Jajden Chan

Financial & Investment Planner

Analytical, results-oriented professional with 20+ years of experience in providing financial
planning services to a wide range of clients, outlining investment insights, potential risks,
and delivering market intelligence in line with the current trends. Proven expertise in the
finance and investment industry with an in-depth understanding of investment banking
practices, financial products, risk mitigation, and compliance regulations.

jayden@novoresume com 0 (123) 654 987 9 D e nve r , CO in linke di n.com/i n/ jayden.c han

AREAS OF EXPERTISE

GAAP Tax Audit & Returns Business Operations Internal Controls Risk Management & Compliance
Financial Accounting Asset Management Financial Planning & Analysis General Account Ledger

Wealth Management Negotiation Public Speaking Teamwork Excellent Communicator

WORK EXPERIENCE
Accounting
Manager Bank of
Margland
08/2016 - Present Denver, CO
Achievements/Tusks
- Oversee the daily operations of the accounting department including accounts payable/receivable
and general ledger.
- Monitor and analyze accounting data to ensure compliance with generally accepted accounting
principles (GAAP).
- Establish and enforce internal controls to safeguard the company assets, guarantee financial
statement reliability, promote operational efficiency, and encourage adherence with the management's
directives.
- Head payroll for 200+ employees, ensuring that paychecks are correct and delivered on time.
- Generate accurate, reliable financial statements that complied with the company's established
guidelines.

Financial
Planner M&D
Bank
12/2013 - 08/2076 Rockville, MD
Achievements
- Provided an appropriate financial plan to clients by assessing their overall financial status and
understanding their needs.
- Studied market trends and produced risk assessment documentation for management -
contributing in $2,430,000 savings for our clients.
- Developed an effective strategy to generate new business and build relationships through networking
and marketing.
- Connect clients with the relevant department, branch, or advisor to help them meet their
financial needs and goals.

Investment Retirement
Planner RMD Wealth
Management
12/2012 - 72/2013 Rockville, P40

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Achievements
- Assessed the clients' current financial situation to determine their needs and goals for their
retirement years.
- Established and maintained a strong relationship with clients by helping them to stay on track for a
financially stable retirement.
- Performed analysis of the client's financial history, identify areas for improvement and provided
recommendations.
 WORK EXPERIENCE
Financial Planner
Rockville Bank
02/2003 -12/2012 Rockville, MD
Achievements
- Developed strategic seasonal and annual sales, margin, and turn plans in line with the company's overall
business strategy.
- Provided an effective tailor-made financial plan to support the company's growth initiatives and
financial goals.

EDUCATION
B.A in Banking and Finance
Chicago State University
08/7999 - 06/2003 GPA: 3.9

Relevant Modules

- Principles of - Consum e r F ina nce - Ba nk ing F und a m e nta ls

Accounting
- Risk Analysis - Ba nk L e nd ing
- Financial

AWARDS
BD Insurance Awards (2018) Financial Planner of the Year (2016)
Bank of Maryland
M&D Bank

ORGANIZATIONS
CFA Society Maryland (2016 - Present)
Financial Analyst Association of Maryland
M&D Bank
(2009 - Present)
Member

VOLUNTEER EXPERIENCE
Co-Founder
The Good Samaritan's Purse
03/2013 - Present

Chairman of the Board

Junior Achievement Maryland Foundation
04/2013 - 06/2017

LANGUAGES
English Mandarin German French
Native or Bilingual Native or Bilingual Limited Working Proficiency Limited Working Proficiency
Proficiency Proficiency

INTERESTS

ment Cryptocurrency History of Economics Esports Marathon Running

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