CITIC Securities International
Description
Headquarters: Hong Kong Island, Hong Kong Founded: 2005 Parent organization: CITIC Securities Subsidiaries: CLSA, CSI Capital Management Limited, CLSA BV,
CITIC Securities International List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CITIC Securities International. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CITIC Securities International Employees
Employee
Years
Job
Industry
Maxwell Y. LI Maxwell Y. LI's CITIC Securities International Experience May 2014 - Present
Job Operations at CITIC Securities International
Industry Financial Services
Experience
CITIC Securities International May 2014 - Present
Industrial and Commercial Bank of China, New York January 2014 - April 2014
CITIC Securities International August 2013 - January 2014
US Markets - Center for Institutional Investor Education June 2013 - August 2013
Capital Link January 2013 - March 2013
China General Chamber of Commerce September 2012 - December 2012
CITIC Securities July 2012 - August 2012
Yunnan Branch of China Development Bank June 2010 - September 2010
Huaxin Communication Technology Co., Ltd February 2010 - March 2010
Skills
Prime Brokerage, Equities, US Treasuries, Financial Markets, Risk Management, Customer Service, Middle Office, Back Office
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MS, Investor Relations, 3.85
Nanjing University 2007 — 2011
Bachelor of Science (BS), Astronomy
UC Berkeley 2009 — 2009
Managerial Accounting, 4.0
CITIC Securities International May 2014 - Present
Industrial and Commercial Bank of China, New York January 2014 - April 2014
CITIC Securities International August 2013 - January 2014
US Markets - Center for Institutional Investor Education June 2013 - August 2013
Capital Link January 2013 - March 2013
China General Chamber of Commerce September 2012 - December 2012
CITIC Securities July 2012 - August 2012
Yunnan Branch of China Development Bank June 2010 - September 2010
Huaxin Communication Technology Co., Ltd February 2010 - March 2010
Skills
Prime Brokerage, Equities, US Treasuries, Financial Markets, Risk Management, Customer Service, Middle Office, Back Office
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MS, Investor Relations, 3.85
Nanjing University 2007 — 2011
Bachelor of Science (BS), Astronomy
UC Berkeley 2009 — 2009
Managerial Accounting, 4.0
Huang Ge Huang Ge's CITIC Securities International Experience December 2014 - January 2015
Job Student at University of Miami School of Business
Industry Financial Services
Experience
CITIC Securities International December 2014 - January 2015
Zijin Trust Co., LTD July 2014 - August 2014
CHINA CITIC BANK June 2012 - July 2012
Nanjing Audit University June 2010 - July 2010
Bank of Jiangsu, Nanjing, Jiangsu July 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Microsoft PowerPoint, Microsoft Word, 财务分析, 数据分析, 分析, 活动策划
Education
University of Miami
Bachelor of Business Administration, Finance and Management
CITIC Securities International December 2014 - January 2015
Zijin Trust Co., LTD July 2014 - August 2014
CHINA CITIC BANK June 2012 - July 2012
Nanjing Audit University June 2010 - July 2010
Bank of Jiangsu, Nanjing, Jiangsu July 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Microsoft PowerPoint, Microsoft Word, 财务分析, 数据分析, 分析, 活动策划
Education
University of Miami
Bachelor of Business Administration, Finance and Management
Shuangshuang Lu Shuangshuang Lu's CITIC Securities International Experience September 2011 - December 2011
Job Consultant at EY CONSULTING Ltd
Industry Financial Services
Experience
EY November 2013 - Present
Global China Connection September 2011 - Present
Drexel Women in Business September 2010 - Present
Guotai Asset Management Co., January 2012 - March 2012
CITIC Securities International September 2011 - December 2011
CITIC Securities September 2011 - November 2011
Global China Connection September 2010 - September 2011
HSBC July 2010 - August 2010
China Construction Bank June 2009 - September 2009
Education
Drexel University 2009 — 2013
Bachelor of Science in Business Administration, Finance & Economics
EY November 2013 - Present
Global China Connection September 2011 - Present
Drexel Women in Business September 2010 - Present
Guotai Asset Management Co., January 2012 - March 2012
CITIC Securities International September 2011 - December 2011
CITIC Securities September 2011 - November 2011
Global China Connection September 2010 - September 2011
HSBC July 2010 - August 2010
China Construction Bank June 2009 - September 2009
Education
Drexel University 2009 — 2013
Bachelor of Science in Business Administration, Finance & Economics
Chenlong Liu's CITIC Securities International Experience June 2014 - July 2014
Job Master of accountancy at George Washington University，CPA Candidate
Industry Accounting
Experience
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
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
Shaoyong Tang Shaoyong Tang's CITIC Securities International Experience September 2013 - Present
Job Master Student at Stevens Institute of Technology
Industry Investment Management
Experience
CITIC Securities International September 2013 - Present
National Bank of Canada June 2013 - August 2013
Industrial and Commercial Bank of China August 2011 - September 2011
China Development Bank February 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java
Education
Stevens Institute of Technology 2012 — 2014
Bachelor of Science (BS), Financial Engineering
Wuhan University 2008 — 2012
Bachelor of Science (BS), Applied Mathematics
CITIC Securities International September 2013 - Present
National Bank of Canada June 2013 - August 2013
Industrial and Commercial Bank of China August 2011 - September 2011
China Development Bank February 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java
Education
Stevens Institute of Technology 2012 — 2014
Bachelor of Science (BS), Financial Engineering
Wuhan University 2008 — 2012
Bachelor of Science (BS), Applied Mathematics
Ye(Jason) Wang Ye(Jason) Wang's CITIC Securities International Experience May 2013 - July 2013
Job Data analyst, Python developer, SAS certified programmer
Industry Information Technology and Services
Experience
comScore, Inc. October 2014 - Present
Jack Kent Cooke Foundation June 2014 - September 2014
Center for Health Information and Decision Systems October 2013 - June 2014
AIG July 2013 - September 2013
CITIC Securities International May 2013 - July 2013
Ping An Insurance (Group) Co Ltd July 2011 - September 2011
Red Cross Society of China, Fujian Branch January 2009 - July 2010
Skills
Data Analysis, SAS, R, Data Modeling, Machine Learning, Python, Microsoft SQL Server, Microsoft Office, Pivot Tables, Hadoop, Unix, Mac OS, Statistics, Presentations
Education
University of Maryland College Park 2012 — 2014
Master's Degree, Management Information Systems, General, 3.6
Tianjin University of Technology 2008 — 2012
Bachelor of Science (B.S.), Insurance, 3.4
comScore, Inc. October 2014 - Present
Jack Kent Cooke Foundation June 2014 - September 2014
Center for Health Information and Decision Systems October 2013 - June 2014
AIG July 2013 - September 2013
CITIC Securities International May 2013 - July 2013
Ping An Insurance (Group) Co Ltd July 2011 - September 2011
Red Cross Society of China, Fujian Branch January 2009 - July 2010
Skills
Data Analysis, SAS, R, Data Modeling, Machine Learning, Python, Microsoft SQL Server, Microsoft Office, Pivot Tables, Hadoop, Unix, Mac OS, Statistics, Presentations
Education
University of Maryland College Park 2012 — 2014
Master's Degree, Management Information Systems, General, 3.6
Tianjin University of Technology 2008 — 2012
Bachelor of Science (B.S.), Insurance, 3.4
Liwen Lu's CITIC Securities International Experience May 2015 - June 2015
Job Student at University of Southern California
Industry Financial Services
Experience
CICC July 2015 - August 2015
CITIC Securities International May 2015 - June 2015
Morgan Stanley July 2013 - August 2013
Skills
Matlab, R, C++, Microsoft Office, Research, Teamwork, Photoshop, Social Media, Public Speaking
Education
University of Southern California 2014 — 2016
Master's Degree, Financial Mathematics
University of California, Riverside 2013 — 2014
Exchange, Business Administration and Management
Huazhong University of Science and Technology 2010 — 2014
Bachelor's Degree, Financial Engineering
CICC July 2015 - August 2015
CITIC Securities International May 2015 - June 2015
Morgan Stanley July 2013 - August 2013
Skills
Matlab, R, C++, Microsoft Office, Research, Teamwork, Photoshop, Social Media, Public Speaking
Education
University of Southern California 2014 — 2016
Master's Degree, Financial Mathematics
University of California, Riverside 2013 — 2014
Exchange, Business Administration and Management
Huazhong University of Science and Technology 2010 — 2014
Bachelor's Degree, Financial Engineering
Yingxue Lu's CITIC Securities International Experience June 2015 - July 2015
Job Student & Flute player at New Jersey Institute of Technology
Industry
Experience
CITIC Securities International June 2015 - July 2015
New Jersey Institute of Technology September 2014 - May 2015
Currant November 2014 - February 2015
Symphony orchestra of Beijing Wuzi University September 2011 - July 2012
Skills
SAS, SAS Certified Advanced..., SAS Certified Base..., R, Statistics, SQL, Matlab, Data Mining, SAS programming, Data Analysis, Programming, Statistical Modeling, Minitab, SPSS, Microsoft Word, Microsoft Office, Microsoft Excel, Databases, PowerPoint, Google Analytics, Microsoft SQL Server, Access, Predictive Modeling, Logistic Regression, ANOVA, General Linear Models, Digital Marketing, Product Analysis, E-commerce, SAS E-Miner, Research, Public Speaking, Management, Teamwork
Education
New Jersey Institute of Technology 2013 — 2015
Master of Science (MS), Applied Statistics, 3.85/4.0
Beijing Wuzi Univerisity 2009 — 2013
Bachelor’s Degree, Human Resources Management, 3.3/4.0
CITIC Securities International June 2015 - July 2015
New Jersey Institute of Technology September 2014 - May 2015
Currant November 2014 - February 2015
Symphony orchestra of Beijing Wuzi University September 2011 - July 2012
Skills
SAS, SAS Certified Advanced..., SAS Certified Base..., R, Statistics, SQL, Matlab, Data Mining, SAS programming, Data Analysis, Programming, Statistical Modeling, Minitab, SPSS, Microsoft Word, Microsoft Office, Microsoft Excel, Databases, PowerPoint, Google Analytics, Microsoft SQL Server, Access, Predictive Modeling, Logistic Regression, ANOVA, General Linear Models, Digital Marketing, Product Analysis, E-commerce, SAS E-Miner, Research, Public Speaking, Management, Teamwork
Education
New Jersey Institute of Technology 2013 — 2015
Master of Science (MS), Applied Statistics, 3.85/4.0
Beijing Wuzi Univerisity 2009 — 2013
Bachelor’s Degree, Human Resources Management, 3.3/4.0
Xiaoling (Coco) Ke Xiaoling (Coco) Ke's CITIC Securities International Experience March 2014 - August 2014
Job CPA, Accounting/Auditing
Industry Accounting
Experience
CITIC Securities International March 2014 - August 2014
Trustworthy Accounting & Tax Service January 2014 - March 2014
Internal Revenue Service January 2013 - April 2013
Skills
Office Software, Well-organized, Teamwork, Communication Skills, Accounting, Microsoft Excel, Financial Analysis, Income Tax, Auditing, Finance, Journal Entries, Account Reconciliation, GAAP, Financial Reporting, Balance, Bookkeeping, Tax Returns, QuickBooks
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Accounting, 3.87
Dongbei University of Finance and Economics 2008 — 2012
Bachelor's degree, Accounting, 3.65(GPA)
CITIC Securities International March 2014 - August 2014
Trustworthy Accounting & Tax Service January 2014 - March 2014
Internal Revenue Service January 2013 - April 2013
Skills
Office Software, Well-organized, Teamwork, Communication Skills, Accounting, Microsoft Excel, Financial Analysis, Income Tax, Auditing, Finance, Journal Entries, Account Reconciliation, GAAP, Financial Reporting, Balance, Bookkeeping, Tax Returns, QuickBooks
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Accounting, 3.87
Dongbei University of Finance and Economics 2008 — 2012
Bachelor's degree, Accounting, 3.65(GPA)
Thomas(Quanhe) Wang's CITIC Securities International Experience July 2009 - September 2009
Job Financial Analyst at PPMI Consultants
Industry Capital Markets
Experience
PPMI Consultants April 2014 - Present
Fuqua School of Business March 2013 - September 2013
HSBC July 2011 - November 2011
Deutsche Bank July 2010 - August 2010
CITIC Securities International July 2009 - September 2009
Skills
Stata, Financial Modeling, Data Analysis, Econometrics, R, Matlab, SAS programming, Microsoft Office, Microsoft Excel, Microsoft Word, Microeconomics, Macroeconomics, Corporate Finance, Security Management, PowerPoint, Financial Statement..., Valuation, SAS, Financial Analysis, Bloomberg
Education
Duke University 2011 — 2013
Master's degree, Applied Financial Economics
Beihang University 2007 — 2011
Bachelor's degree, Economics
PPMI Consultants April 2014 - Present
Fuqua School of Business March 2013 - September 2013
HSBC July 2011 - November 2011
Deutsche Bank July 2010 - August 2010
CITIC Securities International July 2009 - September 2009
Skills
Stata, Financial Modeling, Data Analysis, Econometrics, R, Matlab, SAS programming, Microsoft Office, Microsoft Excel, Microsoft Word, Microeconomics, Macroeconomics, Corporate Finance, Security Management, PowerPoint, Financial Statement..., Valuation, SAS, Financial Analysis, Bloomberg
Education
Duke University 2011 — 2013
Master's degree, Applied Financial Economics
Beihang University 2007 — 2011
Bachelor's degree, Economics
Winsy Xu Winsy Xu's CITIC Securities International Experience June 2014 - August 2014
Job Real Estate Investment and Finance
Industry Real Estate
Experience
Merrill Lynch September 2015 - Present
China CITIC Bank International Limited August 2015 - September 2015
CITIC Securities International June 2014 - August 2014
Jinyangcheng Real Estate Development August 2010 - July 2013
Skills
Analysis, Real Estate Development, Marketing, Management, Property Management, Financial Modeling, Strategy, Investments, Valuation, Portfolio Management, Investment Properties, Training, Personnel Management, Human Resources, Corporate Finance, Microsoft Excel, Microsoft Office, Leadership, Finance
Education
The Hong Kong University of Science and Technology 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2014 — 2015
MBA Exchange Program
University of Waterloo 2006 — 2010
Bachelor of Mathematics
Merrill Lynch September 2015 - Present
China CITIC Bank International Limited August 2015 - September 2015
CITIC Securities International June 2014 - August 2014
Jinyangcheng Real Estate Development August 2010 - July 2013
Skills
Analysis, Real Estate Development, Marketing, Management, Property Management, Financial Modeling, Strategy, Investments, Valuation, Portfolio Management, Investment Properties, Training, Personnel Management, Human Resources, Corporate Finance, Microsoft Excel, Microsoft Office, Leadership, Finance
Education
The Hong Kong University of Science and Technology 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2014 — 2015
MBA Exchange Program
University of Waterloo 2006 — 2010
Bachelor of Mathematics
Gillian Jingyu Xu's CITIC Securities International Experience March 2012 - April 2012
Job Investment Analyst at ING Investment Management
Industry Financial Services
Experience
ING Investment Management November 2014 - Present
Bentall Kennedy January 2014 - May 2014
Bain Capital June 2013 - August 2013
CICC July 2012 - August 2012
CITIC Securities International March 2012 - April 2012
Shell April 2011 - August 2011
Skills
Bloomberg, Capital IQ, Matlab, Microsoft Excel, Eviews, Investments, Risk Management, Due Diligence, Wind, SQL, Private Equity, Investment Banking, Financial Modeling, Financial Analysis, Valuation Modeling, Quantitative Finance, Exotic Derivatives, Derivatives, Stata, Portfolio Management
Education
Brandeis University, Lemberg - International Business School 2012 — 2014
Master of Arts (M.A.), International Economics and Finance
Renmin University of China 2008 — 2012
Bachelor of Science (B.Sc.), Financial Engineering
University of Victoria 2010 — 2010
Exchange, Economics
Brandeis University
ING Investment Management November 2014 - Present
Bentall Kennedy January 2014 - May 2014
Bain Capital June 2013 - August 2013
CICC July 2012 - August 2012
CITIC Securities International March 2012 - April 2012
Shell April 2011 - August 2011
Skills
Bloomberg, Capital IQ, Matlab, Microsoft Excel, Eviews, Investments, Risk Management, Due Diligence, Wind, SQL, Private Equity, Investment Banking, Financial Modeling, Financial Analysis, Valuation Modeling, Quantitative Finance, Exotic Derivatives, Derivatives, Stata, Portfolio Management
Education
Brandeis University, Lemberg - International Business School 2012 — 2014
Master of Arts (M.A.), International Economics and Finance
Renmin University of China 2008 — 2012
Bachelor of Science (B.Sc.), Financial Engineering
University of Victoria 2010 — 2010
Exchange, Economics
Brandeis University
Menghan Shi's CITIC Securities International Experience June 2012 - July 2012
Job
Industry Financial Services
Experience
Citi June 2013 - August 2013
CITIC Securities International June 2012 - July 2012
Chang Xin Asset Management Co. July 2011 - July 2011
CITIC Securities June 2009 - August 2009
Education
Cornell University 2012 — 2013
Candidate of master degree, Financial Engineering
The Ohio State University 2010 — 2012
Bachelor of Science (B.S.); Bachelor of Science in Business Administration, Mathematics and Finance
Huazhong University of Science and Technology 2007 — 2009
Citi June 2013 - August 2013
CITIC Securities International June 2012 - July 2012
Chang Xin Asset Management Co. July 2011 - July 2011
CITIC Securities June 2009 - August 2009
Education
Cornell University 2012 — 2013
Candidate of master degree, Financial Engineering
The Ohio State University 2010 — 2012
Bachelor of Science (B.S.); Bachelor of Science in Business Administration, Mathematics and Finance
Huazhong University of Science and Technology 2007 — 2009
Xue( Sharon) Zhao Xue( Sharon) Zhao's CITIC Securities International Experience July 2014 - October 2014
Job Audit Assistant at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte September 2015 - Present
Fordham University September 2013 - April 2015
CITIC Securities International July 2014 - October 2014
Fordham University May 2014 - August 2014
Urban Upbound January 2014 - April 2014
AxiCorp January 2013 - February 2013
Skills
Tax, Auditing, Financial Accounting, Financial Statement..., Tax Preparation, Microsoft Excel, Bank Reconciliation, Cost Accounting, Ability to multitask, Accounts Payable, Accounting, Accounts Receivable, Budgets, Income Tax, Financial Statements, Finance, General Ledger, Microsoft Word, Financial Reporting
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Accounting Degree, Accounting, GPA 3.83
Southwestern University of Finance and Economics 2009 — 2013
Bachelor's degree, Financial Management, GPA 3.5
Deloitte September 2015 - Present
Fordham University September 2013 - April 2015
CITIC Securities International July 2014 - October 2014
Fordham University May 2014 - August 2014
Urban Upbound January 2014 - April 2014
AxiCorp January 2013 - February 2013
Skills
Tax, Auditing, Financial Accounting, Financial Statement..., Tax Preparation, Microsoft Excel, Bank Reconciliation, Cost Accounting, Ability to multitask, Accounts Payable, Accounting, Accounts Receivable, Budgets, Income Tax, Financial Statements, Finance, General Ledger, Microsoft Word, Financial Reporting
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Accounting Degree, Accounting, GPA 3.83
Southwestern University of Finance and Economics 2009 — 2013
Bachelor's degree, Financial Management, GPA 3.5
Yalin Zhu-Hu's CITIC Securities International Experience May 2013 - Present
Job Equity Research Sales at CITIC Securities International
Industry Financial Services
Experience
CITIC Securities International May 2013 - Present
CITIC Securities International December 2012 - April 2013
Developing World Markets June 2012 - August 2012
CHEP (France) S.A. January 2009 - July 2009
Skills
Financial Analysis, Economics, Due Diligence, Valuation, Corporate Finance, Microsoft Excel, Accounting, French, Finance, Financial Modeling, Microfinance, Portfolio Management, Financial Institutions, Credit Risk
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MIA, International finance and economic policy
Institut Supérieur d'Agriculture de Lille
MS, Management, Marketing
Tongji University
Bachelor
CITIC Securities International May 2013 - Present
CITIC Securities International December 2012 - April 2013
Developing World Markets June 2012 - August 2012
CHEP (France) S.A. January 2009 - July 2009
Skills
Financial Analysis, Economics, Due Diligence, Valuation, Corporate Finance, Microsoft Excel, Accounting, French, Finance, Financial Modeling, Microfinance, Portfolio Management, Financial Institutions, Credit Risk
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MIA, International finance and economic policy
Institut Supérieur d'Agriculture de Lille
MS, Management, Marketing
Tongji University
Bachelor
BO PANG BO PANG's CITIC Securities International Experience January 2011 - May 2011
Job Associate Director Equity Research at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. April 2013 - Present
Oppenheimer & Co. October 2012 - April 2013
Clark University Endowment Fund September 2012 - April 2013
Morgan Stanley Huaxin Funds June 2012 - September 2012
Granite Point Capital January 2012 - May 2012
CITIC Securities International January 2011 - May 2011
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD August 2009 - September 2009
Skills
Bloomberg, Financial Modeling, Eviews, Financial Analysis, Equity Research, Bloomberg Terminal, Chartered Financial..., Valuation, Equity Valuation, Microsoft Excel, Equities, DCF, Thompson One, Hedge Funds, Capital Markets
Education
Clark University 2011 — 2013
Master of Science (MS), Finance, General, 3.7
Wuhan University 2007 — 2011
BS, Finance
Oppenheimer & Co. April 2013 - Present
Oppenheimer & Co. October 2012 - April 2013
Clark University Endowment Fund September 2012 - April 2013
Morgan Stanley Huaxin Funds June 2012 - September 2012
Granite Point Capital January 2012 - May 2012
CITIC Securities International January 2011 - May 2011
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD August 2009 - September 2009
Skills
Bloomberg, Financial Modeling, Eviews, Financial Analysis, Equity Research, Bloomberg Terminal, Chartered Financial..., Valuation, Equity Valuation, Microsoft Excel, Equities, DCF, Thompson One, Hedge Funds, Capital Markets
Education
Clark University 2011 — 2013
Master of Science (MS), Finance, General, 3.7
Wuhan University 2007 — 2011
BS, Finance
Xiyue (Cynthia) Tu Xiyue (Cynthia) Tu's CITIC Securities International Experience June 2013 - August 2013
Job MBA Candidate at Yale School of Management
Industry Financial Services
Experience
Cinda Securities May 2014 - August 2014
DBS Bank August 2013 - September 2013
CITIC Securities International June 2013 - August 2013
Peak XV Capital May 2012 - July 2012
CIAM Group Limited July 2011 - August 2011
Skills
Economics, Financial Modeling, Mandarin, Bloomberg, Chinese, Stata, Econometrics, Quantitative Analytics, Data Analysis, Due Diligence, Mergers & Acquisitions, Valuation
Education
Yale University - Yale School of Management
Master of Business Administration (M.B.A.)
Middlebury College 2010 — 2014
Bachelor's degree, Economics
Cinda Securities May 2014 - August 2014
DBS Bank August 2013 - September 2013
CITIC Securities International June 2013 - August 2013
Peak XV Capital May 2012 - July 2012
CIAM Group Limited July 2011 - August 2011
Skills
Economics, Financial Modeling, Mandarin, Bloomberg, Chinese, Stata, Econometrics, Quantitative Analytics, Data Analysis, Due Diligence, Mergers & Acquisitions, Valuation
Education
Yale University - Yale School of Management
Master of Business Administration (M.B.A.)
Middlebury College 2010 — 2014
Bachelor's degree, Economics
Jiafu(Jeff) Zhou Jiafu(Jeff) Zhou's CITIC Securities International Experience April 2015 - May 2015
Job CPA Candidate, Master's Degree in Accounting
Industry Accounting
Experience
CITIC Securities International April 2015 - May 2015
Cetera Advisors LLC July 2014 - December 2014
Urban Upbound February 2014 - April 2014
Grant Thornton LLP September 2013 - October 2013
Bank of China June 2013 - July 2013
Skills
Auditing, Microsoft Word, Microsoft Excel, Microsoft Access, Mandarin, English, Accounting, Financial Analysis, Financial Reporting, Bookkeeping, Internal Controls, Tax
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master's degree, Accounting
Zhongnan University of Economic and Law 2009 — 2013
Bachelor's degree, Accounting
CITIC Securities International April 2015 - May 2015
Cetera Advisors LLC July 2014 - December 2014
Urban Upbound February 2014 - April 2014
Grant Thornton LLP September 2013 - October 2013
Bank of China June 2013 - July 2013
Skills
Auditing, Microsoft Word, Microsoft Excel, Microsoft Access, Mandarin, English, Accounting, Financial Analysis, Financial Reporting, Bookkeeping, Internal Controls, Tax
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master's degree, Accounting
Zhongnan University of Economic and Law 2009 — 2013
Bachelor's degree, Accounting
Henan Li Henan Li's CITIC Securities International Experience February 2015 - April 2015
Job MS in Investor Relations; Finance intern in Bank of China Head Office
Industry Security and Investigations
Experience
CITIC Securities International February 2015 - April 2015
Bank of China Head Office June 2012 - August 2012
Skills
Finance, Human Resources, PowerPoint, Research, Microsoft Word, Teamwork, Microsoft Office, Social Media, English, Analysis, Public Speaking, Economics, Corporate Finance, Time Management, Customer Service
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Investor Relations, GPA 3.67
Wuhan University 2009 — 2013
Bachelor's degree, Finance, General
CITIC Securities International February 2015 - April 2015
Bank of China Head Office June 2012 - August 2012
Skills
Finance, Human Resources, PowerPoint, Research, Microsoft Word, Teamwork, Microsoft Office, Social Media, English, Analysis, Public Speaking, Economics, Corporate Finance, Time Management, Customer Service
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Investor Relations, GPA 3.67
Wuhan University 2009 — 2013
Bachelor's degree, Finance, General
Chen Qian Chen Qian's CITIC Securities International Experience May 2014 - June 2014
Job Structured Finance Analyst at China Lianhe Credit Rating Co.,Ltd
Industry Financial Services
Experience
China Lianhe Credit Rating Co.,Ltd October 2014 - Present
CITIC Securities International May 2014 - June 2014
Match Point Asstes February 2013 - June 2013
China Securities Co. June 2012 - August 2012
LEADERSHIP & ACTIVITIES July 2011 - December 2011
Huaxia Bank June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Windows, Budgets, Investment Banking, Equity Valuation, Real Estate, Real Estate Transactions, Equity Research
Education
The University of Texas at Dallas 2012 — 2013
Master Science in Finance, Financial Engineering and Risk Management, 3.70/4.00
East Tennessee State University 2010 — 2011
Bachelor of Science (BS), Finance, General, 3.89/4.00
Southern Polytechnic State University
China Lianhe Credit Rating Co.,Ltd October 2014 - Present
CITIC Securities International May 2014 - June 2014
Match Point Asstes February 2013 - June 2013
China Securities Co. June 2012 - August 2012
LEADERSHIP & ACTIVITIES July 2011 - December 2011
Huaxia Bank June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Windows, Budgets, Investment Banking, Equity Valuation, Real Estate, Real Estate Transactions, Equity Research
Education
The University of Texas at Dallas 2012 — 2013
Master Science in Finance, Financial Engineering and Risk Management, 3.70/4.00
East Tennessee State University 2010 — 2011
Bachelor of Science (BS), Finance, General, 3.89/4.00
Southern Polytechnic State University
Sophia Suarez's CITIC Securities International Experience July 2012 - June 2014
Job Investment Analyst
Industry Investment Management
Experience
Seeking Alpha August 2015 - Present
The Motley Fool July 2014 - July 2015
CITIC Securities International July 2012 - June 2014
CSMJ Capital Markets October 2010 - June 2012
McNicolls, Lewis & Vlak, LLC October 2010 - January 2011
Skills
Mandarin, Excel, Public Speaking, Fundamental Research, Sector Analysis, Industry Trend Analysis, Competitive Landscape..., Visionary, Entrepreneurial..., Local Search, Research, Competitive Analysis, Entrepreneurship, Analysis, Fixed Income, Portfolio Management, Financial Modeling, Valuation, Equity Research, Investments
Education
Yale University - Yale School of Management 2008 — 2010
Master's Degree, Marketing/Marketing Management, General
Massachusetts Institute of Technology - Sloan School of Management
Bachelor's Degree, Finance
Seeking Alpha August 2015 - Present
The Motley Fool July 2014 - July 2015
CITIC Securities International July 2012 - June 2014
CSMJ Capital Markets October 2010 - June 2012
McNicolls, Lewis & Vlak, LLC October 2010 - January 2011
Skills
Mandarin, Excel, Public Speaking, Fundamental Research, Sector Analysis, Industry Trend Analysis, Competitive Landscape..., Visionary, Entrepreneurial..., Local Search, Research, Competitive Analysis, Entrepreneurship, Analysis, Fixed Income, Portfolio Management, Financial Modeling, Valuation, Equity Research, Investments
Education
Yale University - Yale School of Management 2008 — 2010
Master's Degree, Marketing/Marketing Management, General
Massachusetts Institute of Technology - Sloan School of Management
Bachelor's Degree, Finance
Yunhang Hou's CITIC Securities International Experience March 2014 - May 2014
Job Corporate Finance Analyst at Cartier
Industry Banking
Experience
Cartier December 2014 - March 2015
CITIC Securities International March 2014 - May 2014
Bank of China January 2014 - February 2014
Skills
SAP, Microsoft Excel, Outlook, Stata, Matlab, Capital IQ, Bloomberg Terminal
Education
New York University 2013 — 2015
Master of Arts (M.A.), Economics, 3.5/4.0
Fordham University 2012 — 2014
Master of Science (M.S.), Quantitative Finance
Penn State University 2008 — 2012
Bachelor's degree, Finance, General, 3.74/4.0
Cartier December 2014 - March 2015
CITIC Securities International March 2014 - May 2014
Bank of China January 2014 - February 2014
Skills
SAP, Microsoft Excel, Outlook, Stata, Matlab, Capital IQ, Bloomberg Terminal
Education
New York University 2013 — 2015
Master of Arts (M.A.), Economics, 3.5/4.0
Fordham University 2012 — 2014
Master of Science (M.S.), Quantitative Finance
Penn State University 2008 — 2012
Bachelor's degree, Finance, General, 3.74/4.0
Chenxi (Chauncey) Wang Chenxi (Chauncey) Wang's CITIC Securities International Experience July 2014 - January 2015
Job Trading in Equity at Wanjia Asset Management
Industry Financial Services
Experience
Wanjia Asset Management March 2015 - Present
CITIC Securities International July 2014 - January 2015
The San Jose Group November 2013 - March 2014
CHINA CITIC BANK September 2011 - June 2012
China Securities Co., Ltd. July 2010 - August 2010
Skills
Microsoft Office, Financial Statement..., Financial Accounting, Derivatives, Bond and Equity..., Trader
Education
DePaul University 2012 — 2014
Master of Science (MS), Finance, GPA: 3.8/4.0
Southern Cross University 2007 — 2011
Bachelor of Business Administration (BBA), International Finance
Tianjin University 2007 — 2011
Bachelor of Business Administration (BBA), Financial Management, GPA: 3.5/4.0
Wanjia Asset Management March 2015 - Present
CITIC Securities International July 2014 - January 2015
The San Jose Group November 2013 - March 2014
CHINA CITIC BANK September 2011 - June 2012
China Securities Co., Ltd. July 2010 - August 2010
Skills
Microsoft Office, Financial Statement..., Financial Accounting, Derivatives, Bond and Equity..., Trader
Education
DePaul University 2012 — 2014
Master of Science (MS), Finance, GPA: 3.8/4.0
Southern Cross University 2007 — 2011
Bachelor of Business Administration (BBA), International Finance
Tianjin University 2007 — 2011
Bachelor of Business Administration (BBA), Financial Management, GPA: 3.5/4.0
QIANWEN YIN QIANWEN YIN's CITIC Securities International Experience 2012 - 2012
Job Student at Tulane University A.B. Freeman School of Business
Industry Financial Services
Experience
Tulane Chinese Students & Scholars Association May 2012 - Present
CITIC Securities International 2012 - 2012
Tulane University September 2011 - December 2011
Hong Kong Polytechnic University June 2009 - May 2010
Chinasoft International May 2009 - June 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Access, Accounting, Windows, Outlook
Education
The Hong Kong Polytechnic University 2008 — 2010
Associate's degree, Business Administration and Management, General
Tulane University - A.B. Freeman School of Business
Bachelor of Science, Management; Finance
Tulane Chinese Students & Scholars Association May 2012 - Present
CITIC Securities International 2012 - 2012
Tulane University September 2011 - December 2011
Hong Kong Polytechnic University June 2009 - May 2010
Chinasoft International May 2009 - June 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Access, Accounting, Windows, Outlook
Education
The Hong Kong Polytechnic University 2008 — 2010
Associate's degree, Business Administration and Management, General
Tulane University - A.B. Freeman School of Business
Bachelor of Science, Management; Finance
Huaxia Wang Huaxia Wang's CITIC Securities International Experience June 2012 - November 2012
Job Student at University of California, Irvine
Industry
Experience
ICBC (Asia) June 2013 - August 2013
CITIC Securities International June 2012 - November 2012
Education
University of California, Irvine 2010 — 2014
ICBC (Asia) June 2013 - August 2013
CITIC Securities International June 2012 - November 2012
Education
University of California, Irvine 2010 — 2014
Mauro Leos Mauro Leos's CITIC Securities International Experience February 2015 - Present
Job Associate Director at CITIC Securities International
Industry Financial Services
Experience
CITIC Securities International February 2015 - Present
Enclave Capital, LLC (FINRA, SIPC) October 2014 - February 2015
Neuheit Associates LLC June 2013 - December 2014
Samambu LLC January 2013 - March 2014
CITIC Securities April 2010 - June 2012
Standard Chartered Bank 2006 - 2010
Omnilife June 2005 - August 2006
CEMEX 2002 - 2002
Skills
Capital Markets, Equities, Banking, Investments, Intellectual Property, Emerging Markets, China Business..., Valuation, Business Strategy, Business Development, Investment Banking, Finance, Financial Markets, Intellectual Property..., Trademark/brand..., Intellectual Property..., IP Ratings, Portfolio Management, Corporate Finance
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2012 — 2013
Master of Science (MS), Intellectual Property Management & Markets
Beijing Normal University 2002 — 2005
Mandarin studies certificate, Chinese Language & Culture
Instituto Tecnológico y de Estudios Superiores de Monterrey 1997 — 2002
Bachelor of Arts (B.A.), Finance
INSEEC Business School (Institut des hautes Etudes Economiques et Commerciales) 2000 — 2001
1yr Exchange, Banking, Corporate, Finance, and Securities
Lower Merion High School 1994 — 1997
CITIC Securities International February 2015 - Present
Enclave Capital, LLC (FINRA, SIPC) October 2014 - February 2015
Neuheit Associates LLC June 2013 - December 2014
Samambu LLC January 2013 - March 2014
CITIC Securities April 2010 - June 2012
Standard Chartered Bank 2006 - 2010
Omnilife June 2005 - August 2006
CEMEX 2002 - 2002
Skills
Capital Markets, Equities, Banking, Investments, Intellectual Property, Emerging Markets, China Business..., Valuation, Business Strategy, Business Development, Investment Banking, Finance, Financial Markets, Intellectual Property..., Trademark/brand..., Intellectual Property..., IP Ratings, Portfolio Management, Corporate Finance
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2012 — 2013
Master of Science (MS), Intellectual Property Management & Markets
Beijing Normal University 2002 — 2005
Mandarin studies certificate, Chinese Language & Culture
Instituto Tecnológico y de Estudios Superiores de Monterrey 1997 — 2002
Bachelor of Arts (B.A.), Finance
INSEEC Business School (Institut des hautes Etudes Economiques et Commerciales) 2000 — 2001
1yr Exchange, Banking, Corporate, Finance, and Securities
Lower Merion High School 1994 — 1997
Leo ChoHung Lin Leo ChoHung Lin's CITIC Securities International Experience June 2008 - July 2008
Job Analyst at Oak Hill Advisors
Industry Financial Services
Experience
Oak Hill Advisors November 2013 - Present
Antarctica Asset Management January 2012 - November 2013
Safra Asset Management 2011 - 2011
Credit Suisse August 2008 - August 2008
CITIC Securities International June 2008 - July 2008
Deloitte & Touche June 2007 - July 2007
Skills
Hedge Funds, Bloomberg Terminal, Fixed Income, Valuation, Capital Markets, Bloomberg, Equities, Financial Modeling, Economics, Investment Banking, Quantitative Analytics
Education
Columbia Engineering 2010 — 2011
MSOR, Operations Research
Cornell University 2006 — 2010
BA, Computer Science and Economics
Northfield Mount Hermon
Oak Hill Advisors November 2013 - Present
Antarctica Asset Management January 2012 - November 2013
Safra Asset Management 2011 - 2011
Credit Suisse August 2008 - August 2008
CITIC Securities International June 2008 - July 2008
Deloitte & Touche June 2007 - July 2007
Skills
Hedge Funds, Bloomberg Terminal, Fixed Income, Valuation, Capital Markets, Bloomberg, Equities, Financial Modeling, Economics, Investment Banking, Quantitative Analytics
Education
Columbia Engineering 2010 — 2011
MSOR, Operations Research
Cornell University 2006 — 2010
BA, Computer Science and Economics
Northfield Mount Hermon
Jiarui Wang Jiarui Wang's CITIC Securities International Experience June 2015 - July 2015
Job Student at University of Maryland Robert H. Smith School of Business
Industry Accounting
Experience
CITIC Securities International June 2015 - July 2015
China Everbright International Co., Ltd. June 2013 - July 2015
Vanke June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Wind, Dreamweaver, Adobe Audition
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2016
Master of Science (MS), Accounting
The Hong Kong University of Science and Technology 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
美国明尼苏达大学 - 卡尔森管理学院 2014 — 2014
Exchange Program
CITIC Securities International June 2015 - July 2015
China Everbright International Co., Ltd. June 2013 - July 2015
Vanke June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Wind, Dreamweaver, Adobe Audition
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2016
Master of Science (MS), Accounting
The Hong Kong University of Science and Technology 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
美国明尼苏达大学 - 卡尔森管理学院 2014 — 2014
Exchange Program
Mo Zhu Mo Zhu's CITIC Securities International Experience October 2014 - December 2014
Job Associate at Bank of China
Industry Financial Services
Experience
Bank of China February 2015 - Present
CITIC Securities International October 2014 - December 2014
China Life Asset Management Company July 2012 - August 2012
Bank of China, Head Office June 2012 - July 2012
Skills
Bloomberg Terminal, Thomson One, Wind Information, Quantitative and..., Building and using of..., MS Word, Excel,..., Communication and..., Financial Modeling, Investment Banking, Risk Management, Finance, Asset Management, Thompson One, Mergers & Acquisitions, Credit Analysis, Analysis, Credit, Equity Valuation
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (MS), Finance
Washington State University 2009 — 2013
Bachelor of Arts in Business Administration (Summa Cum Laude), Finance, 3.91
China Agricultural University 2008 — 2009
Bachelor of Arts (BA), Communications
Bank of China February 2015 - Present
CITIC Securities International October 2014 - December 2014
China Life Asset Management Company July 2012 - August 2012
Bank of China, Head Office June 2012 - July 2012
Skills
Bloomberg Terminal, Thomson One, Wind Information, Quantitative and..., Building and using of..., MS Word, Excel,..., Communication and..., Financial Modeling, Investment Banking, Risk Management, Finance, Asset Management, Thompson One, Mergers & Acquisitions, Credit Analysis, Analysis, Credit, Equity Valuation
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (MS), Finance
Washington State University 2009 — 2013
Bachelor of Arts in Business Administration (Summa Cum Laude), Finance, 3.91
China Agricultural University 2008 — 2009
Bachelor of Arts (BA), Communications
Diana Li Diana Li's CITIC Securities International Experience July 2015 - August 2015
Job Undergraduate Student at Columbia University
Industry Financial Services
Experience
Lion Fund LLC October 2014 - Present
CITIC Securities International July 2015 - August 2015
HT Capital Advisors, LLC January 2015 - June 2015
Barclays March 2015 - March 2015
CITIC Securities July 2014 - January 2015
Nanyang Technological University, Singapore June 2012 - July 2012
Education
Columbia University in the City of New York 2014 — 2018
Bachelor of Arts (B.A.), Financial Economics, History
Mission San Jose High School 2010 — 2014
Lion Fund LLC October 2014 - Present
CITIC Securities International July 2015 - August 2015
HT Capital Advisors, LLC January 2015 - June 2015
Barclays March 2015 - March 2015
CITIC Securities July 2014 - January 2015
Nanyang Technological University, Singapore June 2012 - July 2012
Education
Columbia University in the City of New York 2014 — 2018
Bachelor of Arts (B.A.), Financial Economics, History
Mission San Jose High School 2010 — 2014
Weiqi (Gloria) Zhang's CITIC Securities International Experience September 2015 - Present
Job Master's Candidate at NYU, Class of 2016
Industry Financial Services
Experience
CITIC Securities International September 2015 - Present
World Policy Institute September 2015 - Present
Human Resource Administration (HRA) June 2015 - August 2015
Cause Strategy Partners, LLC April 2015 - May 2015
CITIC Securities Company Limited 2015 - 2015
Primus Financial Holdings 2014 - 2015
InSitu Works 2014 - 2014
Rural Education Action Program, Chinese Academy of Sciences 2013 - 2014
Peking University Department of Psychology 2012 - 2014
WWF 2013 - 2013
Skills
Data Analysis, Statistics, SPSS, Stata, Research, Microsoft Office, Matlab, Social Media, Policy Analysis, Economics, Financial Analysis, Financial Modeling, Mac OS, Photoshop, English, Analysis, Mandarin
Education
New York University 2014 — 2016
Master of Public Administration (MPA), Finance and Financial Management Services
Peking University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Peking University 2010 — 2014
Bachelor of Science (B.S.), Psychology
University of California, Berkeley 2012 — 2012
Beijing No.4 High School 2007 — 2010
CITIC Securities International September 2015 - Present
World Policy Institute September 2015 - Present
Human Resource Administration (HRA) June 2015 - August 2015
Cause Strategy Partners, LLC April 2015 - May 2015
CITIC Securities Company Limited 2015 - 2015
Primus Financial Holdings 2014 - 2015
InSitu Works 2014 - 2014
Rural Education Action Program, Chinese Academy of Sciences 2013 - 2014
Peking University Department of Psychology 2012 - 2014
WWF 2013 - 2013
Skills
Data Analysis, Statistics, SPSS, Stata, Research, Microsoft Office, Matlab, Social Media, Policy Analysis, Economics, Financial Analysis, Financial Modeling, Mac OS, Photoshop, English, Analysis, Mandarin
Education
New York University 2014 — 2016
Master of Public Administration (MPA), Finance and Financial Management Services
Peking University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Peking University 2010 — 2014
Bachelor of Science (B.S.), Psychology
University of California, Berkeley 2012 — 2012
Beijing No.4 High School 2007 — 2010
Michelle Guo Michelle Guo's CITIC Securities International Experience July 2014 - September 2014
Job Integrated Marketing Professional, Digital Marketing Strategist, Brand Management, Social Media & CRM, USChina Market
Industry Marketing and Advertising
Experience
China Luxury Advisors December 2014 - Present
CITIC Securities International July 2014 - September 2014
The Synergos Institute January 2013 - July 2013
Better Business Bureau January 2013 - June 2013
Skills
Research, Public Speaking, Nonprofits, PowerPoint, Community Outreach, Microsoft Office, Microsoft Word, Microsoft Excel, Fundraising, Teaching, Outlook, Grant Writing, Program Development, Event Planning, Editing, Strategic Planning, Policy, SPSS
Education
New York University 2013 — 2015
Master of Science (MS), Marketing
Baruch College 2010 — 2012
Master's, Public Administration
China Luxury Advisors December 2014 - Present
CITIC Securities International July 2014 - September 2014
The Synergos Institute January 2013 - July 2013
Better Business Bureau January 2013 - June 2013
Skills
Research, Public Speaking, Nonprofits, PowerPoint, Community Outreach, Microsoft Office, Microsoft Word, Microsoft Excel, Fundraising, Teaching, Outlook, Grant Writing, Program Development, Event Planning, Editing, Strategic Planning, Policy, SPSS
Education
New York University 2013 — 2015
Master of Science (MS), Marketing
Baruch College 2010 — 2012
Master's, Public Administration
Carrie Chen, CFA, CPA Carrie Chen, CFA, CPA's CITIC Securities International Experience March 2011 - Present
Job Senior Vice President at CITICS
Industry Investment Banking
Experience
CITIC Securities International March 2011 - Present
Deloitte M&A Group (NY) September 2008 - February 2011
Deloitte (Taipei) October 2000 - July 2006
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Financial Modeling, Financial Analysis, Strategy, Finance, Business Strategy, Private Equity, Investment Banking, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Leverage Buyout & Business Strategy
CITIC Securities International March 2011 - Present
Deloitte M&A Group (NY) September 2008 - February 2011
Deloitte (Taipei) October 2000 - July 2006
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Financial Modeling, Financial Analysis, Strategy, Finance, Business Strategy, Private Equity, Investment Banking, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Leverage Buyout & Business Strategy
Jihao Jiang's CITIC Securities International Experience July 2015 - August 2015
Job Sales & Trading at CITIC Securities International
Industry Financial Services
Experience
CITIC Securities International July 2015 - August 2015
Kerburn Rose June 2015 - July 2015
Carolina Capital Markets-CCM 2013 - 2013
Skills
Bloomberg, IBM DB2, SPSS, Microsoft Office, Access, Python
Education
Fordham Gabelli School of Business 2014 — 2015
Master’s Degree, Business Analytics, Finance, 3.813
York University 2010 — 2014
CITIC Securities International July 2015 - August 2015
Kerburn Rose June 2015 - July 2015
Carolina Capital Markets-CCM 2013 - 2013
Skills
Bloomberg, IBM DB2, SPSS, Microsoft Office, Access, Python
Education
Fordham Gabelli School of Business 2014 — 2015
Master’s Degree, Business Analytics, Finance, 3.813
York University 2010 — 2014
Anne Donovan Anne Donovan's CITIC Securities International Experience July 2012 - August 2012
Job Research Associate at Newport Asia LLC
Industry International Affairs
Experience
Newport Asia LLC September 2015 - Present
China-U.S. Symposium September 2011 - Present
180 Degrees Consulting September 2014 - January 2015
Eaton Vance June 2014 - August 2014
CICC June 2013 - July 2013
Tufts University Advancement Office May 2012 - May 2013
CITIC Securities International July 2012 - August 2012
China Institute May 2012 - June 2012
Skills
International Relations, Research, Policy Analysis, Microsoft Office, Public Speaking, Nonprofits, Social Media, English, Politics, Project Management, Editing, Public Policy, Event Planning, Strategic Communications, International...
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Chinese and International Relations (concentration: International Finance and Economics)
Peking University 2014 — 2014
Chinese Studies
Westover School 2007 — 2011
Middlebury-Monterey Language Academy 2010 — 2010
Newport Asia LLC September 2015 - Present
China-U.S. Symposium September 2011 - Present
180 Degrees Consulting September 2014 - January 2015
Eaton Vance June 2014 - August 2014
CICC June 2013 - July 2013
Tufts University Advancement Office May 2012 - May 2013
CITIC Securities International July 2012 - August 2012
China Institute May 2012 - June 2012
Skills
International Relations, Research, Policy Analysis, Microsoft Office, Public Speaking, Nonprofits, Social Media, English, Politics, Project Management, Editing, Public Policy, Event Planning, Strategic Communications, International...
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Chinese and International Relations (concentration: International Finance and Economics)
Peking University 2014 — 2014
Chinese Studies
Westover School 2007 — 2011
Middlebury-Monterey Language Academy 2010 — 2010
Jerry Zhang's CITIC Securities International Experience June 2013 - July 2013
Job Incoming Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Cornell University January 2014 - Present
Citi June 2015 - August 2015
J.P. Morgan January 2015 - January 2015
Goldman Sachs June 2014 - August 2014
Presbyterian Church (U.S.A.) June 2013 - August 2013
CITIC Securities International June 2013 - July 2013
DTZ August 2012 - December 2012
Industrial and Commercial Bank of China Financial Services June 2012 - 2012
Skills
Investments, Public Speaking, Financial Analysis, Team Leadership, Market Research, Financial Modeling, Valuation, International Business, Investment Banking, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, Research, Real Estate, Healthcare, PowerPoint, Event Planning, Presentations, Data Analysis, Fundraising, Microsoft Word, Trading, Sales, Negotiation, Accounting, Social Media Marketing, Business Writing, Bloomberg Terminal, Sales Management, Financial Operations, Client Networking
Education
Cornell University 2013 — 2016
Bachelor of Science (B.S.), Hotel Administration
New York University in Shanghai 2012 — 2013
Liberal Arts: Globalization & Chinese Language
Tenafly High School 2008 — 2012
Citi August 2015 - Present
Cornell University January 2014 - Present
Citi June 2015 - August 2015
J.P. Morgan January 2015 - January 2015
Goldman Sachs June 2014 - August 2014
Presbyterian Church (U.S.A.) June 2013 - August 2013
CITIC Securities International June 2013 - July 2013
DTZ August 2012 - December 2012
Industrial and Commercial Bank of China Financial Services June 2012 - 2012
Skills
Investments, Public Speaking, Financial Analysis, Team Leadership, Market Research, Financial Modeling, Valuation, International Business, Investment Banking, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, Research, Real Estate, Healthcare, PowerPoint, Event Planning, Presentations, Data Analysis, Fundraising, Microsoft Word, Trading, Sales, Negotiation, Accounting, Social Media Marketing, Business Writing, Bloomberg Terminal, Sales Management, Financial Operations, Client Networking
Education
Cornell University 2013 — 2016
Bachelor of Science (B.S.), Hotel Administration
New York University in Shanghai 2012 — 2013
Liberal Arts: Globalization & Chinese Language
Tenafly High School 2008 — 2012
Zifei Zhao's CITIC Securities International Experience August 2015 - Present
Job Trading Intern at CITIC Securities International
Industry Financial Services
Experience
CITIC Securities International August 2015 - Present
HuaChuang Securities Brokerage Co., Ltd. June 2014 - August 2014
China Construction Bank June 2013 - August 2013
Skills
Financial Analysis, •Achieved consistently..., •Leadership qualities,..., Acquired the ability of..., Finance, Financial Modeling, Microsoft Excel, Accounting, Corporate Finance, Analysis, Financial Reporting, Microsoft Office, Investments, PowerPoint, Teamwork, Leadership, Customer Service, Time Management, Public Speaking, Research, Microsoft Word
Education
Pace University 2012 — 2015
Bachelor of Science (BS), Finance, General
CITIC Securities International August 2015 - Present
HuaChuang Securities Brokerage Co., Ltd. June 2014 - August 2014
China Construction Bank June 2013 - August 2013
Skills
Financial Analysis, •Achieved consistently..., •Leadership qualities,..., Acquired the ability of..., Finance, Financial Modeling, Microsoft Excel, Accounting, Corporate Finance, Analysis, Financial Reporting, Microsoft Office, Investments, PowerPoint, Teamwork, Leadership, Customer Service, Time Management, Public Speaking, Research, Microsoft Word
Education
Pace University 2012 — 2015
Bachelor of Science (BS), Finance, General
Angela Shao Angela Shao's CITIC Securities International Experience July 2014 - September 2014
Job Equity Analyst in CITICS, MSc Finance Graduate from Tulane University
Industry Financial Services
Experience
CITIC Securities Company Limited April 2015 - Present
CITIC Securities International July 2014 - September 2014
HSBC, Shanghai January 2013 - April 2013
China Everbright Securities Co,; Ltd March 2012 - May 2012
Skills
Bloomberg Terminal, Excel models, Equity Research, Equity Valuation, Financial Analysis, Piano, Ballroom Dance, Table Tennis, Ice skating, Mandarin, English, Cantonese
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master's degree, Finance, Energy Specialization, 3.7
Fudan University 2009 — 2013
Bachelor of Art (B.A.), Finance, General
University of California, Santa Cruz 2011 — 2011
Exchange student in UCEAP, Economics
CITIC Securities Company Limited April 2015 - Present
CITIC Securities International July 2014 - September 2014
HSBC, Shanghai January 2013 - April 2013
China Everbright Securities Co,; Ltd March 2012 - May 2012
Skills
Bloomberg Terminal, Excel models, Equity Research, Equity Valuation, Financial Analysis, Piano, Ballroom Dance, Table Tennis, Ice skating, Mandarin, English, Cantonese
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master's degree, Finance, Energy Specialization, 3.7
Fudan University 2009 — 2013
Bachelor of Art (B.A.), Finance, General
University of California, Santa Cruz 2011 — 2011
Exchange student in UCEAP, Economics
Horace Chi Lok Tse Horace Chi Lok Tse's CITIC Securities International Experience June 2014 - July 2014
Job Graduate Trainee at Shanghai Commercial Bank
Industry Financial Services
Experience
Shanghai Commercial Bank August 2014 - Present
CITIC Securities International June 2014 - July 2014
The Hong Kong and Shanghai Banking Corporation Limited June 2011 - August 2011
CLSA June 2010 - August 2010
Fubon Bank May 2009 - July 2009
Skills
Certified Microsoft..., C++, SQL, JavaScript, C#, Bloomberg, HTML, Microsoft Word, Microsoft Powerpoint, Microsoft Office, Teamwork, Leadership, Computer Modeling, Adobe Fireworks, SharePoint, Microsoft Excel, PowerPoint
Education
University of Rochester 2015 — 2016
Master of Science (M.S.), Finance
Syracuse University 2008 — 2013
Bachelor of Science (B.S.), Finance, Information Technology & Management
Hong Kong International School 1998 — 2008
High School Diploma
Shanghai Commercial Bank August 2014 - Present
CITIC Securities International June 2014 - July 2014
The Hong Kong and Shanghai Banking Corporation Limited June 2011 - August 2011
CLSA June 2010 - August 2010
Fubon Bank May 2009 - July 2009
Skills
Certified Microsoft..., C++, SQL, JavaScript, C#, Bloomberg, HTML, Microsoft Word, Microsoft Powerpoint, Microsoft Office, Teamwork, Leadership, Computer Modeling, Adobe Fireworks, SharePoint, Microsoft Excel, PowerPoint
Education
University of Rochester 2015 — 2016
Master of Science (M.S.), Finance
Syracuse University 2008 — 2013
Bachelor of Science (B.S.), Finance, Information Technology & Management
Hong Kong International School 1998 — 2008
High School Diploma
Anthony Ni Anthony Ni's CITIC Securities International Experience September 2010 - October 2010
Job Independent SAP CRM / ABAP / UI5 Consultant
Industry Information Technology and Services
Experience
Canadian Pacific Railway August 2013 - February 2014
BlackBerry May 2013 - August 2013
Hydro One March 2012 - October 2012
Sirius Satellite Radio February 2011 - August 2011
CITIC Securities International September 2010 - October 2010
Bluemoon CO,LTD August 2010 - September 2010
COFCO Corporation March 2010 - July 2010
Lenovo November 2008 - March 2010
Lenovo April 2007 - October 2008
Skills
SAP CRM Development..., Web dynpro for ABAP, SAP Workflow (..., SAP CRM Functional, ERP, WebDynpro, SAP Workflow, Business Process, SAP CRM, Business Intelligence, ABAP, SAP SRM, SAP IS-U, jQuery, PHP, CRM WebClient UI, Java, BSP, SAP Gateway, BOL / GENIL, SAP UI5, HTML5, HTML 5, CRM, SAP ERP, Consulting, SAP Implementation, SAP, SAP Netweaver
Education
Beihang University 2006 — 2009
Master, Software Engineering (SAP)
Qingdao University 2002 — 2006
Bachelor, Computer Science and Technology
Canadian Pacific Railway August 2013 - February 2014
BlackBerry May 2013 - August 2013
Hydro One March 2012 - October 2012
Sirius Satellite Radio February 2011 - August 2011
CITIC Securities International September 2010 - October 2010
Bluemoon CO,LTD August 2010 - September 2010
COFCO Corporation March 2010 - July 2010
Lenovo November 2008 - March 2010
Lenovo April 2007 - October 2008
Skills
SAP CRM Development..., Web dynpro for ABAP, SAP Workflow (..., SAP CRM Functional, ERP, WebDynpro, SAP Workflow, Business Process, SAP CRM, Business Intelligence, ABAP, SAP SRM, SAP IS-U, jQuery, PHP, CRM WebClient UI, Java, BSP, SAP Gateway, BOL / GENIL, SAP UI5, HTML5, HTML 5, CRM, SAP ERP, Consulting, SAP Implementation, SAP, SAP Netweaver
Education
Beihang University 2006 — 2009
Master, Software Engineering (SAP)
Qingdao University 2002 — 2006
Bachelor, Computer Science and Technology
Tao Sun Tao Sun's CITIC Securities International Experience March 2015 - May 2015
Job Equity Research Intern
Industry Financial Services
Experience
CITIC Securities Company Limited June 2015 - Present
CITIC Securities International March 2015 - May 2015
Fordham University September 2014 - December 2014
Institutional Investor September 2013 - January 2014
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science in Global Finance, 3.7
CITIC Securities Company Limited June 2015 - Present
CITIC Securities International March 2015 - May 2015
Fordham University September 2014 - December 2014
Institutional Investor September 2013 - January 2014
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science in Global Finance, 3.7
Stan Zhou's CITIC Securities International Experience June 2012 - August 2012
Job Product Manager
Industry Internet
Experience
Viva September 2013 - May 2015
CITIC Securities International June 2012 - August 2012
KPMG Advisory July 2011 - September 2011
Citroen June 2010 - August 2010
Skills
Matlab, C++, Mathematica, DCF, PowerPoint, Unix, CAD, VHDL, Xilinx, LBO, Comparable Company..., Precedent Transaction..., Axure RP
Education
The Ohio State University 2008 — 2012
B.S
Viva September 2013 - May 2015
CITIC Securities International June 2012 - August 2012
KPMG Advisory July 2011 - September 2011
Citroen June 2010 - August 2010
Skills
Matlab, C++, Mathematica, DCF, PowerPoint, Unix, CAD, VHDL, Xilinx, LBO, Comparable Company..., Precedent Transaction..., Axure RP
Education
The Ohio State University 2008 — 2012
B.S
Dennis Yuchuan Deng's CITIC Securities International Experience June 2013 - Present
Job Summer Intern at CITIC Securities International
Industry Facilities Services
Experience
CITIC Securities International June 2013 - Present
Infinitas Capital July 2012 - September 2012
Johns Hopkins University September 2011 - May 2012
Infinitas Capital August 2011 - September 2011
KPMG July 2011 - August 2011
Huaxia Bank May 2011 - June 2011
Milestone Hospitality Management February 2011 - May 2011
Ericsson July 2008 - August 2008
China Telecom July 2007 - August 2007
Skills
Statistics
Education
The Johns Hopkins University 2013 — 2014
Master of Science in Engineering, Financial Mathematics
The Johns Hopkins University 2009 — 2013
Bachelor of Science, Applied Mathematcis and Statistics
The Johns Hopkins University 2009 — 2013
Bachelor of Arts, Economics
London School of Economics and Political Science 2011 — 2012
General Course, Economics
Cushing Academy 2006 — 2009
High School Diploma
CITIC Securities International June 2013 - Present
Infinitas Capital July 2012 - September 2012
Johns Hopkins University September 2011 - May 2012
Infinitas Capital August 2011 - September 2011
KPMG July 2011 - August 2011
Huaxia Bank May 2011 - June 2011
Milestone Hospitality Management February 2011 - May 2011
Ericsson July 2008 - August 2008
China Telecom July 2007 - August 2007
Skills
Statistics
Education
The Johns Hopkins University 2013 — 2014
Master of Science in Engineering, Financial Mathematics
The Johns Hopkins University 2009 — 2013
Bachelor of Science, Applied Mathematcis and Statistics
The Johns Hopkins University 2009 — 2013
Bachelor of Arts, Economics
London School of Economics and Political Science 2011 — 2012
General Course, Economics
Cushing Academy 2006 — 2009
High School Diploma
Hao (Howard) Luo's CITIC Securities International Experience July 2013 - September 2013
Job Research analyst Global energy practice group at Nomura Research Institute
Industry Management Consulting
Experience
Nomura Research Institute September 2013 - Present
CITIC Securities International July 2013 - September 2013
Goldstone Investment - Principle investment firm of CITIC Securities July 2012 - August 2012
Skills
Mandarin, Market Research, Statistics, Project Management, Financial Analysis, Industry Research, Secondary Research, Cold Calling, Interviewing Subject..., Research, PowerPoint, Financial Statement..., Financial Modeling, Analytics, Analysis, Economics, Equity Research
Education
University of Southern California 2011 — 2013
Master of Science (MS), Engineering Management
Peking University 2007 — 2011
Bachelor of Engineering (B.Eng.), Energy and Resources
Nomura Research Institute September 2013 - Present
CITIC Securities International July 2013 - September 2013
Goldstone Investment - Principle investment firm of CITIC Securities July 2012 - August 2012
Skills
Mandarin, Market Research, Statistics, Project Management, Financial Analysis, Industry Research, Secondary Research, Cold Calling, Interviewing Subject..., Research, PowerPoint, Financial Statement..., Financial Modeling, Analytics, Analysis, Economics, Equity Research
Education
University of Southern California 2011 — 2013
Master of Science (MS), Engineering Management
Peking University 2007 — 2011
Bachelor of Engineering (B.Eng.), Energy and Resources
Weike Xu's CITIC Securities International Experience July 2013 - August 2013
Job Phd candidate at Rutgers Business School
Industry Financial Services
Experience
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
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
Yuxian Ma's CITIC Securities International Experience June 2011 - August 2011
Job Senior Actuarial Assistant at AIG
Industry Insurance
Experience
AIG October 2013 - Present
AIA June 2012 - August 2012
CITIC Securities International June 2011 - August 2011
China Life Insurance Co.Ltd June 2010 - August 2010
Skills
Actuarial Science, Data Analysis, VBA, Statistics, Microsoft Excel, SAS, Access, Insurance, Risk Management, R, SQL, Financial Risk, Property & Casualty..., Underwriting, Financial Modeling, General Insurance
Education
University of Iowa 2011 — 2013
Master of Science (M.S.), Statistics
University of Iowa 2008 — 2011
Bachelor of Science (B.S.), Actuarial Science and Mathematics
AIG October 2013 - Present
AIA June 2012 - August 2012
CITIC Securities International June 2011 - August 2011
China Life Insurance Co.Ltd June 2010 - August 2010
Skills
Actuarial Science, Data Analysis, VBA, Statistics, Microsoft Excel, SAS, Access, Insurance, Risk Management, R, SQL, Financial Risk, Property & Casualty..., Underwriting, Financial Modeling, General Insurance
Education
University of Iowa 2011 — 2013
Master of Science (M.S.), Statistics
University of Iowa 2008 — 2011
Bachelor of Science (B.S.), Actuarial Science and Mathematics