MBA Graduate

Posted on: 2007-08-28

IVY K. WOO [email protected] 8 Stuyvesant Oval, Apt. 7d, New York, NY 10009 Mobile: 646.667.7743 EDUCATION: May 2007 MASTER OF BUSINESS ADMINISTRATION, Major in Finance, G.P.A. 3.5 Zicklin School of Business, Baruch College, City University of New York Founder and President of Business in Asia Graduate Club Harvard Business School: Asia Business Conference and Luxury Goods Conference Columbia Business School: Private Equity and Venture Capital Conference Research Assistant in Venture Capital Dept., Finance 2006 University Student Senate Scholarship Dec. 2007 CHARTERED FINANCIAL ANALYST, Level 1 Candidate Chartered Financial Institute Fall 2006 STUDY ABROAD PROGRAM The Chinese University of Hong Kong, HKSAR Business Strategies in Chinese Context, Venture Capital in Hong Kong, Marketing in China May 2001 BACHELOR OF ARTS, ECONOMICS University of British Columbia, Canada MEMBER: Asian Women Leadership Network, National Association Asian American Professionals SKILLS: Reuters, Excel, PowerPoint, MS Word, Outlook, Invest Database LANGUAGES:Native English, fluent in Cantonese; basic French & Mandarin BUSINESS EXPERIENCE: Fall 2005 UBS FINANCIAL SERVICES, NY, USA Internship, Martin Halbfinger Group •Assisted investment bankers with all aspects of stock, bond and mutual fund trade transactions for high net worth clients 2003 – 2005 FINANCIAL LITERACY COUNSEL, Canada Vice President, Human Capital Management Division •Initiated new client relationships and sales contracts with insurance and HR consulting companies to provide human capital management solutions •Presented educational seminars to university students & HR Executives of organizations 2001 – 2004 GREAT-WEST LIFE ASSURANCE COMPANY, Canada Account Manager, Employee Benefits •Maintained current and established new business relationships with over 100 brokers and professionals, which resulted in increasing sales by 43% in 2003 •Managed profit/loss ratios for a $6 million block of business •Ranked top 10 specialists amongst 80+ peers in sales count/premium nationally •Performed weekly product presentations to subsidiary broker houses •Developed c-level to a-level performing brokers by providing additional coaching and mentoring which increased the client base, contributed to increased sales and resulting in horizontal and vertical growth •Received Gold award for outstanding fundraising, 150% increase from previous year, as Chairman of United Way 2000 - 2006 HOLT RENFREW LTD, Canada Luxury Goods, Women’s Ready-to-Wear Sales Specialist •Awarded into the President’s Club for highest sales/hour for 2002 •Built multi-millionaire clientele relationships 1999 – 1999 MW CAPITAL INC., Canada Executive Assistant to Managing Partner •Analyzed due diligence reports for technology industry located in Seattle and reported to Taiwan and China investors ADDITIONAL QUALIFICATIONS: 2005 Group Benefits Associate, CEBS, Wharton School of Business 2003 Canadian Securities Course, Canadian Securities Institute (equiv. to Series 7) 2001 & 2002 Level 1 and 2 Life License Insurance, Insurance Council of British Columbia