CITIC Securities
Industry: Full service investment banking company
DescriptionCITIC Securities Co., Ltd. is China's largest full-service investment bank. It offers services in underwriting, research, brokerage, asset management, wealth management, and investment advisory. CITIC Securities was established in 1995 and it is headquartered in Shenzhen, Guangdong Province. Headquarters: Shenzhen, China Founded: October 25, 1995 Subsidiaries: CLSA, China Asset Management, KVB Kunlun FG, Parent organization: CITIC Group
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CITIC Securities Employees
Microsoft June 2015 - Present
CITIC Securities February 2014 - April 2014
Baidu, Inc. October 2011 - March 2012
Skills
R, Python, Data Mining, Statistics, Machine Learning, Statistical Modeling, Matlab, Linux, Hadoop, Databases, SAS, Shell Scripting, SQL
Education
Peking University 2011 — 2014
Master's degree, Statistics
Peking University 2007 — 2011
Bachelor's degree, Applied Mathematics
The University of Texas at Austin
Doctor of Philosophy (Ph.D.), Statistics and Data Science
Cummins Inc. May 2014 - August 2014
CITIC Securities May 2012 - July 2012
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor's degree, Accounting and Finance
CoolGlow.com June 2015 - Present
CITIC Securities May 2013 - July 2013
Industrial and Commercial Bank of China July 2011 - August 2011
Education
The University of Texas at Dallas 2013 — 2015
Master of Science (MS)
University of Science and Technology of China 2009 — 2013
Bachelor of Science (B.S.)
CITIC Securities April 2012 - June 2013
GuoYuan Securities Co., Ltd. December 2010 - February 2011
GuoYuan Securities Co., Ltd. December 2009 - February 2010
Skills
Financial Modeling, Equity Research, Data Analysis, Bloomberg, Risk Management, Equity Valuation, Statistics, Research, Capital IQ, Project Management, Microsoft Office, Equity Trading, Equity Capital Markets, Visual Basic, Chinese, Bloomberg Terminal, VBA, SPSS, Investments, Portfolio Management, ThomsonOne, Financial Analysis, Emerging Markets, Corporate Finance, Valuation, Private Equity, Mergers & Acquisitions, Microsoft Excel, Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (M.S.), Finance, Dean's List.
The University of Auckland, New Zealand 2009 — 2012
Bachelor of Commerce (BCom), Finance and Economics
Security Benefit April 2015 - Present
Glass Rock Capital LLC July 2014 - April 2015
Milliman April 2014 - June 2014
CITIC Securities December 2013 - January 2014
Primary Capital LLC (PC) June 2013 - August 2013
PwC June 2012 - August 2012
PwC August 2010 - February 2011
Skills
Finance, C++, Financial Services, Business Analysis, Auditing, Risk Management, Matlab, Option Pricing Models, Quantitative Finance, Financial Modeling, Fixed Income, Trading Strategies, SQL, Monte Carlo Simulation, Interest Rate..., Equity Derivatives, Asset Management, DCF, M, Time Series Analysis, Data Manipulation, Investments, Options, Portfolio Management
Education
The University of Chicago 2013 — 2014
Master's Degree, Financial Mathematics, GPA: 3.82/4.0
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor's Degree, Applied Mathematics & Economics, GPA: 3.6/4.0
CITIC Securities December 2013 - Present
Skills
Microsoft Excel, Data Analysis, Financial Modeling, Economics
Education
University of Rochester 2012 — 2013
ms, finance
Simon Fraser University 2009 — 2012
bba, Finance, General
St. Lawrence University September 2013 - May 2015
CITIC Securities May 2014 - July 2014
BMG RIGHTS MANAGEMENT February 2014 - April 2014
Industrial and Commercial Bank of China July 2013 - August 2013
St. Lawrence University September 2012 - May 2013
Porsche Centre Wenzhou June 2012 - July 2012
Canaan Advertising Agency January 2011 - January 2011
Skills
Sales Management, Customer Service, Music Theory, Logic Pro, Advertising, Teaching, Photoshop, Garageband, Minitab, Music, Illustrator, Sibelius, Corel Draw, Classical Guitar, Sales, Music Production, Music Industry, PowerPoint, Public Speaking
Education
St. Lawrence University 2011 — 2015
Bachelor of Arts (B.A.), Economics / Music
St. Lawrence University 2011 — 2015
Economics
Johnson & Johnson 2014 - Present
Booz & Company 2011 - 2013
CITIC Securities 2010 - 2010
Artkey (culture industry start-up) 2009 - 2010
MOFCOM (Ministry of Commerce - P.R.C.) 2009 - 2009
Skills
Medical Devices, Management Consulting, Competitive Analysis, Financial Modeling, Marketing, Market Analysis, Strategic Consulting, Emerging Markets, Business Modeling, Market Entry, Due Diligence, Healthcare Industry, Project Management, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
Peking University 2005 — 2009
Bachelor's degree, Managment
WHU – Otto Beisheim School of Management 2007 — 2007
Excellent undergraduate exchange program, International Business
CITIC Securities August 2013 - June 2014
CITIC Securities May 2012 - August 2012
China Construction Bank May 2011 - August 2011
Skills
Matlab, Mathematica, R, Microsoft Office, Financial Analysis, Financial Modeling, Analysis, PowerPoint, Statistics, Finance, Microsoft Excel
Education
UCLA Anderson School of Management 2014 — 2015
Master's degree, Financial Engineering
Penn State University 2009 — 2013
Bachelor's degree, Chemical Engineering, 3.50
The Walt Disney Company June 2015 - Present
Sirius XM Radio Inc. January 2015 - May 2015
Becker Professional Education January 2014 - January 2015
CITIC Securities June 2014 - August 2014
Zhejiang Telecommunication Administration Office June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Access, Teamwork, Financial Accounting, QuickBooks, International Business, Oracle, Internal Audit, Accounting, SAS, Microsoft SQL Server, Financial Modeling, Cost Accounting, Database Design and..., Adobe Acrobat, Strategic Management, Marketing, Microsoft Office, Business Strategy
Education
The George Washington University 2013 — 2015
Master's degree, Accounting
University of Nottingham 2009 — 2013
Bachelor of Arts (BA), International Business Management, 3.7/4.0
The University of Alabama at Birmingham August 2013 - Present
CITIC Securities June 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) April 2012 - May 2012
Cowen and Company November 2011 - March 2012
Intrax May 2009 - August 2010
Skills
Customer Service, Research, Teamwork, Public Speaking, Event Planning, Data Analysis, Teaching, Solid Modeling, Microsoft Office, Matlab, Analysis
Education
University of Alabama at Birmingham
BS, Mechanical Engineering
FactSet February 2015 - Present
Geneva Trading May 2014 - August 2014
Citi May 2013 - June 2013
CITIC Securities June 2012 - August 2012
University of Michigan April 2012 - June 2012
Skills
Matlab, Data Analysis, C++, Statistics, R, Bloomberg, Analysis, Wind, Mathematica, LaTeX, Finite Element Analysis, SAS, Stata, Factset, Mathematical Modeling, Reuters, Q/Kdb+
Education
University of Michigan 2013 — 2014
Master of Science (M.S.), Financial Engineering
University of Michigan 2011 — 2013
Bachelor, Material Science and Engineering
Shanghai Jiao Tong University 2009 — 2013
Bachelor, Mechanical Engineering
Akuna Capital December 2014 - Present
University of Chicago Booth School of Business February 2013 - May 2013
Ronin Capital November 2012 - March 2013
CITIC Securities July 2012 - August 2012
Yale School of Management October 2011 - December 2011
Chinese Academy of Sciences July 2010 - August 2010
Skills
C++, MFC, C#, Visual Studio, Java, Python, Matlab, OpenCV, OpenGL, Bloomberg Terminal, Microsoft Office, LaTeX, Modeling, Linux, F#, CUDA, Stochastic Differential...
Education
The University of Chicago 2012 — 2013
Master of Science (M.S.), Financial Mathematics
Yale University 2011 — 2012
Master of Science
Tsinghua University 2007 — 2011
Bachelor of Engineering (BEng), Automation Engineering
Nankai High School 2004 — 2007
NewDay Financial December 2014 - Present
U.S. Department of Housing and Urban Development October 2013 - May 2014
ICMA-RC January 2014 - March 2014
CITIC Securities January 2012 - March 2012
PwC July 2011 - September 2011
Skills
Financial Analysis, Equity Research Analysis, Asset Management, Credit Risk, English, Research, Accounting, Auditing, Modern Portfolio Theory, Microsoft Office, Matlab, C, SAS programming, VBA, Eviews, Mandarin, Investment Banking, LBO, Valuation, Financial Modeling, EViews, Bloomberg, Corporate Finance, Finance, SAS, Portfolio Management, Data Analysis
Education
University of Maryland College Park 2012 — 2014
Master of Science (MS), Quantitative Finance, 3.89/4.0
Xi'an Jiaotong University 2008 — 2012
Bachelor of Economics, Mathematical Economics and Finance
BlackRock May 2015 - Present
Charles Schwab November 2014 - February 2015
CITIC Securities August 2013 - March 2014
ICBC-Credit Suisse Fund August 2012 - September 2012
EY June 2012 - July 2012
Skills
Matlab, Stata, C++, Java, Microsoft Office, Macroeconomics, Algorithms, Development Economics, Wind, R, Bond Markets, Statistics, Mandarin, SAS, VBA, Economics, MATLAB, Analysis, Bloomberg, Fixed Income
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master of Financial Engineering, Financial Engineering
Peking University 2009 — 2013
Bachelor of Science (BS), Computer Science, Economics
Weiyu High School 2006 — 2009
High School
Baidu, Inc. June 2015 - August 2015
CITIC Securities June 2014 - August 2014
PwC July 2013 - August 2013
Skills
Microsoft Office, SQL, Data Analysis, SPSS, Java, Matlab, Mandarin, Stata, Data Mining, R, PHP
Education
Emory University 2013 — 2016
Bachelor of Science (B.S.)
Shanghai Jiao Tong University 2011 — 2013
Bachelor's degree
CITIC Securities June 2014 - August 2014
Asia Society March 2014 - May 2014
Bank of China June 2013 - August 2013
The Brookings Institution March 2013 - June 2013
California Governor's Office of Business and Economic Development June 2012 - December 2012
TEDxUCDavis March 2012 - May 2012
TEDxRUC October 2010 - January 2012
China Venture Capital and Private Equity, The Investment Association of China July 2011 - September 2011
Beijing TV August 2010 - September 2010
Skills
Economics, Valuation, Program Management, Research, Policy, Government, Public Speaking, Leadership, Translation, Finance, Proposal Writing
Education
Columbia University in the City of New York 2013 — 2015
Master's degree, International Finance and Economic Policy
Renmin University of China 2009 — 2013
Bachelor's degree, International Economics
University of California, Davis 2012 — 2012
Experimental High School attached to Beijing Normal University 2006 — 2009
High School Diploma in Science
CITIC Securities International June 2014 - July 2014
Volunteer Income Tax Assistance –Internal Revenue Service (IRS) January 2014 - April 2014
CITIC Securities June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Teamwork, Data Analysis, Statistics, Research, Databases, Financial Analysis, R, JMP, Bloomberg, Shanghainese
Education
The George Washington University 2013 — 2015
Master of accountancy, Accounting and Finance
University of Minnesota-Twin Cities 2010 — 2013
Guoxin International Investment Co., Ltd March 2015 - Present
Essence Securities Co., Ltd December 2014 - March 2015
HuaTai Securities Co.,Ltd. June 2014 - September 2014
CITIC Securities February 2014 - May 2014
Skills
Analysis, Research, Strategic Planning, Financial Analysis, Marketing Research, Microsoft Word, Public Speaking, Project Management, Presentations, Financial Accounting
Education
University of Rochester 2012 — 2013
Master of Science (M.S.), Corporate Management
Nanjing University 2008 — 2012
Bachelor of Science (BS), Materials Chemistry and International Finance
Cheng Technology & Services July 2013 - August 2013
CITIC Securities May 2013 - July 2013
Cargill March 2013 - May 2013
Ernst & Young October 2009 - March 2012
Ernst & Young October 2006 - September 2008
Shanghai Pudong Development Bank July 2005 - November 2005
Skills
Financial Analysis, Auditing, Analysis, Financial Reporting, Internal Audit, Due Diligence, Banking, Corporate Finance, Investment Banking, Financial Modeling, Valuation, Forecasting, Mergers & Acquisitions, Finance, Strategy, Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Finance & Strategy
Tianjin University of Finance and Economics 2002 — 2006
Bachelor, International Finance
China Securities July 2011 - August 2011
CITIC Securities July 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Windows, Data Analysis, SQL, Research, Access, Business Analysis, Financial Reporting, Financial Analysis, Financial Accounting, Finance, SAS E-Miner, Project Management, Systems Analysis, Data Management
Education
The University of Texas at Dallas 2015 — 2016
Master's Degree, Information Technology Management
The University of Texas at Dallas 2012 — 2014
Master of Science (MS), Finance, General
J.P. Morgan (China SJV) June 2014 - Present
HuaTai Securities Co.,Ltd. November 2013 - May 2014
StormHarbour Securities June 2013 - August 2013
Monash University February 2012 - July 2012
CITIC Securities June 2011 - August 2011
PwC December 2009 - February 2010
"The Puppets" Stage Show August 2009 - November 2009
Skills
PowerPoint, Matlab, Visual Basic, Bloomberg, Morningstar, Microsoft Excel, Chinese, English, Financial Modeling, Financial Analysis, Private Equity, Equity Valuation, VBA, Investments, Bloomberg Terminal, Wind, Analysis, Finance, Capital Markets, Valuation
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (M.Sc.), Finance, GPA: 3.65/4.00, Dean's list for two semesters
The University of Chicago - Booth School of Business 2012 — 2012
Summer Business Scholars Program, Business Administration and Management, General, A in Finance, A in Accounting, B+ in Marketing
University of Southern California - Marshall School of Business 2011 — 2011
Exchange Program, Finance/Mathematics, GPA: 3.85/4.00
University of Melbourne 2009 — 2011
Bachelor, Finance/Accounting, Grade: First Class Honors in Core Subjects
University at Buffalo Investment Club February 2014 - Present
CITIC Securities May 2014 - June 2014
International Center for Alcohol Policies June 2013 - July 2013
Societe Generale January 2013 - May 2013
CHINA CITIC BANK July 2012 - September 2012
ING February 2012 - February 2012
Skills
Equity Valuation, Portfolio Management, Investment Management, Trade Finance, Credit Risk, Financial Analysis, Business Planning, Consumer Lending, Loan Origination, Corporate Finance, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Valuation, Finance, Data Analysis, Bloomberg, Economics, Fixed Income, Microsoft Word, Investments
Education
The State University of New York at Buffalo - School of Management 2013 — 2015
Master of Science (MS), Finance, General
University of International Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General
Towers Watson February 2014 - Present
Telemet America November 2013 - January 2014
Credit Suisse December 2012 - January 2013
THE CHANG LAW FIRM July 2012 - December 2012
CITIC Securities May 2011 - August 2011
YINGDA INTERNATIONAL TRUST CO., LTD. July 2010 - August 2010
Industrial and Commercial Bank of China January 2010 - February 2010
Skills
Microsoft Excel, Matlab, SAS, Financial Modeling, Financial Statement..., MS Excel Pivot Tables, Corporate Finance, Private Equity, Equity Valuation, Fixed Income Analysis, Bloomberg Terminal, M&A analysis, Monte Carlo Simulation, Time Series Analysis, Bloomberg, Mandarin, Finance, Due Diligence
Education
The George Washington University 2011 — 2013
Master of Science, Finance, 3.9
Shandong University 2007 — 2011
Bachelor of Science (BS), Economics, 3.88/4.0
University of California, Los Angeles 2008 — 2008
Business/Commerce, General, 4.0/4.0
CITIC Securities June 2013 - August 2013
Skills
C++, LaTeX, Matlab, R, Java, Numerical Analysis, Linux, Numerical Simulation, Fortran, Microsoft Excel, Data Analysis, Microsoft Office
Education
Washington University in St. Louis 2014 — 2015
Master's Degree, Quantitative Finance, 3.84/4.00
Peking University 2010 — 2014
Bachelor's Degree, Physics, 3.50/4.00
Peking University 2011 — 2014
Bachelor's Degree, Economics
Stockholm University 2013 — 2014
Mathematical Finance (exchange study), A
Edward Jones September 2015 - Present
Eclipse Capital Management September 2015 - Present
Capital One June 2015 - August 2015
Everbright Securities February 2014 - May 2014
Jones Lang LaSalle July 2013 - September 2013
Standard Chartered Bank January 2013 - March 2013
CITIC Securities September 2012 - December 2012
HSBC August 2012 - September 2012
Skills
Microsoft Office, Data Analysis, Quantitative Finance, Econometrics, Microsoft Excel, Economics, R, Matlab, C#, Financial Modeling, C++, Stata, Finance, Statistics, Java, VBA
Education
Washington University in St. Louis 2014 — 2015
Master's Degree, Master of Science in Finance—Quantitative Track
Peking University 2010 — 2014
Bachelor's Degree, Economics(Major)/ Statistics(Minor)
Yale University 2012 — 2012
Summer School, Economics, GPA:A for both courses
KPMG July 2015 - September 2015
CITIC Securities August 2014 - September 2014
AntWish.Inc April 2014 - August 2014
Amber's Food Service August 2013 - June 2014
UCLA October 2013 - January 2014
GoodFit.co August 2013 - December 2013
Amway March 2013 - December 2013
Skills
Team player, Microsoft Office,..., Sales expertise, Teaching, tutoring and..., Quick learner, Energetic and organized, Team Leadership, Teamwork, Time Management, Leadership, People Skills, Critical Thinking, Social Networking, Business, Data Entry, Data Analysis, Competitive Analysis, Marketing
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Economics / Statistics, 3rd
PwC September 2014 - Present
University of Virginia August 2013 - December 2013
Library of Congress November 2012 - May 2013
Robert H. Smith School of Business September 2012 - December 2012
Robert H. Smith School of Business September 2012 - December 2012
CITIC Securities May 2011 - August 2011
Skills
SQL, Bloomberg, Mandarin, Shanghainese, Microsoft Office, Visual Basic, Visio, Business Workflows, Technical Documentation, Project Management, Tax Returns, Data Analytics, Financial Statement..., Bookkeeping, Accounts Payable, Accounts Receivable, Bilingual, Minitab, Thomson One Banker
Education
University of Virginia 2013 — 2014
Master of Science (M.S.), Accounting
University of Maryland College Park 2011 — 2013
BS, Accounting & Information Systems
Case Western Reserve University August 2014 - Present
China Securities Co., Ltd. May 2015 - July 2015
China Securities Depository and Clearing Company October 2013 - January 2014
Hongyuan Futures Co. Ltd March 2013 - May 2013
CITIC Securities January 2013 - February 2013
Skills
Risk Management, Financial Analysis, SAS, Financial Modeling
Education
Weatherhead School of Management at Case Western Reserve University 2014 — 2016
Master's degree, Finance, General
Renmin University of China 2010 — 2014
Bachelor's degree, Finance, General, GPA: 3.82
Google August 2015 - Present
United Chemi-Con Inc. March 2015 - August 2015
DFS Group Limited November 2014 - February 2015
Alibaba.com January 2013 - August 2013
CITIC Securities July 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Market Research, Access, Analysis, Logistics, Research, Cross-functional Team..., Customer Satisfaction, Competitive Analysis, English, Data Analysis, Microsoft SQL Server, Crystal Reports, EDI, Bill of Lading, Demand Supply Planning, Inventory Management, JD Edwards, INFORM GmbH, IBM iSeries, Warehouse Rx, SQL, Microsoft Office, Business Analytics
Education
The Ohio State University 2009 — 2014
Bachelor’s Degree, Logistics, Materials, and Supply Chain Management
Goldman Sachs - 10000 Small Businesses Initiative 2012 - February 2013
St. John's University September 2010 - December 2012
CITIC Securities July 2011 - August 2011
Peter F. Drucker Academy May 2011 - August 2011
UFIDA May 2010 - August 2010
Skills
Accounting, Quickbooks, Tax, Bookkeeping, Income Tax, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Financial Accounting, Bloomberg Terminal
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Citi June 2015 - August 2015
CITIC Securities June 2014 - August 2014
Changjiang Securities June 2012 - August 2012
British Council May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, English, HTML, InDesign, Matlab, Mandarin, Chinese, Statistics, Python, Research, Stata
Education
Princeton University 2014 — 2016
Master of Finance, Finance
New York University 2010 — 2014
Bachelor of Arts (BA), Mathematics
Chardan Capital Markets June 2013 - August 2013
Market News International, Deutsche Börse February 2013 - August 2013
CITIC Securities June 2012 - August 2012
Industrial Bank Co., Ltd May 2012 - June 2012
Skills
Financial Modeling, Accounting, Equity Valuation, Adobe Photoshop, SPSS, Microsoft Excel, Data Analysis, Prezi, Statistical Data..., Research, Corporate Finance, MATLAB, Economics, InDesign, Illustrator, Fundraising, Social Media Marketing, Video Editing, Microsoft Word, Finance, PowerPoint, Financial Analysis, Social Media, VBA, Statistics
Education
New York University 2014 — 2016
Master's Degree, Economics
New York University, Stern School of Business 2012 — 2014
Bachelor's degree, Finance and Statistics
Washington University in St. Louis - Olin Business School 2010 — 2012
Bachelor's, Business
American Enterprise Institute January 2015 - Present
The Heritage Foundation September 2014 - December 2014
Econintersect LLC April 2014 - August 2014
CITIC Securities June 2012 - August 2012
Skills
Data Analysis, Research, Economics, Stata, Statistics, R, SAS programming, Economic Research, Teamwork, Econometrics, Matlab, GAMS, Mathematica, Financial Analysis, Microsoft Excel, Microsoft Word, Mathematics, Business Analysis, Microsoft Outlook, Risk Analysis, Mandarin, Databases, PowerPoint, Portfolio Management, Coordination, Business
Education
The Johns Hopkins University 2013 — 2015
Master of Science (MS), Applied Economics, 3.9 /4.0
University of Minnesota-Duluth 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.8 /4.0
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 November 2014 - Present
Jewel Capital Inc. July 2014 - September 2014
AXA Advisors February 2014 - June 2014
RE/MAX January 2014 - January 2014
Entrinsico September 2013 - December 2013
CITIC Securities May 2013 - August 2013
Citi July 2011 - September 2011
HSBC February 2011 - June 2011
China Industrial Bank(兴业银行股份有限公司) January 2011 - February 2011
ING November 2010 - November 2010
Skills
Data Analysis, Bloomberg Terminal, VBA, R, Financial Analysis, Microsoft Excel, Fixed Income, Piano Playing, C++, Microsoft Word, SAS, Corporate Finance, Monte Carlo Simulation, PowerPoint, Matlab, SQL, Credit Risk, Market Risk, Financial Modeling, Derivatives, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Quantitative Finance, Quant Finance
University of Electronic Science and Technology 2008 — 2012
Bachelor's degree, Math and Applied Maths, minor in Economics, 3.5/4.0 minor:4.0/4.0
English Conversation Program May 2015 - Present
EY June 2015 - August 2015
CITIC Securities May 2014 - July 2014
Oxley's by the numbers cafe January 2013 - May 2014
Lohas Network Technology, Inc. May 2013 - August 2013
Skills
Teamwork, PowerPoint, Microsoft Excel, Chinese, Microsoft Word, Access, Customer Service, Bloomberg Software, Inventory Management, Public Speaking
Education
The Ohio State University 2012 — 2016
Master’s Degree, Combined BSBA/MAcc Program
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
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. June 2014 - December 2014
Ameriprise Financial Services, Inc. February 2014 - May 2014
CITIC Securities February 2012 - May 2012
L'Oréal China July 2011 - December 2011
Skills
Financial Analysis, Market Research, Valuation, Corporate Finance, Microsoft Excel, Risk Management, Alternative Investments, Pricing Analysis, Excel, Mandarin, Hedge Funds, SPSS, Microsoft Office, PowerPoint, Word, Accounting, Quantitative Analysis, Marketing, VBA, Quantitative Analytics
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Science (MS), Finance and Investment Management
Shanghai University of International Business and Economics 2008 — 2012
Bachelor's degree, Bachelor of Arts in Finance
JPMorgan Chase December 2013 - Present
Agricultural Bank of China August 2012 - September 2012
CITIC Securities July 2012 - July 2012
Citibank September 2010 - May 2011
Asia Pacific Certified Public Accountants(Group)Co.,Ltd November 2010 - November 2010
Skills
Matlab, Quantitative Finance, Bloomberg, R, Microsoft Office, C++, Microsoft Excel, Risk Management, Stata, Programming, C, SQL, Financial Analysis, Corporate Finance, Financial Modeling, Fixed Income
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
Master of Science (MS)
Shenzhen University 2007 — 2011
Bachelor's degree
CITIC Securities December 2011 - January 2012
360 Huntington Fund Management January 2011 - December 2011
Northeastern University December 2010 - December 2011
Chinapex May 2010 - September 2010
HSBC October 2009 - June 2010
Skills
Basic Python, Advance Excel
Education
Northeastern University 2010 — 2012
Master, Finance(Investment)
Southwestern University of Finance and Economics 2006 — 2010
Bachelor, Finance
Freepoint Commodities September 2012 - Present
Knights Investment Group January 2012 - May 2012
Taiping life insurance co., LTD July 2011 - September 2011
CITIC Securities May 2011 - July 2011
China Reinsurance Group Company March 2010 - May 2010
Skills
Excel, Word, Microsoft Office, Quantitative Finance, C++, Matlab, R, Python, After Effects, Wordpress
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2012
Master, Quantitative Finance
Southwestern University of Finance and Economics 2006 — 2010
Bachelor of Science, Finance, General
UBS March 2012 - Present
University of Michigan July 2010 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
CITIC Securities March 2010 - May 2010
Skills
Fixed Income, Trading, China Rates & FX trading
Education
University of Michigan 2010 — 2012
Master, Financial Engineering
University of International Business and Economics 2006 — 2010
Bachelor, Finance
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch July 2014 - May 2015
PwC July 2013 - August 2013
Bitnetix March 2013 - May 2013
CITIC Securities July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Stata, C Language, Bloomberg Terminal, PowerPoint, Statistics, Event Planning, Financial Modeling
Education
University of Rochester 2010 — 2014
Bachelor of Science (BS), Bachelor of Arts (BA), Mathematics, Economics
St. Johnsbury Academy 2008 — 2010
Discover Financial Services June 2015 - September 2015
Founder Securities Co., Ltd. June 2014 - October 2014
CITIC Securities May 2012 - July 2012
Skills
R, SAS Programming, Matlab, Python, Statistics, C, Microsoft Visual Studio..., Microsoft Excel, Finance, Microsoft Office, Analysis, PowerPoint, Big Data, Financial Modeling, SAS E-Miner, Unix, Portfolio Management, Java, C++, Data Analysis
Education
University of California, Los Angeles 2014 — 2015
Master of Financial Engineering, Financial Engineering
University of Toronto 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
China Pacific Insurance Company July 2013 - August 2013
CITIC Securities May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Photoshop, Social Media, Java, C, Matlab, SAS, R, Statistics, Analysis, Quantitative Finance
Education
University of Pittsburgh 2014 — 2019
Doctor of Philosophy (Ph.D.), Financial Mathematics
University of Pittsburgh 2012 — 2014
Bachelor of Science (BS), Mathematics and Statistics
Sichuan University 2010 — 2012
Mathematics and Economics
OHL March 2015 - Present
Hobsons January 2015 - March 2015
Snobswap August 2014 - January 2015
Tianjin Commodity Exchange September 2011 - February 2012
CITIC Securities July 2011 - August 2011
Agricultural Bank of China July 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Microsoft Office, Matlab, Visual Basic, Eviews, R, Strategic Financial..., Management, Project Management, Valuation, Microsoft Excel, Data Analysis, Analysis, PowerPoint
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master's Degree, Finance, General, 3.70
Tianjin University of Finance and Economics 2008 — 2012
Bachelor's Degree, International Finance, International Hospitality Management, 3.70/4, 3.78/4
Deloitte April 2015 - Present
RMM Software Company December 2012 - June 2013
Konkuk University & Northwestern University July 2012 - December 2012
CITIC Securities July 2011 - August 2011
Skills
Derivatives, Risk Management, Stochastic Processes, Financial Modeling, Microsoft Excel, Quantitative Finance, Analysis, Bloomberg, Quantitative Analytics, Portfolio Management
Education
University of Rochester 2013 — 2014
Master's degree, Finance, General
Southwestern University of Finance and Economics 2008 — 2012
Lianhe Credit Information Service Co.,Ltd June 2008 - June 2011
Lianhe Credit Information Service Co., Ltd - Tianjin, China May 2008 - June 2008
Citic Securities April 2007 - June 2007
Skills
Economics, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Stata, Statistics, Econometrics, Bonds, Financial Risk, Credit Rating, Social Security, Bond Markets, R, Fortran, Microsoft Word, LaTeX, Python, SQL
Education
SUNY Stony Brook 2011 — 2013
Master of Arts (MA), Economics
Tianjin University of Technology and Education 2004 — 2008
Bachelor's degree, Labor and Social Security
John Hancock Life Insurance Company (U.S.A.) January 2011 - May 2011
CITIC Securities May 2010 - August 2010
China Construction Bank July 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, VBA, Mandarin, Analysis, Economics, Investments, Matlab, Microsoft Excel, Quantitative Finance, R, Valuation
Education
Northeastern University 2007 — 2012
Mathematics, Business, Music Theatre
IBM September 2014 - Present
IBM January 2013 - August 2014
CITIC Securities May 2011 - July 2011
Bank of New York Mellon March 2011 - April 2011
Moody's Investors Service August 2010 - February 2011
Skills
Financial Analysis, Financial Modeling, Economics, DCF, Bloomberg, Quantitative Analytics, Microsoft Excel, Capital Markets, Investments, Business Valuation, Derivatives, Finance, Valuation, Capital IQ, Data Analysis, Corporate Finance, Financial Reporting, Equities, Investment Banking, Analysis, Bloomberg Terminal, Due Diligence, Equity Research, Leadership, Portfolio Management, Private Equity, Risk Management, VBA
Education
University of Rochester 2011 — 2012
Master of Science, Finance
Columbia University 2010 — 2011
China Young Development Program, Finance and Accounting
Renmin University of China 2007 — 2011
Bachelor, Economics
EY June 2015 - August 2015
Innovation Works March 2014 - June 2014
hawaii state capitol August 2013 - August 2013
CITIC Securities July 2013 - July 2013
Alliance Pacific Group April 2013 - May 2013
PwC July 2012 - August 2012
Skills
Marketing Communications, Finance, Venture Capital, Analysis, Management, Research, Due Diligence, Data Analysis, Portfolio Management, Analytics, Leadership, Investments, PowerPoint
Education
Northwestern University 2014 — 2015
Brean Capital, LLC June 2015 - Present
Deloitte September 2013 - June 2015
CITIC Securities July 2011 - September 2011
Guanghua Runling Charity Program September 2009 - June 2011
China Construction Bank December 2010 - March 2011
KPMG July 2010 - August 2010
China Securities Co., Ltd. July 2009 - September 2009
Skills
Financial Modeling, DCF, Investment Banking, Valuation, Due Diligence, Corporate Finance, Corporate Law, Financial Analysis, Mandarin, Financial Accounting, Cost Accounting, Equity Research, Excel, SAS programming, Python, Auditing, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2013
Master of Accounting, Accounting
Peking University 2008 — 2012
Bachelor of Economics, Finance and Banking
Queen's University 2010 — 2010
International Academic Exchange, Commerce, 3.73
Marcum Bernstein & Pinchuk LLP December 2014 - Present
AXA Advisors August 2013 - September 2013
CCG Investor Relations April 2013 - July 2013
APMG-International Trendsetting Consulting November 2011 - March 2012
CITIC Securities July 2011 - September 2011
Skills
Microsoft Excel, Stata, English, C++ Language, Economics, Financial Analysis, Mandarin, Data Analysis, Investor Relations, Equity Research, Analysis, Financial Modeling, Statistics, Microsoft Office, Research, C++, Finance
Education
New York University 2012 — 2014
Master's degree, Economics
Peking University 2008 — 2012
Bachelor of Science (BS), Economics
National Chiao Tung University 2011 — 2011
exchange student, Finance and Financial Management Services
shenzhen senior high school
New York University September 2013 - May 2014
CITIC Securities June 2013 - August 2013
CITIC Trust January 2012 - February 2012
Huixin Futures June 2011 - August 2011
Citi May 2011 - June 2011
Skills
Corporate Finance, Fixed Income, R, Matlab, Derivatives
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
Cheetah Software Systems January 2014 - Present
Guotai Junan Securities Co., Ltd February 2012 - June 2012
CITIC Securities May 2011 - July 2011
Guotai Junan Securities Co., Ltd July 2010 - August 2010
Skills
Java, C++, Oracle, SAML 2.0, iOS development, Web Services, Smart GWT, BIRT Report, Neo4j, Matlab, Quantitative Finance, Financial Analysis
Education
USC 2012 — 2013
Master's degree, Mathematical finance
University of Arizona 2008 — 2012
Master's degree, Computer Science
Shanghai Jiao Tong University 2004 — 2008
Bachelor of Engineering (B.E.), Computer Software Engineering
General Assemb.ly January 2014 - Present
GetGlue January 2013 - November 2013
Weigend Associates June 2011 - October 2011
Bump Technologies July 2011 - September 2011
China Renaissance September 2009 - December 2009
McKinsey & Company July 2007 - August 2007
CITIC Securities May 2007 - June 2007
BioDuro June 2006 - July 2006
Skills
Research, Data Analysis, Ruby on Rails, User Experience, HTML, CSS, CSS3, JavaScript, CoffeeScript, jQuery, Backbone.js, Git, Github, Web Development, Product Management, Ruby, SASS, Entrepreneurship, Mandarin, Probability, PhoneGap, Python, Economics, Business Strategy, Microsoft Excel, Statistics, Java, PHP, Analytics, Mobile Devices, HTML5
Education
Stanford University 2010 — 2012
Master of Science, Management Science and Engineering
Washington University in St. Louis 2005 — 2009
BA, Mathematics, Finance, Economics
Harvest Fund Management September 2014 - Present
China Asset Management Company March 2013 - Present
AMR Capital Trading November 2012 - March 2013
CITIC Securities August 2012 - September 2012
Skills
Asset Managment, Due Diligence, Bloomberg, Valuation, Financial Modeling, Equity Research, Investment Banking, Corporate Finance, Bloomberg Terminal, Equities, Capital IQ, Financial Analysis, Private Equity, Economics
Education
New York University 2011 — 2012
Master of Arts (M.A.), Finance and Economics
YP May 2014 - Present
Dex Media, Inc. September 2013 - June 2014
Dex Media, Inc. April 2013 - September 2013
Dex One February 2012 - April 2013
Merrill Lynch September 2011 - December 2011
Quanco Business Consulting August 2011 - September 2011
Simsen International Corporation May 2010 - July 2011
CITIC Securities May 2009 - September 2009
Accenture October 2007 - December 2007
Morgan Stanley September 2007 - October 2007
Skills
MS Office Suite, R, VBA, Agile, Rally, Scrum, Agile Methodologies, Microsoft SQL Server, Stata, Data Analysis, Project Management, Product Management, Mathematical Modeling, Algorithm Design, Financial Econometrics, Quantitative Analytics, Bayesian statistics
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master of Science (M.S.), Marketing, Avg A
New York University 2008 — 2010
Master of Arts (M.A.), Economics, Avg A-
Peking University 2004 — 2008
Bachelor of Arts (B.A.), Economics, Avg A-
Five Bridges Advisors, LLC January 2015 - Present
Robert H. Smith School of Business, University of Maryland August 2014 - May 2015
Citi March 2014 - May 2014
Lakala (Beijing)E-Billing Technology & Service Co. June 2013 - August 2013
Essence Securities Co., Ltd June 2012 - August 2012
CITIC Securities October 2011 - March 2012
Skills
Data Analysis, Quantitative Risk..., R, SAS, Matlab, Microsoft SQL Server, SQL, Analytical Skills, Mandarin, Chinese, Finance, Critical Thinking, Teamwork, Goal Oriented, Interpersonal..., Piano, Roller Skating, Swimming, Tennis, Dance, Piano Playing, Ski, Team-oriented, Social Skills, Risk Management, Quantitative Analytics, Financial Analysis, Microsoft Excel, Valuation
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master's Degree, Quantitative Finance, 3.93/4.0
University of International Business and Economics 2009 — 2013
Bachelor's Degree, Economics, Investment and Finance, 3.8/4.0
University of Maryland August 2014 - Present
China Trade Institute December 2013 - Present
T.A. Myers & Co. October 2012 - Present
University of Michigan September 2011 - December 2012
CITIC Securities July 2012 - September 2012
University of Michigan, South Qu September 2011 - April 2012
Industrial and Commercial Bank of China July 2010 - September 2010
Skills
Financial Analysis, Microsoft Office, Leadership, Communication, Corporate Finance, Economic Research, Development Economics, Chinese, Microsoft Excel, Data Analysis, Statistics, SPSS, Finance, Marketing, Research
Education
University of Maryland College Park 2014 — 2019
Doctor of Philosophy (PhD), Marketing
University of Michigan 2011 — 2012
Master of Arts (M.A.), Applied Economics, 7.89/8.00
Nankai University 2007 — 2011
Bachelor of Arts (B.A.), Economics, 3.91/4.00
University of Maryland College Park
University of Maryland College Park
MetLife July 2014 - Present
CITIC Securities September 2012 - November 2012
Resset Financial Database August 2012 - August 2012
Standard Chartered Bank July 2012 - July 2012
Deloitte China June 2012 - June 2012
Taiping Life Insurance Co. of China March 2012 - May 2012
Skills
Matlab, R, Quantitative Finance, C++, Statistics, Databases, Bloomberg, Monte Carlo Simulation, SQL, Mathematical Modeling, Stochastic Modeling, Stata, Eviews, Programming, Visual C#, VBA, LaTeX, PDE, Numerical Analysis, Time Series Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Master's degree, Financial Mathematics, 3.56
Renmin University of China 2009 — 2013
Bachelor of Science (BS), Applied Mathematics
Yale University August 2013 - Present
CITIC Securities June 2012 - July 2012
China Construction Bank June 2011 - July 2011
Skills
Matlab, R, SAS, C, C++, SQL, VBA, Research, Teamwork, Photoshop, Microsoft Office, Social Media
Education
Yale University 2013 — 2015
Sun Yat-Sen University 2009 — 2013
Bachelor of Science (B.S.), Mathematics and Applied Mathematics
Citi June 2015 - Present
CITIC Securities June 2014 - August 2014
Mounza Inc October 2013 - November 2013
China Development Bank June 2013 - August 2013
XInhua News Agency June 2011 - August 2011
Standard Chartered Bank November 2010 - November 2010
Skills
Economics, Investment Banking, Venture Capital, Finance, Due Diligence, Investment, Corporate Finance, Capital Markets, Equity Trading, Financial Modeling, Bloomberg, Economic Policy, English, Data Analysis, Mandarin, Microsoft Excel, Mathematics, Event Planning, Marketing, Fundraising, Valuation, Quantitative Finance
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics & Statistics, Cumulative: 3.97 Economics: 4.00 Statistics: 4.00
Chongqing Nankai Secondary School 2009 — 2012
Liberal Arts
LEÓN, MAYER & Co. June 2012 - August 2012
CITIC Securities May 2011 - August 2011
Xiangcai Sec. December 2009 - January 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BSc, Finance, Accounting, Statistics and Mathematics
High School Affiliated to Renmin University of China 2003 — 2009
Yale University September 2011 - Present
CITIC Securities June 2011 - August 2011
China Minsheng Banking Corp.ltd December 2009 - January 2010
Education
Yale University 2011 — 2012
M.A., Statistics
National University of Singapore 2007 — 2011
BSc, Statistics & Economics
Slomin's, Inc. December 2014 - Present
Slomin's, Inc. June 2014 - December 2014
Aeffe S.p.A. May 2013 - July 2013
Crossbow Studio June 2012 - October 2012
CITIC Securities July 2011 - August 2011
Skills
Microsoft Excel, Public Relations, Data Analysis, Marketing, PowerPoint, Marketing Strategy, Photoshop, InDesign, WordPress, Microsoft Word, iWork, JMP
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BS, Economics (Marketing, Operations and Information Management)
CITIC Securities October 2014 - December 2014
Morgan Stanley July 2014 - September 2014
Peking University March 2014 - August 2014
AGOI June 2012 - March 2013
Skills
Financial Modeling, Quantitative Finance, Statistics, Stochastic Calculus, Applied Probability, Matlab, C++, Microsoft Excel, Film Direction, Video Editing, Photography, Short Films, Microsoft Word, PowerPoint, SAS, Fixed Income, Mathematics, R
Education
Princeton University 2015 — 2017
Master’s Degree, Finance, General
Peking University 2011 — 2015
Bachelor’s Degree, Mathematics
National School of Development, Peking University 2012 — 2015
Bachelor’s Degree, Economics
Zou Ma Travel Ltd December 2014 - August 2015
PricewaterhouseCoopers December 2013 - February 2014
Booz & Company September 2013 - January 2014
Goldman Sachs March 2013 - May 2013
CITIC Securities October 2012 - February 2013
Skills
Matlab, Solidworks, AutoCAD, Python, C, C++, Java, Perl, PHP, Photoshop, Linux, Ubuntu, JavaScript, Node.js, HTML, CSS, Operating Systems, Computer Vision, Simulink, LaTeX, Unix, Assembly Language
Education
The Johns Hopkins University 2015 — 2016
Master’s Degree, Computer Science
Tsinghua University 2011 — 2015
Bachelor of Engineering (B.Eng.), Automotive Engineering, 3.7/4.0
University of California, Davis 2014 — 2014
Visiting Student, Electrical Vehicles and Supercapacitors
London School of Economics and Political Science 2013 — 2013
Summer School, Fixed Income Securities
渣打银行 December 2014 - Present
Technology & Education Connecting Cultures (NGO) May 2013 - Present
CITIC Securities July 2014 - December 2014
中国证监会 May 2014 - July 2014
Credit Suisse Founder Securities Ltd July 2013 - August 2013
Skills
Microsoft Office, Economics, Stata, Wind, English, Microsoft Excel, Research, Data Analysis, PowerPoint, Microsoft Word
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2015 — 2017
Master of Arts (M.A.), China Studies & International Political Economy
Peking University 2011 — 2015
Bachelor of Arts (B.A.), Finance & Economics
101 2005 — 2011
Doctor Evidence, LLC February 2015 - Present
UCLA February 2012 - April 2015
CITIC Securities August 2014 - September 2014
Skills
C++, Matlab, LaTeX, R, Microsoft Office, AutoHotKey, Scripting, Statistics, Scientific Computing, Number Crunching
Education
Northwestern University 2015 — 2016
Master of Science (MS), Analytics
University of California, Los Angeles 2011 — 2014
Bachelor of Science (BS), Computational Mathematics, 3.795
IBM August 2013 - December 2013
CITIC Securities June 2013 - August 2013
China Minsheng Banking Corp.ltd November 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Data Analysis, Risk Management, Access, Financial Analysis, Financial Modeling
Education
University of International Business and Economics 2010 — 2014
Bachelor's degree, Finance, General
University of Rochester
Master of Science (MS), Finance, General
GE December 2013 - Present
Ross Business Management, LLC January 2013 - June 2013
CITIC Securities June 2012 - September 2012
Bank of China, Sichuan July 2009 - August 2009
Skills
Microsoft Office..., QuickBooks, Bloomberg, Equity Research, Corporate Finance, Financial Statement..., Financial Analysis, Finance, Accounting, 金融建模
Education
University of Maryland College Park 2011 — 2012
Sichuan University 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting(ACCA)
Hamilton Lane 2014 - Present
Northwestern Mutual Capital 2012 - 2014
Chesapeake Partners 2011 - 2011
CITIC Securities 2011 - 2011
Relativity Capital 2008 - 2010
JPMorgan 2006 - 2008
Skills
Mezzanine, Mergers & Acquisitions, Fixed Income, Financial Modeling, LBO, Private Equity, Portfolio Management, Venture Capital, Valuation, Equities, Investment Banking, Private Placements, Due Diligence, Corporate Development, Special Situations, Value Investing
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
CITIC Securities June 2013 - August 2013
Guangdong Technology Venture Capital Group Co., Ltd. June 2012 - August 2012
Bank of China June 2011 - August 2011
Skills
Microsoft Office, Corporate Finance, Microsoft Word, Microsoft Excel, Customer Service, Data Analysis, PowerPoint
Education
The University of Chicago 2014 — 2015
Master's Degree, Financial Mathematics
University of Rochester 2010 — 2014
Humanity and Community Development Project June 2015 - Present
CDH Investments June 2014 - August 2014
Vigo Devices December 2013 - May 2014
The Opportune Time, LLC June 2013 - May 2014
CICC July 2013 - August 2013
CITIC Securities May 2013 - July 2013
Citi June 2012 - July 2012
The World Bank June 2010 - July 2010
Skills
Financial Modeling, Bloomberg, Business Valuation, Financial Accounting, Microsoft Excel, PowerPoint, Microsoft Office, FactSet, Wind, Industry Research, ThomsonOne, Capital IQ, EMIS, Hibor
Education
UC Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Applied Mathematics
Alipay April 2015 - Present
CITIC Securities June 2014 - August 2014
CITIC Securities May 2014 - June 2014
dELiA*s January 2013 - May 2013
Saint Louis University August 2012 - December 2012
Citi August 2011 - August 2011
China Construction Bank July 2011 - August 2011
Skills
Mathematics, Finance, Financial Analysis, Chinese, Equity Research, Quantitative Analytics, Microsoft Office, Data Analysis, Teamwork, Analysis, Portfolio Optimization, Economics, Valuation, SPSS, Statistics, Financial Modeling, Microsoft Excel
Education
University of Michigan 2013 — 2014
Master's degree, Financial Engineering
Saint Louis University 2009 — 2013
Bachelor of Science in Business Administration, Finance and Mathematics, 3.90/4.00
CITIC Securities February 2014 - May 2014
Shanghai Institutes for Biological Sciences, Chinese Academy of Science August 2012 - September 2012
Skills
Microsoft Office, Matlab, C++ Language, R, Microsoft Excel, Economics, Research, Financial Modeling, Mandarin, C, Java, Financial Analysis, PowerPoint, Statistics
Education
University of Southern California 2014 — 2016
Master's degree, Mathematical Finance
The Chinese University of Hong Kong 2009 — 2013
Bachelor of Science (B.Sc.), Mathematics
Rensselaer Polytechnic Institute 2012 — 2012
Mathematics
University of California, Berkeley 2011 — 2011
Mathematics
Journey Parkway Restaurant August 2014 - Present
Healthmate International LLC April 2015 - August 2015
CITIC Securities June 2013 - August 2013
China Minsheng Banking Corp.ltd May 2011 - August 2011
Beijing Teamsun technology Co,ltd May 2010 - August 2010
Skills
Financial Analysis, Market Research, Entrepreneurial Finance, Financial Planning, Marketing Communications, Direct Sales, Project Management, Team Building, Public Speaking, Marketing Strategy, Time Management, Self Management, Self-esteem, Self-confidence, Microsoft Office, Chinese, Microsoft Excel, PowerPoint
Education
University of Missouri-Kansas City 2013 — 2015
Master's degree, Finance, 3.52
University of Toledo 2009 — 2013
BS, Finance; Entrepreneurship, 3.7
CITIC Securities July 2012 - Present
CITIC Securities July 2011 - August 2011
Stratus Realty Group April 2011 - May 2011
Education
New York University 2010 — 2012
M.A., Economics
Pace University - Lubin School of Business 2009 — 2010
Financial Management
Peking University 2005 — 2009
B.A., Economics
GE August 2013 - Present
CITIC Trust Co., Ltd May 2012 - August 2012
CITIC Securities June 2009 - August 2009
Skills
Investments, Financial Reporting, Corporate Finance, Taxations, Corporate Law, Contract Law
Education
University of California, Berkeley 2007 — 2011
Bachelor's Degree, Economics
University of California, Berkeley 2007 — 2011
Bachelor's Degree, Statistics, GPA: 3.75/4.0
Oxford Brookes University
Bachelor’s Degree, Accounting
Peking University
Bachelor’s Degree, Law
Merkle April 2015 - Present
Merkle August 2013 - March 2015
Purdue University December 2012 - May 2013
Purdue University June 2012 - May 2013
Siemens February 2011 - July 2011
CITIC Securities June 2010 - August 2010
Skills
SAS, Python, C, Corporate Finance, Matlab, Data Analysis, Financial Analysis, Accounting, Research, Microsoft Office, Teamwork, Economics, Access, Banking, Investments, Time Management, Financial Modeling, Team Leadership, Option Pricing Models, Credit Risk, Quantitative Finance, Statistical Consulting, VBA, Time Series Analysis, LaTeX, Analysis, SPSS, Data Mining, Statistical Modeling, Quantitative Analytics
Education
Purdue University 2011 — 2013
Master's degree, Statistics, Computational Finance, 3.86
University of International Business and Economics 2007 — 2011
Bachelor's degree, Financial Engineering, 3.5/4.0
University of International Business and Economics 2007 — 2011
Minor, Accounting, 3.6/4.0
EY January 2013 - May 2014
University of Michigan July 2010 - December 2011
CITIC Securities June 2011 - August 2011
University of Michigan January 2011 - May 2011
Shanghai Jiao Tong University Wireless Communications Institute June 2009 - August 2009
Bank of Shanghai January 2009 - March 2009
Skills
CFA, Real Estate, Valuation, Equities, Financial Modeling, Fixed Income, Equity Research, Microsoft Excel, Argus Modeling, CoStar, Capital IQ, Matlab, C++, R, SAS, VBA
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
Master of Science (MSc), Financial Engineering
Shanghai Jiao Tong University 2006 — 2010
Dual Bachelor, Electrical Engineering and Finance
Goldman Sachs January 2015 - Present
Goldman Sachs May 2014 - August 2014
NDRC Energy Research Institution March 2013 - June 2013
CITIC Securities September 2012 - November 2012
Deloitte Touche Tohmatsu CPA Ltd. January 2012 - February 2012
Zheshang Futures Company November 2011 - December 2011
ING Life Insurance Co. July 2011 - July 2011
Deutsche Bank Academy 2011 March 2011 - May 2011
Skills
Bloomberg Terminal, Investment Strategies, C++, Matlab, Microsoft Office, Wind, R, Investments, Java, HTML, SAS, Stata, Eviews, Valuation, Assembly Language, Factset, Datastream, VBA, Quantitative Analytics, Equity Research, Financial Modeling, Economics, Financial Markets
Education
University of Michigan 2013 — 2014
Master of Science (M.S.), Financial Engineering, 4.1/4.0
Peking University 2009 — 2013
Bachelor of Arts (B.A.), Finance, General, 3.7/4.0
Peking University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Computer Science (Dual Degree)
National University of Singapore 2011 — 2011
Exchange student, Finance, General
LUX App June 2015 - Present
Beijing Tv Station (BTV) June 2014 - August 2014
CITIC Securities June 2013 - August 2013
HSBC June 2012 - August 2012
HYSTA (Hua Yuan Science and Technology Association) 2012 - 2012
LDi China December 2010 - January 2011
Ableright International Limited July 2010 - August 2010
Skills
Research, Data Analysis, Social Media Marketing, Corporate Finance, Leadership, Product Design, Photography, Photoshop, Microsoft Office, Python, Statistics, Social Media, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Marketing, Financial Analysis, Economics, Teamwork, Analysis
Education
University of California, Berkeley
Bachelor’s Degree, Applied Mathematics and Economics
Delaware County Christian School 2007 — 2010
Chicago Trading Company March 2015 - Present
CME Group July 2014 - Present
CME Group November 2012 - July 2014
CME Group July 2012 - November 2012
XR Trading January 2012 - April 2012
Everbright Securities June 2011 - August 2011
CITIC Securities August 2010 - September 2010
Skills
C, C#, SAS, Matlab, R, Python, SQL, Mandarin, English, Quantitative Finance, Mathematics, VBA, C++, Git, Bloomberg Terminal, Quantitative Analytics, Microsoft Office, Bloomberg, Financial Engineering, Financial Modeling, Mathematica, Risk Management, Stata, Econometrics, Options, Statistical Modeling, Statistics, Monte Carlo Simulation, Time Series Analysis, Stochastic Calculus
Education
University of Chicago 2011 — 2012
M.S. Financial Mathematics, Financial Mathematics, 4.04/4.0, Rank: 1/79
Peking University 2007 — 2011
B.S., Financial Mathematics
Beijing No.12 Middle School
Modify Watches February 2015 - Present
The Veloz Group January 2013 - April 2013
Wells Fargo Securities June 2012 - August 2012
Lionsgate February 2012 - June 2012
CITIC Securities June 2011 - August 2011
The Osbrink Agency March 2011 - May 2011
Kno, Inc. January 2011 - February 2011
Woodside Capital Partners July 2010 - August 2010
Skills
Financial Modeling, Marketing, PowerPoint, Research, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Economics, Minor in Film
Saint Francis 2005 — 2009
Freddie Mac June 2012 - Present
American Express October 2009 - June 2012
CITIC Securities July 2008 - August 2008
Skills
C++, SAS, SQL, Matlab, Unix Shell Scripting, R, VBA
Education
Stanford University 2007 — 2009
MS, Financial Mathematics
University of Science and Technology of China 2003 — 2007
BS, Mathematics
CITIC Securities January 2013 - Present
Deutsche Bank 2010 - 2012
Citi July 2008 - March 2010
NYSE February 2002 - July 2008
Iowa State University January 2000 - January 2002
University of Utah August 1997 - January 2000
Skills
Equities, Derivatives, Electronic Trading, Financial Modeling, Valuation, Investment Banking, Market Data, Securities, Emerging Markets, Commodity, Financial Analysis, Quantitative Finance, Credit Derivatives, Quantitative Analytics, Market Risk, FX Options, Bonds
Education
University of Utah - David Eccles School of Business 1995 — 2000
Doctor of Philosophy (Ph.D.), Finance and Financial Management Services
Tsinghua University 1987 — 1992
Bachelor of Science (BS), Management Information Systems, General
Goodman Manufacturing March 2015 - Present
TracyLocke May 2014 - August 2014
Yabaomingwu Food Co. Beijing, China July 2012 - August 2012
CITIC Securities July 2011 - August 2011
Education
Texas A&M University 2013 — 2014
Master's degree, MS-Marketing Student at Mays Business School, Texas A&M University
Texas A&M University 2010 — 2013
Bachelor's degree, Economics
University of Kentucky 2008 — 2010
Economics
CITIC Securities April 2011 - April 2012
Ernst & Young August 2009 - September 2009
Standard Chartered Bank July 2009 - August 2009
Skills
Valuation, Economics, Equity Research, Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Capital IQ, Eviews, Mandarin, Cantonese
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master's degree, Finance
University of Arizona, Eller College of Management 2007 — 2010
Bachelor of Science in Business Administration, Accounting
Shenzhen (Nanshan) Concord College of Sino-Canada 2002 — 2005
High School, High School/Secondary Diplomas and Certificates
PwC October 2014 - Present
CITIC Securities June 2012 - August 2012
Guotai Junan June 2011 - August 2011
RMH Group LLC December 2010 - May 2011
China Construction Bank May 2009 - July 2009
Skills
Financial Analysis, Accounting, Financial Modeling, Data Analysis, Microsoft Word, Valuation, Microsoft Excel, Economics, Finance, Financial Accounting, QuickBooks, Microsoft Office
Education
University of Arizona 2012 — 2013
Master of Accounting, Accounting
University of Arizona 2008 — 2011
Bachelor of Science, Mathematics-Statistics and Probability
University of Arizona, Eller College of Management 2008 — 2011
Bachelor of Science in Business Administration, Accounting, Finance, 3.5
cefls
cefls
SNW Asset Management October 2014 - Present
Federal Home Loan Bank of Seattle June 2014 - September 2014
Accenture August 2010 - August 2013
Government of Singapore Investment Corporation December 2009 - July 2010
Fluora Design Studio January 2007 - January 2010
CITIC Securities June 2009 - August 2009
Morey's Piers & Beachfront Waterparks June 2008 - August 2008
Médecins Sans Frontières (MSF) May 2008 - June 2008
Skills
Finance, Analysis, Financial Analysis, Financial Modeling, Bloomberg, FRED, Intex, Vector, SQL, R, VBA, C++, Java, JavaScript, Microsoft Office, Microsoft Excel, Microsoft SQL Server, Oracle, MySQL, HTML, PHP
Education
New York University 2015 — 2016
Certificates in Investment Banking, Sales and Trading
University of Washington, Michael G. Foster School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
National University of Singapore 2006 — 2010
Bachelor of Computing, Computer Science
The University of Connecticut School of Business 2008 — 2009
Student Exchange Program
Analysis Group July 2014 - Present
Finch Investment Group May 2013 - August 2013
Taikang Asset Management July 2012 - August 2012
Morgan Stanley June 2011 - August 2011
CITIC Securities July 2010 - August 2010
Skills
Financial Modeling, Quantitative Analytics, Econometrics, Fixed Income, Equity Valuation, Data Analysis, SAS, R, Bloomberg, Corporate Finance, Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Equities, Equity Research
Education
Princeton University 2012 — 2014
Master's degree, Finance
Peking University 2008 — 2012
Bachelor, Finance, 3.80/4.00
University of Southern California - Marshall School of Business 2010 — 2010
Exchange Program, Finance, 3.84/4.00
A Quantitative Hedge Fund June 2015 - Present
Credit Suisse June 2014 - August 2014
CITIC Securities August 2013 - September 2013
Evonik Industries AG - Business Line Oil Additives July 2013 - August 2013
Wharton School, University of Pennsylvania January 2013 - May 2013
Soft Nanomaterials Laboratory (Lee Research Group), University of Pennsylvania May 2012 - August 2012
Skills
Matlab, Statistics, Mathematica, Data Analysis, C++, Research, Python, Microsoft Office, Mandarin, Microsoft Word, Public Speaking, PowerPoint, Economics
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science in Economics, Finance
High School of Peking University 2008 — 2011
CITIC Securities January 2013 - March 2013
Southwest Securities December 2012 - January 2013
Citi September 2012 - December 2012
Technical Consulting & Research, Inc April 2012 - August 2012
Chongqing University February 2009 - May 2010
Industrial and Commercial Bank of China July 2009 - September 2009
Alcatel-Lucent Shanghai Bell July 2008 - September 2008
Education
New York University 2010 — 2013
Master of Science (M.S.), Information systems, 3.62
Chongqing University 2006 — 2010
Bachelor of Engineering (B.E.), Electrical Engineering and Automation, 3.75
Bank of China,Wealth Management and Private Bank Division of Headquarter July 2011 - September 2011
CITIC Securities July 2009 - September 2009
Education
Pace University - Lubin School of Business 2010 — 2012
Master, Finance-Investment Management
Grandworld March 2008 - March 2010
CITIC Securities July 2007 - January 2008
Skills
Strategic Planning, Statistics, Microsoft Office, Econometrics, Research, Microsoft Excel, Business Strategy, Data Analysis, Project Management, International..., Teaching, Analysis, Public Speaking
Education
Texas Tech University 2011 — 2016
Doctor of Philosophy (Ph.D.), Economics
Tianjin University of Finance and Economics 2004 — 2008
Bachelor's degree, Economics
Rutgers Business School September 2011 - Present
Rutgers Business School January 2012 - Present
Rutgers Business School January 2012 - Present
CITIC Securities International July 2013 - August 2013
CITIC Securities July 2011 - August 2011
Skills
Finance, Financial Analysis, Corporate Finance, Financial Accounting, Accounting, Stata, R
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Master of Arts (M.A.), Economics, 3.85
University of Macau 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Lions Clubs International July 2013 - August 2013
CITIC Securities June 2013 - July 2013
Lions Clubs International July 2012 - August 2012
Skills
C++, Microsoft Office, Windows, Microsoft Excel, PowerPoint, Photoshop, Microsoft Word
Education
UCLA 2012 — 2016
Bachelor's degree, Applied Mathematics
The High School Affiliated to Beihang University 2009 — 2012
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
Gridsum Technology June 2014 - August 2014
CITIC Securities June 2010 - June 2010
Skills
SAS, R, Microsoft SQL Server, C#, Microsoft Excel, MS Excel Pivot Tables, MS Excel VLOOKUP, Microsoft Word, Statistical Learning, Multivariate Analysis, Statistical Modeling, Statistical Sampling, Experimental Design, Mandarin, Chinese, OpenBUGS
Education
University of Missouri-Columbia 2014 — 2015
Master of Arts (M.A.), Statistics, 4.0
Penn State University 2008 — 2013
Bachelor of Science (B.S.), Mathematics
Penn State University 2008 — 2013
Bachelor of Science (B.S.), Economics
Beijing High School Four
China Development Bank Securities Co. Ltd April 2013 - Present
CITIC Securities July 2011 - August 2011
Education
University of Southern California 2010 — 2012
Nanjing University of Aeronautics and Astronautics
B.S, Air Transportation Management of Civil Aviation
University of Southern California
M.S, Financial Engineering
Johns Hopkins University August 2013 - Present
Swifttrade December 2012 - February 2013
CITIC Securities August 2011 - October 2011
Skills
Bloomberg, Interest Rate..., DCF, Bloomberg Terminal, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Commodity
Education
The Johns Hopkins University 2013 — 2014
Master of Science (M.S.), Finance, General
University of Surrey 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
DUFE 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo October 2014 - Present
Bank of America March 2010 - September 2014
Stanford University 2009 - 2010
Bank of China International July 2008 - September 2008
CITIC Securities August 2007 - September 2007
Skills
SAS, SQL, R, Matlab, Microsoft Excel, Teradata, Time Series Analysis, Linear Regression, Financial Economics, Quantile Regression, Nonlinear Regression, Discrete Choice Models, Basel II, Stress Testing, Economic Capital, Regulatory Capital, Risk Modeling, Credit Risk, Analytics, Risk Management, Portfolio Management, Quantitative Finance, Statistical Modeling, Quantitative Analytics, Monte Carlo Simulation
Education
Stanford University 2007 — 2009
Master of Science (MS), Management Science & Engineering
Zhejiang University 2002 — 2006
Bachelor of Science (BS), Biomedical Engineering
OmniMarkets, LLC June 2014 - Present
CITIC Securities July 2012 - October 2012
State Taxation Bureau-Information Center July 2011 - November 2011
Skills
C++, Matlab, R, Hadoop, VBA, Java, SQL, C, HTML, SPSS, Software Engineering, Stochastic Calculus, Stochastic Modeling, Big Data, PDE, C#, JavaScript, Microsoft Word, Microsoft Excel, Quantitative Analytics, Risk Management, Financial Modeling, Algorithms, Genetic Algorithms, Monte Carlo Simulation, Artificial Neural..., Collaborative Filtering, Photoshop, PowerPoint, Programming, PHP, Data Analysis, Microsoft Office, Databases, Research
Education
New York University 2013 — 2014
Master of Science (MS), Financial Engineering
Zhejiang University 2008 — 2012
Bachelor of Science (BS), Computer Software Engineering
Digital System March 2014 - Present
CITIC Securities February 2012 - May 2013
Citi September 2011 - November 2011
Industrial and Commercial Bank of China July 2009 - August 2009
Bank of China July 2008 - August 2008
Skills
SAS programming, SPSS, Shazam, Microsoft Excel, Microsoft Word, PowerPoint, SAS Certified Base..., SAS Certified Advanced..., Data Analysis, Data Mining
Education
The George Washington University 2013 — 2015
Master of Science (MS), Statistics
University of Alberta 2007 — 2011
Bachelor of Arts (BA), Economics
JILA, NIST and University of Colorado-Boulder May 2012 - Present
CITIC Securities November 2013 - January 2014
Skills
C++, Numerical Analysis, Fortran, Mathematica, Matlab, Science, Research, Programming, LaTeX, Algorithms, Statistics, Physics
Education
University of Colorado Boulder 2011 — 2016
Doctor of Philosophy (PhD), Theoretical Quantum Optics
Peking University
Electronic Engineering and Physics