1. Mingxiao Li
5437 Welland Avenue Tel: (979)587-4550
Temple City, CA 91780 Email: tamulmx@gmail.com
Job Objective
Looking for full-time employment to apply 6-year finance and accounting knowledge and skills from 5
previous jobs, CFA training, to practical problems in financial services/insurance/accounting industry.
Personal Skills
l Financial Analysis; Insurance risk calculation, quotation; Accounting skills; Mortgage Application;
Interviewing and Surveying.
l CFA candidate, passed Level 1 in June 2014. Level 2 scheduled in summer, 2017.
l Health/Life Insurance License in December, 2015.
l Fluent in Chinese and English. Leadership, teamwork and interpersonal abilities.
Education
l Texas A&M University, College Station, Texas May 2015
Master of Science in Economics. Major: Financial Economics GPA: (3.7/4.0)
l Southwestern University of Finance& Economics ( SWUFE) June 2013
Bachelor of Economics. Major: Finance. Minor: Accounting. GPA: (4.0/4.0)
Work Experience
l Good Deal Insurance Agency, Los Angeles, CA June 25th
2015 till now
Personal Lines Insurance Specialist
Fully trained and devoted in personal lines: Auto/Home/Health insurance beginning June 2015.
Develop a coordinated protection plan by calculating and quoting rates for immediate coverage
action and long-term strategy achievement based on clients’ needs, financial situations, extent of
present coverage and investments. Attain statistical analysis, build client relationships, and explore
more opportunities to add value to job accomplishments.
l Top Financial, Inc., Los Angeles, CA May 15th
2014---July 31th 2014
Loan Assistant/Processor Intern
Assisted in loan applications, mainly residential real estate mortgages, learned all aspects of loan
application, trained in Lending QB System to deal with loan cases, documentation and regulation.
Finished translation of company website independently.
Improved communication skills, teamwork, and emergency problem-solving ability.
l China Construction Bank, Qiqihar, PRC December 2012---March 2013
Management Assistant Intern------ Earned Employee of the Month Award
Participated in annual budget settlements, assisted in the consulting and explanation of financial
products of the bank. Summarized and interpreted the financial statements.
l China Household Finance Survey Institute (CHFS) June 2011---September 2011
Investigator, Analyst, and Consulting Intern (By SWUFE and People’s Bank of China)
Responsible for collecting and analyzing household financial data within three provinces in China to
be provided to the People’s Bank of China for statistical support of macroeconomic policies.
Analyzed data using in-house survey software and handled fact-checking for survey accuracy.
Received 1 of 30 Excellent Investigator Awards among all the investigators nationwide.
l Everbright Bank, Beijing, PRC June 2010---August 2010
Consultant& Service Intern
Provided customers with detailed information of bank services.
Assisted customers in filling out consulting forms, and fulfilling business transactions.