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Work Experience
FInancial Advisor
Vanguard•  January 2022 - Present•  Scottsdale, Arizona, USA
• Informing clients about our new modern state of the art Discretionary Advice Program (DAP) and helping them transition to it • Answering various questions and addressing various concerns for clients already enrolled in the service during Ad-Hoc meetings • Informing clients about the Personal Advisor Services (PAS), getting to know them, and assessing their financial needs to see whether Vanguard is a good fit for their needs during Intro Calls (ICs) • Creating personalized plans for clients enrolling in the service based on their goals and risk tolerance and delivering it during Plan Deliver (PD) meetings
Senior Software Engineer 2
General Dynamics•  May 2018 - January 2022•  Scottsdale, Arizona, USA
• Developed, tested, and maintained multiple pieces of software - primarily taking Commercial Off the Shelf (COTS) software products and configuring them to the needs of MUOS. • Authored various sections of multiple Software Version Description (SVD) documents and the MUOS Interactive Electronic Training Manual (IETM). • Implemented Department of Defense (DoD) Security Technical Implementation Guides (STIGs) in systems in coordination with the Information Assurance (IA) team.
Systems I Support IT Intern
Isagenix•  May 2017 - August 2017•  Gilbert, Arizona, USA
• Created a Windows image for Conference Room PC Stick project • Helped resolve employees’ Internet Technology (IT) problems by taking trouble tickets and remoting into their computers
Busboy
Clancy's by the Sea•  June 2015 - August 2015•  Ocean City, New Jersey, USA
• Cleaned off and set tables • Move buckets of ice from ice machine to drink station • Washing and drying plates and utensils • Switch table settings from breakfast to lunch • Assisted servers carry plates from larger orders • Arbitrated between servers and customers • During heavy rainstorms: Take off settings, dry tables after, mop floors • Cleaned bathrooms
Education
Arizona State University, Tempe
Computer Science, BS•  August 2014 - December 2018•  GPA: 3.43
• Ira A. Fulton Schools of Engineering • Activities and societies: Cum Laude, Golden Key International Honor Society, Cru (formerly Campus Crusade for Christ) • Dean’s List: Fall 2014, Spring 2015, Fall 2015, Spring 2018 • New American Provost Scholar: Fall 2014 – Spring 2018 • PAWS Athletic Scholarship, Ong Ko Met Scholarship, Chinese Chamber of Commerce Scholarship