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Alicia Qian

Alicia Qian

Wealth Management Summer Intern

Talent
San JoseMember since July 3, 2026
Wealth managementCommunicationsMicrosoft ExcelMicrosoft WordPowerpoint PresentationsCoaching
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Wealth managementCommunicationsMicrosoft ExcelMicrosoft WordPowerpoint Presentations

About

Hi! My name is Alicia Qian, a Sophomore Finance student at Santa Clara University pursuing paths in Asset&Wealth Management and Sales & Trading. I’m passionate about learning, growing, and contributing to meaningful work that creates real impact for individuals and organizations. In my spare time, I enjoy golfing, reading, and traveling.

Feel free to reach out to me at: yqian4@scu.edu

Experience

Wealth Management Summer Intern at GUOSEN SECURITIES (2025-06 – 2025-07)

  • Built comprehensive household wealth profile for simulated three-person family, modeling CNY 43,000+ monthly after-tax income, CNY 144,000 annual living expenses, and full net-worth statement covering cash, investable assets, residential property
  • Conducted cash-flow and liability analysis, assessing CNY 800,000 mortgage, CNY 3,000 monthly auto loan, and long-term funding needs including education planning and retirement expenses under inflation assumptions
  • Developed diversified asset-allocation proposal across equities, mutual funds, fixed income, gold, insurance, cash, integrating risk profiling, liquidity buffers, periodic rebalancing to support long-term wealth preservation and growth

Golf Instructor at SILICON VALLEY GOLF PERFORMANCE CENTER (2025-01 – 2025-06)

  • Designed and led private and group lessons for junior golfers 4 hours weekly, serving 10–15 students monthly, using personalized drills to teach fundamentals and drive long-term engagement
  • Adapted instruction to diverse skill levels and learning styles, delivering measurable performance improvement and confidence growth, with 80%+ students demonstrating visible progress within 6–8 weeks

Education

Bachelor of Science in Commerce in Finance – SANTA CLARA UNIVERSITY, LEAVEY SCHOOL OF BUSINESS (2028-06)

IB in Business Management, Math, Physics, Sports Science – WINDERMERE PREPARATORY SCHOOL (2020-08 – 2024-05)

Skills

Wealth Management Summer Intern

Reviews

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