Megan Yu is seeking a position in finance. She received a Master's in Finance from Drexel University and a Bachelor's in Finance from Wuhan University in China. Currently she works as a staff member at State Farm creating customized financial solutions and proposals for clients. Previously she worked as a teller at PNC Bank and as a teaching/research assistant at Drexel. She has experience analyzing investment opportunities through projects with Drexel's endowment fund and simulated trading.

1. MENG “MEGAN” YU
501 Wayne Dr Apt 333 King of Prussia, PA 19406 215-439-8163 meganyu519@gmail.com
EDUCATION
DREXEL UNIVERSITY Philadelphia, PA 09/2011-06/2013
Masters of Science in Finance
WUHAN UNIVERSITY Wuhan, China 03/2009-07/2011
Bachelors in Finance
EXPERIENCE
State Farm Agent Staff 03/2014-Present
• Create and update integrated and customized financial solutions and proposals
• Offer entire product including insurance, bank and investment components, providing entire financial expertise and
services with market and annuity analysis and customized solutions
• Develop strong and long-term relationship with customers, being the key liaison with clients that has wealth
management needs
PNC Bank Teller Representative 07/2013-02/2014
• Met around 700 mass market and business customers every month with 1,500-2,000 transactions, while providing
financial services and recommendations
• Took charge of certain branch operational duties and business events
Teaching and Research Assistant in the Department of Decision Sciences, Drexel University 04-06/2013
• Areas of expertise includes: operations management, operations research and statistics
PROJECT
ENDOWMENT FUND, DREXEL UNIVERSITY Portfolio Consultant 04-06/2013
• Analyzed investment opportunities and risks in domestic and emerging markets
• Evaluated the market cap weighting of the index against the full opportunity set
• Met regularly with fund managers to develop strategies and eventually presented recommendations
Simulated Real Time Trading Project in UK 01-04/2013
• Traded currency and commodity in a real time simulated account of 10,000 pounds, with multiple positions
• Analysis and research for risk hedging, especially for exposure to exchange rate, inflation, interest rate
ACG Cup Case Competition 01-03/2012
• Researched and analyzed case for mergers and acquisitions; presented valuation conclusions and investment suggestions with a
group of four.
HONORS AND AWARDS
Lifetime Membership of Beta Gamma Sigma -- the International Business Honor Society for AACSB Accredited
Business Programs; invited to join Beta Gamma Sigma with a GPA in the top 20% among Drexel graduate students
RELATED COURSEWORK
Accounting / Managerial Accounting / Advanced Financial Management / Managerial Decision Models and Simulation /
Database Analysis and Design Business / Business Conditions and Forecast / International Finance
ADDITIONAL INFORMATION
Languages: Chinese (Mandarin), Russian
Software Skills: MS: Word, Excel, Power Point, Access; Outlook; R Commander; SAS; SQL
License: PA, NJ, DE – Property and Casualty, Life and Health, Fixed Annuities