Shenyin & Wanguo Securities Co. Ltd.
Industry: Investment management company
DescriptionHeadquarters: China Founded: September 16, 1996 Subsidiaries: Hongyuan Securities,
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Shenyin & Wanguo Securities Co. Ltd. Employees
Shenyin & Wanguo Securities Co. Ltd. June 2013 - July 2013
olympic college September 2012 - March 2013
Education
University of Washington Tacoma 2013 — 2015
Bachelor's degree, Economics, 3.7
Olympic College 2010 — 2013
Associate of Arts (A.A.), Business/Commerce, General, 3.77
Chinese American Service League January 2014 - May 2014
Shenyin & Wanguo Securities Co. Ltd. July 2011 - August 2011
Skills
VBA, Gretl, Microsoft Office, Microsoft Excel, PowerPoint, Statistics, Driving License, Data Analysis, Financial Modeling, Matlab, Portfolio Management
Education
Illinois Institute of Technology 2013 — 2015
Master of Science, in Finance, GPA 4.0
Wenzhou University 2009 — 2013
Bachelor's degree, Financial Management
OCBC Bank July 2013 - April 2014
OCBC Bank June 2012 - August 2012
Standard Chartered Bank June 2011 - August 2011
Shenyin & Wanguo Securities Co. Ltd. May 2010 - July 2010
Skills
Financial Analysis, Accounting, Information Systems and..., Business Strategy, Business Communications, Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Mandarin
Education
University of Southern California 2014 — 2015
Master of Accounting (MAcc), Accounting and Finance
University of Virginia 2010 — 2013
Bachelor of Commerce (B.Com.), Accounting and Finance, Psychology Minor
The College of William and Mary 2009 — 2010
Bachelor of Arts (BA), Economics, Psychology
Shenyin & Wanguo Securities Co. Ltd. July 2014 - August 2014
CIB Fund Management Co., Ltd. June 2014 - July 2014
Vogue China June 2011 - September 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Event Planning, Editing, English, Leadership, Customer Service, Fundraising, Social Media, Photoshop, Data Analysis
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Major: Finance, General; Economics; Minor: Philosophy
Shanghai Foreign Language School 2005 — 2012
High School Diploma, General Studies
Signature Estate & Investment Advisors, LLC September 2015 - Present
Signature Estate & Investment Advisors, LLC October 2014 - September 2015
Wells Fargo August 2014 - October 2014
Bally Auction March 2013 - July 2014
New York Life Insurance Company November 2012 - February 2013
L.J. Altfest & Co May 2010 - February 2011
Shenyin & Wanguo Securities Co. Ltd. July 2004 - August 2009
Skills
Valuation, Portfolio Management, Investments, Bloomberg Terminal, Mutual Funds, Analysis, Wealth Management, Financial Modeling, Financial Analysis, Trading, Bloomberg, Fixed Income, Equities, Corporate Finance, Forecasting
Education
Pace University - Lubin School of Business 2009 — 2012
Master of Science (MS), Investment Management, 3.98/4.0
Shanghai University of Finance and Economics 2000 — 2004
Bechalor of Management, International Accounting(ACCA)
Bergdorf Goodman January 2012 - January 2012
Shenyin & Wanguo Securities Co. Ltd. July 2010 - August 2010
GZL INTERNATIONAL TRAVEL SERVICES Ltd. April 2010 - June 2010
SINO-LIGHT CORPORATION July 2009 - August 2009
Agricultural Bank of China July 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, Photoshop, German, Multi-Cutural, Simultaneous...
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2011 — 2013
Master, Master of Business Administration
Guangdong University of Foreign Studies 2007 — 2011
Bachelor of Arts (B.A.), German Language and Literature; Finance
Chengdu Foreign Languages School 2001 — 2007
University of California, San Diego September 2014 - Present
Shenyin & Wanguo Securities Co. Ltd. July 2013 - August 2013
Yunnan Development and Reform Commission September 2012 - October 2012
广发银行 July 2011 - August 2011
Skills
Reasearch, Data Analysis, EViews, Microsoft Excel, Organizational..., stata, Microsoft Office, Finance, Accounting
Education
美国加州大学圣迭戈分校 2014 — 2016
MPIA, Master of Pacific International Affairs
杭州电子科技大学 2010 — 2014
Finance, Bachelor of Economics in Finance
Hunan Jun Jian Law Firm September 2014 - September 2014
Hunan Xinxing Accounting Firm July 2014 - September 2014
Shenyin & Wanguo Securities Co. Ltd. July 2013 - September 2013
Industrial And Commercial Bank Of China Limited July 2012 - September 2012
Skills
Microsoft Office, Mathematics, Mathematical Modeling, Computer Games, Data Analysis, Critical Thinking, Logistics
Education
University of California, Davis 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Mathematics, Senior
Deloitte September 2014 - Present
Residential and Hospitality Services Michigan State University September 2011 - January 2014
Michigan International Piano Festival August 2012 - August 2013
Ernst & Young May 2012 - July 2012
Shenyin & Wanguo Securities Co. Ltd. May 2011 - June 2011
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Internal Controls, Financial Modeling, Tax, US GAAP, Sarbanes-Oxley Act, IFRS, QuickBooks, External Audit, Internal Audit, SEC filings, Corporate Finance, Strategic Financial..., SAP Business ByDesign, Java
Education
Michigan State University 2013 — 2014
Master of Science, Accounting
Michigan State University 2009 — 2013
Bachelor of Science (BS), Accounting
Vision Culture Communication Co. Ltd. May 2014 - July 2014
Shenyin & Wanguo Securities Co. Ltd. May 2013 - July 2014
District Office of NYS Assembly Member Felix W. Ortiz September 2011 - December 2011
Education
The Ohio State University 2013 — 2016
Bachelor of Science in Food Business Management, Food Business Management
Wells Fargo June 2015 - Present
BARE Magazine September 2012 - Present
Pandora February 2015 - May 2015
Nowent, Inc. June 2014 - March 2015
issuu October 2014 - February 2015
BloomSky January 2014 - April 2014
Gap Inc./Gap September 2013 - January 2014
Shenyin & Wanguo Securities Co. Ltd. May 2013 - June 2013
Dealflicks December 2012 - February 2013
Skills
Social Media, Facebook, Blogging, Fashion, Event Planning, Research, Spanish, Social Networking, Marketing, Marketing Strategy, Tumblr, Social Media Marketing, Google Docs, Social Media Outreach, Blogger, Politics, Public Relations, PowerPoint, Twitter, Media Relations, Event Management, Go-to-market Strategy
Education
UC Berkeley 2012 — 2016
B.A. Economics, B.S. Business Administration
American High School 2008 — 2012
Shenyin & Wanguo Securities Co. Ltd. August 2014 - September 2014
Hang Tang Wealth Management Ltd July 2014 - August 2014
Sotheby's May 2014 - July 2014
Pace Beijing (The Pace Gallery ) June 2013 - August 2013
Americans for the Arts January 2013 - June 2013
Sparkle Roll Group Ltd July 2012 - August 2012
Skills
Research, Editing, Photoshop, Microsoft Office, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Event Planning, Blogging, Marketing, Nonprofits, Facebook, Fundraising, Financial Modeling, Contemporary Art, Financial Reporting, Financial Accounting, Management Consulting, Mandarin, Museums, Art, English, Market Research, Microsoft Word, Social Networking, Public Relations, Museum Collections, Chinese, Art History, Program Development, Statistics, Economics, Data Analysis, Grant Writing
Education
The College of William and Mary - The Mason School of Business 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance, with a concentration in Entrepreneurship
The College of William and Mary 2011 — 2015
Bachelor of Arts (B.A.), Art History
Shenyin & Wanguo Securities Co. Ltd. July 2015 - Present
Loyola University Chicago September 2012 - Present
Development Dimensions International October 2011 - November 2011
14th Shanghai International Film Festival June 2011 - June 2011
Sohu.com January 2011 - January 2011
Skills
Statistics, Research, Analysis, SAS programming, Microsoft Excel, Data Analysis, SPSS, C++, SAS, SQL, Stata, Tutoring, User Interface Design, Product Development
Education
Loyola University of Chicago 2012 — 2014
Master of Science (MS), Applied Statistics, 3.6
Donghua University 2008 — 2012
Bachelor of Arts (BA), English Language and Literature, General, 3.2
Shenyin & Wanguo Securities Co. Ltd.
Skills
产品组合管理, 投资, 投资银行, 衍生品, 金融建模
Education
Florida State University 2014 — 2016
Financial Mathematics, Master's degree
Shenyin & Wanguo Securities Co. Ltd. December 2014 - February 2015
Taikang Asset Management June 2014 - August 2014
Nielsen November 2012 - March 2013
China Merchants Securities Co., Ltd. July 2012 - August 2012
Skills
C++, Java, Visual Basic, Matlab, SPSS, Microsoft SQL Server, Microsoft Excel, Financial Analysis, Data Mining, Stata, Python, SAS, Statistics
Education
Lehigh University 2013 — 2015
Master of Science (MS), Financial Mathematics
University of International Business and Economics 2009 — 2013
Bachelor of Science (BS), Management Information Systems, General
Colgate University January 2015 - Present
Colgate University August 2014 - Present
Private Tutor June 2015 - August 2015
Colgate University May 2015 - August 2015
Colgate University September 2013 - December 2014
Shenyin & Wanguo Securities Co. Ltd. July 2014 - August 2014
Dream Of Sea Counseling Co. Ltd May 2014 - June 2014
Colgate University December 2013 - May 2014
Colgate University September 2013 - May 2014
Skills
Research, Teamwork, English, Event Planning, Time Management, Team Leadership, Leadership, Programming, Access, Fundraising, Nonprofits, Public Relations, Spanish, Facebook, Community Outreach, Editing, PowerPoint, SPSS
Education
Colgate University 2013 — 2017
Bachelor's Degree, Psychology
Shenzhen Foreign Languages School 2010 — 2013
High School
State Street January 2015 - Present
Charles River Development May 2014 - December 2014
Alphaticks LLC September 2013 - December 2014
HSBC July 2012 - December 2012
Shenyin & Wanguo Securities Co. Ltd. July 2011 - August 2011
China Science & Merchants Capital Management Co., Ltd. July 2010 - August 2010
Skills
Financial Engineering, Teamwork, Financial Modeling, Mathematical Modeling, Stochastic Calculus, R, C++, Matlab, Stata, Eviews, Microsoft Excel, Risk Management, Corporate Finance, Commercial Banking, Financial Law, Debate, Microsoft Office, Financial Analysis, Time Series Analysis, Monte Carlo Simulation, Fixed Income, Quantitative Analytics, Bloomberg Terminal, EViews, Bloomberg, Derivatives, Quantitative Finance
Education
Boston University 2013 — 2015
Master's Degree, Mathematical Finance
China University of Political Science and Law 2009 — 2013
Bachelor of Laws (LLB), Law
China University of Political Science and Law 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration
Voya Investment Management 2014 - Present
CME Group 2014 - 2014
UBS Wealth Management 2012 - 2014
Larkin Trade International August 2011 - December 2011
UBS Wealth Management June 2011 - August 2011
The Financial Services Roundtable August 2010 - December 2010
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Leadership, Economics, Microsoft Excel, Government, Mandarin, Chinese, Data Analysis, Bloomberg, Policy Analysis, Research, Public Policy, Microsoft Office, Analysis, Financial Analysis, PowerPoint
Education
Cornell University 2008 — 2012
BA, Economics, China and Asia Pacific Studies (Dual Major)
Passed CFA Level 3
KeyBank May 2014 - December 2014
GF Securities June 2013 - August 2013
Industrial and Commercial Bank of China June 2012 - August 2012
Shenyin & Wanguo Securities Co. Ltd. July 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Accounting, Matlab, Stata, SAS, Modeling, VBA, SAS E-Miner, CCAR, Monte Carlo Simulation, Statistical Modeling, Bloomberg Terminal, Time Series Analysis
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2015
MSM, Finance
University of Maryland College Park 2011 — 2013
Bachelor's degree, Economics, senior
Morgan Stanley August 2014 - Present
CBRE Clarion Securities August 2013 - August 2014
UBS Global Asset Management April 2013 - July 2013
Quanterra Advisors October 2012 - June 2013
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Matlab, Microsoft Excel, C++, Bloomberg Terminal, VBA, Financial Modeling, Portfolio Performance..., Econometrics
Education
University of Chicago 2012 — 2013
Master of Science (M.S.), Financial Mathematics
University of California, Los Angeles 2008 — 2011
Bachelor of Science (BSc), Mathematics/Applied Science (Concentration: Actuarial Science)
College of Letter and Science, UC Santa Barbara April 2014 - Present
PAN-CHINA (H.K.) CPA Limited August 2015 - September 2015
Summer China Program & Internship June 2015 - August 2015
Shenyin & Wanguo Securities Co. Ltd. July 2013 - August 2013
Skills
Microsoft Office, Memory, Communication, Foreign Languages, Research, Microsoft Word, Event Planning, Customer Service, Data Analysis, Public Speaking, PowerPoint, Social Media, Community Outreach, Financial Accounting, Cost Accounting, Management Accounting, Marketing, Teamwork
Education
UCSB 2012 — 2016
Bachelor of Arts (B.A.), Economics and Accounting, 3.81
University of Cambridge, Pembroke-King's Program 2014 — 2014
Business Administration and Management, Finance, 4.0
Lincoln Financial Group October 2014 - December 2014
China Construction Bank October 2011 - December 2011
Happy Hang Supermarket April 2011 - July 2011
Shenyang Aerospace University, School of Economy and Mnagement May 2010 - May 2011
Shenyin & Wanguo Securities Co. Ltd. July 2010 - August 2010
Shenyang Aerospace University, Department of Study March 2009 - May 2010
Skills
Microsoft Office, Data Analysis, Mathematics, Public Speaking, Swimming, Financial Analysis, Financial Modeling, Finance, PowerPoint, Microsoft Excel
Education
Loyola University of Chicago 2012 — 2014
Master of Business Administration (MBA), Finance, General
Shenyang Institute of Aeronautical Engineering 2008 — 2012
Bachelor's degree, Banking, Corporate, Finance, and Securities Law, 3.58
J.P. Morgan June 2015 - August 2015
Milliman January 2015 - March 2015
University of Chicago Booth School of Business October 2014 - January 2015
Altimus Capital LLC October 2014 - January 2015
Zolio Inc September 2014 - November 2014
Leadbank June 2014 - August 2014
UCLA September 2013 - June 2014
Shenyin & Wanguo Securities Co. Ltd. June 2013 - September 2013
The Veloz Group December 2012 - February 2013
Skills
Economics, Accounting, Access, PowerPoint, Macroeconomics, Mathematics, Microsoft Office, Microeconomics, Banking, Matlab, Bloomberg, Valuation Modeling, Quantitative Finance, Trading, Financial Modeling, Data Analysis, Microsoft Excel, Financial Analysis, Quantitative Analytics, Statistics
Education
The University of Chicago 2014 — 2015
Master of Science (M.S.), Financial Mathematics
University of California, Los Angeles 2011 — 2014
Bachelor of Science (BS), Mathematics, Economics and Accounting, 3.95/4.00
William Blair & Company June 2013 - Present
Citi June 2012 - August 2012
HSBC July 2011 - August 2011
KPMG June 2011 - July 2011
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Investment Banking, Capital IQ, Financial Analysis, Corporate Finance, Mandarin, Capital Markets
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics, Economics
The Culver Academies 2007 — 2009
Cicero Group July 2015 - Present
Washington University in St. Louis January 2015 - Present
Citi Mortgages January 2015 - Present
Schlafly Beer - The Saint Louis Brewery™ September 2014 - December 2014
Morgan Stanley Huaxin Securities February 2014 - May 2014
The Boston Consulting Group July 2013 - January 2014
Shenyin & Wanguo Securities Co. Ltd. May 2013 - July 2013
Citi May 2012 - August 2012
GMAC-SAIC Automotive Finance CO., LTD January 2012 - March 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Bloomberg Terminal, SPSS, Corporate Finance, Investment Banking, Due Diligence, Credit Rating, Economics, Analysis, Financial Modeling, Management, Financial Analysis, Finance, Data Analysis, Valuation
Education
Washington University in St. Louis 2014 — 2015
Master's Degree, Corporate Finance & Invesetment, 3.8/4.0
Shanghai International Studies University 2010 — 2014
Bachelor's Degree, Finance, 3.8/4.0
Johns Hopkins University Carey Business School July 2014 - Present
Hang Seng Bank November 2013 - January 2014
Hong Kong and Shanghai Banking Corporation August 2012 - September 2012
Shenyin & Wanguo Securities Co. Ltd. January 2012 - January 2012
Skills
Finance, Investments, Portfolio Management, Equities, Derivatives, Consulting, Data Analysis, Research, Analysis, Leadership
Education
The Johns Hopkins University 2014 — 2015
Master's Degree, Finance, General
Southwestern University of Finance and Economics 2009 — 2013
Bachelor's Degree, Economics, 3.9
State Street June 2015 - Present
Zhongxingaoxin Accounting Co.,Ltd. October 2013 - December 2013
Shenyin & Wanguo Securities Co. Ltd. July 2013 - August 2013
Skills
Analytical skill, Research skill, Critical Thinking, Microsoft Excel, Leadership, Microsoft PowerPoint, Communication skill, Windows Presentation..., Project Management, 数据分析, Microsoft Word, 财务, 项目管理, 领导力, 通信, 财务分析, 分析技能, 研究, 分析, 管理人员, 公开演讲, English, Quantitative skill, Data Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
Candidate for Master Business Administration and Master of Science in Finance
Hunan University 2010 — 2014
Bachelor of Arts in Economics, Finance
The High School Attached to Hunan Normal University 2007 — 2010
Bloomberg LP January 2014 - Present
Morgan Stanley March 2013 - January 2014
Legg Mason Investment Counsel May 2012 - December 2012
Johns Hopkins University Finance Department February 2012 - May 2012
Johns Hopkins University Finance Club May 2011 - May 2012
451 Research June 2011 - December 2011
Johns Hopkins University Equity Analyst Team March 2011 - December 2011
Bank of China December 2009 - June 2010
Shenyin & Wanguo Securities Co. Ltd. July 2009 - October 2009
Pepsi Beverages Company December 2006 - February 2007
Skills
Equity Research, Financial Modeling, Wealth Management, Quantitative Analytics, Asset Managment, Valuation, Financial Analysis, Fixed Income, Finance, Asset Management, Bloomberg, Investments, Business Analysis, Corporate Finance, Derivatives, Portfolio Management, Economics, Equities, Capital Markets, Hedge Funds, Bloomberg Terminal, Investment Banking, VBA, Emerging Markets, Alternative Investments, Private Equity
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
The Johns Hopkins University 2011 — 2012
MS, Finance
Shanghai International Studies University 2006 — 2010
BS, Finance, English Literature
Essence Fund Management Co., Ltd. July 2014 - August 2014
Shenyin & Wanguo Securities Co. Ltd. May 2014 - June 2014
PwC June 2013 - August 2013
Shenyin & Wanguo Securities Co. Ltd. May 2012 - August 2012
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Bloomberg, Investment Banking, Equity Research, Derivatives, Capital Markets, Equities, Microsoft Excel, Investments, CAPM, Fixed Income, Portfolio Management, Entrepreneurship, DCF Valuation, Matlab, C/C++
Education
University of Michigan 2011 — 2015
Bachelor's Degree, Mathematics of Finance & Risk Management (Financial Mathematics)
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Columbia University in the City of New York
Dileway LLC February 2015 - July 2015
Discovery Communications February 2015 - April 2015
Federal Housing Administration March 2014 - October 2014
FAN (Fihankra Akoma Ntoaso) June 2014 - August 2014
L'Oréal November 2012 - April 2013
Shenyin & Wanguo Securities Co. Ltd. June 2012 - August 2012
Thomson Reuters May 2012 - May 2012
Bank of China June 2011 - August 2011
Skills
SAP BW, Variance Analysis, Accounting, Financial Forecasting, Finance, SAP, Financial Analysis, Data Analysis, Matlab, SAS, VBA, Bloomberg, Microsoft Excel, Reuters, Financial Modeling, Eviews, Risk Management, EViews
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Science (MS), Finance, 3.90
Shanghai University 2009 — 2013
Bachelor's Degree, Finance, General, 3.80
Hangzhou Xuejun High School 2006 — 2009
High School
University of Maryland College Park
PwC January 2015 - Present
Citi May 2014 - January 2015
Bessemer Trust February 2014 - May 2014
United Nations January 2014 - April 2014
Fordham University February 2013 - September 2013
Manhattan Place Entertainment Inc. May 2013 - August 2013
Ariva February 2013 - April 2013
Shangtang Mining Investment & Co. February 2012 - July 2012
Freelance May 2009 - March 2010
Shenyin & Wanguo Securities Co. Ltd. June 2009 - August 2009
Skills
OneSource, ProSystem fx Tax, GoSystems, Superforms, Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax Returns, Analysis, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, QuickBooks, Corporate Finance, Critical Thinking, Investments, Data Analysis, Economics, Tax, Financial Statement..., Estate and Gift Tax, Songwriting, SPSS, Video Editing, Graphic Design, Sales Tax, PowerPoint, Accounts Receivable, Financial Accounting, Financial Reporting, Auditing, Accounts Payable, Bloomberg Terminal, Statistics, Eviews, Keynote Presentation, Taxwise
Education
Fordham University 2012 — 2014
Master of Taxation, Tax Law/Taxation, 3.85
Tianjin University of Finance and Economics 2007 — 2011
Bachelor of Arts (BA), Economics
School of Visual Arts
Continuing Education, Graphic Design
Shenyin & Wanguo Securities Co. Ltd. July 2011 - September 2011
Bank of China June 2009 - August 2009
HKEx January 2009 - February 2009
Skills
Visual Basic, DCF, Financial Analysis, Microsoft Office, Matlab, Financial Modeling, Excel, VBA, SQL, Statistics, Risk Management, C, Bloomberg, Microsoft Excel, Investments, Equities, Fixed Income, Portfolio Management, Finance, Derivatives, Financial Services, Leadership
Education
Rensselaer Polytechnic Institute 2012 — 2016
PhD, Finance, General
Rensselaer Polytechnic Institute 2010 — 2012
M.B.A, Finance& Financial Enginneering
Harbin Institute of Technology 2006 — 2010
B.S, Finance&Mathematics
The Hong Kong Polytechnic University 2008 — 2009
None, Finance
KPMG US July 2015 - Present
KPMG US August 2013 - Present
USC Stevens Institute for Innovation February 2011 - May 2013
KPMG US July 2012 - August 2012
Shenyin & Wanguo Securities Co. Ltd. July 2011 - August 2011
US-China Institute September 2010 - December 2010
Skills
Accounting, Research, PowerPoint, Microsoft Excel, Financial Analysis, Mandarin, Valuation, Microsoft Office, Microsoft Word, Social Media, Auditing, Financial Modeling, Access, Bloomberg, Chinese, Matlab, Corporate Finance, Financial Reporting, Event Planning, Economics, US GAAP, Investment Management...
Education
University of Southern California 2009 — 2013
Business Administration, Accounting
American International School of Guangzhou 2007 — 2009
Guangzhou No.1 Railway Middle School
ACE Group April 2012 - Present
Shenyin & Wanguo Securities Co. Ltd. July 2011 - August 2011
Shenyin & Wanguo Securities Co. Ltd. June 2010 - July 2010
University of Waterloo September 2009 - December 2009
University of Waterloo May 2008 - August 2008
Skills
Team Leadership, Time Management, Analytic Thinking, Quantitative Modeling, Creative Problem Solving, Excel, PowerPoint..., C++, MatLab, SAS..., Team Communication, Attention To Details, Financial Modeling, Actuarial Science, Microsoft Office, Data Analysis, Analysis
Education
University of Michigan 2010 — 2011
Master, Financial Engineering
University of Waterloo 2007 — 2010
Bachelor of Mathematics, Double Honours Actuarial Science and Statistics
Verizon Digital Medial Services December 2014 - Present
The Coffee Bean & Tea Leaf® October 2013 - December 2014
The Coffee Bean & Tea Leaf September 2012 - October 2013
The Coffee Bean & Tea Leaf July 2012 - September 2012
Merrill Lynch June 2012 - July 2012
Shenyin & Wanguo Securities Co. Ltd. January 2011 - June 2011
HSBC August 2010 - September 2010
China Construction Bank January 2010 - February 2010
Skills
PowerPoint, Excel, Financial Reporting, Accounting, Financial Analysis, Mandarin, Training, Business Development, Finance, Microsoft Excel, Real Estate, Financial Modeling, Data Analysis, English, Research, Analysis, Management, SPSS, Competitive Analysis, Microsoft Office, Budgets, Market Research, Sales, Teamwork
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Science (MS), Applied Finance
Shanghai University 2007 — 2011
Bachelor of Science (BS), International Economics
Fordham University Summer AnalystHuaTai Securities Co.,Ltd.June 2014 - August 2014
Shenyin & Wanguo Securities Co. Ltd. June 2013 - August 2013
China Pacific Insurance Company May 2013 - June 2013
Guolian Securities Co., Ltd July 2011 - August 2011
Skills
Economics, Finance, Mathematics, Financial Modeling, Python, SPSS, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Finance, General, 3.60
Franklin & Marshall College 2010 — 2014
Bachelor's Degree, Economics, Mathematics
World Bank Group August 2015 - Present
Georgetown University January 2015 - May 2015
Georgetown University September 2014 - May 2015
Georgetown University September 2014 - December 2014
The Brookings Institution May 2014 - August 2014
Bain & Company April 2012 - September 2012
Agricultural Bank of China June 2012 - August 2012
Shenyin & Wanguo Securities Co. Ltd. January 2012 - February 2012
Skills
Stata, Data Analysis, Economics, Policy Analysis, Statistics, Public Policy, Microsoft Excel, Research, English, Econometrics, Chinese, Mandarin, SAS, PowerPoint, Microsoft Office
Education
Georgetown University 2013 — 2015
Master's degree, Public Policy Analysis, 3.94
Fudan University 2009 — 2013
Bachelor's degree, Mathematical Economics
Goldman Sachs March 2015 - Present
Goldman Sachs May 2014 - August 2014
University of International Business and Economics October 2012 - March 2013
Beijing CIFCO May 2012 - January 2013
Tsinghua Financial Engineering Institute May 2012 - August 2012
Shenyin & Wanguo Securities Co. Ltd. January 2012 - February 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Matlab, R, Economics, Statistics, Microsoft Office, Investments
Education
University of Michigan 2013 — 2014
Master's Degree, Financial Engineering
University of International Business and Economics 2009 — 2013
Bachelor's Degree
RBC May 2014 - Present
SHANGHAI HAIYU MEDIA INVESTMENT MANAGEMENT CO., LTD September 2010 - September 2011
CITIC SECURITIES CO., LTD December 2010 - January 2011
Shenyin & Wanguo Securities Co. Ltd. May 2010 - August 2010
Skills
Financial Analysis, Data Analysis, Stata, Microsoft Excel, Regression Analysis, Presentations, Communication Skills, PowerPoint, Team Building, Team Leadership, Final Cut Studio, Photoshop, Business Strategy, Communication
Education
Boston University 2012 — 2013
Master of Arts (M.A.), Economics, A-
University of Toronto 2009 — 2012
Bachelor of Arts (B.A.), Economics of Management studies & Media studies
Roebling Investment Fund -(RPI) March 2015 - Present
Rensselaer Polytechnic Institute March 2015 - Present
Student Managed Fund October 2013 - Present
Self hired 2010 - Present
DBS Bank Sales and trading Institutional Banking Group June 2014 - July 2014
Rensselaer Polytechnic Institute January 2014 - June 2014
YangZhou Jinrunhui Food & Beverage Management Co., Ltd. April 2012 - May 2013
Shenyin & Wanguo Securities Co. Ltd. July 2012 - July 2012
Sumitomo Mitsui Banking Corporation June 2012 - June 2012
Skills
Trading, Risk Management, Microsoft Excel, Matlab, Investments, Financial Analysis, Quantitative Finance, Accounting, Equities, Research, Time Series Analysis, Modeling, Stochastic Processes, Portfolio Optimization, C++, Python, C#
Education
Rensselaer Polytechnic Institute 2014 — 2015
Master's Degree, Applied Mathematics
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2013 — 2014
Master, Financial Engineering and Risk Analytics
Nanjing University 2009 — 2013
Bachelor's degree, Finance, General
Jeffrey Charles - NYC December 2014 - Present
G-Way Management, LLC October 2014 - December 2014
Aegis Capital Corporation July 2014 - October 2014
Citi February 2013 - June 2013
BOC International July 2012 - December 2012
Deloitte January 2012 - June 2012
Bank of China July 2011 - December 2011
Lansheng Corp. September 2010 - October 2011
Shenyin & Wanguo Securities Co. Ltd. January 2011 - June 2011
schenckprocess July 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Finance, Data Analysis, Analysis, Risk Management, Valuation, CFA LEVEL I, Thomson Reuters, SPSS, Eviews, Public Speaking, Customer Service, Photoshop, Social Media
Education
Tulane University 2013 — 2014
Master of Finance, Finance, Energy Specialization
Shanghai University of International Business and Economics 2009 — 2013
Bachelor of Economics, Economics (Branch: International Investment), GPA 3.94 (4.00 scale)
Shanghai University of International Business and Economics 2010 — 2013
Bachelor of Laws, Law (Branch: International Economic Law ), 3.75 (4.00 scale)
GGV Capital July 2014 - Present
Ernst & Young July 2010 - July 2014
Shenyin & Wanguo Securities Co. Ltd. June 2009 - August 2009
Stanford University March 2009 - June 2009
Ryder System, Inc. August 2007 - December 2007
Georgia Institute of Technology May 2007 - December 2007
Skills
Matlab, R, Data Analysis, Data Mining, Financial Modeling, Statistical Modeling, Valuation, Statistics, Quantitative Analytics, Mathematical Modeling, Microsoft Excel, Java, C++
Education
Stanford University 2008 — 2010
Master’s Degree
Georgia Institute of Technology 2004 — 2008
Bachelor's Degree
KPMG US January 2013 - Present
BBVA Compass July 2010 - December 2012
Wells Fargo Advisors LLC February 2010 - June 2010
M.A. WRIGHT FUND, RICE UNIVERSITY January 2009 - May 2010
Shenyin & Wanguo Securities Co. Ltd. May 2009 - August 2009
Zurich Financial Services January 2008 - August 2008
East West Bank September 2004 - February 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, Access, SAP, Bancware, Bloomberg, Capital IQ, Intex, IBM Cognos, Kiodex, Financial Modeling, Quantitative Analytics, Business Valuation, Financial Reporting, Financial Analysis, Asset Managment, FX Hedging, Data Mining, Data Analysis, Equity Research, Asset Management, Cognos, Financial Risk, Finance, Investments, Equities
Education
Rice University 2008 — 2010
M.B.A Jones Graduate School of Business, Finance
California State Polytechnic University-Pomona 2002 — 2004
BS, Finance
SWS Research June 2011 - August 2011
Jinchengtai Trade Co. Ltd. July 2009 - June 2010
Shenyin & Wanguo Securities Co. Ltd. February 2009 - May 2009
RUHUA INVESTMENT & GUARANTY CO., LTD. July 2008 - September 2008
Education
University of Michigan 2010 — 2012
Master of Science, Financial Engineering
Wuhan University 2005 — 2009
B.A. & B.S., Mathematical Economics, Applied Mathematics
Boston Private Wealth LLC September 2004 - Present
Shenyin & Wanguo Securities Co. Ltd. June 1999 - August 2002
Yunnan Electricity Bureau July 1995 - August 1997
Skills
Equities, Equity Research, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Capital Markets, Derivatives, Financial Analysis, Investments, Due Diligence, Investment Banking, Emerging Markets, VBA, Investment Strategies, Corporate Finance, Securities, Asset Allocation, Asset Management, Private Equity, Risk Management, Finance, Hedge Funds, Fixed Income
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2004
MBA, Finance
Shanghai Institute of Foreign Trade 1997 — 2000
M.S., Finance
Shanghai Jiao Tong University 1991 — 1995
B.S., Engineering
Citi June 2015 - Present
Citi June 2014 - August 2014
CICC August 2013 - August 2013
Fenox Venture Capital May 2013 - July 2013
Origin Society January 2012 - July 2013
Shenyin & Wanguo Securities Co. Ltd. August 2012 - August 2012
Guotai Junan Securities Co., Ltd June 2012 - July 2012
New Oriental Education & Technology Group (NYSE:EDU) May 2011 - August 2011
ECO Singapore January 2010 - November 2010
Skills
Microsoft Office, Java, OCaml, Maple, R, Research, Statistics, Leadership, Fundraising, Mandarin, Economics, Start-ups, Teaching, Data Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science; Bachelor of Arts, Finance & Math dual degree with a minor in computer science
Raffles Junior College 2009 — 2010
Science Stream, A-level exams : Straight As
University of Southampton 2009 — 2009
Raffles Institution 2008 — 2009
3.93
Wu Luo Road Middle School 2004 — 2006
JPMorgan Chase October 2013 - Present
Global Equity Fund November 2012 - May 2013
Global Equity Fund April 2012 - May 2013
Bank of China June 2012 - August 2012
Shenyin & Wanguo Securities Co. Ltd. January 2011 - June 2011
Orient Securities May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Strategic Planning, Economics, Competitive Analysis, Fixed Income, Corporate Finance, Microsoft Excel, Financial Accounting, Bloomberg, Event Planning, Events Organisation, Data Analysis, Investments, Portfolio Management, Equity Research, Bloomberg Terminal, VBA, Equities, Finance
Education
University of Maryland College Park 2011 — 2013
Master of Science in Finance, Finance
Shanghai University 2007 — 2011
Bachelor of Business, International Economics & Trade
Commerzbank AG July 2015 - Present
Shenyin & Wanguo Securities Co. Ltd. June 2013 - September 2013
IBM July 2010 - January 2012
Skills
Financial Analysis, Corporate Finance, Microsoft Office, Financial Modeling, Teamwork, Finance, Customer Service, Accounting, Investments, Risk Management, Bloomberg, Valuation, Management, Financial Services, Data Analysis, Portfolio Management, Forecasting, Microsoft Excel, Trading
Education
Fordham University 2012 — 2013
Master of Science (M.S.), Finance, General
Shanghai Jiao Tong University 2008 — 2012
Bachelor of Arts (B.A.), International Business/Trade/Commerce, 3.65
ServiceNow - The Enterprise IT Cloud Company September 2013 - Present
Aruba Networks August 2012 - Present
NetLine Corporation March 2010 - February 2012
Halliburton September 2008 - November 2009
Shenyin & Wanguo Securities Co. Ltd. July 2001 - March 2005
Skills
Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Variance Analysis, Account Reconciliation, Month End Close
Education
The University of Texas at Austin 2007 — 2008
MPA, Master in Professional Accounting
Fudan University 1997 — 2001
Bachelor, Economics
HSBC November 2014 - February 2015
East West Bank July 2014 - September 2014
Shenyin & Wanguo Securities Co. Ltd. January 2014 - March 2014
Education
Wake Forest University School of Business 2015 — 2016
Master of Arts in Management, Master’s Degree
Fudan University 2011 — 2015
Economics, Bachelor’s Degree
UBS Wealth Management July 2014 - May 2015
UBS Wealth Management October 2012 - June 2014
Shenyin & Wanguo Securities Co. Ltd. July 2012 - August 2012
China Minsheng Banking Corp.ltd July 2011 - August 2011
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Finance
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Mathematics and Economics, Minor Accounting
Primavera Capital June 2015 - August 2015
BSI Bank August 2014 - December 2014
CDH Investments July 2014 - August 2014
Bank of China June 2014 - July 2014
Shenyin & Wanguo Securities Co. Ltd. May 2014 - June 2014
China Universal Asset Management December 2013 - January 2014
PwC July 2012 - August 2012
怡安翰威特 December 2011 - January 2012
Shanghai Film Group Corporation September 1999 - September 2003
Skills
Bloomberg, Mandarin, Chinese, PowerPoint, Microsoft Excel, Statistics, Economics, Financial Modeling, Start-ups, Financial Analysis, Corporate Finance, R, Valuation, Data Analysis, Private Equity, 金融建模, Microsoft PowerPoint, 经济学, 普通话
Education
Harvard University 2011 — 2016
Bachelor of Arts (B.A.), History of Art and Architecture
Shanghai Foreign Language School 2004 — 2011
Allied Fortune Management Limited August 2013 - March 2015
East Money Information Co., Ltd. October 2012 - July 2013
Wealth Realty January 2012 - April 2012
Shenyin & Wanguo Securities Co. Ltd. July 2011 - July 2011
Orient Securities July 2009 - August 2009
Skills
Equity Research, Portfolio Management, Financial Analysis, Private Equity, Quantitative Research, Fund Research, REITs, C++, Matlab, Bloomberg
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California 2010 — 2012
Master’s Degree, Mathematical Finance, 3.93
Fudan University 2006 — 2010
Bachelor’s Degree, Information and Computing Science, 3.28
Moody's Analytics February 2015 - Present
Shenyin & Wanguo Securities Co. Ltd. October 2012 - November 2012
HuaTai Securities Co.,Ltd. July 2012 - August 2012
Skills
Matlab, Microsoft Office, OriginLab
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (M.S.), Quantitative Finance
Nanjing University 2009 — 2013
Bachelor of Science (B.S.), Physics
Morgan Stanley Huaxin Funds June 2015 - August 2015
Tulane University, Levy-Rosenblum Institute (LRI) for Entrepreneurship January 2015 - February 2015
Shenyin & Wanguo Securities Co. Ltd. January 2014 - May 2014
Linuo Flow Control May 2013 - September 2013
Dongguan Security December 2012 - May 2013
Skills
Financial Analysis, Portfolio Management, Bloomberg Terminal, Financial Reporting, Mergers & Acquisitions, Bond Pricing, Financial Modeling
Education
Tulane University - A.B. Freeman School of Business 2014 — 2016
Master, Finance, 3.93
Tulane University 2014 — 2015
Master's degree, Finance, General, 3.93
Shanghai Jiao Tong University 2010 — 2014
Bachelor's degree, Economics, 3.78
Red Clay Consulting March 2015 - Present
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2013 - August 2013
Emory University January 2013 - June 2013
Shenyin & Wanguo Securities Co. Ltd. June 2012 - August 2012
Bank of China July 2011 - August 2011
Skills
Microsoft Excel, Actuarial Science, Java, Matlab, Oracle, SQL, R, Stata, Statistics, Teamwork, Mandarin
Education
Emory University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Emory University 2010 — 2014
Bachelor's Degree, Computer Science
Nanjing Foreign Language School 2004 — 2010
High School
The Bassiouni Group February 2015 - May 2015
Loomis, Sayles & Company January 2015 - May 2015
United Nations August 2014 - November 2014
Roland Berger Strategy Consultants December 2012 - January 2013
Shenyin & Wanguo Securities Co. Ltd. September 2012 - October 2012
EY July 2012 - September 2012
Skills
Microsoft Office, English, Research, Public Speaking, Strategic Planning, Analysis, Financial Analysis, Data Analysis, Teamwork, Risk Management, Microsoft Excel, Economics, PowerPoint, Management, Stata, Market Research
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of International Affairs, International Finance and Economic Policy
Tsinghua University 2009 — 2013
Bachelor of Science (B.S.), Economics & Finance, 91.5/100
University of Illinois at Urbana-Champaign 2011 — 2011
Exchange student, Business School, 3.8/4.0
Citibank, Shenzhen, China July 2013 - August 2013
Shenyin & Wanguo Securities Co. Ltd. June 2012 - July 2012
Skills
Research, Management, Customer Service, Microsoft Excel, Microsoft Office
Education
Georgetown University 2014 — 2015
Master's Degree, Applied Economics, 3.7/4.0
University of Waterloo 2012 — 2014
Bachelor's Degree, Economics, 4.0/4.0
Beijing Jiaotong University 2010 — 2012
Bachelor's Degree, Economics, 3.5/4.0
Western Capital Markets September 2011 - Present
Centerboard Group May 2015 - August 2015
EM Capital March 2015 - March 2015
Shenyin & Wanguo Securities Co. Ltd. June 2014 - August 2014
Chinese Student and Scholars Association September 2012 - May 2014
Western Investment Club September 2011 - May 2013
ICBC Credit Suisse Asset Management Co. Ltd. May 2012 - July 2012
Western Social Science Student Council September 2011 - May 2012
TD Bank Group December 2010 - September 2011
Skills
Financial Modeling, Financial Analysis, Derivatives, Management, Economics, Financial Accounting, Microsoft Office, Research, Teamwork, Data Analysis, Analysis, Microsoft Excel, Business Analysis, PowerPoint, Corporate Finance, Leadership, VBA, Access, Time Management, Business Networking, User Friendly, Great Cook
Education
Western University 2011 — 2013
BA- Management and Organizational Studies (BMOS), Specialization in Finance, 3.9/4.0
Western University 2014 — 2017
Faculty of Law- Juris Doctor (JD), Banking, Corporate, Finance, and Securities Law
Ivey Business School at Western University 2013 — 2017
Candidate Bachelor of Arts- Honours Business Administration, Banking, Corporate Finance, and Securities, 3.7/4.0
Don Mills Collegiate Institute 2007 — 2011
High School Diploma, 93% University Entrance Average (Honours Student)
Samuel French, Inc. June 2015 - September 2015
Bank of China July 2012 - August 2012
Zhuhai Himark Electronics & Model Co., Ltd April 2012 - April 2012
Shenyin & Wanguo Securities Co. Ltd. January 2012 - February 2012
Wuhan Xingye Certified Public Accountants Company July 2011 - August 2011
Wuhan Charity Federation July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Financial Reporting, Microsoft Visio, Access, SAP
Education
University of Denver - Daniels College of Business 2014 — 2016
Master' of Accountancy, 3.80
Wuhan University of Technology 2009 — 2013
Bachelor of Management, Accounting
Kohl's Department Stores September 2015 - Present
National Bureau of Statistics of the People’s Republic of China July 2014 - August 2014
Industrial and Commercial Bank of China May 2013 - July 2013
Shenyin & Wanguo Securities Co. Ltd. February 2012 - May 2012
Skills
Data Analysis, R, SAS, Data Mining, Statistics, Microsoft Excel, Microsoft Word, Analysis, SQL, SPSS, Survey Design, Access, Economics, Statistical Programming, PowerPoint, SAS Programming, SAS Base
Education
The George Washington University 2013 — 2015
Master of Science (MS), Statistics, 3.92/4.0
Central University of Finance and Economics 2009 — 2013
Bachelor’s Degree, Public Administration, 3.84/4.0
Boston University January 2015 - Present
Boston University June 2015 - August 2015
Shenyin & Wanguo Securities Co. Ltd. May 2014 - July 2014
China Everbright Bank February 2012 - July 2013
China Everbright Bank July 2011 - January 2012
Chongqing Zhongyu Property Development Co. Ltd. June 2010 - December 2010
BDO China - Nanjing Shu Lun Pan Yonghua CPA Co., Ltd. June 2009 - August 2009
Skills
Finance, Accounting, Corporate Finance, Financial Accounting, Management Accounting, Investments, Financial Analysis, Management, Analysis
Education
Boston University 2014 — 2016
Master's degree, Financial Economics
Marietta College 2013 — 2014
Not earned any degree, Finance, General
Chongqing Institute of Technology
Bachelor of Arts (BA), Accounting
University at Albany August 2013 - Present
B&Q June 2014 - August 2014
Shenyin & Wanguo Securities Co. Ltd. June 2013 - August 2013
HSBC May 2012 - July 2012
Skills
Research, PowerPoint, Microsoft Office, Higher Education, Public Speaking, Statistics, SPSS, Microsoft Word, Microsoft Excel, Matlab, Teaching, Data Analysis, Social Media, Community Outreach, Qualitative Research
Education
State University of New York at Albany 2013 — 2015
Bachelor's Degree, Accounting
Southwestern University of Finance and Economics 2011 — 2013
Bachelor's Degree, Accounting and Business/Management, 3.77
State University of New York at Albany
AIG June 2015 - September 2015
GMBP Capital April 2015 - May 2015
Shenyin & Wanguo Securities Co. Ltd. January 2014 - March 2014
Citi July 2013 - December 2013
Booz Allen Hamilton March 2013 - May 2013
J.P. Morgan July 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Valuation, R, Financial Risk, Due Diligence, Finance, C++, C#, Business Strategy, Consulting, Strategy, Banking, Management Consulting, Analysis, Investments, VBA
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Quantitative modeling, 87 (100)
Baruch College, City University of New York (CUNY) 2014 — 2015
Certificate in Pre MFE
University of Connecticut 2014 — 2015
Master FRM (1 semester), Financial Mathematics, 4.0
Shanghai International Studies University 2010 — 2014
Bachelor's degree, Business English & international economics
Schneider Electric March 2014 - July 2014
Shenyin & Wanguo Securities Co. Ltd. July 2013 - August 2013
HSBC Retail Banking and Wealth Management February 2013 - March 2013
Manulife (International) Limited January 2013 - February 2013
Skills
Microsoft Excel, Microsoft Office, Matlab, Financial Analysis, Risk Management, Financial Modeling, Valuation, Ariba, Portfolio Management, Data Analysis
Education
The Johns Hopkins University 2014 — 2015
Master's degree, Finance, 3.8
武汉大学 2009 — 2014
Bachelor of Arts (BA), Dual bachelor's degree in English and Economics, 3.8/4
Nanyang Technological University 2013 — 2013
Exchange Student
Hangzhou Foreign Language School 2004 — 2010
Middle School and High School, 90/100
PwC September 2014 - Present
PwC June 2013 - August 2013
China Entrepreneur Network (Ross Chapter) March 2011 - February 2013
Shenyin & Wanguo Securities Co. Ltd. May 2011 - July 2011
Standard Chartered Bank May 2010 - August 2010
Skills
Finance, Due Diligence, Entrepreneurship, Leadership, Economics, Financial Analysis, Valuation, Cross-functional Team..., PowerPoint, Research, Microsoft Office, Corporate Finance, Analysis, Microsoft Excel, Accounting
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration, Finance, Accounting
SB & Company, LLC August 2015 - Present
Huatai-PineBridge Investments June 2014 - August 2014
PineBridge Investments February 2013 - January 2014
Shenyin & Wanguo Securities Co. Ltd. June 2012 - August 2012
Jiangsu Suzhou New& High-tech Venture Group Co. Ltd. June 2010 - August 2010
Education
Fairfield University 2014 — 2015
Master's degree, Finance, General
The Ohio State University 2009 — 2012
Bachelor's degree, Economics
Nankai University 2015 - Present
Shenyin & Wanguo Securities Co. Ltd. May 2014 - July 2014
Emory University January 2012 - May 2012
School of Management at Fudan University May 2010 - August 2010
Education
Emory University 2010 — 2015
Doctor of Philosophy (Ph.D.), Economics
Emory University 2008 — 2010
Master of Science (M.Sc.), Physics
Zhejiang University 2004 — 2008
Bachelor of Science (B.S.), Physics
Coldwell Banker September 2014 - Present
Zip Realty, Inc May 2014 - August 2014
Shenyin & Wanguo Securities Co. Ltd. July 2013 - August 2013
Berkeley Credit Union March 2012 - May 2013
Henan Hengxin Industrial & Industrial Products Co.,Ltd. June 2012 - August 2012
Skills
Microsoft Excel, Mandarin, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Research, Public Speaking, Social Media, Market Research, Event Planning, Financial Analysis, Statistics, Photoshop, Economics
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics, Psychology
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics, Psychology
HEHS
HEHS
Big Bright International Trading Company January 2014 - June 2014
T3 Trading Group, LLC July 2013 - December 2013
JEFFERY ENG CPA January 2013 - April 2013
Atmack Real Estate June 2012 - December 2012
ATN Promo September 2011 - May 2012
Longteng, LLC July 2010 - July 2011
Shenyin & Wanguo Securities Co. Ltd. May 2008 - August 2009
Skills
Auditing, Financial Statements, Customer Service, Troubleshooting, Integration, Accounting, Real Estate, Teamwork, Access, QuickBooks, Bookkeeping, Financial Accounting, Banking, Tax, Financial Reporting, Accounts Payable, Financial Analysis, Accounts Receivable, Management, Budgets, Payroll, Time Management, Outlook, General Ledger, Tax Returns, Leadership, Corporate Tax, Account Reconciliation, Finance, Data Entry, Forecasting, System Administration, Invoicing, Financial Modeling, Office Administration, Software Documentation, Cost Accounting, Risk Management, Cash Flow, Tax Preparation, Internal Audit, Trading Systems, Electronic Trading, Equity Trading, Equity Derivatives, Quantitative Finance, Investment Banking, Portfolio Management, Trading Strategies, Bloomberg
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's degree, Accounting and Financial Management
State University of New York College at Fredonia 2009 — 2011
Bachelor of Science, Business Administration; Finance & Economics
Harvard Investment Group July 2013 - Present
Shenyin & Wanguo Securities Co. Ltd. July 2011 - March 2015
9D Media June 2013 - August 2013
Shanghai Nord Engine Asset Management Group February 2012 - June 2012
Shanghai Branch of China Everbright Bank Co., Ltd. July 2010 - October 2010
Shanghai FuShen Evaluation and Advisory Group January 2010 - March 2010
Skills
PowerPoint, SPSS, Mandarin, Microsoft Excel, Economics, Data Analysis, Financial Modeling, Statistics, English, Market Research, Financial Analysis, Research, Microsoft Word, Teamwork, Microsoft Office, Analysis, Risk Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Science (MS), Global Business
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Science (BS), Applied Mathematics
Shanghai University of Finance and Economics 2009 — 2012
Bachelor of Science (BS), Computer Science and Technology
Assurant June 2015 - Present
Levumii June 2015 - Present
Shenyin & Wanguo Securities Co. Ltd. June 2014 - July 2014
University of Miami October 2013 - May 2014
Harvest Global Investments Limited June 2013 - August 2013
Bank of China August 2012 - August 2012
Skills
Mathematics, JavaScript, Finance, Psychology, Music Production, Microsoft Office, Windows, Mandarin, English, Microsoft Word, Research, Teamwork, Qbasic, Music Theory, Shanghainese, Facebook, Leadership, Management, Photography
Education
University of Miami 2012 — 2016
Bachelor’s Degree, Mathematics & Computer Science, Minor Finance & Psychology, 3.84 Major
Fryeburg Academy 2010 — 2012
4.83(weighted) 3.65(unweighted)
Wusong Secondary School 2008 — 2010
Shenyin & Wanguo Securities Co. Ltd. July 2013 - September 2013
Guotai Junan Securities Co., Ltd September 2011 - December 2011
Education
University of California, Santa Barbara 2012 — 2014
Master's degree, Statistics, 3.77
East China Normal University 2008 — 2012
Bachelor's degree, Statistics and Actuarial Science, 3.7
Castleton Commodities International November 2013 - Present
Castleton Commodities International August 2009 - November 2013
Citigroup 2009 - 2009
Fullgoal Fund Management 2008 - 2009
Shenyin & Wanguo Securities Co. Ltd. April 2008 - May 2008
SWS Research March 2008 - April 2008
Skills
Trading, Commodity, Derivatives, Hedging
Education
Columbia University in the City of New York 2008 — 2009
MS, Financial Engineering
University of California, Irvine 2006 — 2008
MS, Physics
Fudan University 2002 — 2006
BS, Physics
High School
Freddie Mac January 2008 - Present
Deloitte 2005 - 2007
Ernst & Young 2003 - 2004
Shenyin & Wanguo Securities Co. Ltd. 2002 - 2003
Skills
Fixed Income Analysis, MBS, CMBS, Securitization, CMO, Capital Markets, Cash Management, Financial Analysis, Credit Risk, Forecasting, Accounting, Budgeting, Risk Management, Bloomberg, Financial Reporting
Education
American University - Kogod School of Business 2010 — 2012
Master of Science (MS), Finance
The College of William and Mary - The Mason School of Business 2004 — 2005
Master of Science (MS), Accounting
Fudan University 1999 — 2003
Bachelor of Business Administration (BBA), Finance
FocusKPI February 2010 - Present
Citibank January 2008 - March 2008
Standard & Poor's October 2007 - December 2007
Shenyin & Wanguo Securities Co. Ltd. July 2007 - September 2007
Education
Temple University - Fox School of Business and Management 2008 — 2009
Master, Financial Engineering
Renmin University of China 2004 — 2008
Bachelor, Finance
Platts February 2010 - Present
University of Michigan August 2008 - December 2009
Shenyin & Wanguo Securities Co. Ltd. May 2009 - August 2009
Education
University of Michigan 2008 — 2009
MS, Financial Engineering
University of Arizona 2004 — 2008
PhD, Optical Science
Shenyin & Wanguo Securities Co. Ltd. June 2013 - August 2013
Fannie Mae September 2012 - May 2013
CITIC Kington Securities Co. Ltd. September 2011 - May 2012
Hangzhou Industrial & Commercial Trust July 2011 - August 2011
Alibaba.com January 2011 - February 2011
AIESEC August 2009 - December 2010
Skills
Matlab, R, Financial Modeling, C++, Statistics, Java, C, Accounting, Public Speaking, Microsoft Excel, Microsoft Word, English, Finance, Data Analysis
Education
The Johns Hopkins University 2012 — 2014
Master of Engineering (MEng), Financial Mathematics
The Johns Hopkins University 2013 — 2014
Master of Science (MS), Engineering/Industrial Management
Zhejiang University 2008 — 2012
Bachelor's degree, Applied Mathematics
Shenyin & Wanguo Securities Co. Ltd. July 2010 - August 2010
Industrial and Commercial Bank of China June 2009 - August 2009
China Resources Snow Breweries May 2008 - July 2008
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science, Finance
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Finance
Nestlé August 2015 - Present
Nestle S.A. September 2013 - Present
Spurs Sports & Entertainment January 2013 - May 2013
FJ Capital Management December 2011 - January 2013
George Washington University January 2011 - May 2012
GW Department of Athletics January 2009 - May 2012
Global China Connection March 2009 - September 2010
Shenyin & Wanguo Securities Co. Ltd. May 2010 - August 2010
Bank of Communications Limited May 2009 - August 2009
Bank of Communications Limited June 2008 - August 2008
Skills
Financial Modeling, Statistics, R, SAS programming, Quantitative Analytics, Data Analysis, Microsoft Excel, SPSS, Public Speaking, Mandarin, Microsoft Word, Data Mining, Financial Analysis, Python, SQL, SAP BW, Oracle Database, Demand Planning, Workbench, SAS Programming
Education
Cornell University 2012 — 2013
Master's degree, Statistics
The George Washington University 2008 — 2012
BS, Economics,Statistics,Mathematics
Countdown Live Escape Games December 2014 - Present
Escape Entertainment, LLC February 2014 - Present
Ernst & Young August 2012 - December 2014
Vios Asset Management August 2011 - December 2011
Global Glove & Safety Manufacture July 2011 - July 2011
Shenyin & Wanguo Securities Co. Ltd. May 2011 - July 2011
Diablo Valley College September 2008 - May 2010
Diablo Valley College August 2009 - December 2009
Skills
Management Consulting, Finance, Accounting, Financial Modeling, Optimization, PowerPoint, Data Analysis
Education
University of California, Berkeley 2010 — 2012
Bachelor of Science, Industrial Engineering and Operation Research
Diablo Valley College 2008 — 2010
Transferred, Engineering General
Carnegie Mellon University August 2015 - Present
The Ohio State University August 2013 - March 2014
China Merchants Bank June 2012 - August 2012
Iowa State University August 2010 - December 2010
Shenyin & Wanguo Securities Co. Ltd. July 2010 - August 2010
Skills
Access, Cucumber, Ruby on Rails, Agile Methodologies, Microsoft Office, Java, Test Automation, Data Analysis, Microsoft Excel, Research, RubyMine, Leadership, Time Management, PowerPoint, ASP.NET, Visio, COBOL, Project Management, Mandarin, Databases, MS Project, Teamwork, SQLite, Agile & Waterfall...
Education
Carnegie Mellon University 2015 — 2016
Master of Science (MS), Information Systems Management
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems; Logistics Management; Mathematics, 3.89
Iowa State University - College of Business 2009 — 2010
BS, Finance, 3.95
Shenyin & Wanguo Securities Co. Ltd. March 2010 - May 2010
Comey Ltd. August 2007 - September 2008
Education
University of Illinois at Chicago 2010 — 2011
MBA, Financial Markets & Risk Management
Shanghai University of Engineering Science 2003 — 2007
Bachelor, Textile Engineering
Shenyin & Wanguo Securities Co. Ltd. March 2012 - Present
Education
University of Houston 2009 — 2011
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance
JinShi Investment Management Company July 2011 - August 2011
Shenyin & Wanguo Securities Co. Ltd. July 2010 - August 2010
Skills
Computer: Proficient in..., Language: English..., Driver license
Education
Rider University 2012 — 2014
Bachelor of Science (BS), International Business
Shanghai Sanda University
Stony Brook University Health Sciences Library December 2014 - May 2015
Stony Brook University Department of Biomedical Engineering May 2013 - August 2013
Shenyin & Wanguo Securities Co. Ltd. June 2011 - August 2011
Skills
Windows, Outlook, PHP, CSS, MySQL, HTML, Java, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Photoshop, Python, Perl, System Administration, Linux, Regular Expressions, Computer Hardware..., Network Configuration, Adobe Creative Suite, SQL, Access
Education
Northeastern University 2015 — 2017
Master of Science (M.S.), Information Systems
Stony Brook University 2011 — 2015
Bachelor of Science (B.S.), Information Systems
The University of Iowa College of Nursing September 2013 - May 2015
MediRevv September 2014 - December 2014
The Krause Fund September 2014 - December 2014
The University of Iowa September 2013 - April 2014
Shenyin & Wanguo Securities Co. Ltd. July 2013 - August 2013
HuaTai Securities Co.,Ltd. July 2012 - July 2012
Optics Valley Union May 2012 - June 2012
China Mobile June 2010 - June 2010
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance & Management
Lehigh University September 2013 - Present
Clyde Bergemann Power Group June 2013 - August 2013
BDO China June 2012 - August 2012
Shenyin & Wanguo Securities Co. Ltd. December 2010 - January 2011
Ciber June 2009 - July 2009
Skills
Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Financial Accounting, Tax, Teamwork, Internal Controls, Bloomberg, Chinese, Leadership, Photoshop, Sarbanes-Oxley Act, Visio, Monte Carlo Simulation
Education
Leeds Metropolitan University 2013 — 2014
Master of Accounting Information Analysis, Accounting
Lehigh University 2010 — 2013
Bachelor of Science (BS), Accounting and Finance
Shanghai Normal University 2008 — 2010
Bachelor of Science (BS), Economics
Shenyin & Wanguo Securities Co. Ltd. 2014 - 2014
Issey Miyake USA Corp 2013 - 2014
Education
New York University 2013 — 2016
Bachelor of Arts (B.A.), Mathematics, Computer Science
University of California, San Diego 2012 — 2013
Mathematics and Economics
Datong High School
Shenyin & Wanguo Securities Co. Ltd. June 2014 - July 2014
AIA July 2012 - August 2012
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Data Analysis, Customer Service, Social Media, Teaching, English, Management, Statistics, Analysis, Event Planning, Python, SQL, SNAP, TradeStation
Education
University of California, Berkeley 2013 — 2015
Bachelor's degree, Economics
JLL May 2015 - August 2015
Shenyin & Wanguo Securities Co. Ltd. June 2013 - August 2013
HuaTai Securities Co.,Ltd. June 2012 - August 2012
Skills
Microsoft Office, Management, Customer Service, Project Management, Strategic Planning, Research, Microsoft Word, Sales, Public Speaking, Social Media
Education
New York University 2015 — 2017
Master’s Degree, Real Estate
Stony Brook University 2010 — 2014
Bachelor's Degree, Double major: Applied Mathematics and Statistics, and Economics