Candice Wang

Candice Wang


Sep 2005 - Jun 2009

Bachelor of Arts

University of California, San Diego
  • Cumulative GPA: 3.6
  • Relevant Coursework: Product Marketing and Management, Business Chinese, Financial Accounting 
  • Honors and Awards: Marshall College Honors Program, So Family International Scholarship

Work History

Work History
Mar 2008 - Present

Wealth Management Intern

  • Perform financial data analysis by creating risk and performance reports for over 200 clients to help design portfolio strategy
  • Compile 1099 Year End Summary Reports to highlight the capital gains of clients’ investments for tax preparation
  • Help clients in filling claims for class action settlements, including Enron class-action settlement
Jun 2010 - Aug 2010

Project Manager - Department of Energy

M Squared Strategies
  • Managed two interns in the Office of the Chief Information Officer on process improvement of IT performance reporting
  • Conducted stakeholder interviews and detailed analysis of Service-Level Agreements to identify flaws in reporting process
  • Produced a comprehensive report on key findings and recommendations for client to improve business management 
Mar 2010 - Jun 2010

Research and Marketing Intern

Global Energy Network Institute

  • Evaluated 100+ non-profit organizations in the sustainable energy industry to identify potential partnership opportunities
Jun 2009 - Aug 2009

Management Analyst Intern - Department of Energy

M Squared Strategies
  • Performed program evaluation of National Nuclear Security Administration (NNSA) invoicing process for IT-related services to improve the ease, transparency, and validity of financial transactions
  • Identified potential IT-related cost-saving opportunities and increased the client’s monetary potential by 35%
  • Conducted extensive primary research by leading interviews and collaborative meetings with key stakeholders, including all levels of NNSA and DOE management and staff, to help realize business needs for improved financial management
Jun 2008 - Sep 2008

Summer Analyst - Sales and Marketing

Toyota Motor Sales

  • Conducted analysis of sales and service performance and proposed process improvements in key opportunity areas to support departmental goal to close the company’s customer satisfaction gap with volume competitors
  • Created marketing materials for Toyota’s recycling campaign to promote environmental sustainability at Toyota dealerships
  • Performed benchmarking analysis by researching effective recycling implementation methods for dealership operations
Jun 2007 - Aug 2007

Summer Analyst - Dealership Operations Consulting

  • Led a team of 9 interns on a high-level research project to improve retention of Generation Y customers by utilizing extensive research methods: qualitative (focus groups, interviews, dealer visits) and quantitative (surveys, industry research)
  • Provided financial and strategic analysis for recommendations to improve vehicle service experience for Generation Y
  • Delivered management presentations to relevant stakeholders and provided suggestions for implementing recommendations
  • Developed observation guide and process maps on how dealerships can incorporate e-commerce for Service and Parts Operations Guide
Jul 2006 - Sep 2006

Marketing Research Intern

  • Created digital archive to organize company’s historical documents, covering 33 years of legal and media-related records
  • Conducted demographic and economic research to gain insight on business climate of potential markets
  • Assisted with coordination of VIP reception party for over 1,000 attendees that featured company’s spokeswoman, Olympic Champion Michelle Kwan
  • Drafted research materials for company’s philanthropic community functions, including Identity Theft Seminar