Huiming (Rita) Sun

Huiming (Rita) Sun

Education and Academic Accomplishments

    Master of Science in Business Administration and Finance

      Mississippi College December 2010 Clinton, MS

    Bachelor of Science Public administration/Management

      Harbin Normal University June 2008 Harbin, Heilongjiang

    Passed Chartered Financial Analyst Level III Exam

    June 2015

    Passed Actuarial exam---Probability

    March 2015

    Passed Actuarial exam---Financial Mathematics

    December 2014

    Passed Chartered Financial Analyst Level II Exam

    June 2013

    Passed Chartered Financial Analyst Level I Exam

    June 2011

Business Experience

    Wealth Management, LLC.

    Jackson, MS

    Financial Analyst

    June 2015 -

    • Researching mutual funds in Morningstar’s data base to uncover Superior Asset Managers
    • Reviewing clients’ accounts to uncover security selection and asset allocation opportunities

    New Perspectives, Inc.

    Jackson, MS

    Financial assistant

    Sep 2011 - Jan 2012

    • Researched publicly-traded companies including their business sector, compared position, valuation, financial data and risks
    • Reported findings and conclusion to the firm’s Financial Analyst
    • Handled various administrative duties

Activities/Volunteer

    • International Scholarship

    2008-2010

    • Member of Delta Mu Delta

    2010

    • Tutor through International Center at Mississippi College

    Jan-May 2010

    • Third Scholarship

    2004-2007