This document is a resume for Shaoning Liu that outlines his professional experience and qualifications. It summarizes that he has over 10 years of experience in business development, financial management, and strategic problem-solving. Specifically, it details his current role as a Financial Consultant where he develops customized financial solutions for clients and sells insurance and investment products. It also outlines past roles in food service management and his education background, which includes an MBA and Bachelor's degree.

1. SHAONING (SONNY) LIU (403) 383-6906
12117 Coventry Hills Way N.E  Calgary, AB T3K 6A7 shaoning120@yahoo.com
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BUSINESS DEVELOPMENT | FINANCIAL MANAGEMENT
A solution focused professional with business development and solutions management experience, coupled with a
multitude of versatile skills transferable into any industry. In-depth knowledge of strategic business and functional
analysis, performance improvement, process re-engineering, stability studies and solutions development. Outstanding
strategist recognized for identifying business problems and presenting viable solutions. Geared with a combination of
dynamic organizational skills and excellent time management skills with the ability to independently multitask and
deliver demanding tasks within complex schedules. Continually strives to produce high quality business solutions in
adherence to company objectives.
“Mr. Liu showed exceptional skills in his research, presentation strategy and communication efforts and excelled in this
competition. I believe he showed leadership abilities and will be a valuable asset to any company.”
- Raymond Ng, Skyhooq
CORE COMPETENCIES
Creative Problem-Solver: Proven ability to troubleshoot and develop creative, innovative solutions to business
challenges. Develop diversified business strategies to drive and accomplish continuous operational and financial
improvements. Investigate business problems, analyze root causes and provide effectual solutions.
Communication & Interpersonal: Excellent communicator with strong verbal, written and interpersonal skills that
consistently elicit positive relationships and interactions with clients and individuals at all levels within the organization.
Technical Profile: Proficient in several computer-based operations and software including Microsoft Office Suite (Word,
Excel, PowerPoint), internet research, data entry, and various social media platforms.
PROFESSIONAL EXPERIENCE
Financial Consultant  Investors Group Financial Services Inc. 2015 – Present
 Communicate effectively with customers to offer creative financial solutions to balance the investment and
revenues according to customer profile
 Assess the needs/goals of customers to determine the appropriate solution for achieving customer goals
 Act as a liaison between clients and insurance specialist to correctly address clients’ needs
 Assemble, prepare and present presentations and reports in front of the clients
 Develop annual business plans suitable to meet sales targets - identify markets and implement strategies/plans
 Coordinate internal and external resources in order to match clients’ need with company’s products
 Attended several trade shows while preparing trade show marketing, educational materials, and designing the booth
 Work closely with brokers to sells their insurance and health plans, and subsequently collect reports and materials to
prepare the broker to close the sale
Key Accomplishments
 Designed, introduced and promoted group saving retirement plan and health benefit plan to companies
 Acquired 50 prospects for the retirement plan through effectual direction of sales, marketing, promotional tables,
budgets, marketing material development, and managing the insurance and liabilities involved
 Sold a group health plan policy worth to a childcare business owner that generated $12,000 and insured 36 people
 Strategically handled different kinds of problems by identifying root cause and offering creative solutions
 Reconstructed an ineffective strategy by taking initiative to source some feedback in order to identify the
confusion between brands – the company originally utilized an incentive program to entice customers by giving a
MasterCard gift card which was not generating leads and was proving to be ineffective

2. SHAONING (SONNY) LIU (403) 383-6906  shaoning120@yahoo.com
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Assistant Kitchen Deli Department Head  T & T Supermarket Inc. 2010 – 2011
 Managed and oversaw a team of 30 employees to achieve operation targets of $10,000 daily
 Prioritized daily tasks and problems based on their importance and current circumstances
 Professionally handled customer inquiries and concerns by listening the complaints, addressing key issues, and
finding the best solution to meet their satisfaction
 Tracked and monitored the expenses of the department to reduce cost and to maximize the profit
 Supervised product inventory to verify the quality of products, whilst monitoring inventory levels to ensure
availability of products at all times
EDUCATION
Master of Business Administration  University of Calgary Calgary AB 2012 – 2014
Bachelor of Arts in Social and Cultural Anthropology  University of Calgary Calgary AB 2004 – 2008
SCHOOL PROJECT EXPERIENCE
Business consulting for a startup IT business, Skyhook  University of Calgary Calgary AB 2013
 Analyzed past financial performance and forecasted future performance by paying extreme attention to detail to
company’s everyday business transactions
 Delivered a business strategy report and a PowerPoint presentation within an aggressive deadline
 Prioritized tasks based on importance and deadline
 Conducted market research, documented challenges and presented a presentation business strategy
 Developed marketing solutions that was adopted by Skyhook, and subsequently created a budget for those
strategies – established a lasting relationship with Skyhook business owner
Food Kiosk, Fuel for Gold – prepares food for the Olympians (Canadian Athletes)
 Organized a meeting with the management to learned more about the business which was currently lacking of
sales, revenue and profit
 Assessed and analyzed financial information to identify profit margins, overhead costs, and revenue
 Conducted market research surrounding traffic of students and how many students would come to the kiosk
 Developed ways to improve operations by identifying causes of financial loss, this include moving a
distracting/traffic impeding coffee machine, overstaffing during slow hours, and food waste
 Devised a marketing strategy that involved celebrity endorsements and renaming the meals after athletes as a
way to inform students that the food was being used for Canadian athletes
 Board members wanted to discontinue three year contract for the reason that it was lacking profit – instrumental
in the extension of contract after solutions were implemented
ACADEMIC ACHIEVEMENTS
Alberta Graduate Student Scholarship
 Completed the 90 days appointment challenge with Investors Group - 30 appointments, 5 sales in diversified
financial product insurance worth 2.5 million, and Manulife insurance policy, $20,000 investments
 Achieved the quarterly enhancement bonus program