China Merchants Securities Co., Ltd.
Industry: Securities brokerage company
DescriptionHeadquarters: China Founded: 1991 Subsidiaries: China Merchants Securities Asset Management Co., Ltd.,
China Merchants Securities Co., Ltd. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at China Merchants Securities Co., Ltd.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
China Merchants Securities Co., Ltd. Salaries. You can even request information on how much does China Merchants Securities Co., Ltd. pay if you want to. Learn about salaries, pros and cons of working for China Merchants Securities Co., Ltd. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
132 China Merchants Securities Co., Ltd. employees in database. Find out everything there's to know about China Merchants Securities Co., Ltd. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
China Merchants Securities Co., Ltd. Employees
Deloitte June 2014 - August 2014
BDA April 2013 - May 2013
China Merchants Securities Co., Ltd. November 2012 - February 2013
HSBC July 2012 - October 2012
Citi January 2012 - February 2012
Skills
Quick Study, Teamwork, English, Translation, Mandarin, Coordination, PowerPoint, Microsoft Excel, Microsoft Office, Research, Economics, Microsoft Word, Financial Analysis, Stata, Data Analysis, Strategic Planning, Corporate Finance, Accounting
Education
Columbia University in the City of New York 2013 — 2015
Master of Public Administration (MPA), International Finance
Beijing Foreign Studies University 2009 — 2013
Dual Bachelor's degree, International Economics and Trade, English Literature
Delhaize America May 2015 - August 2015
Charlotte Hornets January 2015 - April 2015
The University of Texas at Dallas August 2014 - December 2014
AMD June 2014 - August 2014
The University of Texas at Dallas January 2013 - May 2014
China Merchants Securities Co., Ltd. December 2012 - January 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Accounting, Microsoft Excel, Accounting, Financial Analysis, Financial Reporting, Access, Auditing, Accounts Payable, Account Reconciliation, QuickBooks, Data Analysis, General Ledger, SAP
Education
The University of Texas at Dallas 2012 — 2015
B.S. Double Major, Accounting/Finance, GPA: 3.6
China Merchants Securities Co., Ltd. May 2015 - August 2015
Drury University August 2013 - December 2013
China Merchants Securities Co., Ltd. August 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Asian Culture, Data Analysis, Prezi, Literature, Film Criticism
Education
University of Minnesota-Twin Cities 2014 — 2015
Economics, Bachelor of Science (BS)
Drury University 2012 — 2014
Finance, Bachelor's degree(3.92/4)
High School attached to Tsinghua University 2008 — 2011
China Merchants Securities Co., Ltd. November 2014 - Present
Thompson CO June 2014 - September 2014
Tulane Energy Markets and Economic Study September 2013 - January 2014
Shenzhen Capital Group Company July 2012 - October 2012
Western Securities Company December 2011 - March 2012
Student Union of Financial Engineering July 2011 - February 2012
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master's Degree, Finance, Energy Specialization, 3.42
暨南大学 2009 — 2013
金融工程
Shenzhen Middle School 2006 — 2009
Autodesk July 2014 - Present
SPX Corporation February 2012 - July 2014
Shawlsmithlondon, LLC March 2011 - August 2011
China Merchants Securities Co., Ltd. July 2009 - August 2009
Skills
Accounting, Finance, Microsoft Excel, Financial Accounting, Microsoft Word, SAP, Management, Auditing, QuickBooks, Tax, Internal Controls, Sarbanes-Oxley Act, Analysis, Cash Flow, Financial Reporting, Variance Analysis, Account Reconciliation
Education
North Carolina State University 2010 — 2011
Master's Degree, Accounting
Zhejiang University 2007 — 2011
Bachelor's Degree, Financial Management
The Hong Kong Polytechnic University 2009 — 2009
Exchange, Accounting and Finance
China Resources (Holdings) Co July 2013 - Present
Shanghai Stock Exchange’s Information and Network Co., Ltd. (SSE Infonet Ltd.) July 2012 - September 2012
China Merchants Securities Co., Ltd. July 2011 - September 2011
New Oriental Education & Technology Group (NYSE:EDU) July 2009 - September 2009
Skills
Software: R,..., Bilingual: Mandarin,..., R, SPSS, Mandarin, SAS, Time Series Analysis, Statistical Modeling, Quantitative Analytics, VBA, Stata
Education
Columbia University in the City of New York 2011 — 2012
Master of Arts (M.A.), Statistics
Huazhong Normal University 2007 — 2011
Bachelor of Science (BS), Statistics
Wuhan University 2007 — 2011
Bachelor of Commerce (BCom), Finance, General
Westlake Financial Services November 2014 - Present
Westlake Financial Services June 2014 - October 2014
Alpha Media LLC January 2014 - May 2014
Bank of China, Panama Branch July 2013 - August 2013
University of Southern California March 2013 - April 2013
University of Southern California November 2012 - December 2012
Career Improvement Center 2009 - 2012
China Merchants Securities Co., Ltd. August 2011 - September 2011
Skills
Risk Management, Quantitative Analytics, VBA, SQL, SAS, Financial Analysis, Financial Modeling, Valuation, Financial Statement..., Microsoft Excel, Finance, C++, Java, SPSS, Access, Due Diligence, Economics, Stochastic Simulation, Monte Carlo Simulation, Corporate Finance, Data Analysis, Regression Analysis, Microsoft Office, Microsoft Word, PowerPoint, Statistics
Education
University of Southern California 2012 — 2014
Master of Science (MS)
Xiamen University 2008 — 2012
Bachelor of Science (B.S.)
ERB Development, L.L.C. July 2013 - Present
ERB Development, L.L.C. July 2013 - Present
ERB Development, L.L.C. July 2013 - Present
China Merchants Bank April 2012 - June 2012
China Merchants Securities Co., Ltd. April 2011 - August 2011
Skills
Small Business, Financial Analysis, Financial Risk, Bloomberg, Consultants, Research, Market Research, Strategic Planning, General Ledger, Negotiation, Microsoft Office, Chinese, French, InDesign, Financial Modeling
Education
Tulane University 2012 — 2013
Master's degree, Finance, General
Wuhan University 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature/Letters
Mosaic Financial Partners January 2015 - April 2015
UC Berkeley September 2014 - December 2014
China Merchants Securities Co., Ltd. July 2013 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Photoshop, Management, English, Financial Analysis, Market Research
Education
Rutgers Business School 2015 — 2016
Master's degree, Banking, Corporate, Finance, and Securities Law
University of California, Berkeley, Haas School of Business 2015 — 2015
Banking, Corporate, Finance, and Securities Law
University of Jimei China 2009 — 2013
Bachelor's degree, Finance, General
Arisant, LLC July 2015 - Present
Daniels College of Business August 2014 - November 2014
Harris Home Health March 2013 - September 2013
China Merchants Securities Co., Ltd. June 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Microsoft Office, Crystal Ball, VBA, Valuation, SQL Server Management..., SSIS, SSRS, Tableau, MS Excel Pivot Tables
Education
University of Denver 2012 — 2016
Master of Science, Business Information and Analytics / Finance, 3.76/4.0
Beijing Jiaotong University 2008 — 2012
Bachelor's degree, Financial Management, 3.75/4.0
PAN-CHINA (H.K.) CPA Limited July 2015 - August 2015
University of Southern California June 2015 - June 2015
China Merchants Securities Co., Ltd. July 2014 - August 2014
Urban Development Corporation, Shanghai/China E-house China-Shanghai Urban Development Real Estate A June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Access
Education
University of Southern California 2013 — 2016
Bachelor of Business Administration (BBA), Accounting
Parthenon-EY August 2015 - August 2015
Estin & Co June 2015 - July 2015
China Merchants Securities Co., Ltd. August 2013 - September 2013
China Pacific Asset Management July 2012 - September 2012
China Business News August 2011 - September 2011
China Life Insurance Co.Ltd July 2011 - August 2011
Skills
Data Analysis, Fluent English, Strategic Planning, Mathematics, Statistics, Chinese, Microsoft Office, Equity Research, Pricing Analysis
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Operational Research
London School of Economics and Political Science 2013 — 2014
Master of Science (MS), Statistics
London School of Economics and Political Science 2010 — 2013
Bsc, Actuarial Science
渣打银行 April 2012 - May 2012
China Merchants Securities Co., Ltd. November 2010 - January 2011
Skills
Billiards, Singing, Mathematics, Automotive Repair, Bicycle Repair, Sound, Finance
Education
University of La Verne 2012 — 2014
MBA-Finance, Master of Business Administration (M.B.A.)
首都经济贸易大学 2007 — 2011
International Finance, Bachelor's degree
MaloneBailey, LLP September 2015 - Present
China Construction Bank July 2013 - September 2013
China Merchants Securities Co., Ltd. January 2012 - February 2012
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Teamwork, Auditing
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's Degree, Accountancy
Shenzhen University 2010 — 2014
Bachelor's Degree, Finance, General
Northeastern University 2012 — 2012
Exchange Student, International Business
Shenzhen Foreign Language School 2007 — 2010
High School
EY July 2014 - Present
Undergraduate Career Services Office August 2012 - Present
China Merchants Securities Co., Ltd. June 2013 - August 2013
SatMyHeart Co August 2010 - August 2013
Goldman Sachs December 2012 - December 2012
Bank of America Merrill Lynch September 2012 - September 2012
Kappa Eta Phi September 2011 - May 2012
RelayChina Magazine July 2011 - August 2011
Skills
Mandarin, Java, Excel, Microsoft Excel, Economics, Corporate Finance, Investments, Finance, Teamwork, Analysis, Public Speaking, Business Strategy, Team Leadership, Strategic Planning, Leadership, Capital Markets
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Linden Hall 2008 — 2010
Lamar University August 2012 - Present
China Merchants Securities Co., Ltd. August 2011 - January 2012
Skills
Quantitative Risk..., Mathematics, Financial Modeling, Chinese, English, Statistics, Analysis, Statistical Modeling
Education
Lamar University 2012 — 2013
Master of Business Administration (MBA), Financial Management
Shenyang Normal University 2007 — 2011
Bachelor's degree, International Economic Law & Political Science, 3.51/4.00
BMW Financial Services China July 2014 - Present
China Merchants Securities Co., Ltd. November 2013 - February 2014
ICBC International Settlement and Documentary Processing Center(Headquarter) July 2013 - August 2013
Bank of East Asia(Beijing Branch) 2011 - 2012
Northeast Securities Co., Ltd July 2008 - September 2008
Skills
Financial Analysis, Microsoft Office, Economics, Microsoft Excel, PowerPoint, Fixed Income, Banking, English, Microsoft Word, Stata, Bloomberg, Financial Modeling, Teamwork, Finance, VBA, Capital Budgeting, International..., Risk Management, Credit Rsk Analysis, Fixed Income Analysis, Corporate Finance, Eviews, Quantitative Analytics, Bloomberg Terminal, Valuation, Data Analysis, Mandarin, Equity Research, Econometrics, Statistics, SAS, Trading, Chinese, Portfolio Management, Access, Equity Valuation, Matlab, SPSS, Investments, Credit Analysis, EViews
Education
University of Maryland College Park 2012 — 2014
Master's degree, Finance, General, 3.63
Beijing University of Post and Telecommunications 2007 — 2011
Bachelor's degree, Economics, 3.5
Shenyin & Wanguo Securities Co. Ltd. December 2014 - February 2015
Taikang Asset Management June 2014 - August 2014
Nielsen November 2012 - March 2013
China Merchants Securities Co., Ltd. July 2012 - August 2012
Skills
C++, Java, Visual Basic, Matlab, SPSS, Microsoft SQL Server, Microsoft Excel, Financial Analysis, Data Mining, Stata, Python, SAS, Statistics
Education
Lehigh University 2013 — 2015
Master of Science (MS), Financial Mathematics
University of International Business and Economics 2009 — 2013
Bachelor of Science (BS), Management Information Systems, General
China Merchants Securities Co., Ltd. July 2014 - July 2014
Bank of Communications Limited May 2013 - June 2013
Merit Education July 2012 - July 2012
ANZ June 2011 - July 2011
Skills
Microsoft Office, Customer Service, Research, Teamwork, Photoshop, Communication Skills, Public Speaking, English, Mandarin, Cantonese
Education
Johns Hopkins University 2014 — 2015
Master of Science (MS), Finance, General
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance
Zhong Ou Asset Management Co. December 2014 - Present
EY July 2013 - Present
China Merchants Securities Co., Ltd. July 2012 - August 2012
Citi June 2012 - July 2012
HSBC November 2010 - January 2011
China Construction Bank July 2010 - August 2010
HSBC January 2010 - February 2010
Skills
Matlab, SAS, SPSS, Java, Eviews, Lingo, Quantitative Finance, Mathematical Modeling, Microsoft Office, Data Analysis, Valuation, R, Fixed Income, Investment Banking
Education
USC 2011 — 2013
Master's degree, Mathematical Finance
SWUFE 2007 — 2011
Bachelor's degree, Financial Statistics & Risk Management
Bashu
Guotai Junan Securities Co., Ltd March 2015 - June 2015
Sumo Financial Group July 2014 - February 2015
China Merchants Securities Co., Ltd. July 2012 - August 2012
PwC July 2011 - August 2011
Skills
Microsoft Office, Eviews, Stata, Financial Analysis, Financial Modeling
Education
The Chinese University of Hong Kong 2015 — 2016
Master’s Degree, Master of Accountancy
University of Southern California 2012 — 2014
Master of Science (MS), Financial Engineering
University of Southern California 2007 — 2012
Bachelor of Arts (BA), Economics
EY September 2014 - Present
EY June 2013 - August 2013
China Merchants Securities Co., Ltd. May 2013 - June 2013
Buffalo David Bitton May 2012 - September 2012
Skills
Public Speaking
Education
McGill University 2011 — 2014
Bachelor of Commerce (B.Com.), Accounting
Marianopolis College 2009 — 2011
Diploma of College Studies, Honors Commerce
Standard Chartered Bank May 2014 - Present
Postal Savings Bank Of China August 2013 - April 2014
One Energy, INC February 2013 - April 2013
Worcester Community Housing October 2012 - December 2012
SK-Financial, LLC October 2012 - December 2012
SIDEWALKAD LLC July 2012 - September 2012
POSTAL SAVINGS BANK OF CHINA April 2011 - May 2011
China Merchants Securities Co., Ltd. February 2011 - April 2011
Skills
Bloomberg, Microsoft Excel, Bloomberg Terminal, PowerPoint, Financial Analysis, Financial Modeling, Equity Research, Microsoft Office, Access, Microsoft Word, Corporate Finance, Eviews, Economics, Data Analysis, Derivatives, Investments, Banking, Analysis, Portfolio Management, Business Planning
Education
Clark University 2011 — 2013
MS, Finance, No. 2 Position
Shandong Agricultural University 2007 — 2011
BS, Economics, Excellent Program
Jinan Foreign Language School 2004 — 2007
High School, Natural Sciences
CRISIL Global Research & Analytics February 2015 - Present
The Boston Consulting Group September 2014 - January 2015
View from the Peak: Global Macro Research February 2014 - April 2014
China Merchants Securities Co., Ltd. July 2013 - September 2013
Sichuan Pinjin Precious Metal Trade, LLC. September 2011 - June 2012
Skills
Matlab, Quantitative Analytics, Fixed Income, R, Bloomberg Terminal, Financial Modeling, Corporate Finance, C++, Derivatives, Risk Management, SAS, Options, Eviews, Microsoft Excel, Microsoft Word, Portfolio Management, Investment Banking, Analysis, Trading, Finance, Financial Risk, Time Series Analysis, VBA
Education
Rutgers University 2012 — 2014
Master's degree, Quantitative Finance, GPA:3.85
Renmin University of China 2007 — 2011
Bachelor's degree, Economics, GPA 3.3
Chengdu Foreign Languages School 2004 — 2007
China Merchants Securities Co., Ltd. April 2013 - April 2014
Beijing Beida New Energy Investment Fund Management Co., Ltd March 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Matlab, Microsoft Word, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Data Analysis, Wind, SAS, EViews, Visual C#, Pascal, Bloomberg Terminal, Datastream
Education
University of California, San Diego - The Rady School of Management 2014 — 2015
Finance, Master's degree(3.65)
Hunan Normal University 2009 — 2013
Economics, Bachelor's degree
HSBC Retail Banking and Wealth Management September 2015 - Present
HSBC Retail Banking and Wealth Management September 2014 - Present
China Merchants Securities Co., Ltd. March 2014 - June 2014
Dayoub marketing January 2013 - May 2014
Bureau Veritas May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint
Education
New York Institute of Technology-Old Westbury 2011 — 2013
Master of Business Administration (MBA)
CDH Investments June 2015 - August 2015
Tanzania China Friendship Development and Investment Co., Ltd September 2013 - February 2015
Wood Mackenzie February 2014 - May 2014
ABC Holdings Limited - BancABC October 2012 - May 2013
China Development Bank August 2012 - September 2012
China Merchants Securities Co., Ltd. July 2011 - September 2011
Skills
Java, Python, Matlab, Microsoft Office
Education
University of Pennsylvania 2014 — 2016
Master's Degree, Chemical and Biomolecular Engineering
Tsinghua University 2009 — 2014
Bachelor of Engineering (B.E.), Chemical Engineering
UC Berkeley 2010 — 2010
Haas School of Business
RDFZ
RDFZ
Ping'An Bank of China August 2012 - September 2012
China Merchants Securities Co., Ltd. July 2012 - August 2012
Skills
Statistical Data..., Actuaries, Mathematics, Financial Analysis, Matlab
Education
Illinois Institute of Technology 2013 — 2015
Bachelor of Science (BS), Finance, General
South China Agricultural University 2009 — 2013
Bachelor of Science (B.S.), Applied Mathematics
China Merchants Securities Co., Ltd. July 2015 - Present
Deloitte Touche Tohmatsu October 2012 - March 2014
SPDB January 2010 - February 2010
Skills
Financial Accounting, Tax Advisory, Financial Analysis
Education
University of Rochester 2014 — 2015
Finance, Master of Science (MS)
清华大学 2008 — 2012
Accounting, Bachelor's degree
Rutgers University August 2014 - May 2015
China Merchants Securities Co., Ltd. June 2014 - August 2014
The Export-Import Bank of China February 2013 - August 2013
Bank of the Orient May 2010 - August 2010
Skills
Matlab, R, C++, Microsoft Excel, Microsoft Word, Numerical Analysis, Bloomberg Terminal, Statistical Modeling, C, LaTeX, Quantitative Finance, Financial Modeling, Time Series Analysis, Quantitative Analytics, Microsoft Office, Data Analysis
Education
Rutgers University-New Brunswick 2013 — 2015
Master of Science (M.S.), Mathematical Finance
Kansas State University 2007 — 2012
Bachelor of Science (BS), Mathematics
Emory University Goizueta Business School February 2015 - June 2015
Junying Assets Management Co., Ltd. July 2014 - August 2014
Emory University November 2013 - May 2014
China Merchants Bank June 2013 - August 2013
Emory University 2012 - 2013
China Merchants Securities Co., Ltd. July 2011 - August 2011
Skills
Mandarin, PowerPoint, International Relations, Microsoft Excel, Accounting, Non-profits, Politics, Microsoft Office, Research, Teamwork, Social Media, Matlab, R, STAT
Education
Emory University - Goizueta Business School 2014 — 2016
Bachelor of Business Administration (BBA), Finance
Emory University 2012 — 2016
Bachelor of Applied Science (BASc), Applied Mathematics
Quanton Data August 2015 - Present
Radian Group Inc. August 2014 - May 2015
Hong Kang Life Insurance., Ltd. June 2013 - July 2013
China Merchants Securities Co., Ltd. July 2012 - August 2012
Skills
SAS, Matlab, Eviews, Stata, SQL, R, VBA, Tableau
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Finance, Finance
University College Cork 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Business and Financial Economics
Beijing Technology and Business University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
FOSHAN EVERLASTING ENTERPRISE CO,LTD January 2012 - May 2012
China Merchants Securities Co., Ltd. October 2011 - December 2011
Skills
C++, Matlab, MySQL, Visual Studio, Microsoft Office, Customer Service, Photoshop
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master's degree, Financial Engineering
Guangdong University of Foreign Studies 2008 — 2012
Bachelor's degree, Computer Science
Hongyuan Securities July 2012 - August 2012
China Merchants Securities Co., Ltd. July 2011 - August 2011
Varian Medical Systems June 2011 - July 2011
Skills
Microeconomics, Macroeconomics, International Economics, History of Economic..., Financial Reporting, Econometrics, Stata, Financial Analysis, Managerial Accounting, SAP, Chinese history, Accounting, Management, Management Accounting, Statistics, Teamwork
Education
Rensselaer Polytechnic Institute 2013 — 2014
Master of Science (MS), Business Administration and Management, General
University of Colorado at Denver 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.87
China Agricultural University 2009 — 2010
Bachelor's degree, Economics, 3.66
China Merchants Securities Co., Ltd. October 2013 - February 2014
People's Insurance Company of China July 2012 - August 2012
Skills
SAS Base, Actuarial Science, Native speaker of..., Fluent in English, Passed Actuarial Exams..., Microsoft Office:..., Intermediate Level in..., SAS, Data Analysis, Access
Education
Columbia University in the City of New York 2014 — 2015
Master of Arts (M.A.)
The Ohio State University 2009 — 2013
Bachelor of Science (BS)
Washington State University August 2011 - Present
WSU Chinese Students and Scholars Association August 2010 - August 2011
Washington State University May 2011 - July 2011
Washington State University January 2010 - April 2011
Bank of Communications June 2008 - August 2008
Junior Achievement China September 2006 - December 2006
China Merchants Securities Co., Ltd. August 2006 - August 2006
Skills
Gauss, SAS, Matlab, Stata, Mathematica, Microsoft Office, Visio
Education
Washington State University 2011 — 2013
Master of Science (M.S.), Statistics
Washington State University 2009 — 2013
Doctor of Philosophy (Ph.D.), Economics
Shanghai University 2005 — 2009
Bachelor of Arts (B.A.), International Finance
China Merchants Bank December 2013 - Present
China Merchants Securities Co., Ltd. July 2013 - November 2013
C&A Consulting LLC September 2012 - December 2012
China Minmetals Group, Minmetals Securities Co. May 2012 - September 2012
Citi September 2010 - January 2011
Industrial Bank Co. June 2010 - September 2010
Jiangshan Hotel June 2009 - September 2009
Skills
Financial Modeling, Economics, Financial Analysis, Quantitative Analytics, Corporate Finance, Public Speaking, Industry Analysis, Dance, Asset Managment, Mandarin, Valuation, Bloomberg, Stata, Investment Banking, Chinese politics, Chinese Herbal Medicine, Tourism Management, Asian Cuisine
Education
New York University 2011 — 2013
M.A. in Economics, Finance and Economics, 3.78
Frankfurt School of Finance and Management 2011 — 2011
Summer Research Academy, Development Finance
Sun Yat-Sen University 2007 — 2011
B.S. in Economics and Finance, Finance, Economics, 3.70
Zhixin High School 2004 — 2007
PNC October 2013 - Present
BNY Mellon April 2013 - September 2013
roulston research September 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
SINOMACH FINANCE CO., LTD. June 2010 - August 2010
CHINA MERCHANTS SECURITIES CO., LTD. June 2009 - August 2009
Skills
SAS, Excel, C, Financial Modeling, Financial Analysis, Statistics, Mandarin, Valuation, Corporate Finance, Market Research, Business Strategy, Forecasting, Access, Portfolio Management, Microsoft Excel, Economics, Equity Research, SAS programming, Derivatives, Risk Management, Analysis, Bloomberg, Competitive Analysis, Financial Reporting, Quantitative Analytics, Econometrics, Data Analysis, Finance, Bloomberg Terminal, Fixed Income, Private Equity, R, Investments, Eviews
Education
Weatherhead School of Management at Case Western Reserve University 2011 — 2012
MS- Finance, Finance, Investment Banking, Corporate Finance
Fudan University 2007 — 2011
Bachelor of Economics, Finance, Finance
HSBC July 2012 - August 2012
China Everbright Limited August 2011 - September 2011
China Merchants Securities Co., Ltd. July 2010 - August 2010
Skills
SPSS, Matlab, Microsoft Office, Visual C++, LaTeX
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2019
Doctor of Philosophy (Ph.D.), Finance
University of Pennsylvania 2012 — 2014
Master's degree, Applied Mathematics
Fudan University 2008 — 2012
Bachelor's degree, Computational Mathematics
Syracuse University September 2015 - Present
China Merchants Securities Co., Ltd. June 2015 - August 2015
China Securities Co., Ltd. July 2013 - April 2014
Deloitte January 2013 - March 2013
Skills
Bloomberg, Financial Analysis, Investment Banking, Equity Research
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2016
Finance, General, Master of Science (M.Sc.), Finance, General(3.27/4.0)
Beijing Technology and Business University 2010 — 2014
Logistics Management, Bachelor of Business Administration (B.B.A.)(GPA 3.5/4.0)
Arizona State University August 2011 - Present
ju zhen information and technology company June 2014 - August 2014
China Merchants Securities Co., Ltd. December 2013 - January 2014
Skills
C++, Java, HTML, Matlab, Racket, Prolog, Databases, Microsoft Office, Saxophone, Chinese
Education
Arizona State University 2011 — 2014
Bachelor of Science (B.S.), Computer Science
Beihang University 2008 — 2011
Bachelor of Science (B.S.), Automation Engineer Technology/Technician
China Merchants Securities Co., Ltd. June 2014 - July 2014
CITIC Securities December 2013 - January 2014
Skills
Self Learning, Stock Management, Identifying Sales..., Chinese, PowerPoint, Bitcoin Operations, Microsoft Word, Teamwork, Statistics, Chinese culture, Economics, Analysis
Education
University of Richmond 2013 — 2017
Bachelor of Business Administration (BBA), Business and Mathematics
Qingdao University 2013 — 2013
Citi February 2015 - Present
Hermes Capital Advisors, LLC June 2014 - January 2015
RetSKU May 2014 - June 2014
Wall Street Trading, LLC. September 2013 - February 2014
China Merchants Securities Co., Ltd. June 2013 - August 2013
Alcatel-Lucent Shanghai Bell March 2012 - June 2012
QFAB December 2010 - July 2011
Skills
Statistics, R, Matlab, Statistical Modeling, Data Analysis, Quantitative Research, Quantitative Analytics, Quantitative Finance, C++, Time Series Analysis, Stochastic Calculus, VBA, SAS, Econometrics, Unix, SQL, Data Mining, Python
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, Statistics, 3.83
Shanghai University of Finance and Economics 2008 — 2012
Bachelor's degree, International Business, 3.63
The University of Queensland 2010 — 2011
Study Abroad, Statistics, 6.67/7.00
Citi June 2014 - Present
UnitedHealth Group June 2013 - May 2014
China Merchants Securities Co., Ltd. June 2012 - August 2012
HSBC April 2008 - August 2011
Citi July 2007 - September 2007
China Everbright Bank July 2006 - September 2006
Bank of China July 2005 - September 2005
Skills
Risk Management, Banking, Credit Analysis, Business Development, SAS, Matlab, Capital Markets, Marketing, QTP, QC Tools, R, Tax Preparation, Tax Advisory, Bloomberg, SQL
Education
SUNY at Buffalo 2011 — 2013
Master of Science (MS), Economics, 3.7
Guangdong Business College 2004 — 2008
Bachelor of Arts (B.A.), International Finance, 3.3 /4.0
PwC September 2015 - Present
Robert H. Smith School of Business, University of Maryland March 2015 - May 2015
U.S. Department of Education October 2014 - December 2014
Pine Capital Co. Ltd. April 2013 - June 2013
Sinowise Investment Co. Ltd. August 2012 - September 2012
CITIC Securities June 2012 - August 2012
Roland Berger Strategy Consultants October 2011 - December 2011
China Merchants Securities Co., Ltd. August 2011 - September 2011
Skills
Corporate Finance, Valuation, Investment Banking, Financial Modeling, Capital Markets, Bloomberg, Equity Research, Financial Analysis, Private Equity, Investments, Due Diligence, Emerging Markets, Business Strategy, Economics, Bloomberg Terminal
Education
University of Maryland College Park 2013 — 2015
MS Finance, Equity Analysis, Asset Management, Valuation, 3.9/4.0
Tsinghua University 2009 — 2013
Bachelor's degree, Economics, 3.6/4.0
Hudson Bay Capital Management LP April 2014 - Present
Oppenheimer & Co. May 2013 - March 2014
RMMSoft March 2012 - June 2012
Beijing Fractal Asset Management LTD September 2011 - December 2011
China International Futures co., LTD July 2011 - September 2011
Zurich Insurance Company Ltd. August 2010 - August 2010
Bank of China February 2010 - February 2010
China Merchants Securities Co., Ltd. July 2009 - August 2009
Skills
Quantitative Finance, Trading, Capital Markets, VBA, Equity Research, Financial Markets, Matlab, C++, Bloomberg Terminal, SAS, Microsoft Excel, PowerPoint, Eviews, Fixed Income, Corporate Finance, SQL, Python
Education
Columbia University in the City of New York 2012 — 2013
Master, Operations Research
University of International Business and Economics 2008 — 2012
Bachelor of Economics, Major in Finance, 3.9/4.0
GF Securities July 2012 - February 2013
Credit Suisse June 2012 - July 2012
Basic Medical December 2011 - January 2012
Duke University September 2011 - December 2011
China Merchants Securities Co., Ltd. June 2009 - August 2009
Education
Duke University 2011 — 2012
Shanghai Jiao Tong University 2009 — 2011
Finance
Shanghai Jiao Tong University 2007 — 2011
Bachelor of Science, Material Science and Engineering
China Merchants Securities Co., Ltd. June 2015 - August 2015
Skills
Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Corporate Finance, Portfolio Management, Valuation, Equities, Investment Banking
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelor of Business Administration (BBA), Finance, 3.75
Southwestern University of Finance and Economics 2012 — 2014
Bachelor's degree, Economic and management
AXA Advisors March 2015 - Present
Chinese Students And Scholars Association in Fordham May 2013 - Present
Deutsche Bank May 2014 - August 2014
China Merchants Securities Co., Ltd. December 2013 - January 2014
Bank of China June 2013 - August 2013
Skills
Microsoft Office, Financial Analysis, Mac OS, PC, Painting, Access, Event Planning, Social Listening, Strategic Communications, Time Management, Bloomberg Terminal, Organiztion, Google Docs, Wind Terminal, Critical Thinking, Public Speaking, Public Relations
Education
Fordham University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
The World Bank January 2015 - May 2015
Dialogistica June 2014 - December 2014
China Merchants Securities Co., Ltd. May 2014 - August 2014
CRI August 2006 - August 2013
Skills
Microsoft Office, Microsoft Excel, Research, Leadership, Policy Analysis, Data Analysis, Economics, Editing, PowerPoint, English, Program Management, Spanish, Recruiting
Education
Cornell University 2013 — 2015
Master of Public Administration (M.P.A.), Economic and Finacial Policy, 3.75
Capital Normal University 2002 — 2006
Bachelor of Arts (BA), Spanish - Journalism
Universidad de Alcalá 2004 — 2004
AECI Fellow
Morpheus Capital September 2013 - June 2014
China Merchants Securities Co., Ltd. June 2013 - August 2013
Netik - Morgan Stanley May 2010 - May 2012
FactSet July 2008 - December 2009
Skills
Mergers & Acquisitions, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Investments, Investment Banking, Fixed Income, Insurance
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of California, Berkeley 2004 — 2008
Bachelor's degree, Economics
Citi January 2013 - Present
KALX Analytics October 2012 - December 2012
Citi June 2012 - August 2012
Goldman Sachs February 2011 - March 2011
New York Pacific Capital June 2010 - August 2010
China Merchants Securities Co., Ltd. January 2010 - March 2010
Agilent Technologies November 2009 - December 2009
Skills
Financial Modeling, R, C, Matlab, VBA, C++, SAS, Statistics Modeling
Education
Cornell University 2011 — 2012
Master's degree, Financial Engineering
Peking University 2007 — 2011
Bachelor's degree, Finance and Statistics
Transamerica Financial Advisors, Inc. June 2013 - April 2014
China Executive Leadership Program, University of Illinois at Urbana-Champaign July 2012 - May 2013
University of Illinois at Urbana-Champaign June 2011 - May 2012
China Merchants Securities Co., Ltd. August 2007 - May 2011
CHINA MERCHANTS SECURITIES CO, LTD August 2007 - May 2011
Skills
Financial Analysis, Internal Communications, Team Leadership, Valuation, Corporate Finance, Risk Management, Portfolio Management, Research, Teamwork, Bloomberg, Finance, Financial Modeling, Data Analysis, Microsoft Excel, Cross-functional Team..., Customer Service, Market Research, Mergers & Acquisitions, Accounting, Financial Reporting, English, Microsoft Office, PowerPoint, Leadership, Equities
Education
Nyack College 2014 — 2018
Master's Degree, Divinity/Ministry--Bible and Theology
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master, Finance
DONGGUAN UNIVERSITY OF TECHNOLOGY 2003 — 2007
Bachelor, Economics; International Economics; Trade
China Merchants Securities Co., Ltd. January 2013 - Present
Hong Kong Economic and Trade Office July 2011 - April 2012
Morgan Stanley Smith Barney February 2011 - May 2011
China Galaxy Securities Company Limited January 2008 - December 2008
Sincere Finance Holding Limited June 2007 - August 2007
Skills
Financial Modeling
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
MBA, Finance
Capital University of Economics and Business 2001 — 2004
Bachelor, Business English
Nomis Solutions March 2015 - Present
QRM June 2012 - February 2015
Emil van Essen LLC February 2011 - May 2012
Quanterra Advisors LLC June 2011 - July 2011
China Merchants Securities Co., Ltd. June 2010 - July 2010
China Merchants Bank July 2009 - August 2009
Skills
Matlab, C++, C#, C, R, VBA, Java, Quantitative Finance, Quantitative Analytics, Time Series Analysis, Portfolio Management, Statistical Modeling, Monte Carlo Simulation, FX Options, SQL, Options, Bloomberg, Derivatives
Education
University of Chicago 2010 — 2011
Master's, Financial Mathematics
大阪大学 / Osaka University 2009 — 2010
Terahertz Technology Research
Nanjing University 2006 — 2010
Bachelor's, Physics
Paradigm Asset Management LLC June 2015 - Present
China Merchants Securities Co., Ltd. August 2013 - September 2013
CHINA CITIC BANK July 2013 - August 2013
Bank of Communications Limited July 2012 - August 2012
Skills
Statistics, Probability, Economics, Teamwork, Data Analysis, Matlab, Stata, Team Leadership, Research, Microsoft Office, Linear Algebra, Event Planning, Time Management, Public Speaking, Financial Analysis, Mathematical Analysis, Credit Monitoring, Partial Differential..., Game Theory, Python, R, Java, Risk Management, Portfolio Management, Stochastic Calculus, Derivatives
Education
New York University 2014 — 2015
Master's Degree, Master of Science (MS), Mathematics in Finance
University College London, U. of London 2010 — 2014
Bachelor's Degree, Mathematics with Economics, First Class Honours
Beijing No.2 Middle School 北京二中 2004 — 2010
High School
Hitachi Consulting June 2015 - August 2015
The Oxford Strategy Group April 2015 - June 2015
The Oxford Strategy Group January 2015 - June 2015
EMD Serono, Inc. July 2014 - August 2014
China Merchants Securities Co., Ltd. May 2014 - June 2014
Skills
Economics, Data Analysis, Financial Modeling, Strategic Planning, Management Consulting, Statistics, Mandarin, International Relations, English, Public Speaking, Healthcare, Microsoft Excel, C++, Investments, Stata, PowerPoint, Event Planning, Photoshop, Teamwork, Research, Fundraising
Education
Tufts University 2012 — 2016
Bachelor of Science (BS), Quantitative Economics, 3.86
University of Oxford 2014 — 2015
Visiting Scholar, Philosophy, Politics and Economics (PPE)
Beijing Number 4 high school 2009 — 2012
China Merchants Securities Co., Ltd. July 2015 - Present
ZheJiang Media Group June 2013 - August 2013
505 studio June 2012 - September 2012
Citic-Kington Securities June 2011 - July 2011
Skills
Civil Engineering, Mathematical Modeling, Matlab, C++, Abacus, ADINA, Pascal, Tennis, Rugby, Singing, Structural Engineering, Structural Analysis, Mathematical Programming, Statistics, Probability, Optimization, Microsoft Office, AutoCAD
Education
Massachusetts Institute of Technology 2014 — 2015
Master's Degree, Civil Engineering, GPA 4.8/5.0
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Civil Engineering and Applied Mathematics, 3.6/4
China Merchants Securities Co., Ltd. August 2015 - Present
Benchmark Education Company July 2014 - June 2015
Career Tu June 2014 - February 2015
Tenthbit Inc. July 2013 - August 2013
SIGMA Marketing Insights February 2013 - May 2013
Lenovo June 2012 - August 2012
Guosen Securities June 2011 - August 2011
CITIC Bank - CITIC Group June 2009 - August 2009
Skills
Data Analysis, Time Management, Project Management, Microsoft Excel, SPSS, SQL, R, SAS, Teamwork, Leadership, Client Presentation, PowerPoint
Education
William E. Simon School of Business 2013 — 2014
Master of Science (M.S.), Marketing, 3.7
University of Rochester 2011 — 2013
Bachelor of Arts (B.A.), Business - Marketing Track, 3.8
Wuhan University 2009 — 2011
Completed 4 Semesters Prior to Transfer, Financial Economics, Statistics, Military Science, 3.6
Electronic Classroom of Tomorrow April 2015 - Present
J.P. Morgan August 2014 - April 2015
JPMorgan Chase February 2014 - April 2014
OSU Student Investment Management January 2014 - April 2014
Bank of China November 2012 - January 2013
China Merchants Securities Co., Ltd. July 2012 - September 2012
Agricultural Bank of China March 2012 - May 2012
Survey and Research Center for China Household Finance (CHFS) July 2011 - August 2011
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Master's Degree
Southwestern University of Finance and Economics 2009 — 2013
Bachelor of Economics
EY August 2014 - Present
United Way of Allegheny County January 2014 - April 2014
Penn State University September 2011 - May 2012
Bank of Communications Limited July 2011 - August 2011
China Merchants Securities Co., Ltd. May 2011 - June 2011
Penn State University January 2011 - May 2011
Shanghai Volkswagen June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Finance, Research, Analysis, Management, Access, Data Analysis, Tutoring, Human Resources, Public Speaking, Financial Reporting, Word, Excel, Mathematics, Piano Performance, Alto Saxophone
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2014
Master of Science, Accounting
Penn State University 2010 — 2013
B.S. Finance, Accounting Concentration, Information System Management Minor
Columba College - New Zealand 2007 — 2007
Shanghai Datong High School 2006 — 2009
High School
China Merchants Securities Co., Ltd. March 2014 - June 2014
A.T. Kearney July 2013 - August 2013
Frost & Sullivan May 2013 - June 2013
Deloitte November 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Budgets, Analysis, Finance, Auditing, Market Research, Mergers & Acquisitions, Due Diligence, Financial Analysis, Research, Customer Service, Financial Modeling, Accounting, Training, Investments, Valuation, Investment Banking
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master's degree, Accounting
Nanjing Audit University 2008 — 2012
China Merchants Securities Co., Ltd. August 2013 - Present
Citi July 2012 - August 2012
Citi July 2012 - July 2012
ZTE May 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop
Education
Bucknell University 2011 — 2015
Bachelor of Science (BS), Interdisciplinary Studies in Economics and Mathematics
London School of Economics and Political Science 2013 — 2014
General Course, Statistics
Hetao Liquor Co. Ltd. February 2012 - April 2012
Daxin Certified Public Accountants LLP. November 2011 - December 2011
China Merchants Securities Co., Ltd. May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, SPSS, Accounting, Finance, Financial Statement..., Auditing, Tax, QuickBooks
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master's degree, Accounting
Central University of Finance and Economics 2008 — 2012
Bachelor's degree, Taxation, Minor in Finance, 3.72/4.00
CHINA CITIC BANK March 2014 - Present
Hongyuan Securities July 2013 - September 2013
Aurora Investment Group October 2012 - September 2013
Noah Private Wealth Management May 2013 - July 2013
China Merchants Securities Co., Ltd. April 2012 - June 2012
Anhua Agricultural Insurance Company July 2011 - October 2011
Industrial and Commercial Bank of China July 2010 - September 2010
Skills
Financial Modeling, Microsoft Office, Microsoft Excel, Financial Analysis, Valuation, Equities, Data Analysis, Fixed Income, Bloomberg, Wind, Matlab, Eviews, SPSS
Education
New York University 2012 — 2014
Master of Science (MS), Financial Engineering
University of International Business and Economics 2008 — 2012
Bachelor's degree, Financial Engineering
Columbia University in the City of New York 2011 — 2011
Beijing No.4 High School 2005 — 2008
Monsanto Company March 2014 - Present
Monsanto March 2013 - May 2013
Edward Jones October 2012 - February 2013
Citi July 2010 - April 2011
China Merchants Securities Co., Ltd. January 2010 - April 2010
Wrigley November 2007 - April 2008
Skills
CPLEX, Supply Chain..., Quantitative Analytics, Financial Modeling, Business Analysis, Valuation
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master, Supply Chain Management
Wichita State University 2009 — 2010
Exchange study, Finance
Sun Yat-Sen University 2008 — 2010
Master, Finance
Sun Yat-Sen University 2004 — 2008
Bachelor, Finance
The Research Foundation for SUNY September 2014 - Present
NYS Department of Health May 2013 - August 2014
China Development Bank July 2011 - August 2011
China Merchants Securities Co., Ltd. June 2010 - August 2010
Skills
Data Analysis, SPSS, Program Management, Stata, Teamwork, Microsoft Excel, Program Evaluation, Microsoft Office, SQL, Policy Analysis, Public Policy, Financial Modeling, Economics, PowerPoint, Access, Microsoft Word, Vensim, Accounting, Finance, System Dynamics, Financial Analysis, Medicaid Waivers, Public Speaking, Visual Basic, Visual Fox, TBI Waiver, Microsoft Project, Microsoft Visio
Education
State University of New York at Albany 2012 — 2014
Master of Public Administration (MPA), Public Finance & Policy Analysis, 3.72
Harbin University of Commerce 2008 — 2012
Bacherlor of Economics, International Finance, 3.3
JPMorgan Chase & Co. June 2015 - Present
State Street February 2015 - June 2015
Brandeis University September 2014 - December 2014
Enactus October 2011 - October 2012
Schneider Electric June 2012 - August 2012
China Merchants Securities Co., Ltd. April 2012 - July 2012
People's Bank of China January 2012 - March 2012
China Life Insurance Co.Ltd July 2011 - September 2011
Bank of China January 2011 - March 2011
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Capital IQ, Stata, Time Management, Valuation, SAP, Economics, Leadership, Investments, Matlab, SPSS, Market Research, Logistics, SQL, Customer Service, Dunn & Bradstreet, Prezi, EViews, Argus Modeling, Research, Microsoft Office, Data Analysis, Financial Modeling
Education
Brandeis University 2013 — 2014
Master of Science (M.S.), Finance, General, 3.7/4.0
Huazhong University of Science and Technology 2009 — 2013
Bachelor of Science (B.S.), International Economics and Trade, 3.6/4.0
AXA Advisors September 2013 - Present
China Merchants Securities Co., Ltd. July 2013 - August 2013
Deloitte Touche Thomatus CPA Ltd. (Shenzhen Branch) November 2011 - March 2012
Standard Chartered Bank (China) CO., Ltd. July 2011 - August 2011
Shenzhen Happy Vally June 2010 - August 2010
China Merchants Logistics CO., Ltd. January 2010 - February 2010
Skills
Accounting, Auditing, Management, Banking, Financial Statements, Strategic Financial..., Investments, Invoicing, Marketing Strategy
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Global Finance, 3.8
SUN YAT-SEN UNIVERISTY, SCHOOL OF TOURISM MANAGEMENT 2008 — 2012
Bachelor of Management, Tourism Management
JPMorgan Chase March 2013 - September 2013
Drexel University October 2012 - March 2013
China Merchants Securities Co., Ltd. July 2012 - September 2012
HSBC May 2012 - July 2012
BlackRock March 2011 - September 2011
KPMG China July 2010 - August 2010
Skills
Finance, Auditing, SAP GL, Essbase, Bloomberg Terminal, Xterm, BlackRock Aladdin, Visual Basic, Access, Python, SQL, Microsoft Excel, Market Research, Financial Analysis, Financial Reporting, Securities, Valuation, Problem Solving, Analytical Skills
Education
Drexel University 2009 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
China Merchants Securities Co., Ltd. December 2014 - February 2015
Fordham University July 2014 - December 2014
J.P. Morgan July 2014 - August 2014
China Securities Co., Ltd. July 2012 - July 2013
Education
Fordham Gabelli School of Business 2013 — 2015
Master's degree, Quantitative Finance, 3.98
Sun Yat-Sen University 2008 — 2012
Bachelor's degree, Finance, General, 3.7
Foshan No.1 Middle School 2005 — 2008
Riot Games April 2014 - Present
Riot Games September 2013 - April 2014
CITIGROUP - GLOBAL INVESTMENT BANKING (ICG) June 2012 - August 2012
CICC - INVESTMENT BANKING March 2008 - April 2011
China Merchants Securities Co., Ltd. March 2007 - June 2007
Skills
Bloomberg, Factset, Wind, Dealogic, CEIC, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance
Fudan University 2004 — 2008
Bachelor, Economics
William Paterson University of New Jersey 2007 — 2007
Summer Exchange Student, Hands-on Financial Training
Barclays June 2014 - August 2014
Piper Jaffray June 2010 - September 2012
Wells Fargo June 2009 - May 2010
China Merchants Securities Co., Ltd. May 2008 - August 2008
Skills
IPO, Mergers, Capital IQ, Financial Modeling, Investment Banking, Valuation, Bloomberg, Corporate Finance, Capital Markets, DCF, LBO, Mergers & Acquisitions, Banking, Private Equity, Equities, Trading, Financial Analysis, Finance
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Southern Methodist University 2005 — 2009
Bachelors, Finance
HuaTai Securities Co.,Ltd. May 2012 - August 2012
Purdue University May 2011 - August 2011
China Merchants Securities Co., Ltd. May 2010 - August 2010
Purdue University August 2009 - May 2010
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, SAS programming, C++, Java, Python, Maple, Matlab, SQL, Finance, Economics
Education
University of Southern California 2014 — 2015
Master's degree, Financial Engeering
Purdue University 2009 — 2012
Bachelor of Science, Actuarial Science, Statistics, Mathematics
Scotiabank May 2014 - Present
Scotiabank May 2013 - May 2014
McMaster University April 2012 - April 2013
Orbixa Capital International May 2012 - September 2012
BCM Bank, Dah Sing Financial Group November 2008 - June 2011
China Merchants Securities Co., Ltd. May 2007 - August 2007
Skills
Financial Analysis, Portfolio Management, Risk Management, Financial Modeling, Valuation, Credit Analysis, Corporate Finance, Customer Relations, Banking, Team Leadership, Team Building, Problem Solving, Able To Multi-task
Education
McMaster University 2011 — 2013
Master of Business Administration (MBA), Accounting
University of Macau 2004 — 2008
BBA (Hon.), Finance
China Merchants Securities Co., Ltd. September 2014 - March 2015
Nielsen July 2014 - August 2014
Enterprise Risk Service, Deloitte December 2013 - February 2014
Big Maker Limited July 2013 - September 2013
Bank of Communications Co., Ltd. June 2013 - July 2013
Skills
Microsoft Office, R 语言, 项目管理, 顾客服务, 管理人员, Microsoft Excel, 风险管理, R
Education
Boston University Questrom School of Business 2015 — 2017
Financial Mathematics, Master's degree
University of International Business and Economics (UIBE) 2011 — 2015
Actuarial Science and Risk Management, Bachelor of Science (BS)(3.77/4.0)
Beijing High School Four 2008 — 2011
China Merchants Securities Co., Ltd. August 2014 - September 2014
Intercontinental Shenzhen August 2013 - September 2013
Alzheimer's Association, Massachusetts/New Hampshire Chapter May 2013 - July 2013
China Merchants Bank June 2012 - July 2012
Skills
Microsoft Excel, Research, Microsoft Office, PowerPoint
Education
Babson College 2015 — 2016
MSM, Entrepreneurship/Entrepreneurial Studies
Boston University 2011 — 2015
Bachelor's degree, Finance, General, 3.48
Bank of America Merrill Lynch September 2014 - December 2014
China Merchants Securities Co., Ltd. June 2014 - September 2014
Beijing University of Posts and Telecommunications September 2012 - June 2014
Chengdu Chengliang Tools Group Co., Ltd. January 2014 - February 2014
Beijing University of Posts and Telecommunications September 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Accounting, Microsoft Word, PowerPoint, Project Management, Data Analysis, Financial Reporting, Financial Modeling, Leadership, Teamwork, Piano Performance, Music Theory
Education
The Johns Hopkins University - Carey Business School 2015 — 2016
Master of Finance
Universitat Politècnica de València (UPV) 2015 — 2015
Exchange student, Data Processing and Data Processing Technology/Technician
Beijing University of Posts and Telecommunications 2011 — 2015
Bachelor of Science (B.Sc.), E-commerce Engineering with Law
Queen Mary, U. of London 2011 — 2015
Bachelor of Engineering (B.Eng.), E-commerce Engineering with Law
Credit Suisse September 2015 - Present
CDF Capital China June 2011 - August 2011
China Merchants Securities Co., Ltd. July 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, R, Risk Analysis, Microsoft Word, Oracle SQL Developer, Microsoft Project, Risk Management
Education
New York University 2013 — 2015
Master of Science (MSc), Management and System, 3.8
Cass Business School 2011 — 2012
Master of Science (MSc), Insurance and Risk Management, Merit
UCL 2009 — 2011
Bachelor of Science (BSc), Economics and Statistics, 2:1
Allianz Global Investors October 2014 - December 2014
Allianz Global Investors June 2014 - August 2014
China Merchants Securities Co., Ltd. July 2013 - July 2013
Robin Hood Ventures September 2012 - April 2013
Education
New York University 2013 — 2015
B.A., Economics; Minor 1: Mathematics; Minor 2: Web Programming and Applications, Dean's List
University of Pennsylvania - The Wharton School 2013 — 2013
Through the Quaker Consortium
Bryn Mawr College 2011 — 2013
Economics
Highland School, VA
High school diploma
AP Capital Group June 2015 - August 2015
CSOP Asset Management June 2014 - August 2014
China Merchants Securities Co., Ltd. June 2013 - July 2013
Skills
Corporate Finance, Equity Research, Financial Analysis, Bloomberg Terminal, C++, Stata, Mathematica, Matlab, Quantitative Finance
Education
Columbia University in the City of New York 2015 — 2016
Master’s Degree, Operations Research, Financial & Managerial Applications
The University of Hong Kong 2011 — 2015
Bachelor's degree, Economics and Finance
University of Southern California - Marshall School of Business 2013 — 2014
Faculty Exchange Programme
Yale University 2013 — 2013
Fudan University 2011 — 2012
Shenzhen Foreign Language School 2008 — 2011
China Merchants Securities Co., Ltd. June 2015 - Present
Spark Entrepreneurs Club, U of R February 2014 - May 2015
Spoon University September 2013 - May 2015
CitiBank June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Public Speaking, Research, Teamwork, Photoshop, VBA, Fundamental JAVA, Fundamental Python, Financial Planning, Matlab, Outlook, Customer Service, English, Budgets, Strategic Planning, Event Planning
Education
University of Rochester 2013 — 2017
Bachelor's Degree, Financial Economics and Statistics, Dean'List Fall 2013 and Dean's List Spring 2014
The London School of Economics and Political Science (LSE) 2015 — 2016
Stanford University 2014 — 2014
JAVA, Probability Theory
Citi June 2014 - August 2014
PwC June 2013 - August 2013
University of Illinois at Urbana-Champaign March 2012 - May 2013
China Merchants Securities Co., Ltd. May 2012 - June 2012
University of Illinois at Urbana-Champaign September 2011 - May 2012
Skills
Capital IQ, SQL, Matlab, Visual Basic, Stata, R, SAS, Bloomberg, Close Attention to..., VBA, Statistics, Microsoft Excel, Microsoft Office, Morningstar, Achieving Results, Data Analysis, Mandarin, Python, Derivatives
Education
Cornell University 2013 — 2014
Master of Engineering (M.Eng.), Financial Engineering, 3.81
University of Illinois at Urbana-Champaign - College of Business 2010 — 2013
Dual Degrees, Bachelor of Science, Accountancy & Finance, 4.00/4.00
London School of Economics and Political Science 2012 — 2012
Study abroad program, Accounting & Finance, A+
Conning September 2014 - Present
US-China Business Council April 2014 - July 2014
BH Asset Management LLC June 2013 - December 2013
Simon Graduate School of Business, University of Rochester August 2012 - December 2013
China Merchants Securities Co., Ltd. June 2011 - August 2011
Skills
Investments, Equity Research, Corporate Finance, Investment Banking, Equities, Asset Managment, Private Equity, Portfolio Management, Portfolio Performance..., Financial Modeling, Bloomberg, Hedge Funds, Finance, Asset Management, Due Diligence, DCF
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Finance, General
The University of Hong Kong 2010 — 2012
Bachelor's degree, Mechanical Engineering
Shanghai Jiao Tong University 2008 — 2010
Bachelor's degree, Mechanical Engineering
TKC Global March 2011 - Present
Hidden Brook Winery May 2012 - July 2013
Deloitte August 2010 - March 2011
Oracle August 2008 - August 2010
China Merchants Securities Co., Ltd. June 2007 - August 2007
Skills
Business Process..., Project Management, Business Analysis, Management Consulting, Oracle, IT Strategy, Oracle E-Business Suite, Integration, Process Improvement, Requirements Analysis, Human Capital, Training Delivery, Change Management, Technology Change..., Configuration Management, Oracle R12 Financials, Strategic Communications, Consulting, Organizational..., Visio, MS Project, Agile & Waterfall..., Scrum, Risk Management, Databases, Oracle Applications, Enterprise Architecture, Software Project..., Program Management
Education
Georgetown University 2011 — 2013
Master of Arts (MA)
Carnegie Mellon University 2004 — 2008
Bachelor of Science (BS)
G51 Amplify September 2014 - May 2015
China Merchants Securities Co., Ltd. February 2014 - July 2014
Yintong Investment, LLC July 2012 - January 2014
ING August 2011 - August 2011
Skills
Public Speaking, Industry Research, Waltz, Microsoft Excel, Wine Tasting, Movie Directing, Accordion, investment, Financial Modeling, VBA, Corporate Finance, Management, Microsoft Word, Valuation, Analysis, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Investment Management, Corporate Finance, Master of Science in Finance(3.85/4.00)
University of International Business and Economics 2008 — 2012
Finance, Bachelor degree in Economics
University of Alberta September 2013 - April 2015
Alberta Investment Management Corporation (AIMCo) May 2014 - December 2014
China Merchants Securities Co., Ltd. August 2011 - August 2013
Thomson Reuters September 2009 - January 2010
HKUST Business School May 2009 - August 2009
Skills
Matlab, Excel - VBA, C++, R, SAS, EViews, Minitab, S-Plus, AMPL, CPLEX, Quantitative Finance, Economics, Derivatives, Statistics, Portfolio Management, Trading, TradeStation, MetaTrader, Finance, Risk Management, Investments, Financial Risk, Financial Modeling, Bloomberg
Education
University of Alberta 2013 — 2015
Master’s Degree, Mathematical Finance, 3.9/4.0
Columbia University in the City of New York 2010 — 2011
Master’s Degree, Financial Engineering, 3.96/4.0
The Hong Kong University of Science and Technology 2006 — 2010
Bachelor’s Degree, Double majors in Math(Statistics stream) and Economics(Financial Economics stream)
China Merchants Securities Co., Ltd. June 2015 - August 2015
Rutgers University September 2014 - April 2015
China Construction Bank May 2014 - June 2014
Rutgers University January 2013 - May 2014
FBV Inc. August 2013 - August 2013
People's Bank of China June 2013 - August 2013
A&Δ Shoes Company June 2010 - March 2012
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Strategic Planning, Windows, HTML, Matlab, Tutoring, Survey Design, Gauss, LaTeX, Social Media, Teamwork, Statistics, Time Management, Economics, Data Analysis, Leadership, Public Speaking
Education
Duke University 2015 — 2017
Master of Arts (M.A.), Applied Financial Economics
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Current Undergraduate, Economics & Mathematics
American Community School of Athens 2009 — 2011
High School Diploma, 3.9
University of Richmond 2010 — 2010
Certificate in Jepson School of Leadership Studies, Leadership
HuaTai Securities Co.,Ltd. July 2015 - August 2015
University of Rochester September 2012 - May 2015
Mary's Place Outreach April 2013 - May 2013
China Merchants Securities Co., Ltd. June 2012 - August 2012
AKAD Group June 2011 - May 2012
Skills
Photoshop, Stata, R, Data Analysis, Mathematica, Sampling, SAS, Microsoft Excel, Mathematical Modeling, Flash, FrontPage, Accounting, Premiere, JavaScript, Statistics, Public Speaking
Education
Georgetown University 2015 — 2017
Master of Science (M.S.), Analytics with a concentration on Data Science
University of Rochester 2011 — 2015
Bachelor of Arts (BA), Financial Economics;Statistics
University of California, Berkeley 2014 — 2014
Summer Session, Mathematics
Cambridge International Centre 2009 — 2011
KPMG January 2015 - June 2015
Citi October 2014 - December 2014
China Merchants Securities Co., Ltd. July 2014 - September 2014
China Merchants Bank July 2013 - September 2013
Skills
Mathematical Modeling, Programming, Data Analysis, Quantitative Research, Investment Management, C++, R, Matlab, Python, Java, SQL, Hip-Hop Dance
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Finance, Master’s Degree
Renmin University of China 2011 — 2015
Applied Mathematics & Finance, Bachelor’s Degree(3.81/4)
Oracle June 2013 - Present
Neuberger Berman June 2012 - August 2012
Wellesley Consultants April 2011 - November 2011
MIT Media Lab June 2011 - August 2011
Kwong Kow Chinese School April 2010 - September 2010
China Merchants Securities Co., Ltd. July 2010 - August 2010
Skills
Data Analysis, Sales Presentations, CRM, Leadership, Teamwork, Public Speaking, Microsoft Excel, SaaS, PowerPoint, Java, Sales, Project Management, Salesforce.com, HTML, Public Relations, Real Estate License, Team Leadership, Microsoft Office, Social Media, Social Media Marketing, Marketing
Education
MIT 2011 — 2013
Bachelor of Science (BS), Architecture
Wellesley College 2009 — 2013
BA, Economics, Architecture
Jericho High School
Syosset High School
School of Management and IBM Co. October 2014 - October 2014
China Merchants Securities Co., Ltd. September 2012 - July 2013
China Power Investment Corporation January 2012 - April 2012
HUAAN SECURITIES CO., LTD June 2011 - August 2011
Education
University at Buffalo 2013 — 2015
Master of Science in Finance, Quantitative Finance, 3.96/4.0
Shanxi University of Finance and Economics 2008 — 2012
Bachelor of Economics in Statistics, Statistics, 3.63/4
Columbia University in the City of New York September 2014 - Present
University of Groningen September 2010 - Present
China Merchants Securities Co., Ltd. July 2012 - August 2012
The Conference Board June 2010 - August 2010
Skills
Econometrics, Research, Stata, Statistics, Data Analysis, Economics, SPSS, R, LaTeX, Microeconomics, Economic Research, Environmental Economics, Eviews, Macroeconomics, Matlab, Quantitative Analytics, Statistical Modeling, SQL, Python, VBA, Microsoft Excel, SAS Programming
Education
University of Groningen 2008 — 2010
master, Economics and Econometrics, 8
University of Groningen 2006 — 2008
Bachelor's degree, International Economics and Business, 8.7
Fudan University 2004 — 2008
Bachelor, Economics, 3.7
Arizona State University June 2015 - Present
Carnegie Mellon University September 2009 - May 2015
Federal Reserve Bank of Richmond June 2013 - August 2013
Carnegie Mellon University May 2012 - June 2012
Industrial and Commercial Bank of China February 2008 - May 2008
China Merchants Securities Co., Ltd. January 2008 - March 2008
HSBC July 2007 - August 2007
China Minsheng Banking Corp.ltd July 2006 - July 2006
Skills
Matlab, Stata, LaTeX, R, Statistics, Machine Learning, Statistical Modeling
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2015
Doctor of Philosophy (Ph.D.)
Carnegie Mellon University - Tepper School of Business 2009 — 2011
Master of Science, Economics
清华大学经济管理学院 Tsinghua University School of Economics and Management 2005 — 2009
B Sc, Economics
Aalto University 2007 — 2007
Exchange Program, Finance
PwC Advisory December 2014 - Present
IFC - International Finance Corporation May 2013 - July 2014
China Merchants Securities Co., Ltd. June 2012 - August 2012
renren.com February 2011 - August 2011
Sinosteel Corporation Limited June 2010 - December 2010
Skills
International Economics, Financial Modeling, Corporate Finance, Capital Markets, Project Finance, Investments, Energy Markets, Valuation, SQL, Bloomberg, Finance, International Trade, Policy Analysis, International Relations, Analysis
Education
Johns Hopkins SAIS 2011 — 2013
Master's Degree, International Finance and Economics, 3.92 GPA
University of Toronto - University of Trinity College 2006 — 2010
Bachelor's Degree, International Relations
Fugro August 2015 - Present
Texas A&M Transportation Institute April 2015 - Present
Internal Revenue Service February 2013 - April 2013
China Merchants Securities Co., Ltd. January 2011 - March 2011
Ocean University of China September 2007 - February 2008
Skills
Financial Statement..., Corporate Finance, Cost Accounting, Auditing, Income Tax, Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Tax Preparation, General Ledger, SAP, CPA, QuickBooks, Tax, Accounts Payable, Teamwork, Microsoft Office, Tax Returns, Microsoft Excel, PowerPoint, Microsoft Word, Analysis, Account Reconciliation, Bookkeeping, Time Management, Leadership, Financial Statements
Education
The University of Texas at Dallas 2012 — 2013
Master of Science (M.S.), Accounting, 4.0
University of International Business and Economics 2010 — 2012
Master of Science (M.S.), Accounting, 3.3
Ocean University of China 2005 — 2009
Bachelor of Business Administration (BBA), Accounting, 3.2
Morgan Stanley Huaxin Securities July 2014 - August 2014
HSBC Commercial Banking August 2011 - August 2011
China Merchants Securities Co., Ltd. July 2011 - July 2011
Education
Tufts University 2013 — 2015
Master's Degree, Economics
Renmin University of China 2009 — 2013
Bachelor's Degree
China Merchants Securities Co., Ltd. March 2015 - Present
Backchina LLC. June 2013 - April 2014
Baylor University November 2012 - May 2013
Soochow Securities Co.,LTD May 2012 - August 2012
Skills
Chinese, Presentations, Communication Skills, Customer Service, Microsoft Office, Business Risk Management, Life and Health..., Personal Financial..., Employee Benefit..., Risk Management, Accordion
Education
Baylor University 2010 — 2013
Bachelor of Business Administration (BBA), Risk Management and Insurance
Northeastern University 2010 — 2010
US Pathway Program
Kaplan Higher Education Corporation 2009 — 2010
Bachelor of Business Administration (BBA), US Pathway Program
China Merchants Securities Co., Ltd. May 2015 - July 2015
Education
The Ohio State University 2014 — 2018
Bachelor's degree, Accounting
Quarry Lane School 2012 — 2014
High School Degree
Citi June 2014 - September 2014
China Merchants Securities Co., Ltd. 2011 - 2013
Georgia Institute of Technology 2009 - 2011
Education
University of Rochester 2013 — 2015
Master of Business Administration (MBA)
Hunan University 2008 — 2012
Doctor of Philosophy (PhD)
Xiangtan University
Bachelor of Arts (BA)
Rialto Capital Management June 2015 - Present
Emory University Goizueta Business School September 2014 - Present
China Merchants Securities Co., Ltd. July 2014 - August 2014
Emory University Economics Department January 2014 - May 2014
Emory University September 2013 - May 2014
Emory University Film Studies Department September 2013 - May 2014
China Guangfa Bank May 2013 - June 2013
Children's Healthcare of Atlanta January 2013 - May 2013
Skills
Mandarin, Research, International Relations, Microsoft Office, Community Outreach, Social Media, Training, Leadership, Project Management, Financial Analysis, Statistics
Education
Emory University 2012 — 2016
Bachelor of Arts (BA), International/Global Studies Major; Economics Minor
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Houlihan Lokey September 2013 - Present
Bank of America June 2013 - August 2013
Standard & Poor's October 2012 - January 2013
RBC Capital Markets 2012 - 2012
Gordian Capital Singapore Limited April 2011 - December 2011
China Merchants Securities Co., Ltd. June 2010 - July 2010
Bank of China May 2010 - June 2010
Skills
VBA, Financial Modeling, Bloomberg, Matlab, R, Visual C++, Java, Asset Management, Portfolio Management, Econometrics, Quantitative Finance, Structured Products, Investments, Bonds, Fixed Income, Finance, Derivatives, FX Options, MBS, Valuation, Equities, Options
Education
UC Berkeley Haas School of Business 2012 — 2013
Master, Financial Engineering
National University of Singapore 2007 — 2011
Bachelor of Science (B.Sc.) Hon, Quantitative Finance
Université Paris Dauphine 2009 — 2010
Exchange, Applied Economics
Greater Columbus Chinese Chamber of Commerce February 2015 - Present
Hicks Partners, LLC August 2014 - Present
MidAmerican Global Ventures August 2014 - Present
GoInfoIt Corp, a startup company May 2014 - June 2014
Hilliard Lyons February 2014 - May 2014
China Merchants Securities Co., Ltd. March 2013 - June 2013
China Venture Investment Consulting Group October 2012 - February 2013
China star corp. for international economic & technical cooperation July 2012 - September 2012
L&Y Management Consulting &Training Corporation February 2012 - June 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Office, Leadership, Data Analysis, Analysis, Valuation, Microsoft Excel, Risk Management, PowerPoint, Business Strategy, Financial Reporting, Teamwork, Microsoft Word, Business Analysis, Finance, Bloomberg, Mergers & Acquisitions
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Specialized Master in Finance, Corporate Finance and Investment Banking, 3.85
Peking University 2009 — 2013
Bachelor of Business Administration (BBA), Economics and Finance, 3.5
University of Sydney 2011 — 2012
Business School Exchange Program, Courses: Fixed Income Securities, Derivatives, Financial Risk Management, 3.8
J.P. Morgan September 2013 - Present
J.P. Morgan March 2013 - September 2013
J.P. Morgan September 2012 - March 2013
J.P. Morgan April 2012 - October 2012
Thomson Reuters June 2011 - August 2011
Deutsche Bank August 2010 - December 2010
The Redwoods Group August 2010 - December 2010
China Merchants Securities Co., Ltd. February 2010 - March 2010
Skills
VBA, Matlab, C, Excel, Access, MySQL, Reuters, Bloomberg Terminal, Mutual Funds, Trading
Education
Duke University
Master of Engineering Management, Finance
Beijing Institute of Technology
Bachelor of Science, Mathematics and Applied Mathematics
High School Affiliated to Renmin University of China
Science
China Merchants Securities Co., Ltd. November 2013 - May 2014
AAEE Global Trading Inc. November 2012 - October 2013
Finantech Accounting Service July 2012 - October 2012
Ontario Greenland Dynamic Corp January 2012 - June 2012
Skills
Communication Skills, Team Leadership, Accounts Payable, Accounts Receivable, QuickBooks, Simply Accounting, Tax Returns, Problem Solving, Work Ethic, Data Analysis, Microsoft Excel, Self-starter, Always Willing to Learn, Hardwork, Sage
Education
Queen's University 2014 — 2015
Master's degree, Finance, 4.3
University of Toronto 2008 — 2011
BBA, Accounting
University of Toronto at Scarborough 2008 — 2011
BBA, Accounting
Trusted Insight May 2013 - August 2013
International Link January 2013 - April 2013
China Merchants Securities Co., Ltd. July 2012 - August 2012
Germton Enterprise Ltd. July 2011 - August 2011
The Chinese University of Hong Kong, Department of Economics July 2010 - August 2010
Skills
Data Analysis, Microsoft Office, Quantitative Research, Economic Research, Statistical Modeling, Development Strategy, Bloomberg, Microsoft Excel, C, Corporate Finance, Qualitative Research, CapIQ, Reuters ThomsonOne, Matlab, STATA, RSP, Crystal Ball, Private Equity, Venture Capital, Alternative Investments, Institutional..., Start-ups, Financial Modeling, Financial Engineering
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Operations Research
The Chinese University of Hong Kong 2008 — 2012
Bachelor of Social Science, Economics, 3.6/4.0 (Second Class Upper; $65,000 Scholarship Winner for 4 Years)
University of California, Berkeley 2010 — 2010
Exchange Program (Selected by University; Winner of Exchange Scholarship), Mathematics and Economics, 3.84/4.00
China Merchants Securities Co., Ltd. July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Making Coffee, PowerPoint, Stata, Mac OS, Windows, Windows 7, Finance, SPSS, Research, Critical Thinking
Education
Zhongnan University of Economics and Law 2011 — 2015
Finance (CFA Specialty), Bachelor of Business Administration (BBA)
University of California, Riverside 2014 — 2015
Business Administration and Management
University of California, Riverside - A. Gary Anderson Graduate School of Management 2015 — 2016
Accounting, Master of Professional Accounting
Credit Suisse April 2014 - Present
HSBC February 2010 - April 2014
JPMorgan Chase May 2007 - September 2009
JPMorgan Chase May 2007 - September 2009
ABN AMRO 2006 - 2006
Lipper, A Thomson Reuters Company 2004 - 2006
China Merchants Securities Co., Ltd. 2001 - 2003
Skills
Investment Banking, Derivatives, Equities, Fixed Income, Trading Systems, Financial Modeling, Credit Risk, Market Risk, Capital Markets, Trading, FX Options, Portfolio Management, Business Analysis, Options, Risk Management, Credit Derivatives
Education
NYIF 2010 — 2011
University of Denver 2003 — 2005
MA, Economics
Walt Disney Pictures January 2015 - Present
United Talent Agency January 2014 - January 2015
Warner Bros. Entertainment Group of Companies October 2013 - December 2013
DMG Entertainment July 2013 - December 2013
Endemol June 2013 - August 2013
Random Art Workshop August 2012 - August 2012
Government of Singapore Investment Corporation June 2012 - August 2012
China Central Television Station May 2012 - June 2012
China Merchants Securities Co., Ltd. August 2011 - August 2011
People's Bank of China May 2011 - June 2011
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Economics, Social Media, Adobe Creative Suite, Photoshop, Statistics, Final Cut Pro, Stata, Equities, Cinematography, Screenwriting, Adobe Premiere, Sobey, Avid, Financial Modeling
Education
Duke University 2009 — 2013
Bachelor of Arts, Economics with Finance Concentration; Arts of the Moving Image Certificate; Theater Minor
Harvard University 2010 — 2010
Harvard Summer School, Courses: Effective Business Communication; Organizational Behavior and Leadership
China Merchants Securities Co., Ltd. August 2010 - Present
Merrill Lynch & Co. Inc. September 2009 - July 2010
UBS Financial Services Inc. June 2009 - August 2009
Education
Pace University 2008 — 2010
Columbia University September 2015 - Present
Stony Brook University 2009 - August 2015
Toastmasters International September 2013 - June 2014
Stony Brook University September 2010 - May 2012
China Merchants Securities Co., Ltd. July 2008 - August 2008
Skills
Matlab, Mathematical Modeling, Molecular Modeling, Bioinformatics, Drug Discovery, Drug Design, C++, Perl, Mathematica, Numerical Analysis, Computational Biology, Linux, Algorithms, Applied Mathematics, Statistical Modeling, LaTeX, Machine Learning, Structural Biology, R, Data Mining
Education
Stony Brook University 2009 — 2015
Doctor of Philosophy (Ph.D.), Applied Mathematics
Stony Brook University 2009 — 2011
Master of Science (M.S.), Applied Mathematics and statistics
Beijing Normal University 2005 — 2009
Bachelor of Science (B.S.), Mathematical Science
Arcesium LLC July 2015 - Present
The D. E. Shaw Group August 2013 - July 2015
Citi June 2012 - August 2012
China Merchants Securities Co., Ltd. July 2011 - August 2011
Accenture July 2010 - August 2010
AIESEC September 2007 - January 2010
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration/Bachelor of Science, Business Administration/Economics/Mathematics
Renmin University of China 2007 — 2009
Bachelor of Arts, Finance/Law
Beijing High School Four 2004 — 2007
China Merchants Securities Co., Ltd. July 2011 - July 2013
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Valuation, IFRS, Internal Controls, Financial Accounting, GAAP, Auditing, Bloomberg, Investments, Microsoft Excel, PowerPoint, Microsoft Office, External Audit, Microsoft Word, Business Development, Data Analysis, Analysis
Education
Lehigh University 2013 — 2015
Master of Science (M.S.), Accounting and Information Analysis
The Chinese University of Hong Kong 2010 — 2011
Master of Arts (M.A.), History, 3.76
City University of Hong Kong
Bachelor’s Degree, Accounting and Finance, 3.58
China Merchants Securities Co., Ltd. July 2011 - August 2011
China Development Bank June 2011 - June 2011
Figueroa Capital Group January 2011 - May 2011
Skills
Economics, Financial Analysis, Equity Research, Financial Modeling, Investments, Investment Banking, Bloomberg, Derivatives, VBA, Corporate Finance, Equities, Fixed Income, Capital Markets, Financial Accounting, Due Diligence, Research, Stata, Mandarin, Valuation, Market Research, Portfolio Management
Education
University of Southern California 2010 — 2012
Masters of Arts, Economics
Peking University 2008 — 2010
Bachelor, Double Major in Economics
China Univeristy of Political Science and Law 2005 — 2010
Bachelor, Law and International Business
Guangzhou Zhixin Middle School 1999 — 2005
Junior High and High School
EY May 2015 - Present
Ernst & Young July 2013 - April 2015
China Merchants Securities Co., Ltd. June 2012 - August 2012
KPMG June 2011 - July 2011
Nike July 2009 - August 2009
Skills
Transfer Pricing, Microsoft Excel, Financial Modeling, Financial Analysis, Data Analysis, Access, Visual Basic, VBA, Visio, SPSS, Automotive, Compliance, Auditing, Corporate Finance, Economics, PowerPoint, Accounting, Microsoft Office, Valuation
Education
University of Michigan 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Operations Management
Beijing No.4 High School 2006 — 2009
High School Diploma
Gemdale Group Co., Ltd June 2012 - August 2012
China Merchants Securities Co., Ltd. June 2011 - August 2011
Waranty Asset Management Co., Ltd May 2011 - June 2011
China Merchants Bank October 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
New York University 2014 — 2016
Master's degree
Syracuse University - Martin J. Whitman School of Management 2010 — 2013
Bachelor's Degree, Accounting
Shenzhen College of International Education 2007 — 2010
High School
MedeAnalytics Inc July 2015 - August 2015
The Sixth Research Institute of CEC June 2012 - August 2012
AXA (Hong Kong) Life Insurance Co., Ltd. October 2011 - November 2011
China Merchants Securities Co., Ltd. June 2011 - August 2011
Skills
Data Analysis, Quantitative Analytics, Mathematical Modeling, Econometrics, Economics, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Derivatives, Capital Markets, Equities, Financial Markets, Microsoft Excel, Stata, EViews, SPSS, R, VBA, C, C++, Microsoft SQL Server, Microsoft Office
Education
University of Southern California 2013 — 2015
Master of Arts (MA), Economics, 3.75/4.00
Dalian Maritime University 2009 — 2013
Bachelor of Economics, Economics, 3.61/4.00
New Century Insurance Services, Inc June 2013 - Present
Thunderbird School of Global Management 2012 - May 2013
Beadcrete USA, Inc. May 2012 - October 2012
Guangzhou Securities Co., Ltd. June 2012 - July 2012
China Merchants Securities Co., Ltd. July 2009 - August 2009
Skills
Financial Modeling, Event Planning, Financial Analysis, Access, International business, Strategic Financial..., Project Management, US GAAP reporting, CMA, Bloomberg, Bioscience, Biostatistics, Biopharmaceuticals, Property & Casualty...
Education
Thunderbird School of Global Management 2011 — 2012
Master of Science, Business Administration and Management, General, 3.6
Sun Yat-Sen University 2007 — 2011
Bachelor of Science (B.S.), Biology/Biological Sciences, General, 3.56
No. 6 High School, Guangzhou, China
MasterCard Worldwide June 2013 - August 2013
Changyou.com (US) Inc. July 2012 - August 2012
China Merchants Securities Co., Ltd. May 2010 - July 2010
Education
University of Michigan 2011 — 2014
Bachelor of Science (BS)
University of Michigan 2011 — 2014
Bachelor of Science (B.S.)
Harbin No.3 Middle School
Blackmore Partners February 2013 - July 2013
JJL Overseas Education June 2012 - July 2012
The Chicago Community Trust February 2012 - May 2012
China Merchants Securities Co., Ltd. February 2010 - May 2010
Beijing Xinghua Accounting Firm January 2009 - January 2009
GuotaiJunan Securities Company August 2008 - August 2008
Skills
Research, Financial Analysis, Microsoft Office, Asset Managment, Program Management, Fundraising
Education
Illinois Institute of Technology Stuart School of Business 2011 — 2013
Master of Science, Finance
Southwestern University of Finance and Economics 2007 — 2011
Degree of Bachelor, Finance; Economics
Primary Capital LLC (PC) October 2014 - Present
Thompson & Company, LLC April 2014 - October 2014
Ping An Bank Co., Ltd. July 2013 - August 2013
HSBC June 2013 - June 2013
China Merchants Securities Co., Ltd. April 2012 - May 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2010 - September 2010
Industrial and Commercial Bank of China January 2010 - February 2010
Skills
Microsoft Excel, PowerPoint, SAS, Equity Valuation, Financial Statement..., Equity Research, Financial Modeling, Mergers & Acquisitions, Capital IQ, Investment Banking, Private Equity, Private Placements, Cross-border..., Venture Capital, Bloomberg, Matlab, Fixed Income, Portfolio Management, Quantitative Finance, Leadership, Credit Analysis, Fundraising, Eviews, Data Analysis, Small Business..., R, Investor Relations, Business Planning, Microsoft Word, Public Speaking, Cantonese, Axial
Education
State University of New York at Buffalo 2012 — 2014
Master of Science (MS), Finance and Financial Management Services, 3.81
State University of New York at Buffalo - School of Management 2012 — 2013
Master of Science (MS), Finance, General, 3.81
Shandong University of Finance and Economics 2008 — 2012
Bachelor's degree, Finance, General, 3.21
High School Attached to Shandong Normal University 2005 — 2008
State university of new york
China Merchants Securities Co., Ltd. April 2014 - August 2014
Agricultural Bank of China (UK) Ltd January 2013 - May 2013
China Development Bank June 2011 - October 2011
The Export-Import Bank of China August 2010 - October 2010
Asian Development Bank June 2010 - August 2010
Education
Pace University - Lubin School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Investment Management, 3.49
Univeristy of exeter 2011 — 2012
Master's Degree, Financial Economics, Merit
University of Exeter 2008 — 2011
Bachelor's Degree, Mathematics with Economics, 2:2
Berry Logistics, LLC. January 2012 - April 2015
China Merchants Securities Co., Ltd. August 2014 - December 2014
Urschool.org May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, C++, English
Education
University of Michigan 2012 — 2016
Bachelor of Science (BS), Economics
Deloitte China June 2013 - August 2013
China Merchants Securities Co., Ltd. May 2013 - July 2013
Standard Chartered Bank June 2012 - August 2012
Education
University of Rochester 2011 — 2015
Woodruff PE Center September 2012 - Present
China Merchants Securities Co., Ltd. June 2012 - July 2012
China Merchants Bank December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, C++, English
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Bachelor of Mathematics
Emory University 2011 — 2013
Bachelor of Applied Science (BASc), Applied Mathematics
China Merchants Fund August 2014 - Present
KPMG July 2013 - July 2013
China Merchants Securities Co., Ltd. June 2012 - August 2012
China Construction Bank (Asia) Corporation Ltd. December 2011 - January 2012
Citi May 2011 - July 2011
Skills
Investment Banking, Valuation
Education
Rice University 2010 — 2014
BA, Mathematical Economic Analysis
Oakwood Friends School 2008 — 2010
Shenzhen Senior High School 2006 — 2008
China Merchants Securities Co., Ltd. June 2014 - August 2014
Citi Orient Securities March 2013 - July 2013
China Minzu Securities Company Ltd August 2012 - September 2012
KPMG China July 2012 - August 2012
Fubang Asset Management Corp. July 2011 - August 2011
Education
Lehigh University - College of Business and Economics 2013 — 2015
Master of Science (M.S.)
Central University of Finance and Economics 2009 — 2013
Bachelor of Science (BS)
The Ohio State University January 2015 - Present
The Ohio State University August 2013 - Present
China Merchants Securities Co., Ltd. July 2015 - August 2015
Merck May 2015 - July 2015
WinTrump Capital December 2014 - January 2015
China Minsheng Banking Corp.ltd May 2014 - June 2014
Goldman Sachs March 2013 - May 2013
Education
The Ohio State University 2013 — 2016
Minor
The Ohio State University - The Max M. Fisher College of Business 2013 — 2016
Bachelor's Degree
Stanford University 2014 — 2014
Beijing No.8 High School
UC Santa Barbara at Intercollegiate Athletics Department June 2014 - Present
China Merchants Securities Co., Ltd. June 2014 - September 2014
HuaChuang Securities Company June 2013 - August 2013
UCSB Chinese Student Association (CSA) January 2013 - January 2013
Hong Kong Cathay Education Association May 2011 - May 2011
YangWu Middle School June 2010 - August 2010
Skills
Mathematics, Statistics, Economics, Finance, Marketing, Leadership, Actuarial Science, Statistical Modeling, Quantitative Analytics, Investment Banking, Asset Management, Hedge Funds, Data Analysis, Microsoft Office, Photoshop, Python, Basketball
Education
University of California, Santa Barbara 2012 — 2016
Bachelor of Science (BS), Financial Mathematics and Statistics, Junior
Beijing No.13 High School 2009 — 2012
High School
Self-employed February 2014 - Present
Alliance Boots 2013 - 2014
China Create Financial Holding Group Co. Ltd., China 2011 - 2011
China Merchants Securities Co., Ltd. 2011 - 2011
GF Securities Company Ltd, China 2010 - 2010
China Guangfa Bank 2010 - 2010
Education
Durham University
Bachelor of Arts (B.A.), Accounting and Finance
University of Warwick
Master of Science (M.Sc.), Behavioural and Economic Science
China Merchants Securities Co., Ltd. July 2015 - August 2015
Scotiabank March 2015 - March 2015
Hunter Dickinson Inc. February 2015 - March 2015
SPARK 2015 - 2015
Skills
Event Planning, Teamwork, Team Leadership, Finance, Microsoft Office, Management, Marketing, Accounting, Customer Service, Microsoft Excel, Microsoft Word
Education
Cornell University School of Hotel Administration 2015 — 2019
Bachelor’s Degree, Finance and Real Estate
Lord Byng Secondary School 2011 — 2015
High School, GPA 4.3