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PERM Case View - 6434

📋 PERM CASE VIEW

Case: 6434 | Attorney: Le Zhang | 12/16/2025 19:19:46

📊 CASE & CONTACT INFO

📋 Case Summary

Case Number: 6434
Attorney Case #:
Status: ["Active Case"]
Created: N/A
Activated: 01/13/2023
PWD Deadline: N/A (N/A days)
Case Age: N/A days

👤 Attorney Information

Attorney: Le Zhang
Firm:
Assistant: PA
Contact:

🏢 Client Information

Company: Webull Financial LLC
Beneficiary: ,
Contact:
Phone:
Email:
FEIN:
NAICS:

💼 Job Details

Job Title: Operations Research Analyst
Salary: $0/year
Experience:
Education:

📍 Location Information

Job Site: 44 Wall Street, Suite 501
New York, NY 10005
Company:
,

📈 TIMELINE & SERVICES

📊 Case Progress

25% Overall Progress - 2 services tracked

📋 Services Status

Main News
Done
Local
Done

🗓️ Key Dates

Ads Approved: 01/13/2023
PWD Deadline: N/A
PWD Expiry: N/A
News Dates: 01/22/2023 - 01/29/2023
Local Dates: 01/26/2023 - N/A
Radio Dates: N/A - N/A
SWA Dates: N/A - N/A

🌐 Media Details

Main News: New York Post (New York, NY)
Local: AM New York (New York, NY)
Radio: ()
SWA: -
Online:

📝 Notes & Comments

Case Notes:
Operations Research Analyst New Y., NY Review new account documentation for acceptability & identify risk. Research & respond to customer issues & other product knowl. & spt.. Collect data from trading team, mktg. team, & IT team; analyze large data sets related to complex operational metrics; identify key process improvements & use data & insights to make recomm.. Wk. w/ internal teams to increase user acquisition by analyzing business environment, client needs & emerging technologies. M. knowl. of SEC, FINRA, & other laws; be current on new regulations. M.�s Deg. in HR Mgmt., or Operation Research Mail r�sum� & cover letter to: Webull Financial LLC, 44 Wall St., Ste 501, New Y., NY 10005

SWA Comment:


Action Notes:

💰 FINANCIAL ANALYSIS

📊 Financial Summary

TOTAL REVENUE
$2,038
NET PROFIT
$375
PROFIT MARGIN
18.4%

💵 Revenue Breakdown

Media Costs (Quote): $2,038
Service Fee: $0
TOTAL REVENUE: $2,038
Actual Media Costs: $1,663
NET PROFIT: $375

📈 Service Costs

Main News: $1,344
Local News: $319
Radio: $0
SWA: $0
EWP: $0
JSBP: $0
Online: $0
TOTAL COSTS: $1,663

🎯 Quick Metrics

Quote Status: ["Converted"]
Case Age: N/A days
Days to Deadline: N/A days
On Track: ✓ Yes

📊 Performance Indicators

Completion: 75%
Budget Status: On Budget
Timeline Status: On Time
Risk Level: Low

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