Joan Tsuei is a high-skilled professional, who works in Bank of America main office of which is in 779. on the position of Relationship Banker from 2016. This expert has earned professional experience in more than seven positions at various companies. Joan Tsuei went to the University of California, Los Angeles and was studying there from 2014 to 2017. Whittier, California is the city, where the professional was lastly known to be settled. Their e-mail and phone are easily accessed through this website on demand.
Name variants:
Joanna Tsuei
Last updated May 25, 2024
Contact Information
Workplace
Colleagues
Work History
Relationship Banker
100 north Tryon St, Charlotte, NC 28202
Exceeded sales goal above 150% and funded all quarters
Assisted manager in operational and auditing procedures to meet financial center objectives
Experienced in handling high volume and ...
Sep 2016 — Jan 2018
External Consultant
Advised and implemented strategies for start-up technology and mobile applications (Nitty App.)
Conducted focus groups and marketing campaigns to expand user pool and research data
Create...
Aug 2015 — Mar 2016
Operations Manager
Restructured business plan, managed human resources, & analyzed financial projections
Implemented new strategies, maintained business contacts, and updated operation systems
Processed loa...
Feb 2013 — Jul 2014
Project Manager and Business Developer
Project-managed three new ventures, drafted business plans, and created investor presentations
Excelled in business development, research analytics, and start-up initiation
Processed stoc...
Feb 2011 — Feb 2013
Research Analyst Intern
Developed marketing campaigns and implemented competitive strategies
Assisted with the development of new cloud-computing technology
Consulted with system integrators/potential partners (...
Mar 2012 — Jun 2012
Secretary and Project Manager
Facilitated meetings, managed community campaigns, and mediated bilingual staff
Created databases/reports, recorded financial transactions, and composed newsletters
Jan 2009 — Oct 2009
Education
2014 — 2017
2014 — 2016
2008 — 2014
Occupations
Financial Broker
Financial Consultant
Banker
Executive
Manager
Accountant
Finance and Accounting Specialist
Counselor
Financial Services Professional
Financial Services Sales Agent
Operations Manager
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Finance
Public Speaking
Business Networking
Financial Analysis
Project Management
Research
Accounting
Team Leadership
Microsoft Office
Fundraising
Business Development
Strategic Planning
Photoshop
Communication
Mathematics
Entrepreneurship
Investment Management
Actuarial Science
Real Estate Financing
Loans
Mortgage Lending
Graphic Design
Humanitarian Intervention
FAQs about Joan Tsuei
What's the main profession of Joan Tsuei?
This professional's job is Financial Advisor Trainee - Fadp
What jobs is Joan proficient at at?
The expert is proficient at Financial Broker and Financial Consultant jobs.
Where does Joan Tsuei live?
Joan lives in Whittier, California.
What is Joan's email?
The expert's email is jo**@gmail.com.
How many companies did Joan Tsuei work at?
The professional worked at seven jobs.
What education does Joan Tsuei have?
Joan studied at the University of California, Los Angeles from 2014 to 2017.
What languages does Joan Tsuei speak?
Joan Tsuei speaks English, Mandarin, and Spanish.
What is the industry that Joan Tsuei is connected to?
Joan Tsuei works in Financial Services industry.