CHENG SAMPLE

4 Elmwood Avenue • Amherst, New York 14260 • (716) 589-6655 • csample@buffalo.edu

EDUCATION

UNIVERSITY AT BUFFALO, SUNY CFA Level I

Master of Science in Finance, expected May 2014 Scheduled for June 2014
Financial Engineering
GPA: 3.8/4.0

AMERICAN UNIVERSITY NATIONAL CHENG KUNG UNIVERSITY

Master of Science in Economics, June 2011 Bachelor of Science in Economics, June 2010
GPA 3.7/4.0 GPA 3.5/4.0

EXPERIENCE

WALL STREET INVESTMENTS GROUP, New York, New York

Analyst, August 2011 – August 2013
• Managed private investment portfolios of 40 investors valued at more than $50,000 each
• Initiated, coordinated, and presented proposals of services and capabilities via PowerPoint presentations
to prospective clients; increased clientele by 20%
• Generated quarterly and annual financial statements on partnerships and direct investments using Excel
• Conducted extensive financial and compliance audits of institutional operations with team members

PAINE WEBBER, Arlington, Virginia

System Administration Intern, January 2011 – May 2011
• Maintained and supported the financial reporting tools using MS Access
• Compiled and analyzed the quarterly financial statements of investee partnerships and direct investments
• Administered a comprehensive Access database with more than several thousand company investments
used by compliance and trading departments

GOODENOUGH CO, LTD., Taipei, Taiwan

Accountant and Sales Assistant, December 2008 – July 2010
• Maintained accounting records for an international trading company to ensure accurate records
• Visited customers on site and negotiated products prices with customers
• E-mailed customers on behalf of supervisor to address inquires regarding product description and price

COMPUTER SKILLS

Desktop Applications: Microsoft Excel, Word, PowerPoint and Publisher

Statistical Software: E-views, SAS
Database: Oracle, Microsoft Access, Lotus Approach
Operating Systems: Windows NT, XP, Novell Netware, DOS, UNIX, and Linux

ACTIVITIES

Treasurer, Financial Management Association – UB School of Management, 2013 – Present

Member, Stock Market Club – UB School of Management, 2013 – Present
Teaching Assistant, Economics Department – American University, August 2010 – May 2011
• Developed learning objectives for students by conducting focus groups and determining student interests
• Planned and supervised tutoring sessions for students; increased communication and group learning
• Evaluated learning outcomes of students by reviewing grades in a spreadsheet format and interviewing
selected students
President’s Award, National Chung Kung University, June 2010