Finance · Strategy · Client Relations

Where Trust Meets Financial Intelligence

Bringing you
trusted financial advisor

I am Hay Mar Oo — a finance professional and client strategist with a global perspective, a data-driven mindset, and a track record of building lasting, high-value relationships.

100+High-Value Clients
95%Retention Rate
3.6GPA at Baruch
30+Nations Connected
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About

A Global Perspective, Rooted in Relationship

Background

Born in Myanmar and shaped by international experiences across 30+ nations, I bring a cross-cultural depth to every professional relationship. My global upbringing taught me to listen across difference, find common ground, and earn trust where it matters most.

International Experience

Selected for fellowships at Stanford, UC Berkeley, and Google — where I co-developed a social innovation initiative that earned 2nd place globally. As the sole representative of Myanmar in the Government of India's Know India Program, I engaged with senior officials and built diplomatic bridges at an international level.

Today

I am completing my Finance degree at CUNY Baruch College (GPA 3.6, Dean's List) while managing 100 high-value client relationships with a 95% retention rate. My work sits at the intersection of analytics and human connection — the foundation of exceptional financial advisory.

“Finance is not just about numbers — it's about understanding the person behind them, the life they're building, and the legacy they want to leave.”

— Hay Mar Oo

Core Capabilities

Client StrategyFinancial AnalysisData-Driven Decision MakingRelationship ManagementMarket IntelligenceRevenue AnalyticsCross-Cultural CommunicationAccount Management
100+Clients Managed
95%Retention Rate
3.6Finance GPA
30+Nations Connected

My Approach

Three Pillars of Trusted Guidance

Relationship Before Returns

Every financial conversation begins with a human one. Before I look at numbers, I seek to understand the person — their ambitions, their concerns, and the future they are working to build. Trust is not a byproduct of good advice; it is the foundation of it.

Data as a Language

I translate complex financial data into clear, actionable language. Informed by analytics and market intelligence, my recommendations are evidence-based — not driven by instinct alone. Data tells the story; my job is to help you understand what it means for you.

The Global Lens

Having represented Myanmar on the international stage and engaged with communities across 30+ nations, I bring an inherently global perspective to financial thinking. In an interconnected world, understanding cross-cultural context and macro trends is not optional — it is essential.

95%

Client Retention Rate

Across 100 high-value clients at Sky Lab Diamond Inc., maintained through personalized service, daily communication, and data-driven relationship management.

Experience

Client Work That Speaks for Itself

Sky Lab Diamond Inc. · New York

Account Executive

2023 — Present
The Challenge

Managing a growing portfolio of 100 high-value diamond and jewelry clients demanding personalized service, precision pricing, and flawless order coordination across global supply chains.

The Approach

Implemented data-driven client relationship management via Fantasy and VDB portals, daily personal outreach, deep market trend analysis, and proactive escalation handling for pricing, tariffs, and logistics.

The Result

Achieved and maintained a 95% client retention rate. Managed 50+ bespoke and wholesale orders weekly, coordinating across designers, production teams in India, and accounting departments.

0+High-Value Clients
0%Retention Rate
0+Orders per Week

Precious Trade · Diamond District, NY

Operations & Client Support Assistant

Aug 2022 – May 2023
📊

Streamlined daily operations for a database of 40,000 clients and 80,000 products with precision accuracy.

🚚

Coordinated 10 high-value shipments daily to global showrooms and warehouses across international markets.

📈

Prepared and delivered daily financial and transaction reports — invoices, memos, and sales summaries.

Improved workflow accuracy and reduced turnaround time for luxury jewelry delivery using proprietary systems.

Education & Skills

The Foundation of Excellence

CUNY Baruch College

Bachelor of Business Administration

Finance · Minor in English

B
3.6/ 4.0 GPA

Dean's List — May 2025

StatusCompleting Degree
ExpectedMay 2027
CertificateHuman Capital & Development

Key Coursework

Business StatisticsAccounting PrinciplesInformation SystemsFinancial PlanningIndividual Reasoning

Skills & Expertise

Tools & Capabilities

Financial AnalysisClient Relationship ManagementMarket ResearchData-Driven Decision MakingBusiness StatisticsFinancial PlanningMicrosoft ExcelPortfolio ManagementVDB PortalFantasy SoftwareAdobe PhotoshopInventory Analysis

Core Strengths

Client Relationship Management95%
Data Analysis & Reporting88%
Cross-Cultural Communication92%

Leadership

Beyond the Office — Leading with Purpose

🎤
Community

2025 – Present

TEDx CUNY

Partner & Outreach Curator

Securing sponsorships and partnerships with businesses, universities, arts organizations, and nonprofits — strengthening community impact at scale.

🎓
Academic

2025 – Present

Basta

Fellow

Selected for a rigorous 10-week career preparation fellowship designed to support first-generation college students in landing competitive entry-level positions.

🌐
International

2023

Stanford · UC Berkeley · Google

Social Innovation Fellow

Selected as one of 20 global changemakers for a fully funded 10-day cross-cultural fellowship. Co-developed 'Mom Taxi' — a healthcare transportation initiative that earned 2nd place internationally.

🇮🇳
Diplomatic

2019

Know India Program

Sole Representative from Myanmar

Sponsored by the Government of India, selected among 40 global participants. Engaged with senior government officials, fostered cross-cultural connections across 30 nations, and represented Myanmar through traditional performance.

Connect

Let's Connect on LinkedIn

Whether you're interested in collaborating, exploring financial strategy, or simply want to connect — I'd love to hear from you.

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