CHI-WEN CHANG - VITAE
1992 - 1994 WELLS FARGO BANK
Business Account Executive. Managing a portfolio of 500 small to medium
size businesses in the areas of commercial loan and line of credit, merchant
bank card, payroll, retirement program, and Letter of Credit. Developing
and implementing strategies to maintain and increase Bank's market share
in the South Bay area.
1992 GOLDEN GATE UNIVERSITY
Accounting Professor. Teaching various classes in Financial Accounting,
Intermediate Accounting, and Advanced Accounting.
1991 - 1992 GRANT THORNTON
Tax Specialist. Prepared tax returns for individuals, partnerships, S-corporations,
C-corporations on software packages. Performed tax research for high level
tax impact analyses.
1991 SMALL BUSINESS DEVELOPMENT CENTER
Business Consultant. Paid consultant for U.S. Small Business Administration,
San Jose Chamber of Commerce and Silicon Valley/San Mateo County Small
Business Development Center.
1989 - 1991 FRESNO STATE UNIVERSITY
Accounting Lecturer. Developed grading system and taught auditing classes
for Department of Finance and Accounting.
1987 - 1989 CLOVIS ADULT SCHOOL
Instructor. Taught evening classes through community college. Courses
included Portfolio Management, Financial Planning, Mutual Funds Investments,
Tax Management and Supervisory Workshops.
1987 - 1988 IDS FINANCIAL SERVICES, INC.
Personal Financial Planner. In this nation-wide financial services firm
which manages over $35 billion in assets, primary activities included
working with clients to achieve their financial strategies through the
financial planning process. Developed financial strategies for small businesses
using cash flow, financial statements, capital investment and competitor
market analysis. Developed feasibility studies for projected business
growth based on current asset/liability evaluation.
1984 - 1987 SECURITY PACIFIC NATIONAL BANK
Banking Office Manager. Administered the banking operation of a large
retail banking office, managing $20 million in assets. Performed personal
and commercial credit analysis for a variety of loan requests. Developed
business strategies, target marketing surveys and reviewed banking documentation
for compliance with federal regulations.
CERTIFICATION
1995 Series 7 NASD & Series 63 State of California licensed
1994 Certified Public Accountant, IL
EDUCATION
1989 - 1991 California State University, Fresno
Master of Science in Accountancy GPA: 4.0/4/0
1982 - 1984 California State University, Fresno
Master of Business Administration GPA: 4.0/4.0
1978 - 1982 University of Illinois at Urbana/Champaign
Bachelor of Arts in Finance and Economics GPA: 3.8/4.0
HONORS
1984 Beta Gamma Sigma, a national honorary society
1984 Phi Kappa Phi, a national honorary society
1983 - 1984 Sara Struthers Scholarship, California State University, Fresno
1983 - 1984 Robert C. Mize Scholarship, California State University, Fresno
AFFILIATIONS
1994 American Institute of Certified Public Accountants
1987 International Association for Financial Planning
1985 Calif. Association of the Physically Handicapped Independent
1983 Association of M.B.A. Executives, Inc.
1983 The Indoor Sports Club, Inc.