contracts processes every day. Promoted casting information of Crouching Tiger Hidden Dragon 2 on Chinese social media and attracted 62 submissions in LA within a week; arranged casting auditions in company’s LA studio and assisted Executive Producer to screen qualified candidates.

Wealth management Specialist - Intern

Citibank China

Jul 2012 - Aug 2012 (2 months)

Performed the 1st place team in the Wealth Management Case Competition – designed a wealth management plan for a 4 member family, allocated team responsibilities and analyzed each part of individual family member income to devise a comprehensive wealth management plan that included insurance, stocks and bond investments Designed a CEO’s household financing portfolio under the guidance of the Wealth Investment Manager; analyzed risk preference and evaluated assets to determine optimal asset allocation; asset allocation and portfolio resulted in catapulting the CEO to VIP status of Citibank, Beijing China Provided consultation for clients to customize structured investment accounts and structured notes based on customer needs.

C

Fundraising Department - Intern

China Telecom College Marketing Center

Jul 2011 - Aug 2011 (2 months)

Led an 11 member team in a multi-university competition to win 1st place and more than $23,000 in advertising investments and event sponsorships from companies such as Coca-Cola, P&G and the Wahaha Group – visited more than 40 companies per day, negotiated with marketing supervisors and built longstanding corporate relationships for our university

Pepper hu

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Pepper hu

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