Bank of East Asia
Industry: Banking company
DescriptionThe Bank of East Asia Limited, often abbreviated to BEA, is the 6th largest licensed bank in Hong Kong on total assets. Its chairman and chief executive is Sir David Li. Its head office is in Central. Headquarters: Hong Kong Total assets: 103.5 billion USD (2017) Founded: 1918 Key person: David Li Subsidiaries: East Asia Securities Company Limited,
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Bank of East Asia Employees
CICC February 2015 - August 2015
Bank of East Asia March 2014 - June 2014
Center for Financial Studies for Liaoning Province November 2013 - March 2014
Skills
Financial Analysis, Economics, Business Strategy, Statistics, Microsoft Excel, Bloomberg Terminal, Corporate Finance, Financial Modeling
Education
The Johns Hopkins University - Carey Business School 2015 — 2016
Master of Science, Finance
George Mason University 2011 — 2014
Bachelor of Science (BS), Economics
Liaoning University 2010 — 2014
Bachelor's degree, Economics
EMP Oil and Gas 2014 - Present
RPC, Inc. 2012 - 2014
HPP Staffing 2011 - 2012
SAIC 2002 - 2011
SAIC January 2005 - January 2009
SAIC November 2002 - January 2005
Loudcloud November 2000 - January 2002
Johnson and Johnson -Janssen-Cilag February 1999 - June 2000
Bank of East Asia 2000 - 2000
Skills
Incident Management, Problem Management, Desktop Support, IT Service Management, ITIL, Service Management, Service Desk, SLA, Operating Systems, Change Management, IT Operations, IT Management, Service Delivery, Deployment, Business Continuity, Resource Management, PMP, Disaster Recovery, Helpdesk, Help Desk Support, Sla, Management, SharePoint, BMC Remedy, VMware, System Deployment, Integration, Software Documentation, Security, Servers, Technical Support, Program Management, Data Center, Project Delivery, Outsourcing, PMO, Strategy, Visio, Troubleshooting, Information Technology, Business Process
Education
The University of Texas at Austin 1985 — 1990
Bachelor of Social Work, Social Work, Psychology
Bellaire Senior High School
MG Capital Advisory Group, LLC 2013 - Present
Wright, McAfee & Co, CPA's 2014 - 2015
Energy Prospectus Group 2012 - 2013
Helios Capital LLC 2012 - 2012
China Insight Investment Management 2011 - 2011
Wells Fargo/Wachovia 2008 - 2011
Sumitomo Mitsui Banking Corporation/Sumitomo Trust 2005 - 2008
Bank of East Asia 2003 - 2005
Czech Republic/ Finland Embassy 2002 - 2003
Education
Harvard Business School Executive Education
Southern Methodist University
Master of Business Administration (M.B.A.)
City University of New York
University of Shanghai for Science and Technology
Prudential December 2014 - Present
Altimus Capital February 2014 - August 2014
Aegea Capital March 2014 - June 2014
Wolverine Capital Club 2012 - 2013
Bank of East Asia June 2012 - August 2012
Agricultural Bank of China January 2011 - February 2011
Skills
Matlab, Fixed Income, C++, Options, Microsoft Excel, Financial Analysis, Data Analysis, Trading, Corporate Finance, Visual Basic, Economics, Bloomberg, R, Portfolio Management, Company Valuation, Pascal, Risk Management, Trading Strategies, Foreign Exchange, Option Pricing, EXCEL, Factset, Barra, Quantitative Trading..., Fixed Income Derivatives, Numerical Methods, Risk Modeling, Python, VBA
Education
The University of Chicago 2013 — 2014
Master, Financial Mathematics
University of Michigan 2011 — 2013
Bachelor's degree, Mathematics
Blue Ocean Global Wealth January 2014 - September 2014
Johns Hopkins University Carey Business School May 2014 - July 2014
FDL Financial Services December 2013 - June 2014
Johns Hopkins University Carey Business School January 2014 - March 2014
HSBC February 2013 - April 2013
Bank of East Asia September 2012 - November 2012
Deloitte August 2012 - September 2012
Guotai Junan Securities Co., Ltd January 2012 - February 2012
Bank of China July 2011 - September 2011
Skills
Financial Analysis, Data Analysis, Accounting, Finance, Microsoft Excel, Research, Corporate Finance, Credit, Financial Modeling, PowerPoint, Teamwork, Public Speaking
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master's degree, Finance, General, 3.63/4.00
Wuhan University 2009 — 2013
Bachelor's degree, Finance
The Ohio State University - The Max M. Fisher College of Business 2012 — 2012
Certificate, Business/Commerce, General
CalPERS September 2013 - Present
CalPERS May 2013 - August 2013
CalPERS October 2012 - January 2013
Family Enterprise July 2011 - March 2012
Bank of East Asia June 2010 - August 2010
GF Securities July 2009 - August 2009
Skills
Mandarin, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Matlab, Teamwork, Financial Analysis, Customer Service, Access, Research, Financial Modeling, C++, English, Chinese, Statistics, Quantitative Finance, Accounting, Time Series Analysis, R
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2013
Master's degree, Financial Engineering
Saint Louis University 2008 — 2011
BSBA, Summa cum Laude, Finance, Accounting, Engineering Mathematics
Parasol Co February 2015 - Present
Victoria's Secret September 2014 - January 2015
Fournier PR + Consulting February 2014 - March 2014
Bank of East Asia July 2011 - August 2011
Skills
Leadership, Public Speaking, Management, Accounting, Teamwork, English, Microsoft Word, Foreign Languages, Microsoft Office, Mac OS, Consecutive..., Chinese
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's Degree, Business Enterprise
Inha University 2012 — 2012
Summer School, Politics and Economics
Xiamen University 2009 — 2013
Bachelor's Degree, English Language and Literature, General
Boyum & Barenscheer PLLP February 2015 - April 2015
Carlson School of Management September 2014 - December 2014
AccountAbility Minnesota January 2014 - April 2014
Junior Achievement China January 2013 - June 2013
Bank of East Asia June 2012 - September 2012
CHINA GRID CO.,LTD June 2011 - August 2011
University of Southern California July 2010 - October 2010
Skills
Tax, Public Speaking, International Tax, Tax Preparation, Payroll, Microsoft Excel, Auditing, Training, Financial Accounting, Tax Research, Small Business Tax, Tax Accounting, RIA Checkpoint, Coporation Tax, Mergers & Acquisitions, Federal & State Income..., Bloomberg, MATLAB, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Finance
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master's degree, Business Taxation, 3.5
Shanghai University 2009 — 2013
Bachlor, Finance, 3.62
University of Minnesota-Morris 2011 — 2012
Major, Management Science, 3.86
Accenture July 2014 - August 2014
Bank of East Asia July 2013 - August 2013
ShineWing Certified Public Accountants December 2012 - January 2013
Skills
Consulting, Management, Administrative Work, Teamwork, Social Skills
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Arts (B.A.), Economics
The University of Hong Kong 2014 — 2014
Bachelor of Arts (B.A.), Economics
Steelwood Capital February 2015 - May 2015
Lionfish Advisors November 2014 - January 2015
HUAXI Futures February 2013 - May 2013
Bank of East Asia August 2012 - September 2012
Bank of China January 2012 - February 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Teamwork, Data Analysis, Research, Financial Analysis, Financial Modeling, Corporate Finance, Economics, Auditing, Financial Services, Analysis, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master of Science (MS), Applied Finance
Southwestern University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.8/5.0
JPMorgan Chase March 2014 - Present
CHINA POST SECURITIES CO., LTD May 2012 - August 2012
Tiffany & Co. September 2011 - December 2011
Hedge Fund LIVE February 2011 - May 2011
Bank of East Asia May 2010 - August 2010
Bank of China June 2009 - August 2009
Skills
C++, Matlab, VBA, R, SQL, Excel, Bloomberg Terminal, Quantitative Analysis, Alternative Investments, Monte Carlo Simulation, Hedge Funds, Stochastic Calculus, Financial Modeling, Portfolio Optimization, Time Series Analysis, Options Pricing, Fixed Income, Basel II, CFA LEVEL 1, FRM, Portfolio Management
Education
Fordham University 2012 — 2014
Master of Science (MS), Accounting, 3.9/4.0
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Master, Quantitative Finance, 3.6
Dalian University of Technology 2005 — 2010
Bachelor of Science, Economics, 3.85
Hostopia September 2014 - Present
Magna Powertrain January 2013 - September 2014
Jane's Packaging March 2012 - December 2012
Bank of China May 2011 - August 2011
BMO Financial Group May 2010 - August 2010
Bank of East Asia May 2009 - August 2009
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Financial Modeling, C++, VBA, Analysis, Investments, Leadership, Teamwork, Business Analysis, Corporate Finance, PowerPoint, Customer Service, Microsoft Office, Derivatives, Java, HTML, Financial Reporting, Accounting, Research
Education
The University of Western Ontario - Ivey School of Business 2008 — 2012
Bachelor of Business Administration (Honors)
Ascentis June 2015 - Present
Maritz Motivation Solutions May 2014 - August 2014
Washington University in St. Louis October 2013 - April 2014
Answers.com June 2013 - August 2013
Monsanto January 2013 - June 2013
Bank of East Asia June 2012 - August 2012
Skills
Software Development, Databases, Testing, Matlab, Python, C++, Statistics, Microsoft Office, PHP, MySQL, Java, AngularJS, Scrum, JavaScript, Data Analysis, R, Quality Assurance, SQL, Programming, jQuery, CSS, Teamwork, Linux, HTML, Selenium, Agile Methodologies, SDLC, Microsoft Excel, PowerPoint, Dart, Spring Framework
Education
Washington University in St. Louis 2014 — 2015
Master's Degree, M.S. in Computer Science
Washington University in St. Louis 2011 — 2014
Bachelor's Degree, B.S. in Systems Engineering
Case Western Reserve University 2009 — 2011
BS, Engineering
Teradata May 2015 - August 2015
CHINA CITIC BANK March 2013 - December 2014
Bank of East Asia October 2010 - April 2011
National Bureau of Statistics China July 2009 - August 2009
Education
University of Michigan-Dearborn 2015 — 2016
Master of Science (M.Sc.), Information Systems/Business Analytics
University of Exeter 2011 — 2013
Master of Science (M.Sc.), Financial Analysis and Fund Management, Merit
Southwest Jiaotong University 2007 — 2011
Bachelor of Science (B.Sc.), Finance, 3.5/4.0
Changjiang Securities Company Limited July 2013 - August 2013
Bank of East Asia June 2012 - August 2012
China Industrial Bank(兴业银行股份有限公司) July 2011 - August 2011
Bank of Communications Limited June 2009 - August 2009
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service
Education
University of San Francisco 2013 — 2014
Master of Science (M.S.), Finance and Financial Management Services
University of San Francisco 2010 — 2013
Bachelor of Science (B.S.), Finance, General
University of Washington September 2015 - Present
Bank of East Asia August 2013 - September 2013
China Telecom March 2011 - June 2012
Skills
SQL, Java, Unix, Python, CSS, HTML, JavaScript, Microsoft Office, MongoDB, Github
Education
University of Washington 2014 — 2016
Master's degree, Information Management, 3.7/4.0
Inner Mongolia University of Technology 2010 — 2014
Bachelor of Engineering (BE), Automation
Golds Gym of Smithtown November 2014 - May 2015
Wheaton College (MA) August 2011 - May 2014
Wheaton College (MA) January 2014 - April 2014
Wheaton College (MA) September 2013 - December 2013
Marathon Physical Therapy & Sports Medicine, LLC September 2013 - December 2013
LPL Financial May 2013 - July 2013
Wheaton College (MA) September 2012 - December 2012
Changjiang Securities August 2012 - August 2012
Bank of East Asia May 2012 - June 2012
Wheaton College (MA) September 2011 - February 2012
Skills
Personal Training, Weight Management, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Research, Corporate Finance, Adobe Fireworks, Operations Research, Community Outreach
Education
Baylor University 2015 — 2017
Master of Education (M.Ed.), Exercise Physiology
Wheaton College (MA) 2010 — 2014
Bachelor of Arts (B.A.), Economics
Jinling High School
Michael Page August 2014 - Present
FirstCity Financial Corp. January 2014 - May 2014
Baylor University August 2012 - May 2014
TRISTAR Insurance Group June 2013 - August 2013
Bank of East Asia June 2011 - August 2011
Skills
Research, Public Speaking, Microsoft Office, Higher Education, Teaching, Statistics, Data Analysis, Microsoft Excel, Accounting, Finance, Financial Analysis, Strategy
Education
Baylor University 2012 — 2014
Master's degree, Economics
University of Iowa 2009 — 2012
Bachelor's degree, Finance, General
Bank of East Asia January 2009 - Present
Bank of East Asia June 2006 - December 2008
Skills
Financial Analysis, Portfolio Management, Financial Risk, Corporate Finance, Finance, Private Equity, Investments, Analysis, Financial Modeling, Cross-functional Team...
Education
UCLA 2011 — 2014
Master of Business Administration (MBA), Finance, General
UC Riverside 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Newvan International Education Limited Cor. October 2011 - August 2014
eBaoTech Corporation February 2014 - April 2014
Bank of East Asia October 2013 - December 2013
Sun Life Everbright Life Insurance Company June 2012 - August 2012
SWUFE Travel Club April 2011 - February 2012
Skills
Leadership, English, Microsoft Excel, PowerPoint, Teamwork, Time Management, Interpersonal Skills, Quick Study, Quantative Analysis, Marketing, Business Analysis, Matlab, Corporate Finance, Economics
Education
Lehigh University 2014 — 2016
Master of Science in Analytical Finance, Analytical Finance
Southwestern University of Finance and Economics 2010 — 2014
Bachelor of Economics, Finance
PwC June 2015 - August 2015
OC&C Strategy Consultants March 2014 - April 2014
PwC January 2014 - February 2014
Bank of East Asia October 2013 - January 2014
Daqing Oil Field Materials Co. July 2012 - August 2012
HCIA&Company February 2012 - June 2012
China Telecom March 2011 - February 2012
AIESEC September 2010 - January 2012
Guolairen International Education July 2011 - August 2011
Skills
Microsoft Excel, Team Management, Market Research, PowerPoint, Research, Microsoft Office, Communication, Time Management, Teamwork, English, Strategic Planning, Public Speaking, Photoshop, Event Management, Negotiation, Team Leadership, Project Planning, Leadership Development, Auditing, At Multitasking, Project Libre, Microsoft Access, Microsoft Word
Education
Michigan State University 2014 — 2016
Master of Science in Accounting, Public Corporate Accounting & Information System
Nanjing University 2010 — 2014
Bachelor of Business Administration (BBA), Financial Management
University of California, Davis 2013 — 2013
University of California, Los Angeles 2013 — 2013
HW&Co. CPAs & Advisors July 2015 - Present
HW&Co. CPAs & Advisors January 2015 - April 2015
Weatherhead School of Management at Case Western Reserve University January 2014 - January 2015
Internal Revenue Service February 2014 - April 2014
Bank of East Asia July 2012 - August 2012
KPMG January 2012 - February 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Bookkeeping, Auditing, Tax, Research, English, Time Management, Income Tax, Public Speaking, Windows, Analysis, Accounts Payable
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2015
Master's Degree, Accountancy, 4.0/4.0
Nankai University 2009 — 2013
Bachelor of Management, International Accounting, 3.86/4.0
Alidade Capital May 2014 - August 2014
The Eli Broad College of Business September 2012 - May 2013
EAM Investment Advisors July 2012 - September 2012
Dacheng Law Offices July 2011 - September 2011
Bank of East Asia May 2011 - July 2011
Education
University of Michigan 2013 — 2014
Master of Science (MS), Financial Engineering
Michigan State University 2009 — 2013
Bachelor of Arts (BA), Finance, Mathematics Minor, Computer Science Minor
Purdue University July 2012 - May 2013
Ping An Securities Limited December 2012 - January 2013
Iowa State University January 2008 - May 2012
Intertek December 2011 - January 2012
Bank of East Asia July 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Corporate Finance, Business Strategy, Business Analysis, Accounting, DCF Valuation, SQL, Private Equity, Venture Capital, Financial Analysis, JMP, Microsoft Excel, PowerPoint, Valuation, Risk Management, Finance, Analysis, Auditing, Financial Modeling, Banking, Mergers & Acquisitions, Economics, Teamwork, Financial Accounting, Financial Reporting
Education
Purdue University 2012 — 2013
Master Science of Finance
Iowa State University 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
BDA February 2015 - July 2015
CITIC Trust Co., Ltd July 2014 - December 2014
Mercer February 2014 - May 2014
Qilu Securities January 2014 - February 2014
CICC December 2013 - December 2013
Bank of East Asia July 2013 - August 2013
Skills
Economics, Data Analysis, Communication Skills, Microsoft Office, Microsoft Excel, PowerPoint, Statistical Data..., Financial Analysis, Quantitative Investing, Loans, Microsoft Word, Analysis, Financial Modeling, Research, Finance, English, Teamwork, SPSS, Corporate Finance, Python
Education
Fordham University 2015 — 2017
Master's degree, Quantitative Finance
Baruch College, City University of New York (CUNY) 2015 — 2015
PKU-Baruch Summer Camp, Financial Engineering, certification with distinction
Peking University 2012 — 2015
Bachelor's degree, Economics
Renmin University of China 2011 — 2015
Bachelor's degree, Chemistry
Bayview Asset Management, LLC January 2013 - Present
Morrison Brown Argiz & Farra, LLC October 2012 - January 2013
Cozard Asset Management January 2012 - March 2012
Bank of East Asia August 2010 - May 2011
SINCERE HOLDING July 2009 - September 2009
Bank of China July 2008 - September 2008
Skills
cfa level 2, AICPA FAR, SAS programming, Microsoft Office, R, MindManager, Financial Modeling, Fixed Income Analysis
Education
University of Illinois
Master of Science, Finance
ZHONGNAN U OF ECON& LAW
Bachelor of Economics, investment
Altman Vilandrie & Company June 2015 - August 2015
Silicon Valley Real Equity LLC October 2013 - May 2014
Bank of East Asia June 2013 - August 2013
Institute of Human Development at UC Berkeley September 2012 - May 2013
Skills
Data Analysis, Microsoft Office, Statistics, Microsoft Excel, PowerPoint, SPSS, Financial Analysis, Research, Matlab, Financial Modeling, Market Research, Leadership, Management, Python, Mergers & Acquisitions, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Applied Mathematics
The Entrepreneurs EDGE February 2012 - May 2012
Case Western Reserve University September 2011 - May 2012
Bank of East Asia June 2011 - July 2011
Zhongyi Accounting Co., Ltd. July 2009 - August 2009
Western Securities Co., Ltd July 2008 - August 2008
Skills
Microsoft Office,..., CPA Candidate, Auditing, Accounting
Education
Santa Clara University
Master's degree
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Master of Accountancy
Johann Wolfgang Goethe-Universität Frankfurt am Main 2011 — 2011
Jilin University 2006 — 2010
Bachelor's degree
Tunghai University 2008 — 2009
Exchange Student
AIG February 2015 - Present
AIG June 2014 - August 2014
MD Global Partners, LLC October 2013 - December 2013
Citi May 2013 - September 2013
New China Life Insurance Co.,Ltd. June 2012 - September 2012
Bank of East Asia January 2012 - March 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, C++, SAS, SPSS, Financial Analysis, Financial Accounting, Economics, Matlab, Statistics, Research, Data Analysis, Stata, Quantitative Analytics
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (M.S.), Actuarial Science
Renmin University of China 2009 — 2013
Bachelor of Science (B.S.), Applied Mathematics
University of California, Los Angeles 2012 — 2013
Exchange Semester, Math and Econ
Bank of East Asia June 2012 - August 2012
HSBC July 2011 - August 2011
Wealth Index Capital Group LLC May 2010 - January 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance, Bloomberg Terminal, Eviews, Equity Research, Economics, Portfolio Management, Finance, Investments, Microsoft Excel, Mandarin, SAS, Data Analysis, Equity Valuation, DCF, Capital Markets, Investment Banking, Statistics, Private Equity, Trading, Stata, Risk Management, Chinese, Capital IQ, SAS programming, Business Valuation, VBA, Quantitative Finance, Statistical Modeling, Financial Reporting, Derivatives, Due Diligence, Options, Emerging Markets, Financial Accounting, R, Equities, Market Research, Strategic Financial..., Quantitative Analytics, Econometrics, DCF Valuation
Education
Weatherhead School of Management at Case Western Reserve University 2012 — 2013
Master of Science (M.S.), finance
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Economics
National Cooperative Bank July 2014 - January 2015
Smithsonian Institution March 2013 - December 2014
Sister Cities International September 2013 - December 2013
The George Washington University September 2013 - December 2013
Bank of East Asia October 2011 - November 2011
21st Century Business Herald March 2011 - June 2011
Skills
MS Word, PowerPoint and..., Microsoft Office, Financial Analysis, PowerPoint, Microsoft Excel, Financial Accounting, Financial Reporting, Accounting, Research, Data Analysis, Auditing, Finance
Education
The George Washington University 2012 — 2014
Master's degree, Accounting, 3.81/4.0
China University of Political Science and Law 2008 — 2012
Bachelor of Arts (BA), Journalism, 3.68/4.0
California State University-Long Beach 2010 — 2010
Certificate of completion, International Business and Electronics Business
Banking & Finance Department-Weatherhead School of Management August 2013 - December 2013
CITICS May 2013 - August 2013
BOCI February 2012 - June 2012
HSBC September 2011 - December 2011
Ping An Asset Mangement Co. Ltd. March 2011 - August 2011
Bank of East Asia May 2010 - September 2010
Willis December 2008 - February 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Windows, Research, English, Budgets, Strategic Planning, Accounting, Public Speaking, Negotiation, Financial Analysis, Access, Financial Modeling, SAS, VBA, Wealth Management
Education
Boston University - School of Management 2014 — 2016
Master of Science (M.S.) in Mathematical Finance
Case Western Reserve University - Weatherhead School of Management 2012 — 2014
Master of Science (M.S.) in Management - Finance
East China Normal University 2008 — 2012
Bachelor's degree, Finance, General
Shanghai experimental school 1998 — 2008
Bank of East Asia December 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Finance, General
Goldman Sachs August 2014 - Present
Boston Technologies Inc March 2014 - July 2014
AMR Capital Trading June 2013 - August 2013
Bank of East Asia July 2012 - July 2012
Bank of China August 2011 - August 2011
Skills
R, VBA, Time Series Analysis, C++, SQL, Linux, Bloomberg Terminal, Trading Strategies, Option Pricing Models, Stochastic Modeling, PowerPoint, ARMA-GARCH, Black-Scholes, Black-Derman-Toy, Volatility Forecasting, Value at Risk, CAPM, Python, Equity Capital Markets, Bayesian statistics, Photoshop
Education
Boston University 2012 — 2014
Master of Science, Mathematical Finance
Wuhan University 2008 — 2012
Bachelor of Economics, Financial Engineering
Fordham University 2012 — 2012
Visiting Student
Sterling National Bank April 2015 - Present
Woori America Bank March 2012 - April 2015
Bank of East Asia June 2008 - March 2012
Shinhan Bank America September 2006 - June 2008
Skills
Excel, Microsoft Office, Financial Analysis, Customer Relations, Business Development, Debt Restructuring, Commercial Real Estate, Trade Finance, Underwriting, Portfolio Management, Commercial Lending, Finance, Credit Analysis, Corporate Finance, Mortgage Underwriting, Commercial Banking
Education
Indiana University Bloomington 2001 — 2006
Bachelors
Bank of America June 2014 - Present
Bank of East Asia January 2008 - May 2010
Bank of East Asia June 2006 - December 2007
Bank of East Asia March 2004 - May 2006
Skills
Financial Analysis, Investments, Asset Management, Portfolio Management, Capital Markets, Legal Services, Banking, Marketing Strategy, Organizational..., Corporate Law, Loans, Private Equity
Education
Northwestern University - Kellogg School of Management 2011 — 2012
Certificate in Business Administration (M.B.A.), Business Administration and Management, General
Northwestern University School of Law 2011 — 2012
Master of Laws (LL.M.), Finance, General
Tsinghua University 1999 — 2003
Bachelor of Laws (LL.B.), General Studies
Credit Suisse June 2015 - August 2015
Sino Real Estate June 2014 - August 2014
Bank of East Asia June 2013 - August 2013
Stonecutter Capital Management March 2013 - May 2013
Gucci January 2013 - May 2013
Tee-rrific June 2012 - August 2012
Skills
Entrepreneurship, Market Research, Debate, Drawing, Marketing, Research, Event Management, Social Media, Mandarin, Photography, Event Planning, Social Networking, French
Education
Columbia University in the City of New York 2012 — 2016
Bachelor's Degree, Financial Economics & Visual Art
Harvard University 2011 — 2011
Summer School, Economics
Unionville High School 2008 — 2012
Highest Grade Point Average
Prominent CPAs & Associates, LLC September 2015 - Present
Working in the Schools (WITS) October 2014 - Present
The Sargent Consulting Group, LLC March 2015 - March 2015
Ernst & Young Global Talent Hub February 2014 - August 2014
Bank of East Asia July 2012 - August 2012
PricewaterhouseCoopers July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft PowerPoint, Microsoft Outlook, Accounting, GAAP, Financial Analysis, IBM Lotus Notes, Finance, Financial Statements, Teamwork, Financial Accounting, Auditing, Financial Reporting, Team Leadership, Outlook, Analysis, ERP, Events Organisation, Project Planning, Coaching, Tax Returns, US GAAP, Leadership, Research, QuickBooks, Accounts Receivable, Budgets, Bank Reconciliation, Bookkeeping
Education
DePaul University 2014 — 2016
Master’s Degree, Master of Science in Accountancy, 4.0
Liaoning University 2009 — 2013
Bachelor's degree of Management, Accounting
Binghamton University May 2014 - July 2014
Customized Energy Solutions January 2014 - May 2014
Bank of East Asia June 2012 - September 2012
Industrial and Commercial Bank of China June 2011 - August 2011
Skills
Mandarin, Credit Analysis, Equity Research, Economics, Derivatives, Corporate Finance, Investment Banking, Financial Statement..., Financial Analysis, Fixed Income, Investments, Finance, Chinese
Education
Binghamton University 2013 — 2014
Master's Degree, Finance and Economics
Binghamton University 2009 — 2013
Bachelor's Degree, Economics
Universitat de Barcelona 2012 — 2012
Spanish Language and Literature
Feuer & Orlando LLP December 2014 - Present
NY Best Homes Realty August 2014 - Present
Fogel Neale Partners LLC October 2012 - January 2015
Sands Point Properties Corp. May 2014 - August 2014
Bank of East Asia November 2011 - September 2012
The New Leaders Council October 2011 - November 2011
Tom Lai Appraisals Inc February 2011 - October 2011
CML &Associate,CPA June 2011 - September 2011
New Superior Insurance Agency Inc September 2008 - December 2010
Skills
QuickBooks, Microsoft Excel, Financial Analysis, Microsoft Office, Bloomberg Terminal, Financial Reporting, Account Reconciliation, Bank Reconciliation, Microsoft Word, Data Entry, PowerPoint, Outlook, Visual C++, Vlookup, Real Estate License, Accounts Receivable, Finance, Accounts Payable, MS Office tools, Payroll, Multi-State Sales Tax, Personal Income Tax...
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
Bachelor's Degree, Business Administration; Finance, 3.66
DCI Consulting Group, Inc. May 2013 - Present
Rock Recovery March 2013 - June 2015
World Cocoa Foundation January 2014 - May 2014
Votenet Solutions February 2013 - April 2013
mG Facial Mask Company June 2012 - July 2012
Spiiker Telephone English February 2012 - July 2012
Citi October 2011 - December 2011
Bank of East Asia July 2011 - September 2011
Canton Fair (China Import and Export Fair) March 2011 - May 2011
Zurich Insurance Company Ltd. July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Teamwork, Windows, Quickbook, SPSS, QuickBooks, Financial Analysis, Accounting, Access, Analysis, Account Reconciliation, Training, Payroll, Accounts Receivable, Bookkeeping, Time Management, Accounts Payable
Education
The George Washington University 2012 — 2014
Master's degree, Accounting, 3.53
Guangdong University of Foreign Studies 2008 — 2012
Bachelor's degree, English for International Business (first major) + Finance (second major), 3.65
Bank of China March 2008 - Present
Bank of East Asia December 2005 - August 2006
China Everbright Bank June 2004 - November 2005
Skills
Portfolio Management, Banking, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Allowance of Loan and..., Private Equity, Fixed Income, Mergers & Acquisitions, Investments, Investment Banking, Equity Research, Finance, Financial Reporting, Strategic Financial..., Financial Services, Risk Management, Equities, Credit Risk, Financial Risk, Hedge Funds, Credit Analysis, Internal Audit, Credit, Syndications, Derivatives, Loans, Internal Controls, Capital Markets, Bloomberg, Valuation, Trade Finance
Education
University at Buffalo 2006 — 2008
Master of Economics, Econometrics and Quantitative Economics
Zhejiang University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CNSI December 2014 - Present
WHALER's Creation October 2014 - March 2015
Bank of East Asia August 2012 - September 2012
Guangzhou Nanyong Certified Public Accountants Co., Ltd April 2012 - May 2012
PwC January 2012 - March 2012
Sun Yat-sen University July 2011 - August 2011
Skills
Financial Modeling, Financial Accounting, Chinese, Accounting, Financial Reporting, DCF, Financial Analysis, Valuation, Finance, Painting, Table Tennis, Bloomberg Terminal, Tax Accounting, Auditing, Corporate Finance, Equity Valuation, Managerial Finance, Cooking, Mandarin, Matlab, SPSS, Microsoft Word, Microsoft Excel, Prezi, Due Diligence
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (MS), Finance, General, 3.6/4
Sun Yat-Sen University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.7/4
PwC July 2015 - Present
PwC August 2014 - June 2015
Smith Stag, L.L.C. August 2011 - August 2014
Bank of East Asia September 2006 - July 2007
Huaxia Bank July 2005 - July 2006
Skills
Finance, Financial Analysis, Analysis, Financial Modeling, Equities, Bloomberg, Microsoft Excel, Accounting, Business Analysis, Investments, Equity Research, Financial Statements, Financial Accounting, Risk Management, Forensic Accounting, Forensic Analysis
Education
Tulane University 2010 — 2011
Master, Accounting
Tulane University 2009 — 2010
A. B; Master of Finance (Energy Specialization), Finance, General
Zhongnan University of Economics and Law 2001 — 2005
Bachelor of Science, Finance
Fido Solutions August 2012 - July 2013
Population Research Laboratory January 2011 - June 2011
Bank of East Asia July 2010 - August 2010
University of Alberta August 2008 - June 2010
Skills
Research, Customer Service, Microsoft Office, Data Analysis, Strategic Planning, Interviews, Social Media, Public Speaking, Leadership, Access, Microsoft Excel, Event Planning, Statistics, Nonprofits, Teaching, Leadership Development, Coaching, Microsoft Word, PowerPoint
Education
University of Alberta 2007 — 2012
Bachelor, Economics
Deutsche Bank March 2015 - Present
Makosi Consulting November 2014 - March 2015
Credit Suisse November 2014 - March 2015
The Bank of East Asia, Limited August 2013 - September 2014
Bank of East Asia August 2011 - August 2013
RepuTex (HK) Ltd February 2011 - April 2011
Hang Seng Bank May 2010 - August 2010
Skills
Bloomberg, Data Mining, Risk Management, Banking, VBA, Financial Modeling, Derivatives, Equities, Equity Research, Excel, SAS Programming, Credit Risk, Microsoft Office, English, E-commerce, Photoshop, After Effects, Video Editing, Commercial Banking, Financial Risk
Education
The Chinese University of Hong Kong 2007 — 2011
BSc, Quantitative Finance
Wah Yan College, Kowloon 2000 — 2007
Zhejiang Yongan Futures July 2011 - Present
Bentley University September 2010 - Present
Bank of East Asia August 2009 - January 2010
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Wellesley College Budgetary Advisory Committee September 2014 - Present
Wellesey College Investment Society September 2013 - Present
Wellesley Blue Jazz Ensemble January 2013 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Wellesley Library and Technology Service Student Advisory Group October 2013 - May 2014
Bank of East Asia June 2013 - August 2013
China Six January 2013 - August 2013
Elite Scholars of China February 2012 - August 2012
Skills
Social Media, Social Media Marketing, Marketing, Research, Due Diligence, Chinese, Salesforce.com, English, Stata, Economics, Statistics, Data Analysis, Econometrics, PowerPoint, Mandarin, Microsoft Excel, Microsoft Office, Financial Analysis, Management
Education
Wellesley College 2012 — 2016
Bachelors Degree, Mathematics and Economics
Massachusetts Institute of Technology - Sloan School of Management
Beijing No.4 High School
Duke Immersive Virtual Environment May 2014 - Present
Duke in London Summer Program June 2014 - August 2014
Bank of East Asia June 2011 - August 2011
Skills
Matlab, Research, LaTeX, Maple, AutoCAD, Microsoft Office, Java, Peer Tutoring, C#, Unity, SolidWorks, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Public Speaking
Education
Duke University 2012 — 2016
Bachelor of Engineering (BEng), Mechanical Engineering; Computer Science
Stuyvesant High School 2008 — 2012
Santander Bank, N.A. January 2015 - Present
Bank of East Asia July 2009 - April 2011
Skills
Quantitative Analytics, Credit Risk, VBA, Financial Risk..., Fixed Income, SQL, Financial Modeling, Data Mining, Microsoft Excel, Microsoft Word, Matlab, Financial Analysis, Quantitative Finance, Portfolio Management, Derivatives, Valuation, Equity Research, Numerical Simulation, Equities, Bloomberg, Bloomberg Terminal, Investments, Finance
Education
Simon Fraser University 2013 — 2014
Master of Science (MS), Finance
University of Waterloo 2005 — 2009
Bachelor of Science (BS), Physics
Deloitte China October 2014 - Present
Deloitte July 2013 - August 2013
Bank of China March 2012 - July 2012
University of Houston August 2010 - December 2011
Bank of East Asia May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Pivot Tables, @Risk, Financial Modeling, DCF Valuation, LBO, Capital Budgeting, Corporate Finance, Commercial Banking, Cold Calling, Letters of Credit
Education
University of Houston 2012 — 2014
Master of Science (MS), Finance, General, 3.5
University of Houston, C.T. Bauer College of Business 2007 — 2011
Bachelor of Science (BS), Finance, General, 3.6
EY March 2015 - Present
Citi May 2013 - March 2015
China General Chamber of Commerce - U.S.A February 2013 - May 2013
Columbia Business School September 2012 - February 2013
American International Education Development Council September 2012 - October 2012
Bank of East Asia June 2012 - September 2012
HSBC June 2009 - September 2009
China Construction Bank July 2008 - August 2008
Skills
SAS, Microsoft Excel, VBA, PowerPoint, R, Microsoft Office, Research, Matlab, Microsoft Word, SQL, Mandarin, SAS programming, English, C++, C, Java, Python
Education
Columbia University in the City of New York 2011 — 2012
Master of Arts (M.A.), stats, 3.7
Beijing University of Post and Telecommunications 2007 — 2011
Bachelor's degree, Economics and management, 3.3
Morgan Stanley November 2014 - Present
Permal Group April 2014 - July 2014
Center for International Private Enterprise June 2013 - August 2013
Bank of East Asia June 2012 - September 2012
Bank of East Asia June 2011 - September 2011
Monochamp International Co. Limited June 2010 - September 2010
Education
Georgetown University 2012 — 2013
Master’s Degree
University of Minnesota-Twin Cities
Bachelor’s Degree
Thomson Reuters June 2015 - Present
Fordham University August 2011 - Present
New York Life Insurance Company September 2014 - December 2014
PwC July 2014 - August 2014
Ernst & Young June 2013 - August 2013
The Eighth Floor, LLC March 2013 - June 2013
Acumen Fund March 2013 - June 2013
Smart Woman Securities Investment Team December 2012 - May 2013
Bank of East Asia June 2012 - July 2012
Not-for-profit Merchandising Entrepreneurial Venture September 2010 - March 2011
Skills
Bilingual, Bloomberg, Bloomberg Terminal, Google Docs, Thompson One, Microsoft Word, S&P, Access, Excel Pivot, Lotus Notes, Aura, Microsoft Excel, Accounting, Social Media, Public Speaking
Education
Fordham Gabelli School of Business 2015 — 2016
Master's degree, Professional Accounting
Fordham University 2011 — 2015
Bachelor's degree, Accounting and Finance, Sophomore
High School Affiliated to Nanjing Normal University 2008 — 2011
International Baccalaureate
Covestor August 2014 - Present
Assemble Systems October 2013 - December 2013
Shenyin Wanguo Securities Co. Ltd June 2013 - August 2013
Franklin Templeton Sealand Fund Co. January 2012 - April 2012
Bank of East Asia July 2011 - October 2011
Skills
Financial Analysis, Accounting, Corporate Finance, Microsoft Office, Microsoft Excel, Finance, Portfolio Management, Valuation, Credit Risk, Investments, Data Analysis, Macroeconomics, Equity Derivatives, Mergers & Acquisitions, Equity Research, Matlab, Spreadsheets, Marketing Research, R, Google Analytics, SQL, Stata, Investment Banking, Asset Management
Education
Brandeis University 2012 — 2014
Master's Degree, International Finance, 3.7
Shanghai Institute of Foreign Trade 2008 — 2012
Bachelor's degree, Finance
M&T Bank June 2014 - Present
Prudential Financial August 2013 - December 2013
Bank of East Asia May 2013 - August 2013
Merck 2009 - 2012
Skills
Drug Development, Financial Analysis, Pharmaceutical Industry, Analysis, Forecasting, Valuation, Cell Culture, Lifesciences, Credit Risk, CCAR, Stress Testing, SAS, Credit Analysis, Risk Management, Commercial Banking
Education
Rutgers Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania
Postdoc Fellow
Rutgers, The State University of New Jersey-New Brunswick
Doctor of Philosophy (Ph.D.), Pharmacology
RBS Citizens Financial Group, Inc. January 2015 - Present
Case Western Reserve University August 2014 - January 2015
AXIS CONSULTANTS June 2014 - August 2014
U.S.-China Chamber of Commerce April 2014 - August 2014
Headwind Consumer Products May 2011 - April 2014
Bank of East Asia January 2013 - August 2013
University of Nebraska- Lincoln April 2011 - December 2012
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Excel, Banking, Microsoft Office, Finance, PowerPoint, Teamwork, Microsoft Word, Valuation, Accounting, Portfolio Management, Economics, Investment Banking, Customer Service, Derivatives, Investments, Risk Management
Education
Case Western Reserve University 2013 — 2014
Master of Science (MS), Finance, General
University of Nebraska-Lincoln 2010 — 2012
Bachelor of Science (BS), Finance, General
Allianz Global Investors May 2015 - Present
AP Capital Group June 2014 - August 2014
Bank of East Asia June 2013 - August 2013
Skills
Market Research, Research, Microsoft Office, Teamwork, Leadership, Economics, Social Media, Public Speaking, Business Development, Entrepreneurship, Corporate Finance
Education
Brown University 2012 — 2016
Bachelor of Arts (B.A.), Business, Entrepreneurship and Organizations, Sophomore
Northfield Mount Hermon School 2008 — 2012
High School Degree
The Ohio State University Wexner Medical Center August 2014 - Present
The Ohio State University Wexner Medical Center November 2013 - August 2014
The Ohio State University January 2013 - December 2013
Bank of East Asia June 2013 - July 2013
Skills
Actuarial Science, Financial Analysis, Matlab, Microsoft Office, SAS, SAS programming, Access Database, Microsoft Excel, Statistical Modeling, SQL, Access, Databases, Statistics, Mathematical Modeling, Analysis, Programming, Management, R
Education
The Ohio State University 2014 — 2016
Master's degree, Applied Statistics, GPA 3.9/4.0
The Ohio State University 2010 — 2013
Bachelor of Science (B.S.), Mathematics, Financial Track, GPA 3.8/4.0
中金公司 September 2014 - Present
The University of Chicago March 2013 - Present
Citic group September 2013 - October 2013
BOCI July 2013 - August 2013
KPMG China July 2012 - August 2012
China Life Insurance Co.Ltd July 2011 - August 2011
Pacific Securities July 2010 - August 2010
Bank of East Asia June 2008 - August 2008
Skills
Finance, Stock Management, Financial Modeling, Accounting, Economics, Risk Management, Mandarin, Stata, Microsoft Excel, Financial Analysis, PowerPoint, Research, Microsoft Office, Data Analysis, Chinese, Microsoft Word, Auditing, JMP, Mac OS X, Aperture, Bloomberg, Dealogic, IFR, Spreadsheets, Comparable Analysis, Trust Services
Education
University of Chicago 2012 — 2014
Master's degree, Public Policy, 3.7
The Ohio State University - The Max M. Fisher College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.7
Rondabosh International Limited July 2014 - Present
Bank of East Asia July 2012 - July 2012
Rondabosh International Limited July 2010 - August 2010
Coca-Cola China Limited June 2009 - August 2009
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (BA), Economics, Business Minor
Hong Kong International School 2006 — 2010
High School Diploma
Millennium Management January 2015 - Present
Goldman Sachs June 2014 - August 2014
Credit Agricole CIB January 2013 - April 2013
Bank of East Asia August 2012 - November 2012
Skills
Econometrics, Matlab, Derivatives, Bloomberg, Quantitative Finance, R, SAS, Monte Carlo Simulation, Visual C++, Eviews, Python, SQL
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science, Computational Finance
Fudan University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics, Economics
UC Irvine 2011 — 2012
Exchange, Applied Mathematics
CollegeDaily,Inc. Summer Intern 2011Cisco SystemsJuly 2011 - August 2011
Ernst & Young June 2010 - August 2010
Bank of East Asia July 2009 - August 2009
China Council for the Promotion of International Trade (CCPIT) July 2007 - August 2007
Skills
IFRS, US GAAP, PCAOB standards, Financial Analysis, SAP ERP, SAS, Data Analysis, Income Tax, Leadership, Management, Analysis, Cross-functional Team..., Entrepreneurship, Microsoft Excel, Accounting, Microsoft Office, PowerPoint, Access, Financial Modeling, Microsoft Word, Financial Reporting, Auditing, Chinese, Mandarin, Financial Accounting, Research, ERP Implementations, Tax Returns, Tax Preparation, Adobe Audition, Business Process..., Matlab, Start-up Ventures, Economics, CPA, Finance, Bloomberg Terminal, Peachtree
Education
Miami University 2008 — 2012
Undergraduate, Accountancy, MIS, Decision Science
Miami University 2008 — 2012
BS, ACCOUNTANCY
YuanPu Investment January 2015 - Present
TianYan Capital 天演资本 July 2014 - December 2014
Bank of East Asia June 2011 - June 2011
Citibank China March 2011 - March 2011
United Innovation Charity Club June 2009 - January 2010
United Innovation Charity Club January 2009 - June 2009
Skills
Forecasting, Simulations, GIS, SAS programming, S-Plus, R Programming, Matlab, ArcGIS, SPSS, Photography, R, Stata
Education
Hofstra University 2012 — 2014
Master of Science (MS), Quantitative Finance
BNU-HKBU United International College 2008 — 2012
Bachelor of Business Administration (BBA), Applied Economics
Levi Strauss & Co. July 2012 - Present
University of Oregon September 2011 - Present
Volunteer Income Tax Assistant (VITA) January 2010 - April 2010
Bank of East Asia May 2009 - July 2009
Skills
• Passed all four parts..., •Proficient Microsoft..., • Fluent in..., Accounting, Word, Access, Tax, Chinese, SAP
Education
University of Oregon 2011 — 2012
Master of Science, Accounting
State University of New York at New Paltz 2007 — 2009
Bachelor of Science, Accounting, Finance, Minor: Mathematics
Huaxia Bank, China March 2013 - Present
Standard Chartered Bank September 2012 - December 2012
Bank of East Asia July 2011 - August 2011
taobao May 2007 - August 2009
Education
Indiana University - Kelley School of Business 2011 — 2013
Green River Community College 2009 — 2011
Finance
Beijing Normal University 2007 — 2009
International Finance
Bank of East Asia December 2010 - Present
Chinatrust Bank August 2006 - April 2009
Asia Bank 2005 - 2006
Skills
AML, OFAC, Bank Secrecy Act, USA PATRIOT Act, Banking, Risk Assessment, KYC
Education
Queens College 2000 — 2004
BA, Political Science
JPMorgan Chase May 2014 - Present
ICS Risk Advisors July 2012 - October 2012
Bank of East Asia August 2011 - September 2011
Commerzbank June 2010 - August 2010
Promontory Financial Group, LLC October 2007 - June 2010
BNL BNP Paribas May 2006 - September 2007
Accume Partners July 2005 - December 2005
Skills
Compliance, AML, Auditing, OFAC, USA PATRIOT Act, Due Diligence, Policy, Documentation, Internal Audit, Banking, Internal Controls, Bank Secrecy Act, Credit Risk, BSA, Credit, KYC, Compliance Audits, Excel, Microsoft Office, PowerPoint, Word, Spanish, Loans, Microsoft Excel, Anti Money Laundering
Education
City University of New York-Herbert H. Lehman College 1982 — 1985
B.A,, Economics
Wells Fargo August 2015 - Present
BCR Australia Pty Ltd May 2014 - November 2014
KPMG Huazhen (SGP) October 2012 - February 2014
Bank of East Asia December 2006 - March 2007
Skills
Accounting, Financial Analysis, Auditing, Accounts Payable, Microsoft Excel, Financial Accounting, Finance
Education
Macquarie University 2009 — 2012
Bachelor of Commerce (B.Com.), Professional Accounting
The Bank of East Asia, Limited July 2014 - Present
Bank of East Asia June 2013 - June 2014
Skills
Microsoft Office, SAS, English, Financial Analysis, Commercial Mortgages, Construction Loans, Loan Origination, Syndications, Credit, Credit Analysis, Finance, PowerPoint, Commercial Banking, Banking, Credit Risk
Education
Northeastern Illinois University 2009 — 2011
Master of Science (MS), Accounting
Infosys April 2008 - Present
CAC June 2007 - April 2008
Bank of East Asia September 2003 - June 2007
Skills
IBM AS/400, z/OS, VSE, COBOL, RPG III, ILERPG, C++ Language, IBM Mainframe, Pascal, XML, DB2, SQL, IDMS, VSAM, Quality Assurance, Unix, Unix Shell Scripting, JCL, WebSphere Application...
Education
Florida International University 2012 — 2015
Master of Science
Fudan University
Bachelor's degree, Computer Information Systems
United Nations May 2015 - July 2015
PwC February 2015 - April 2015
AIG June 2014 - August 2014
Bank of East Asia June 2013 - August 2013
Great Wall Life Insurance May 2012 - June 2012
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS)
University of Michigan College of Literature, Science, and the Arts 2011 — 2013
Bachelor of Science (BS)
HBA/Hirsch Bedner Associates April 2014 - June 2015
Industrial Securities Co., Ltd. December 2012 - January 2013
Bank of East Asia August 2010 - September 2010
Skills
Bloomberg Terminal, Microsoft Excel, Financial Modeling, Valuation, PowerPoint, Matlab, ThomsonOne, SAS Certified Base..., Eviews, VBA, AMPL
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.)
Lehigh University - College of Business and Economics 2011 — 2013
Master of Science (M.S.)
Nankai University 2007 — 2011
Bachelor of Economics
Suzhou High School
PBMares, LLP March 2015 - April 2015
DBS Bank June 2011 - September 2013
Bank of East Asia February 2010 - June 2011
Citi August 2007 - January 2010
HSBC January 2005 - July 2007
Skills
Analysis, English, Microsoft Excel, Customer Service, PowerPoint, Risk Management, Financial Planning, Professional Accounting, Finance, Corporate Treasury, Treasury, Arbitrage, Hedging, Financial Instrument..., FRA, Modeling / Simulation, Monte Carlo Simulation, Rattle and R, Excel Data Analysis, VBA, Access, Research, SAS Programming, ProSystem fx Tax, Financial Analysis, Financial Modeling, Internal Controls, Banking, Corporate Finance, Management, Financial Engineering, Copula, Approximation Algorithms, Algorithms, Matlab, Logistic Regression, Linear Regression, Python, Timing series, Optimization, Bisection, Convergence
Education
The College of William and Mary 2014 — 2015
Master's degree, Accounting, 3.73
Shanghai University of Finance and Economics
Bachelor's degree, Accounting
Philips June 2014 - August 2014
Shanghai Daimei Auto Interior Co.,ltd July 2013 - August 2013
Bank of East Asia September 2011 - November 2011
China Construction Bank July 2010 - August 2010
Skills
Accounting, Investments, Chinese, Microsoft Office, Data Analysis, Visio, ERP Software, Visual Basic, Statistics, Mandarin, Outlook, Quantitative Analytics, Financial Reporting, Financial Statement...
Education
Lehigh University 2012 — 2015
Master of Science (M.S.), Accounting, Major GPA 3.52/4.0
Hohai University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 4.58/5/0
The University of British Columbia September 2015 - Present
Lighthouse Labs August 2015 - Present
Two Tall Totems January 2015 - September 2015
The University of British Columbia August 2014 - December 2014
The University of British Columbia September 2013 - December 2014
Alma Mater Society of UBC Vancouver September 2013 - May 2014
Bank of East Asia May 2013 - August 2013
Skills
Market Research, Time Management, Microsoft Excel, Mathematics, Teaching, Microsoft Word, Data Analysis, Research, Event Planning, Customer Service
Education
The University of British Columbia 2012 — 2017
Bachelor of Commerce (B.Com.), Combined Major in Business and Computer Science, Cumulative GPA: 82.8%/3.85; All Math/CS: 88.4%/4.2
Garibaldi Secondary School 2011 — 2012
City University of New York January 2015 - Present
Forex Trading Project June 2014 - Present
Bank of East Asia June 2013 - July 2013
Training The Street October 2012 - October 2012
Carl Lamb and Associates May 2012 - July 2012
X202 Spreadsheet Modeling & Data Analysis Honors Class January 2012 - May 2012
Bashida Custom Broker June 2011 - June 2011
Skills
Courts, PowerPoint, Civil Litigation, Financial Modeling, Microsoft Excel
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, BusinessOverall; Accounting and Finance
City University of New York
Master's Degree, Computer Science
Philly Real Estate Co. November 2010 - Present
The Franklin Institute June 2010 - August 2010
Karchner Marketing Research February 2010 - July 2010
Bank of East Asia June 2009 - August 2009
Skills
Marketing Research, PowerPoint, Analysis, Social Media Marketing, Microsoft Word, Microsoft Excel, Statistics, Fundraising, Qualitative Research, SPSS, Excel, Word, International Marketing, Financial Accounting, Newsletters
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MS, International Marketing, 3.75
Shanghai University of Finance and Economics 2004 — 2008
BS, Marketing
Temple University
Real Estate
EY March 2015 - Present
Georgia Institute of Technology August 2014 - December 2014
EY June 2014 - August 2014
China Construction Bank July 2011 - August 2011
Bank of East Asia July 2010 - August 2010
Skills
C++, Matlab, Python, Partial Differential..., Probability Theory, Monte Carlo Simulation, Numerical Analysis, Financial Modeling, Regression Analysis, Quantitative Finance, Optimization, Time Series Analysis, Data Analysis, SQL
Education
Georgia Institute of Technology 2013 — 2014
Master of Science (MS), Quantitative and Computational Finance (QCF), 4.0/4.0
Xi'an Jiaotong University 2009 — 2013
Bachelor of Science (BS), Mathematics
Tohoku University 2011 — 2012
Individual Research Training in Partial Differential Equations (PDE)
Northwestern University September 2015 - Present
Kellogg School of Management February 2015 - Present
高盛 June 2015 - August 2015
Credit Suisse July 2014 - August 2014
Kellogg School of Management October 2013 - December 2013
Bank of East Asia July 2013 - September 2013
AIC Education March 2012 - July 2012
Skills
Chinese, Mandarin, Economics, Statistics, Stata, Microsoft Office, Accounting, Data Analysis, Financial Modeling, Market Research, Research, Bloomberg Terminal, Bloomberg
Education
Northwestern University 2012 — 2016
Bachelor's Degree, MMSS, Economics, French, Kellogg Certificate in Financial Economics
Sciences Po 2014 — 2014
Fall Semester Exchange Student, Political Economy
Northeast Yucai High School 2009 — 2012
Parke, Guptill & Company, LLP June 2015 - Present
BDO USA, LLP February 2015 - June 2015
Johnson & Wales University July 2013 - November 2014
Johnson & Wales Inn March 2013 - June 2013
Woodlawn Community Center February 2013 - March 2013
Bank of East Asia November 2009 - June 2010
Skills
Accounting, Auditing, Research, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Analysis, Microsoft Office, Outlook, Time Management, Teamwork, Data Entry, Data Analysis, Nonprofits
Education
Johnson and Wales University 2010 — 2014
Master of Business Administration (MBA), Accounting
Xinjiang University 2006 — 2010
Bachelor of Arts (BA), English Language and Literature, General
Bank of East Asia June 2013 - August 2013
Southwest Securities July 2012 - August 2012
Skills
Financial Modeling, Bloomberg Terminal, Crystal Ball, ThomsonOne, Microsoft Excel, Data Analysis, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Finance, Finance
George Mason University - School of Management 2011 — 2014
Bachelor of Science (B.S.), Finance, Magna Cum Laude
J.W Thompson June 2014 - August 2014
DOVE, Inc. July 2013 - December 2013
Sigma Delta Tau December 2012 - May 2013
Bank of East Asia June 2012 - August 2012
Li & Fung Limited June 2009 - July 2009
Skills
PowerPoint, Fundraising, Microsoft Excel, Microsoft Word, Marketing, Editing, Social Media, Social Networking, Public Speaking, Facebook, Press Releases
Education
Northeastern University 2012 — 2015
Bachelor's degree, Communication and Media Studies
Dean College 2010 — 2012
Associate's degree, Communication, General
Wyoming Seminary College Preparatory School 2006 — 2010
KGV
Law Office of Wong, Wong &Associates, P.C. September 2013 - Present
Law Offices of Wong, Wong & Associates,P.C. February 2013 - September 2013
school of management NJIT November 2011 - May 2012
Bank of East Asia February 2010 - July 2010
Skills
Microsoft Office, Financial Reporting, Financial Analysis, Corporate Finance, QuickBooks, Financial Accounting, Financial Projection, Accounts Payable, Statistics, Bloomberg Terminal, Supply Chain Management, Clio, Legal Research, Legal Assistance, Minitab, C, Marketing Strategy, Market Research, FoxPro, Lingo, MS Office Suite
Education
New Jersey Institute of Technology - School of Management 2010 — 2012
MBA, Finance, 3.78
Liaoning University 2006 — 2010
Bachelor of Arts (B.A.), International Business/Trade/Commerce, 3.7
J&H Inc. June 2015 - Present
Guoyuan Securities Company Limited June 2014 - August 2014
BMW Financial Services September 2012 - December 2012
ING July 2012 - August 2012
Bank of East Asia July 2011 - September 2011
HUA PU TIAN JIAN ACCOUNTING FIRM July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Financial Analysis, Microsoft Office, Research, Public Speaking, Customer Service, English, Windows, Outlook, Photoshop, Teaching, Editing, Strategic Planning, Negotiation, QuickBooks, Illustrator, Event Planning, Office Administration, Construction Loans, Prezi
Education
State University of New York at Binghamton 2013 — 2015
Master's degree, Accounting, 1st
The University of Hong Kong 2012 — 2013
Central University of Finance and Economics 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
RGI — Rehg Group, Inc. March 2015 - Present
Swatch Group US August 2014 - January 2015
AdTheorent® February 2014 - May 2014
RealVu.Net June 2013 - August 2013
Bank of East Asia June 2011 - August 2011
Caijing Magazine June 2009 - August 2009
Skills
Digital Marketing, Marketing Research, Digital Media, Customer Service, Social Media, Data Analysis, Mobile Marketing, Mobile Advertising, Brand Management, Teamwork, SQL, SPSS, PowerPoint, Microsoft Excel, Microsoft Word, Analytics, SEO, Integrated Marketing, Advertising, E-commerce, Google Analytics, Magento, Omniture, Photoshop, Email Marketing, Online Marketing, SEM, Display Advertising, Customer Acquisition, Brand Marketing, Python, edit HTML, MS Office suite, Workflow Management, Visual Merchandising, Database Management, Social Media Marketing, Google Adwords, Market Research, Marketing Strategy, Online Advertising, XML, Segmentation, Maptitude, Illustrator, Stata
Education
New York University 2012 — 2014
Master of Science (MS), Marketing
The Hong Kong Polytechnic University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
International Theme Park Services, Inc. May 2014 - August 2014
University of Cincinnati September 2013 - April 2014
University of Cincinnati August 2012 - December 2012
Bank of East Asia June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Auditing, Data Analysis, Access, PowerPoint, Microsoft Word, Financial Accounting, Financial Analysis, Teamwork, Time Management, Financial Reporting, SAP, Accounts Payable, Accounts Receivable, Non-profits, Data Entry, Statistics, Outlook, OnBase, Data Mining, Accounting Research, Market Research
Education
The Ohio State University Fisher College of Business 2014 — 2015
Master of Science (MS), Accounting
University of Cincinnati 2010 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Murray Analytics, Inc. September 2015 - Present
University of Maryland August 2014 - May 2015
PwC January 2015 - March 2015
Danaher Corporation December 2014 - March 2015
Robert H. Smith School of Business, University of Maryland June 2014 - September 2014
OC&C Strategy Consultants 2012 - 2013
Bank of East Asia July 2012 - October 2012
Skills
Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Capital Markets, Financial Accounting, Fixed Income
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Science (MS), Finance, 3.9
Fudan University 2009 — 2013
B.S. in Economics, International Economics and Trade
PVH Corp. January 2015 - April 2015
Deloitte February 2015 - February 2015
Baruch College October 2014 - December 2014
PwC November 2014 - November 2014
Amerasia Finance Group April 2014 - May 2014
New York Cares January 2014 - April 2014
BDO LLP June 2013 - August 2013
Bank of East Asia December 2012 - February 2013
Skills
Auditing, Financial Analysis, Financial Accounting, Valuation, Corporate Tax, Income Tax, Corporate Finance, Microsoft Excel, SAP ERP, Bloomberg Terminal, Reuters 3000
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's degree, Accounting
Baruch College 2013 — 2014
Exchange Program, Accounting
Southwestern University of Finance and Economics 2010 — 2014
Bachelor's degree, financial management, 3.7
PECOFacet March 2015 - Present
PECOFacet September 2013 - March 2015
Web International English November 2011 - January 2013
YMCA of Guangzhou, China September 2009 - December 2010
Hongguan Beverage Company July 2010 - November 2010
Inart October 2009 - July 2010
Bank of East Asia February 2008 - November 2009
Skills
English, Chinese, Cantonese, Korean, Training, Time Management, Mandarin, Management, Leadership, Language Teaching, ESL, Research, Translation
Education
American TESOL Institute 2011 — 2011
TESOL (Teaching English to Speakers of Other Languages)
Sungkyunkwan University 2010 — 2011
Korean Language Program
Sun Yat-Sen University 2005 — 2009
BA, English (Business)
moonbasa June 2015 - July 2015
Bank of East Asia May 2014 - June 2014
Skills
零售银行
Education
美国普渡大学 2013 — 2017
Intel Corporation June 2013 - July 2015
Century 3 (Shanghai) Inc May 2013 - June 2013
Johnson & Johnson June 2012 - July 2012
Power Force Apparel November 2011 - February 2012
Bank of East Asia June 2011 - July 2011
Skills
Microsoft Office, AutoCAD, Wireless Networking, Antivirus, Computer Hardware, Computer Repair, Computer Maintenance, Chinese, International Trade, International Logistics, Higher Education, Market Research, Public Speaking, Microsoft Excel, Management, Research, PowerPoint, Microsoft Word, Strategic Planning, Event Planning, Customer Service, Sales
Education
Samford University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.2/4
University of Alabama 2010 — 2011
English, Academic Writing
Xi'an University of Science and Technology 2005 — 2009
Bachelor of Engineering (BE), Electronic Information Science and Technology, 3.1/4
Jeff Pickering CPA January 2015 - May 2015
Southern Hospitality Dallas Realty May 2014 - August 2014
United Way of Metropolitan Dallas January 2014 - April 2014
Bank of East Asia March 2013 - April 2013
Beijing Ronghui Defeng Investment Consulting Co. Ltd July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Research, Outlook, Public Speaking, Budgets, QuickBooks, Lacerte
Education
The University of Texas at Dallas - School of Management 2013 — 2015
Master's degree, Accounting
Beijing Technology and Business University 2009 — 2013
Bachelor of Science (BS), Finance, General
101
Dr Raymond Fong M.D. P. C October 2014 - Present
Dr Raymond Fong M.D P.C October 2012 - August 2014
Bank of East Asia January 2010 - July 2010
TD June 2008 - January 2010
NYC Department of Finance September 2007 - December 2007
McDonald's Corporation July 2005 - February 2006
Skills
Finance, Accounting, Banking, Account Reconciliation, Financial Statements, Bank Reconciliation, Bookkeeping, Time Management, Cash Flow, Access, Financial Accounting, Financial Reporting, Financial Statement..., Highly responsible, Commercial Banking, Ophthalmology, Cash, Deposits, Cash Management, Data Entry, Customer Service, Investments, Credit, Spreadsheets, Reliable, Cataract Surgery, surgical coodinator, Refractive Surgery
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance and investment
Borough of Manhattan Community College 2005 — 2008
Associate of Arts (A.A.), Accounting, Overall GPA 3.8
Fitch Ratings August 2015 - Present
Moody's Analytics January 2015 - August 2015
Cohen & Steers June 2014 - August 2014
Bank of East Asia January 2013 - April 2013
Citibank October 2012 - November 2012
Deloitte July 2012 - August 2012
Skills
Structured Products, Quantitative Analytics, Financial Modeling, Derivatives, Fixed Income, Matlab, VBA, Statistics, Econometrics, Bloomberg Terminal, Credit Risk, Java, C++, Trading, Research, Microsoft Excel, R, Stata
Education
New York University 2013 — 2014
M.S., Mathematics in Finance
Central University of Finance and Economics 2009 — 2013
B.S., Mathematics in Finance and Economics
High School of Peking University 2003 — 2009
Math/Science Honor Track
General Mills May 2014 - Present
Bank of East Asia May 2010 - July 2013
Towers Watson March 2007 - May 2010
Unilever March 2005 - March 2007
Skills
Performance Management, Human Resources, Personnel Management, Strategy, Organizational Design, Job Evaluation, Analysis, Compensation & Benefit, Coaching, Job Analysis, Recruiting, Training, Deferred Compensation, Talent Management, Employee Engagement, Succession Planning, Compensation, Management
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA), Leadership & Organization
South China University of Technology 2001 — 2005
Bachelor, Dual Major in English and International Economy & Trade, GPA top 5%
Sumitomo Mitsui Banking Corporation November 2013 - Present
Atlantic Partners Financial Group June 2012 - Present
GuruStar.com September 2012 - December 2012
Henry Tam, CPA, PC May 2008 - June 2012
Atlantic Partners Financial Group January 2012 - May 2012
Asian American Tourist, Inc. June 2007 - January 2008
Bank of East Asia July 2006 - August 2006
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Bookkeeping, Customer Service, Account Reconciliation, Accounts Receivable, Peachtree, Lacerte
Education
City University of New York-Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
The Global Language Network June 2014 - December 2014
Bank of East Asia March 2013 - August 2013
Singapore Armed Forces May 2011 - March 2013
Subordinate Courts Singapore November 2009 - November 2009
Education
Boston University 2013 — 2017
Bachelor's degree, Economics, Statistics
Anglo-Chinese Junior College 2008 — 2010
GCSE A Levels
ERC Institute 2006 — 2008
Diploma In Enterprise Development
Saint Joseph's Institution 2005 — 2008
GCSE O Levels
United Nations March 2015 - Present
United Nations November 2014 - April 2015
People's Bank of China July 2014 - August 2014
United Nations April 2014 - June 2014
Austin First Mortgage June 2012 - May 2013
Bank of East Asia July 2011 - August 2011
Skills
•Excellent written and..., • Proficiency in MS..., •Crystal Ball..., •Financial Modeling, Auditing, Microsoft Office, Invoicing, Credit, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Accounting, Finance, Financial Modeling, Accounting, Corporate Finance, Access, English, Mandarin, Data Analysis, PowerPoint
Education
Fordham University 2013 — 2014
Master of Science (MS), Global Finance
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Banking, Corporate, Finance, and Economics
PwC March 2014 - Present
PwC July 2013 - February 2014
PwC September 2010 - June 2013
PwC June 2009 - August 2009
Merrill Lynch November 2007 - February 2009
Bank of East Asia June 2008 - August 2008
Skills
Accounting, Auditing, Assurance, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Financial Accounting, CPA, SEC filings, Financial Analysis, External Audit
Education
UC Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business/Managerial Economics
zulily June 2012 - June 2015
Shell Global Solutions and Harvey Mudd College August 2011 - May 2012
Scripps College August 2010 - May 2012
Bank of East Asia May 2011 - August 2011
Scripps College August 2010 - May 2011
U.S. Department of State May 2009 - August 2009
Skills
Analysis, Data Analysis, LaTeX, SQL, Mathematica, Economics, Microsoft Office, Matlab, R, Microsoft Excel, Tableau, Maple, Excel (Expert), BibTeX, Java, Analytics, Statistics, Algorithms, Modeling, AMPL, Prolog, Scheme, Relational Databases, Python, Data Mining, Quantitative Analytics, Forecasting, Project Management, Process Optimization, Enterprise Reporting..., Confluence, Strategic Planning, Applied Mathematics, Subversion
Education
Scripps College 2008 — 2012
Bachelor's degree, Mathematics
Northfield Mount Hermon School 2004 — 2008
Bank of China July 2012 - Present
KeyBank September 2011 - February 2012
Case Western Reserve University August 2011 - February 2012
SIRVA June 2011 - January 2012
University Hospitals of Cleveland January 2011 - September 2011
Bank of East Asia December 2010 - January 2011
Agricultural Bank of China June 2009 - September 2009
Bank of China January 2008 - March 2008
Skills
Microsoft Excel, SAS, Visual FoxPro, Visual Basic, PowerPoint, Bloomberg, Analysis, Risk Management, Valuation, Accounting, Finance
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Master, MS-Finance
Vienna University of Economics and Business Administration 2009 — 2010
Exchange student, Finance
Jiangxi University of Finance and Economics 2006 — 2010
Bachelor of Economics, Finance
Gaoxin No.1 High school 2000 — 2006
High School Graduation Certificate, General
JPMorgan Chase June 2009 - Present
Bank of East Asia 2007 - June 2009
Evergreen Medical Plaza 2006 - 2007
Skills
Retail Banking, Banking Operations, Office Administration, Banking, Credit, Loans, Insurance, Commercial Banking
Education
Baruch College 2007 — 2009
Bachelor Degree, Marketing Manegement
Kingsborough Community College 2004 — 2007
Associated Degree, Business Administration
Morgan Stanley May 2011 - August 2011
Bank of East Asia July 2009 - September 2009
Skills
Thomson One, Bloomberg Terminal, Bloomberg, DCF, Equity Research
Education
Clark University 2010 — 2012
Master, Finance
Nanjing University of Aeronautics and Astronautics 2006 — 2010
BA, International Economics and Finance
Plaza Bank March 2014 - Present
Greystone Servicing Corporation, Inc. September 2012 - February 2014
Plaza Bank November 2011 - October 2012
Bank of East Asia March 2010 - November 2011
Cathay Bank January 2005 - March 2010
US Bank November 2002 - December 2004
Accenture June 1998 - June 2001
York International 1996 - 1997
Skills
Real Estate, Loans, Fannie Mae, FHA financing, Multi Family Properties, Apartments, DUS, Commercial Mortgages, FHA, Real Estate Economics, Risk Management, Commercial Banking, Business Development, Loan Origination, Loan Servicing, Commercial Lending, Portfolio Management, Mortgage Lending, Management, Credit, Due Diligence, Finance, Underwriting, Investments, Real Estate Financing, Asset Management, Credit Analysis, Disposition, Banking, Commercial Real Estate, Sales, Investment Properties, Real Estate Transactions, Financial Analysis
Education
University of Cincinnati 1997 — 1998
MBA, Finance
Purdue University 1991 — 1995
BS, Industrial Engineering
Vakifbank October 2012 - Present
GF Securities August 2011 - August 2011
Bank of East Asia July 2011 - July 2011
Bank of Communications March 2010 - April 2010
Guangzhou Asian Games Organization Committee July 2009 - August 2009
Skills
Cambridge Business..., fluent in English and..., English, AML, Risk Management, Due Diligence, Banking
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Master's degree, Quantitave Finance
Hunan University 2006 — 2010
Bachelor of Science (B.S.), Internation Economics and Trade
Fordham University September 2013 - April 2014
Fordham University June 2013 - August 2013
Bank of East Asia November 2011 - May 2012
Bank of Communications Limited June 2011 - August 2011
Skills
VBA, Derivatives, Financial Modeling, Bloomberg, Matlab, Risk Management, C++, Simulations, LaTeX, SAS
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2019
Doctor of Philosophy (Ph.D.), Finance
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (M.S.), Quantitative Finance, 3.9/4.0
Zhejiang University of Technology 2008 — 2012
Bachelor of Arts (B.A.), Finance, General
Blue Vista Capital Management, LLC March 2013 - Present
Peckish.co November 2012 - April 2013
Vtopian May 2012 - November 2012
3 Twelve Capital LLC June 2012 - August 2012
J.P. Morgan June 2011 - September 2011
Merrill Lynch March 2011 - May 2011
Kellogg School of Management October 2009 - January 2011
Bank of East Asia August 2010 - August 2010
Great Light Fee Only Advisors June 2010 - July 2010
Alaris Consulting June 2009 - July 2009
Skills
Stata, Financial Modeling, Mandarin, Statistics, Valuation, Bloomberg, Matlab, Data Analysis, Investment Banking, Thompson One, Capital IQ, Final Cut Pro, Financial Analysis, Due Diligence, DCF, Equity Research, Microsoft Excel, Business Valuation, Business Strategy, Strategy, Investments, Mergers & Acquisitions, Portfolio Management, Private Equity, Analysis, Corporate Finance
Education
Northwestern University 2008 — 2012
Bachelor's Degree, Economics
Navy Federal Credit Union May 2011 - Present
Freddie Mac October 2005 - April 2011
Bank of America July 2004 - October 2005
Bank of East Asia March 2002 - April 2004
Commerzbank AG May 2001 - September 2001
CIBC World Markets September 1994 - August 1998
Skills
Portfolio Management, Analysis, Capital Markets, Credit Analysis, Structured Finance, Investments, Fixed Income, Financial Modeling, Financial Structuring, Risk Management, Financial Analysis, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), International Marketing, Finance
The University of Hong Kong 1991 — 1994
Bachelor of Science, Biotechnology
Wah Yan College 1983 — 1991
science
Bank of East Asia August 2008 - Present
Bank of China September 2005 - August 2008
Education
Pace University - Lubin School of Business 2003 — 2005
Ramapo College of New Jersey 1998 — 2002
BS, Finance
National Bank of Kuwait 2010 - Present
Bank of East Asia December 2008 - February 2010
Intesa Sanpaolo 2006 - 2009
Amalgamated Bank January 2007 - January 2008
Bank of Communications Limited April 2004 - February 2007
Bank Polska 1993 - 1996
Skills
Corporate Finance, Credit Risk, Portfolio Management, Investments, Banking, Credit, Credit Analysis, Investment Banking, Business Development, Syndications, Management, Loans, Capital Markets, Structured Finance, Analysis, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
St. John's University, The Peter J. Tobin College of Business
BA, Business Management
UBS September 1998 - Present
Coutts November 1991 - September 1998
Bank of East Asia 1985 - 1991
Skills
Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Credit Derivatives, Hedge Funds, Middle Office, Operational Risk, Structured Products, Private Banking, Trading Systems, Bloomberg, FX Options, Financial Markets, Alternative Investments, Securities, Series 63, Trading, Banking, Prime Brokerage, Equity Derivatives
Education
Baruch College, City University of New York (CUNY) 1985 — 1991
BBA, Finance
Agricultural Bank of China May 2013 - November 2013
Bank of East Asia August 2012 - November 2012
Rabobank May 2012 - August 2012
BNP Paribas April 2010 - July 2011
CIBC World Markets June 2007 - January 2009
Sumitomo Mitsui Trust Bank Limited September 1990 - June 2006
The Sumitomo Bank Ltd., Co. February 1989 - September 1990
Skills
Loans, PC skills - Microsoft..., Systems - ACBS, MIDAS,...
Education
Baruch College
BBA, Finance
Industrial and Commercial Bank of China (USA) NA July 2012 - Present
Bank of East Asia July 1993 - July 2012
New York Capital Bank N.A. July 1990 - July 1993
Capital National Bank December 1987 - July 1990
Paine Webber December 1986 - December 1987
Eastern Savings Bank January 1986 - November 1986
Peat Marwick December 1978 - December 1985
Skills
Strategic Planning, Mergers, Regulations, Banking, Treasury Management, Commercial Banking, Risk Management, Loans, Financial Analysis, Treasury, Credit, Corporate Finance, Mergers & Acquisitions, Finance, Managerial Finance, Auditing
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Accounting & Finance
Columbia University in the City of New York 1970 — 1977
M Phil, Philosophy
Yale University 1966 — 1970
BA, Philosophy
Bloomberg LP 2014 - 2014
Bank of East Asia May 2012 - February 2013
US Pharma Lab. February 2012 - May 2012
Data Edge Consulting May 2011 - November 2011
Rutgers University November 2009 - April 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2009
Bachelor's degree, Political Science
Middlesex County College
Hotel Management Certification
Sumitomo Mitsui Trust Bank January 2014 - Present
Sumitomo Mitsui Trust Bank Limited July 2012 - Present
Sumitomo Mitsui Trust Bank Limited January 1996 - Present
Bank of East Asia October 1993 - January 1996
BSI Bank 1976 - 1993
Education
Bishop Mc Donnell
City University of New York-Brooklyn College
Bank of East Asia September 2006 - July 2007
Education
Tulane University 2009 — 2010
ATCO Group August 2013 - Present
CIBC September 2010 - Present
Bank of East Asia June 2006 - July 2009
Skills
Close Attention to..., High Level Of Accuracy, Multi Tasking, Credit Analysis, Banking, Reporting & Analysis, Communication Skills, Customer Service
Education
University of Alberta 2001 — 2005
Bachelor, Finance
Discover Financial Services August 2014 - Present
Discover Financial Services July 2013 - Present
Capital One July 2012 - June 2013
SBLI USA June 2011 - November 2011
New York State Insurance Department October 2010 - January 2011
Purdue Univeristy August 2009 - May 2010
Bank of East Asia June 2009 - July 2009
Skills
Excel, SAS, PowerPoint, Teradata Data Warehouse, JMP, CART, Microsoft Excel
Education
Columbia University in the City of New York 2010 — 2011
Master, Statistics
Purdue University 2007 — 2010
Bachelor's, double major in Actuarial Science and Statistics
Zhejiang University 2006 — 2007
BS, Mathematics
Xiamen Shuangshi High School
Oracle November 2014 - Present
Chihuo.Inc October 2013 - Present
Tax-Aid February 2014 - March 2014
UNHCR September 2012 - October 2013
Bank of East Asia May 2011 - June 2011
Marinedream Foundation February 2011 - April 2011
Skills
Microsoft Office, Research, Accounting, Teamwork, Financial Analysis, Data Analysis, International Tax, Mergers & Acquisitions, QuickBooks, English, Microsoft Word, Public Speaking, Event Planning, Microsoft Excel, Management, Analysis, PowerPoint
Education
Golden Gate University 2013 — 2015
Master's degree, Accounting, 3.9
University of Southern California 2011 — 2013
Master, Public Administration
Zhongnan University of Economics and Law 2007 — 2011
Bachelor of Business Administration (B.B.A.), International Economics and Trade
Bank of East Asia June 2006 - December 2008
Education
The University of Texas at Dallas 2009 — 2010
Master, Finance
Master Stainless Steel Group May 2013 - August 2013
Vancouver Fashion Week September 2011 - November 2011
Starbucks January 2011 - June 2011
Business Communications Club, UBC May 2010 - May 2011
Integration Youth Services Society October 2008 - December 2010
Bank of East Asia July 2010 - August 2010
UBC Magazine February 2008 - June 2010
RE/MAX Ocean Pacific Realty December 2008 - June 2009
Stevenson-London Secondary Toastmaster Club September 2008 - June 2009
Skills
Entrepreneurship, Event Planning, Team Leadership, Digital Marketing, Marketing Analytics, Integrated Marketing..., Marketing Strategy, Marketing Communications, Strategic Consulting, Management Consulting, HR Consulting, R, SPSS, Hootsuite, New Product Development
Education
The University of British Columbia 2009 — 2014
Bachlor of Commerce, Marketing & Consulting
Ernst & Young September 2012 - July 2013
Luther College August 2011 - May 2012
Ernst & Young June 2011 - August 2011
KWLC Radio September 2010 - May 2011
Luther College September 2010 - May 2011
Tianjiquan Health Company July 2010 - August 2010
Bank of East Asia June 2010 - July 2010
Skills
Auditing, Piano, East Asian Studies, Music, Jewelry Design, Strategic Planning, Marketing Communications, Public Sector Accounting, Internal Controls, Access, Asian Studies, Project Planning, Public Speaking, Data Analysis, Teamwork, PowerPoint
Education
Manchester Business School 2014 — 2015
Master's Degree, Business Analysis and Strategic Management
Luther College 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Sun Yat-Sen University 2008 — 2008
Bachelor's Degree, Language Interpretation and Translation
Farmers Financial Solutions May 2015 - Present
Farmers Financial Solutions October 2013 - April 2015
Farmers Insurance October 2012 - September 2013
Pepperdine University August 2011 - April 2013
Forbes Consulting Company May 2012 - August 2012
Bank of East Asia September 2010 - June 2011
Hong Kong and Shanghai Banking Corporation June 2009 - December 2010
Industrial and Commercial Bank of China June 2009 - September 2009
Skills
SPSS, Quantitative Analysis, Excel, Decision Trees, PowerPoint, Financial Modeling, Financial Analysis, Financial Planning, Trade Finance, Strategic Planning, Microsoft Excel, Strategic Financial..., Quantitative Analytics, Data Analysis, Statistics, Research, Analysis, Competitive Analysis, Analytics, Business Strategy, Business Planning, Finance, Market Research
Education
Pepperdine University School of Law 2012 — 2013
Dispute Resolution
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Business Administration (M.B.A.), Straus Institute for Dispute Resolution
University of Cambridge 2010 — 2010
Summer Program, Political Economy
BNU-HKBU United International College 2007 — 2011
Bachelor, Finance
Robert H. Smith School of Business August 2013 - Present
Aon Hewitt January 2013 - April 2013
Bank of East Asia October 2012 - January 2013
China Unicom June 2012 - August 2012
Siemens Energy November 2011 - April 2012
Skills
Mandarin, Chinese, Financial Modeling, Data Analysis, Valuation, Data Mining, English, Corporate Finance
Education
University of Maryland College Park 2013 — 2015
Master, Finance, General
Shanghai Jiao Tong University 2009 — 2013
Bachelor of Economics, Economics, 3.67
Nexus Mission September 2010 - Present
The NT Entertainment Law Group September 2010 - Present
Social Security Fund (Macau Government) March 2009 - September 2010
Ernst & Young March 2008 - March 2009
Bank of East Asia January 2008 - March 2008
San Francisco State University (Business Department) July 2007 - December 2007
Las Positas College July 2005 - June 2006
Education
Boston University
San Francisco State University, College of Business
Corporation Finance & Financial Services
University of Santa Clara
Burberry November 2014 - January 2015
ORTE Photonics Co., Ltd July 2012 - August 2013
BNU-HKBU United International College September 2009 - June 2013
Enactus November 2009 - January 2013
Bank of East Asia July 2011 - August 2011
Skills
English, PowerPoint, Microsoft Office, Teamwork, International Marketing, Strategic Planning, Global Strategy, Financial Accounting, Financial Analysis, Managerial Finance, Corporate Finance, IT Management, Change Management, Cantonese, Corporate Social..., Applied Economics, Customer Service, Strategy, Management, Research, Microsoft Word
Education
Hult International Business School 2013 — 2014
Master's Degree, Master of International Business
United International College 2009 — 2013
Bachelor of Applied Economics, Economics
Concordia College 2011 — 2011
Bachelor's degree, Bachelor of Applied Economics, A
Hong Kong Baptist University 2010 — 2010
Bachelor's degree, Applied Economics, 3.8
Bank of East Asia December 2010 - February 2011
Skills
Tutoring, Mandarin, Research, English, Chinese, Sales, Management, Financial Analysis
Education
The Johns Hopkins University - Carey Business School 2012 — 2013
Master's degree, Finance, General
University of Texas September 2008 - May 2009
Westlake High School January 2004 - May 2004
Lueng Fung Hung Insurance Company May 2003 - August 2003
Bank of East Asia May 2002 - August 2002
Skills
Filing, Event Planning, Event Management, Social Media, Spanish, Facebook, Microsoft Office, PowerPoint, Public Relations, Research, Social Media Marketing, Microsoft Word, Customer Service, Social Networking, Hospitality
Education
The University of Texas at San Antonio 2004 — 2009
Marketing, Tourism
University of Texas at 2004 — 2008
Bachelor, Business Administration; Marketing Tourism Concentration
Industrial and Commercial Bank of China (USA) February 2013 - Present
Industrial and Commercial Bank of China (USA) December 2011 - February 2013
Bank of East Asia July 2011 - December 2011
Bank of China January 2007 - July 2009
Skills
AML, BSA, OFAC, KYC, Compliance, Due Diligence, Risk Management
Education
Baruch College - Zicklin School of Business 2010 — 2013
MBA - Accountancy
Kunming University of Science and Technology 2002 — 2006
B.S., Pharmaceutical Engineering
Conversion Services Corp. October 2014 - February 2015
The W Fund November 2013 - May 2014
DEWAR MEEKS + EKREM PC February 2014 - April 2014
University of Washington, Michael G. Foster School of Business June 2013 - August 2013
Bank of East Asia February 2008 - May 2011
Skills
QuickBooks, SQL, Microsoft Excel, Auditing, Internal Controls, Financial Statements, Financial Risk, Tax, Internal Audit, Cost Accounting, Financial Reporting, Finance, Income Tax, Financial Accounting
Education
University of Washington 2013 — 2014
Master of Professional Accounting
University of Washington 2012 — 2012
Accounting Certificate
Donghua University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
pcia October 2010 - Present
Mingtel Inc June 2010 - October 2010
Centaurus property management October 2008 - May 2010
Bank of East Asia May 2006 - July 2008
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, QuickBooks, Bookkeeping, Accounts Payable, Auditing, Journal Entries, Accounts Receivable, Finance, Financial Analysis, Financial Statements, Internal Controls
Education
The University of Texas at Dallas 2008 — 2010
Master's degree, Accounting and information system
Fudan University 2002 — 2006
Bachelor's degree, International Finance
Bank of America October 2012 - Present
Bank of America July 2008 - September 2012
Click.TV January 2007 - January 2008
Bank of East Asia July 2006 - December 2006
Skills
Financial Analysis, Retail Banking, Mortgage Underwriting, Wealth Management, Web Marketing, Web Design, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Website Development, Mortgage Banking, International Trade, Foreign Languages, Project Management, Account Management, Sales, Office Administration, Refinancings, Pricing Research
Education
City College of San Francisco 2009 — 2011
Accounting
San Francisco State University 2002 — 2006
Bachelor of Science (B.S.) Business Administration, Accounting and Finance
The Carlyle Group May 2014 - Present
Offit Capital Advisors June 2012 - May 2014
Morgen, Evan & Company August 2011 - May 2012
Capstone Partners LLC June 2011 - August 2011
UBS June 2010 - August 2010
New York University February 2009 - May 2010
Bank of East Asia July 2007 - August 2007
Education
New York University 2008 — 2012
BA, Economics
East China Normal University 2010 — 2010
Mandarin Chinese
Bronx High School of Science 2004 — 2008
H.S. Diploma
MassPRIM July 2015 - Present
BOCI July 2014 - August 2014
CITIC Securities May 2013 - June 2013
Citi July 2012 - August 2012
Bank of East Asia January 2012 - May 2012
Shenyin Wanguo Securities (HK) Ltd August 2011 - October 2011
Skills
SPSS, Bloomberg, VB.NET, Eviews, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Photoshop, Stata, Finance, Financial Analysis, Valuation, VBA, Financial, fina, Financial Modeling, Microsoft Office, Corporate Finance, Research, Matlab, Economics, EViews
Education
Brandeis University 2013 — 2015
Master’s Degree, Finance, 3.93/4.00,Graduate with Distinction
Fudan University 2009 — 2013
Bachelor’s Degree, World Economics, 3.53/4.00
Washington University in St. Louis 2011 — 2011
Exchange, 3.85/4.00
East West Bank July 2011 - Present
Bank of East Asia 2008 - 2011
Skills
AML, Bank Secrecy Act, OFAC, USA PATRIOT Act, Risk Assessment, Financial Risk, Anti Money Laundering, Financial Institutions, KYC, Analysis, Regulations
Education
California State University-Long Beach
Bachelor of Arts, Journalism
CITIC Securities June 2012 - August 2012
Bank of East Asia June 2011 - July 2011
Citibank July 2010 - August 2010
Beijing Yingda Trust Co., Ltd. January 2010 - February 2010
Skills
Financial Analysis, Financial Modeling, MS Office Suite, C++, SAS, Matlab, Eviews, Bloomberg, Photoshop
Education
University of Maryland College Park 2011 — 2013
Master of Science, Finance, 3.7
Sun Yat-Sen University 2007 — 2011
Bachelor of Science, Statistics
Sun Yat-Sen University 2007 — 2011
Bachelor of Arts, Art Design
Penn State University August 2008 - Present
Bank of East Asia July 2011 - August 2011
Education
Penn State University 2008 — 2012
Aspen Technology July 2015 - Present
Aspen Technology July 2012 - Present
Bentley University Graduate Finance Association ( GFA ) June 2011 - May 2012
Bank of East Asia July 2009 - August 2009
Skills
Corporate Finance, Firm Valuation, Bloomberg, Factset, SAS, SPSS, Access, SQL, Oracle, Excel, Database Design, Database Management, FX trading, FX Hedging, FX Options, Project Finance, Project Coordination, Marketing Communications, Fixed Income, Real Estate Finance, Commercial Banking, International Law, Corporate Law, Quality Assurance, Microsoft Excel, Financial Modeling, Risk Management, Derivatives, Portfolio Management, Trading, Valuation, Equities, Analysis, Accounting
Education
Bentley University 2010 — 2012
Master of Science
Guangdong University of Foreign Studies 2006 — 2010
Bachelor of Economics
Guangdong University of Foreign Studies 2006 — 2010
Bachelor of Law
UN Women September 2015 - Present
Happy Vacations, Inc. October 2013 - October 2014
IRS Volunteer Income Tax Assistance (VITA) Program February 2014 - April 2014
Hofstra University September 2011 - December 2011
Bank of East Asia May 2011 - August 2011
Guangdong University of Foreign Studies October 2009 - January 2010
Guangdong Xuanyuan Network & Technology Co. Ltd June 2009 - August 2009
Skills
Accounting, Finance, Invoicing, Auditing, Tax, Financial Analysis, Chinese, Mandarin, Cantonese, Windows, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, SAP, FrontPage, Research, Presentations, Communication, Problem Solving, QuickBooks
Education
Hofstra University
Master of Science (M.S.), Accounting and Taxation, 3.6/4.0
Guangdong University of Foreign Studies 2007 — 2011
Bachelor of Management (B.M.) and Bachelor of Arts (B.A.), Accounting, English on Literary Studies, 3.43/4.0
Credit Suisse May 2015 - September 2015
AmeriChina Business Consultancy July 2014 - April 2015
Columbia University in the City of New York June 2013 - September 2013
Groupama June 2012 - August 2012
Bank of East Asia July 2011 - September 2011
AIA April 2011 - June 2011
Skills
R, Matlab, Microsoft Excel, Microsoft SQL Server, Mandarin, SAS, VBA, Capital IQ, SQL, Bloomberg
Education
Columbia University in the City of New York 2012 — 2014
Master's Degree, Actuarial Science
Jinan University 2008 — 2012
Bachelor's Degree, Statistics
ISS Technology Inc. February 2014 - Present
Bank of East Asia January 2009 - June 2012
Bank of East Asia January 2006 - December 2008
Bank of East Asia February 2002 - December 2005
Skills
IBM Mainframe, COBOL, CICS, DB2, IMS, JCL, VSAM, Z/OS, TSO/ISPF, FILEAID, SDSF, SPUFI, ENDEVOR, XPEDITOR, Panvalet, Ondemand, WebSphere MQ, Control M, SDLC
Education
Shenzhen University
Bachelor's degree
Geller & Company August 2014 - Present
Geller & Company November 2013 - July 2014
Bank of East Asia August 2012 - October 2013
State Street Corporation May 2012 - August 2012
Law Office of Deborah Chan, P.C. September 2010 - May 2012
New York Methodist Hospital October 2010 - February 2011
Skills
QuickBooks, Accounting, Financial Analysis, Microsoft Excel, Auditing, Financial Accounting
Education
Baruch College 2013 — 2014
Master of Science, Taxation
Baruch College 2008 — 2012
Accounting
United International Bank 2011 - Present
United International Bank 2008 - 2011
Bank of East Asia 2005 - 2008
Renaissance Economic Development Corporation 2003 - 2005
Education
University of Southampton 2000 — 2001
Master's degree, Risk Management
University of Southern California 1994 — 1998
Bachelor's degree, Business Administration