GRACE J.

YANG
grace.yangj@yahoo.com
https://www.linkedin.com/in/gracejyang
http://gracejyang.weebly.com

EDUCATION
The University of Texas at Dallas, Richardson, TX August 2014 – May 2018
B.S. Finance, B.S. Economics; Minor in Psychology GPA 3.88
Collegium V Honors; National Merit Full Scholarship; Dean’s List 2016; Phi Kappa Phi 2017

BUSINESS EXPERIENCE
Accenture – Dallas, TX June 2017 – August 2017
Corporate Development and Transaction Services Analyst Intern
 Built financial models around transactions valued from $25 million and up to directly contribute to revenue growth
 Provided business advisory insights to deal teams to effectively structure deal shapes to meet client needs
 Communicated financial information effectively to aid leadership in determining next steps in the deal process
Red Oak Financial Group – Round Rock, TX May 2016 – July 2016
Financial Advising and Marketing Intern
 Administered and reorganized CRM database and over 400 clients’ lifetime follow-up
 Designed new marketing plan and revamped old material, securing prospects over 4x faster
 Monitored fee-based and commission based client accounts, fixed annuities, and life insurance policies
Cort Laurence, LLC. – Hutto, TX May 2016 – July 2016
Financial Advising Intern
 Analyzed investment strategies for new clients and revised strategies for old clients
 Processed new client accounts through TD Ameritrade, Schwab, American Funds and more platforms
 Prepared mock financial plans including IRAs, 401ks, 403bs, college funds, annuities, and long term care
Neo-Capital Asset Management – Shanghai, China June 2015 – July 2015
Sales Intern
 Promoted six different company products at neighborhood exhibitions
 Corresponded with over 50 potential clients daily to build positive relationships and grow customer base

LEADERSHIP EXPERIENCE
Alpha Kappa Psi, Mu Rho Chapter – Fundraising Chair, Vice President of Finance February 2016 – Present
Comet Bridge – Strategic Management Fundraising Leader September 2016 – January 2017

ACADEMIC PROJECTS
Oxford Journal of Business and Economics October 2016 – July 2017
 Published research paper “Gender and its Effect on Investment and Risk Tolerance Over Time” in Volume 12, No. 1
 Presented paper at Oxford’s Said Business School in July 2017 and won Best Paper at the Conference
 Researched and analyzed changes in the gender difference in investment over a 28 year period globally
Business Strategy Game September 2016 – December 2016
 Integrated a holistic business plan for “Excelerate”, a global shoe company with real-time competitive influences
 Placed 16th of over 1900 teams every week of competition in overall score, return on equity, and stock price
 Overhauled production, distribution, marketing, and shoe design to integrate a high quality low price strategy
Business Communication Businesses Give Back August 2015 – December 2015
 Researched the low college readiness of many Dallas ISD high schools in a four-person team
 Identified and developed a solution by instituting a technology and test preparation program for critical schools
 Proposed solution to over 150 students and a panel of Dallas business leaders to place Top 3 of over 35 teams

TECHNICAL SKILLS
Technical: Microsoft Excel, PowerPoint, Word, Access, Java, HTML, RedTail CRM,WordPress, ConvertKit, TD
Ameritrade, Schwab, American Funds, TI BA II Plus Professional
Languages: Fluent Chinese, Intermediate Spanish Eligibility: U.S. Permanent Resident