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Grad Accounting Student - (Waltham, MA)

Xi Shen (Michael) 2802 Stearns Hill Rd • Waltham, MA 02451 • 412-999-XXXX • XXXX@gmail.com Education Bentley University, Graduate School of Business Waltham, MA M.S. in Accounting Dec 2016 University of Pittsburgh, Joseph M. Katz Graduate School of Business Pittsburgh, PA Associate Certification in Accounting April 2014 Central University of Finance and Economics (CUFE) Beijing, China B.A. in Insurance July 2013 Professional Experience Horizon Family Office New York, NY Tax Consultant Dec 2016 - February 2017 • Consulted customers with various aspects of tax info related to life insurance products • Trained and practiced in Trust Field to open Trust accounts and IB accounts for customers • Performed as In-House specialized consultant to tax consequence of life insurance investment Just Harvest, United Way Pittsburgh, PA IRS tax site assistant /volunteer Dec 2013 - April 2014


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Posted in Waltham, MA, Financial
From BarefootStudent - 1 month ago