Candice Zhuang
Financial Advisor Assistant @Equitable
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WORK HISTORY
Financial Advisor Assistant @Equitable
NY, US
Performed stock market research on leading companies in the renewable energy industry, technology industry, and stocks with historical low values; collected information and summarized reports for client companies• Contacted customer service department to arrange solutions for operational delays, including overdue documents, procedure confirmation, and solution follow-ups•Analyze and review performance of clients’ investment portfolio and produced summary reports•Supported the finance team in preparing presentations and reports
EDUCATION
美国哥伦比亚大学
Master of Science - MS
Stony Brook University
Bachelor's degree
ABOUT CANDICE ZHUANG
I am a Financial Analyst Assistant at Equitable, a leading financial services company, and a Master of Science student in Enterprise Risk Management at Columbia University. I have a bachelor\'s degree in Economics from Stony Brook University. My core competencies include business reviews, finance, and analytical skills. At Equitable, I support the financial analysis and research of potential and existing clients, as well as the personal property insurance cases of high net worth clients. I also conduct stock market research on various industries and companies, and summarize reports for client companies. I value working with a diverse and collaborative team, and I am motivated by finding innovative solutions for complex problems. I bring a unique perspective and experience to the team, as I have a strong background in economics and risk management.
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