Haitong Securities
Industry: Securities brokerage company
DescriptionHaitong Securities is a major securities firm in China, providing services in stocks and futures brokerage, as well as investment banking, corporate finance, M&A, asset management, mutual fund, and private equity. Headquarters: Shanghai, China Founded: August 15, 1988 Area served: China Owner: Mr. Wang Kaiguo Subsidiaries: Haitong International, Haitong Futures Co., Ltd,
Haitong Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Haitong Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Haitong Securities Salaries. You can even request information on how much does Haitong Securities pay if you want to. Learn about salaries, pros and cons of working for Haitong Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
89 Haitong Securities employees in database. Find out everything there's to know about Haitong Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Haitong Securities Employees
Haitong Securities May 2015 - Present
CITIC Securities July 2014 - November 2014
Hang Seng Bank October 2012 - February 2013
PwC June 2012 - August 2012
Skills
Finance, Regression Analysis, Stata, Quantitative Analytics, Microsoft Office, Valuation, Access, Analysis, Corporate Finance, Microsoft Excel, Due Diligence, Economics, Financial Modeling, Investments, Bloomberg Terminal, Data Analysis, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Fudan University 2009 — 2013
Bachelor of Management, Financial Management
Singapore Management University 2011 — 2011
Exchange Program, Accounting and Finance
Bloomberg LP March 2015 - Present
Thomson Reuters July 2014 - August 2014
Hermes Capital Advisors, LLC October 2013 - February 2014
Haitong Securities February 2013 - May 2013
Bank of China July 2012 - August 2012
Skills
Quantitative Finance, Time Series Analysis, VBA, C++, Matlab, R, Econometrics, Microsoft Excel, Financial Modeling, Stochastic Processes, Statistics, Eviews, Statistical Modeling, Quantitative Analytics, Mathematical Modeling, Data Mining, Macroeconomics, Corporate Finance, Python, Microsoft Office, Numerical Analysis, Bloomberg, Operations Research, SQL, Microsoft SQL Server, Financial Engineering, Options, Stochastic Calculus, Quantitative Investing
Education
Columbia University in the City of New York 2013 — 2014
Master's Degree, Financial Mathematics
The University of Hong Kong 2012 — 2013
Xiamen University 2009 — 2013
Bachelor's degrees in Financial Engineering and Applied Mathematics, Financial Engineering, 3.9/4.0
Clearer Horizons Consulting September 2013 - Present
College Fashionista September 2014 - December 2014
Haitong Securities July 2012 - August 2012
KPMG China January 2012 - February 2012
EY July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Bloomberg, R, Python, SPSS 20, Matlab, SQL, Wind database, CFA Level 2, ACCA membership, Leadership, Investments, Analysis, Auditing, Finance, Portfolio Management, Economics, ERP, Prezi, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's Degree, Finance, General, 3.53/4.00
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Seniorlink September 2015 - Present
Seniorlink July 2015 - September 2015
Boston Chinatown Neighborhood Center May 2014 - July 2014
Student Investment Management - The Ohio State University August 2013 - December 2013
Bank of China June 2013 - August 2013
Haitong Securities June 2011 - August 2011
Skills
Bloomberg Terminal, Capital IQ, VBA, Financial Modeling, Private Equity, Stock Trading
Education
Bentley University 2014 — 2015
Master of Science (M.S.), Finance, General
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
Bachelor of Science in Business Administration, Finance, General
University of Massachusetts Boston 2009 — 2010
Bachelor of Science (BS)
Imaginary M&A Project May 2014 - July 2014
“Gazelle Hunting” Equity Research Program March 2014 - May 2014
Ping An Bank November 2012 - April 2013
Haitong Securities July 2012 - August 2012
Nanjing University Social Practice Project July 2010 - August 2010
Tongzhou District Court July 2009 - August 2009
Skills
Financial Modeling, Equity Research, Due Diligence, Bloomberg, Microsoft Excel, PowerPoint, Data Analysis, Corporate Law, Financial Analysis, Matlab, Financial Risk, Securities Law
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (MS), Finance
Nanjing University 2008 — 2012
Bachelor of Laws (LLB), Law
Iowa Startup Accelerator August 2014 - Present
ClikHome May 2013 - Present
NSM Securities August 2012 - January 2014
Haitong Securities December 2008 - September 2009
Skills
Web Design, Financial Analysis, PowerPoint, Microsoft Excel, Access, Start-ups, Portfolio Management, Microsoft Word, Finance, Excel, Photoshop, Investments, Financial Modeling, Visual Basic, Program Management, Accounting, Bloomberg, Word, SQL, SPSS, English, Chinese, HTML 5, CSS3, Illustrator, Equity Research, Financial Reporting, Sales, CSS, Analysis, HTML, Training, PHP, MySQL, Recruiting
Education
Saginaw Valley State University 2010 — 2012
Master of Business Administration (MBA)
Saginaw Valley State University - College of Business and Management 2010 — 2012
Master of Business Administration (M.B.A.)
Shanghai Normal University 2006 — 2010
Bachelor, Finance and Investment
EY September 2015 - Present
City of Plano June 2013 - July 2013
People's Bank of China July 2011 - August 2011
Haitong Securities July 2010 - August 2010
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master's Degree, Accounting (Assurance and Advisory)
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master's Degree, Finance and Financial Management Services
East China Normal University 2008 — 2012
Bachelor's Degree, Finance, General
University of Central Arkansas 2009 — 2010
Exchange Student, Finance, General
Intel Corporation September 2012 - January 2013
SJTU Digital Multimedia and Data Reconstruction Laboratory March 2012 - January 2013
Haitong Securities December 2011 - May 2012
Skills
Equity Derivatives, Trading Strategies, C++, C, R, Python, Linux, Matlab, Microsoft Excel, VBA, Research, Eviews, Windows, Verilog, PowerPoint, Microsoft Word, Java, Financial Analysis, Data Analysis, Financial Modeling
Education
New York University 2013 — 2015
Master of Science (M.S.), Financial Engineering, GPA: 3.7
Shanghai Jiao Tong University 2009 — 2013
Bachelor's degree, Electrical and Computer Engineering
Shanghai Jiao Tong University 2009 — 2013
Bachelor's degree, International Economics
Johns Hopkins University Carey Business School August 2013 - May 2014
Haitong Securities June 2013 - August 2013
RHT Consulting/ The Center for Advancing Innovation December 2012 - August 2013
AIG March 2012 - July 2012
General Electric July 2011 - September 2011
Skills
SPSS, Eviews, Financial Modeling, Fundamental Analysis, Risk Management, Corporate Finance, Research, Analysis, Strategy, Finance, Due Diligence, Investments, Leadership, Valuation, Investment Banking, Competitive Analysis, Financial Analysis, Managerial Finance, Equity Research, Financial Risk, Market Analysis, Economics, Management Consulting, Bloomberg
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Healthcare
Fudan University 2008 — 2012
Bachelor, Financial Management
University of Manchester - Manchester Business School 2010 — 2011
Exchange Student, Finance
Citigroup May 2014 - December 2014
Fordham University June 2014 - October 2014
PRMIA Risk Management Challenge (New York Regional No.2 Winner) January 2014 - February 2014
Haitong Securities September 2012 - July 2013
HUAXI SECURITIES July 2011 - September 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Equities, Asset Management, Corporate Finance, Bloomberg, Data Analysis, VBA, Financial Engineering, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science, Quantitative Finance, 3.85/4.0
Sun Yat-Sen University 2008 — 2012
Bachelor of Science (B.S.), Mathematics and Applied Mathematics
The Export-Import Bank of China September 2013 - Present
Tulane University June 2012 - May 2013
China Banking Regulatory Commission March 2012 - June 2012
Haitong Securities July 2011 - September 2011
Ningbo Yuanda Chengli Sci July 2010 - September 2010
Skills
Excel, Word, Photoshop, PowerPoint, Access, Chinese, English, Bloomberg, Financial Modeling, Financial Analysis, Financial Accounting, Corporate Finance, Financial Communications, Pivot Tables, Macro, Energy Modelling, Energy Accounting, Energy Markets, Mandarin, Cantonese
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master's degree, Finance, General
BLCU 2008 — 2012
Bachelor of Science (BS), International Business
Beijing Language and Culture University (BLCU) 2008 — 2012
Bachelor of Science, International Trade and Economics
Deloitte China July 2014 - August 2014
Zhonghui Certified Public Accountants Co., LTD July 2013 - August 2013
Chinese School of Rochester September 2011 - May 2013
Volunteers for Peace Vietnam (VPV) August 2012 - September 2012
Zhejiang Zhimeng Education June 2012 - July 2012
Haitong Securities May 2012 - June 2012
Skills
Financial Analysis, Data Analysis, Market Research, Financial Services, Business Strategy, Microsoft Office, Quantitative Research, Auditing, Marketing, Event Planning, Social Media, Stata, Chinese, Strategic Communications, Qualitative Research, Access, Writing, Laboratory, Teaching English as a..., Microsoft Excel
Education
New York University 2014 — 2014
Visiting Student, Business / Chemistry
University of Rochester 2011 — 2015
Bachelor of Arts (B.A.), Dual major in Business and Chemistry
Ningbo High School 2008 — 2011
High School Diploma
Moody's Analytics March 2015 - Present
Citi June 2014 - August 2014
Timetrics February 2014 - April 2014
Haitong Securities June 2013 - August 2013
Hua An Fund Management Co. Ltd. June 2012 - August 2012
Skills
Quantitative Finance, Structured Finance, Corporate Finance, Econometrics, Economics, Financial Modeling, Machine Learning, Time Series Analysis, Statistical Modeling, Data Analysis, Matlab, R, VBA, C++, SQL, Bloomberg, Microsoft Excel, Fixed Income Analysis, Derivatives
Education
Columbia Engineering 2013 — 2014
Master of Science (M.S.), Operations Research in Finance Application
The University of Hong Kong 2012 — 2013
Spring exchange with full tuition LiFung Scholarship, Economics and Finance
Xiamen University 2009 — 2013
BSc in Economics & Finance, Minor in Applied Mathematics, Concerntrating in Financial Engineering
Georgetown University 2011 — 2011
Summer Honor
Finance January 2010 - Present
Studsvik Inc. May 2009 - December 2009
Shijie Deng’s Lab September 2008 - December 2009
DTE Energy Trading, Quant Group June 2009 - July 2009
Brain-like Computing & Machine Intelligence Lab July 2006 - June 2008
AXA Wealth Management February 2008 - March 2008
Haitong Securities October 2007 - January 2008
Microsoft Research July 2007 - October 2007
Education
Georgia Institute of Technology 2008 — 2009
M.S., Quantitative & Computational Finance
Shanghai Jiao Tong University 2004 — 2008
B.E., Computer Science (ACM pilot class)
Shuying Academy August 2014 - Present
New York University September 2012 - Present
New York University December 2012 - May 2014
Brooklyn Technical High School September 2013 - January 2014
New Oriental Education & Technology Group (NYSE:EDU) June 2011 - August 2012
Haitong Securities June 2009 - May 2011
Shanghai World EXPO 2010 ICP September 2010 - November 2010
Skills
Language Teaching, Tutoring, Foreign Languages, Interpretation, Translation, Client Presentation, Adult Education, TESOL, Mandarin, Cantonese, Written & Oral..., Test Preparation, Applied Linguistics, Executive Support, Marketing Communications, International Relations, Teaching English as a..., Editing, Teaching, Intercultural..., ESL, Curriculum Development, Higher Education, Public Speaking, Research, Microsoft Office
Education
New York University 2012 — 2014
Master's degree, Foreign Language Education
Shanghai International Studies University 2008 — 2012
Bachelor of Arts (BA), English Language and Literature, General
Fudan University 2008 — 2011
Minor, Journalism
Citi March 2014 - Present
J.P. Morgan First Capital Securities Co. Ltd. May 2013 - July 2013
Haitong Securities June 2012 - July 2012
China Institute of Actuarial Sciecnce September 2011 - June 2012
Bank of Communications January 2011 - March 2011
Skills
Model Validation, CCAR, PD/LGD/Loss Forecasting, PPNR, SAS, R, Visual C++, Statistical Modeling
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master of Science (MS), Statistics, 3.79
Central University of Finance and Economics 2011 — 2012
Master's degree, Insurance, 3.66
Nanjing University 2007 — 2011
Bachelor of Science (BS), Mathematics, 3.47
suzhou high school
Haitong Securities June 2014 - August 2014
Bosera Mutual Fund July 2012 - September 2012
KPMG China August 2011 - August 2011
Skills
Microsoft Excel, Accounting, Microsoft Word, Financial Analysis, PowerPoint, Microsoft Office, Financial Reporting, Budgets, Outlook, Financial Accounting, Auditing, English, Account Reconciliation, Customer Service, Analysis, Research, Windows, Strategic Planning
Education
Texas A&M University 2013 — 2014
Master of Science (M.S.), Economics, 3.67
Southwestern Universty of Finance and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
J.P. Morgan March 2015 - Present
J.P. Morgan November 2014 - March 2015
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) August 2014 - November 2014
GW STOCK PITCH COMPITITION March 2014 - April 2014
Ashoka September 2013 - December 2013
Creative Investment Research July 2013 - August 2013
ICR June 2012 - November 2012
KPMG December 2011 - March 2012
Haitong Securities July 2011 - November 2011
Citi July 2010 - August 2010
Skills
Valuation, Financial Analysis, Microsoft Excel, Bloomberg, Portfolio Management, Financial Modeling, Corporate Finance, Microsoft Office, Accounting, Financial Reporting, PowerPoint, Microsoft Word, Economics, Investments, Finance, Teamwork, Derivatives, Banking, Customer Service, Equities, Databases, SAS, Analysis
Education
The George Washington University 2013 — 2014
Master of Science (MS), Finance, General
Renmin University of China 2012 — 2012
Graduate School, Accounting and Finance
University of International Business and Economics 2008 — 2012
Dual Bachelor's degree in Economics and Law, Finance, Law
The Chinese Derivatives Association August 2013 - Present
Haitong Securities July 2012 - Present
AonHewitt April 2010 - April 2011
Ping An Annuity Insurance Company March 2007 - May 2010
Skills
CFA Level 2 candidate, Financial Modeling, Bloomberg, Valuation, Corporate Finance, Investments, Bloomberg Terminal, Portfolio Management, Derivatives, Fixed Income, Investment Banking, Equity Research, Mandarin, Quantitative Analytics, Asset Management
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master's degree, Finance, 3.86
Florida State University - College of Business 2011 — 2012
East China Normal University 2002 — 2006
Bachelor, Actuarial and Statistics Science
EY June 2015 - Present
Haitong Securities December 2014 - January 2015
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Teamwork
Education
Cornell University 2014 — 2018
Bachelor's Degree, Economics and Statistics
China Merchants Fund Management Company August 2014 - August 2014
Haitong Securities June 2014 - July 2014
Dahua Technology May 2014 - May 2014
SACHEM, Inc August 2013 - August 2013
BU Urban Business Accelerator June 2013 - July 2013
Skills
Accounting, Training, Finance
Education
Boston University 2011 — 2015
Bachelor of Arts (BA), Economics, GPA 3.70
Boston University 2011 — 2015
Bachelor of Science in Business Administration, Finance, GPA 3.70
FinTech (Stealth) September 2015 - Present
Simon School Venture Capital Fund September 2014 - May 2015
China Minzu Secuirties February 2014 - May 2014
Haitong Securities September 2013 - February 2014
Essence Securities Co., Ltd August 2013 - September 2013
Skills
VBA, Eviews, VB.NET, Microsoft Office, SAS, Stata, Option Pricing Models, Econometric Modeling, Econometrics, Financial Modeling, Investment Banking, Bloomberg, Risk Management
Education
William E. Simon School of Business 2014 — 2015
Master's Degree, Finance, General
Monash University 2012 — 2013
Honours degree of Bachelor of Commerce, Econometrics, 4.0
Monash University 2009 — 2012
Bachelor of Commerce (BCom), Finance, Econometrics&Business Statistics, 3.8
Wells Fargo August 2015 - Present
Mettler Toledo Autochem Inc July 2015 - August 2015
Metropolitan conservatory of ballet January 2015 - June 2015
China Construction Bank February 2013 - April 2013
Haitong Securities January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Teamwork, Research, Public Speaking, Event Planning, Teaching, Statistics, HTML, Photoshop, Logistics, Windows, Facebook, Strategic Planning, English
Education
University of Maryland College Park 2013 — 2014
Master's degree, Logistics, Materials, and Supply Chain Management
Wuhan University 2008 — 2012
Bachelor's degree, Economics
JPMorgan Chase August 2014 - Present
Raymond Handling Concepts Corporation January 2014 - May 2014
hejun consulting group May 2013 - August 2013
China Construction Bank March 2012 - November 2012
Haitong Securities July 2011 - September 2011
Skills
Data Analysis, R, SAS programming, Data Modeling, SQL, Financial Modeling, Investments, Finance, SAS, Financial Analysis, Risk Assessment, Risk Analysis, Statistical Programming, Microsoft Excel, Matlab, SAS Programming, Analysis, Business Analysis, Financial Risk, Portfolio Management, Statistical Modeling
Education
Cornell University 2013 — 2014
Master's degree, Statistics
FactSet February 2015 - Present
New China Asset Management Co.,Ltd. May 2014 - July 2014
University of Michigan Ross School of Business January 2014 - March 2014
KPMG July 2011 - August 2011
Haitong Securities May 2011 - July 2011
Skills
English, C++, Microsoft Excel, VBA, R, SAS Certified Base..., FactSet, Java, C, SPSS, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Micr
Education
University of Michigan 2013 — 2014
Master of Engineering (M.Eng.), Financial Engineering, 4.0
The Hong Kong Polytechnic University 2009 — 2013
Bachelor of Science (BSc), Investment Science(Applied Mathematics), First honor
The Experimental High School Attached to Beijing Normal University 2003 — 2009
Infosys Public Services July 2015 - Present
FINCA International March 2015 - May 2015
FOCUS (Friends of Choice in Urban Schools) August 2014 - March 2015
George Washington University June 2014 - August 2014
Street Sense January 2014 - May 2014
China Everbright Bank June 2012 - August 2012
Haitong Securities June 2011 - August 2011
Skills
SAS Certified Base..., MySQL, Systems Analysis, Microsoft Excel, SQL, Project Management, XML, SDLC, CSS, HTML5, JavaScript, PHP, Python, Tableau, Databases, Java, JPA, JSTL, Servlets, JavaBeans, Oracle SQL Developer, Oracle Database, JSP
Education
The George Washington University 2013 — 2015
Master's degree, Information System Technology, 3.85
East China Normal University 2010 — 2013
Bachelor of Science (BS), Economics, 3.5
Shanghai University 2009 — 2013
Bachelor of Science (BS), Information Science/Studies, 3.5
NEAPME March 2015 - Present
Hong Kong Claire Trading September 2014 - March 2015
Haitong Securities April 2013 - June 2013
University of Toronto September 2012 - April 2013
Skills
Microsoft Office, Communication, Research, Interpersonal Skill, Customer Service, Data Analysis, Business Writing, Public Speaking, Management, Analysis, Financial Analysis, Leadership, Teamwork, Team Leadership, Event Planning, Finance, Time Management
Education
University of Toronto - Rotman School of Management 2010 — 2014
Bachelor's Degree, Double Specialists in Finance & Economics and Management, 3.59/4.00
The University of Hong Kong 2013 — 2013
Summer Exchange, International Management
Università degli Studi di Siena 2013 — 2013
Summer Exchange, History and Function of Financial Institution, A+
Ontario International College 2009 — 2010
Ontario High School Diploma (Dean's List), Arts, 92/100 (Top 3%)
Reinsurance Group of America, Incorporated September 2015 - Present
ONPS International Summer School October 2012 - September 2015
Haitong Securities June 2014 - August 2014
Invest Securities May 2012 - August 2012
University of Illinois at Urbana-Champaign October 2011 - February 2012
Skills
Microsoft Excel, C++, Java, Microsoft Word, VBA, R, Python, Private Pilot, Data Mining, Data Analysis, Canoeing, Taekwondo, Management, PowerPoint, Private Piloting, Statistics, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Actuarial Science
Yangpu High School
Haitong Securities November 2012 - January 2013
Kerburn Rose September 2012 - November 2012
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Morningstar, Valuation, Financial Analysis, Mergers & Acquisitions, Bloomberg, Capital Structure, LBO, Equity Research, Financial Modeling, Analysis, DCF, Sensitivity Analysis, Economics, Capital IQ
Education
Savannah State University 2008 — 2013
Investment Banking Institute
Beta Alpha Psi April 2014 - May 2015
BBA Council September 2013 - May 2015
Emory China Care September 2011 - May 2015
Commemoration Online Fashion and Clothing Boutique May 2011 - May 2015
Siftit May 2014 - August 2014
Goizueta Business School September 2013 - December 2013
Haitong Securities June 2013 - August 2013
Emory Wheel September 2012 - May 2013
Residence Hall Association September 2012 - May 2013
Standard Chartered Bank December 2011 - January 2012
Skills
Chinese, Financial Accounting, Photography, Communicative Skills, Financial Reporting, Accounting Research, Leadership..., Volunteering, Real Estate, Data-driven Decision..., Fundraisers, Spanish, Painting, Handicraft, Jewelry Design, Investments, Creativity, creative thi, Extrovert, Responsiveness, Collaboration, Clothing design, Public Speaking
Education
Emory University 2011 — 2015
Current BBA student, Accounting and Finance
Prax Capital December 2012 - February 2014
Kroll Associates May 2011 - April 2012
Goldman Sachs & Co. August 1994 - June 2009
Haitong Securities July 1993 - July 1994
Skills
Fluent English speaker..., Sufficient MS office..., managerial and..., logical thinker and..., rich experiences in..., strong knowledge of..., New Business Development, Business Strategy, Investment Management, Private Equity, Equity Capital Markets, Corporate Finance, Cross-border M&A, Equities, Investments, Mergers & Acquisitions, Capital Markets, Financial Modeling, Strategy, Trading, Hedge Funds, Emerging Markets, Securities, Management, Mergers
Education
East China Normal University 1989 — 1993
Bachelor of Economics, Economics, Finance
Haitong Securities May 2012 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, Leadership
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2014
Bachelor's Degree, Finance and Economics
Roland Berger Strategy Consultants October 2012 - December 2012
Allianz China Life June 2012 - September 2012
Haitong Securities January 2012 - February 2012
Skills
Microsoft Excel, Valuation, Portfolio Management, Financial Analysis, Access, Corporate Finance, Investments, Investment Management, PowerPoint, SPSS, VBA, C++, Data Analysis, Leadership, Financial Modeling, Research, Analysis
Education
William E. Simon School of Business 2013 — 2014
Master of Science (MS), Finance
Fudan University 2009 — 2013
Bachelor of Science (BS), Economics
New York University September 2014 - Present
Haitong Securities June 2014 - August 2014
Chinalco Rare Earth (Jiangsu) Co., Ltd December 2013 - February 2014
Soochow Asset Management Co.,Ltd. July 2013 - October 2013
Bank of China July 2012 - August 2012
Skills
C++, Python, R, Matlab, Microsoft Excel, Ubuntu, Applied Mathematics, Economics, Trading, Research, Management, Leadership, Data Analysis, Accounting, Risk Management, Statistics, SQL, Finance, Java, Microsoft Office
Education
New York University 2014 — 2016
Master's Degree, Computational and Applied Mathematics
Shanghai University of Finance and Economics 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
ANZ July 2013 - August 2013
Haitong Securities July 2012 - August 2012
fangyuan January 2010 - August 2010
Education
Michigan State University 2010 — 2014
economics, Bachelor of Arts (BA)(3.45)
Convergex June 2014 - August 2014
Haitong Securities July 2012 - September 2012
Bank of China July 2011 - September 2011
Skills
Statistics, C++, Matlab, R, Microsoft Excel, Financial Modeling, Python, VBA, KDB+, Bloomberg Terminal, Mathematica, SQL, Access, Visual Basic for..., Photoshop, Drawing, Data Analysis, Fixed Income
Education
Boston University - School of Management 2013 — 2015
Master of Science (MS), Mathematical Finance
Shanghai University 2009 — 2013
Bachelor of Economics, Finance, General
Deutsche Bank June 2014 - August 2014
Haitong Securities August 2013 - August 2013
PwC July 2013 - July 2013
Southwest Securities December 2012 - January 2013
University of Notre Dame August 2012 - December 2012
Skills
Excel, Business Writing, C++, Wind Financial Terminal, SPSS, Mandarin, Access, Matlab, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, PowerPoint, Public Speaking
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2017
MSCF
University of Notre Dame 2011 — 2015
Shenzhen Middle School
Haitong Securities August 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
Johnson and Wales University 2011 — 2014
Bachelor's degree, Business Management
Humana May 2015 - Present
Boehringer Ingelheim September 2013 - Present
Bosch February 2013 - May 2013
Sullivan Tire And Auto Service January 2013 - February 2013
FLYBERRY CAPITAL LLC September 2012 - November 2012
Analysys International November 2011 - December 2011
Haitong Securities August 2011 - October 2011
KPMG China July 2011 - July 2011
Ping An Bank Co., Ltd. July 2010 - August 2010
Skills
Team Leadership, Problem Solving, Interpersonal Skill, Analytical Skills, Teamwork, Financial Modeling, Financial Analysis, Research, Economics, Bloomberg, Valuation, Corporate Finance, Microsoft Office, Microsoft Excel, Data Analysis, Matlab, PowerPoint, Statistics, Health Services Research, Rural Development, Student Development, Online Lead Generation, Media Research, Articles, Distance Learning, Project Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master's degree, Finance, General
Nanjing University 2008 — 2012
Bachelor's degree, Economics, 3.88
BMO Financial Group February 2010 - Present
Bank of China International July 2006 - May 2009
Haitong Securities January 2005 - June 2006
Haitong Securities June 2003 - January 2005
Skills
Portfolio Management, Risk Management, Derivatives, Investment Strategies, Bonds, Financial Engineering, Chartered Financial..., Equities, Bloomberg, Fixed Income
Education
CFA Institute 2004 — 2006
CFA
York University 2000 — 2002
M.A., Statistics
University of Science and Technology of China 1995 — 1999
B.Sc., Finance
YCP Holdings / Yamato Capital Partners June 2015 - August 2015
istartvc 起点创业营 May 2015 - June 2015
Independent Mobile Developer June 2014 - August 2014
Haitong Securities June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Analysis, Video Editing, Teamwork, Logistics, Supply Chain Management, Team Leadership, Research, Windows, Leadership, Time Management, Mobile Applications, Microsoft SQL Server, JavaScript
Education
Rutgers University-New Brunswick 2012 — 2016
Bachelor of Science (B.S.), Supply Chain Management, Business Analytic Information Technology, 3.8
The Hong Kong University of Science and Technology 2014 — 2014
Business Administration and Management, General
National Committee on United States- China Relations January 2014 - Present
NYU Shanghai September 2013 - Present
OCBC Bank July 2013 - August 2013
Haitong Securities June 2013 - July 2013
Sojourner Truth Neighborhood Center March 2013 - March 2013
FEGS November 2012 - January 2013
Bank of Shanghai November 2011 - March 2012
Skills
Microsoft Excel, Stata, Japanese, Finance, Financial Accounting, SPSS, Time Management, Chinese, Corporate Law, Organization &..., PowerPoint, Strategic Planning, Teamwork, Data Analysis
Education
NYU 2012 — 2014
Master of Public Administration (MPA), Finance and Financial Management Services
East China University of Political Science and Law 2008 — 2012
Bachelor of Arts (B.A.), Bachelor of Law
NewMargin Ventures May 2015 - Present
Boston University Finance & Investment Club May 2014 - Present
Boston University Chinese Students & Scholars Association May 2014 - Present
Haitong Securities June 2014 - August 2014
KM Education June 2013 - August 2013
NewMargin Ventures June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Modeling, Financial Analysis, @Risk, XLMiner, Solver, HTML, SQL, Research, Teamwork, Team Leadership, Leadership, Public Speaking, Time Management
Education
Boston University - School of Management 2013 — 2017
Bachelor's degree, Accounting and Finance, 3.86/4.0
Brandeis University Academic Services September 2014 - May 2015
Brandeis University Department of Mathematics September 2013 - December 2014
Haitong Securities July 2013 - August 2013
Brandeis University Department of German, Russian and Asian Languages and Literature September 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Chinese, Windows, English, Economics, Teaching, Statistics, Matlab
Education
Columbia University in the City of New York 2015 — 2017
Bachelor’s Degree, Computer Engineering
Brandeis University 2012 — 2015
Bachelor’s Degree, Mathematics, Physics
Beijing No.4 High School 2006 — 2012
High School
CBRE August 2014 - Present
SouFun Holdings April 2014 - August 2014
Haitong Securities June 2013 - August 2013
TPI Real Estate Investment February 2013 - March 2013
LeadPlace December 2012 - February 2013
Education
Columbia University in the City of New York 2012 — 2014
Master of Arts (MA), Quantitative Methods
New York University 2014 — 2015
Certificate in Real Estate Development
University of California, Santa Barbara 2011 — 2012
Master of Arts (MA), Economics
Monash University 2008 — 2011
Bachelor of Commerce (B.Com.), Finance. Econometrics (Double Major)
Haitong Securities January 2012 - Present
Haitong Securities, Investment Banking May 2008 - December 2011
Skills
Equities, Mergers & Acquisitions, Business Strategy, Economics, Due Diligence
Education
UCLA 2006 — 2008
MS, Mechanical Engineering
University of California, Los Angeles 2001 — 2008
Master's degree, Mechanical Engineering
UCLA 2001 — 2006
BS, Physcis, Atmospheric Science
Gridless Power July 2015 - August 2015
Signal Hill Capital May 2015 - July 2015
Haitong Securities July 2014 - August 2014
United States Naval Academy June 2013 - August 2013
Education
University of Pennsylvania 2013 — 2017
Finance, Management, and Computer Science
Columbia University in the City of New York September 2015 - Present
Areté Inc May 2015 - August 2015
Haitong Securities September 2013 - December 2013
Shanghai University of Finance & Economics September 2013 - December 2013
Skills
C, Java, SQL, HTML, CSS, Algorithms, Linux Kernel, JavaScript, XML, Matlab, R, SPSS, Android Development, Amazon Web Services..., Visual Studio, Cloud Computing, LaTeX, Python, MySQL, Hadoop, WebSockets, Big Data Analytics, Software Engineering, Project Management
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Computer Science, 3.95
Shanghai Universtity of Finance and Economics 2010 — 2014
Bachelor's Degree, Computer Science, 3.86/4.0 (Ranking: 1/202)
Haitong Securities June 2015 - July 2015
Education
Boston University 2014 — 2018
BUSINESS ADMINISTRATION AND MANAGEMENT
The Derryfield School
Clean Energy Capital, LLC. August 2015 - Present
Haitong Securities July 2015 - August 2015
国金证券 August 2013 - January 2014
SDIC capital May 2013 - August 2013
CICC August 2012 - August 2012
Education
University of Arizona 2014 — 2015
Master's Degree, Finance, General, 3.89
Renmin University of China 2010 — 2014
Bachelor's Degree, Finance, General
AIG June 2014 - July 2014
James A. Baker III Institute for Public Policy -- Rice University September 2012 - December 2013
Haitong Securities June 2013 - August 2013
Rice University August 2012 - December 2012
Citic group May 2012 - August 2012
Skills
Matlab, Statistics, Rstudio, Stata, AMPL, R, Statistical Modeling, Quantitative Analytics, Econometrics, Operations Research, Economics, Data Analysis, Optimization
Education
Columbia University - Columbia Business School 2015 — 2017
Master's Degree, Financial Economics
Rice University 2011 — 2015
Bachelor's degree, Computational and Applied Mathematics and Mathematical Economic Analysis, 3.98/4.33, Magna Cum Laude
northeast yucai school 2005 — 2011
Haitong Securities July 2014 - September 2014
Will Assets Management Co.,Ltd. January 2014 - March 2014
Skills
Chinese Calligraphy, Piano, Microsoft Office
Education
Binghamton University 2015 — 2017
Master's degree, Business Administration and Management, General
Shandong Agricultural University 2011 — 2015
bachelor, Finance, General
Deloitte July 2015 - Present
Voya Financial May 2014 - August 2014
Haitong Securities July 2013 - August 2013
The Chinese University of Hong Kong October 2012 - April 2013
Skills
Stock Management, Japanese, Actuarial Exams, Mandarin, Quantitative Finance, Economics, Technical Analysis, Actuarial Consulting, VBA, SAS programming, R, Minitab, SPSS, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Penn State University 2013 — 2015
Bachelor's Degree, Actuarial Science
The Chinese University of Hong Kong 2011 — 2013
Mathematics and Applied statistics
Georgia Institute of Technology July 2012 - Present
University of North Carolina at Chapel Hill August 2010 - May 2012
Haitong Securities June 2010 - August 2010
World Economic Forum/Competitiveness Report July 2009 - September 2009
Tongshi High School August 2008 - September 2008
Skills
R, SAS, Statistics, Stata, Statistical Modeling, LaTeX, Matlab, Mathematical Modeling, Monte Carlo Simulation, SPSS, C, C++
Education
Georgia Institute of Technology - Ernest Scheller Jr. College of Business 2012 — 2017
Doctor of Philosophy (PhD), Finance
University of North Carolina at Chapel Hill 2010 — 2012
Master of Science (M.Sc.), Statistics
Loughborough University 2009 — 2010
Visiting Student, Financial Mathematics
Shandong University 2006 — 2010
Bachelor of Science (B.Sc.), Mathematics
JPMorgan Chase & Co. June 2014 - Present
BH Asset Management LLC June 2013 - June 2014
Knowcross Solutions November 2011 - May 2012
Haitong Securities January 2010 - January 2012
AIESEC January 2011 - March 2011
Skills
Marketing Communications, Valuation, Microsoft Office, Microsoft Excel, Competitive Analysis, Bloomberg Terminal, Risk Management, Financial Modeling, Corporate Finance, Finance, Portfolio Management, Investments, Business Development, Bloomberg, Financial Analysis, Fixed Income, Management Consulting, Analysis, Equity Research
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science, Global Finance
Sun Yat-Sen University 2007 — 2011
BS, Information Management and Information System
Haitong Securities July 2012 - June 2013
HuaTai Securities Co.,Ltd. February 2012 - May 2012
Skills
Tax, Financial Analysis, Auditing
Education
Clark University 2014 — 2016
Master of Science (MS), Accounting
Nanjing Audit University 2008 — 2012
Bachelor of Finance, Finance, General
Haitong Securities April 2014 - August 2014
Haitong Securities January 2013 - March 2013
Skills
Easily Adaptable, Leadership, Foreign Languages, Intercultural..., Finance, Microsoft Office, Microsoft Excel
Education
Indiana University Bloomington 2014 — 2018
Bachelor's Degree, Finance, General
CITIC Trust Co., Ltd November 2014 - Present
Haitong Securities July 2013 - August 2013
China Securities Co., Ltd. June 2013 - July 2013
Bank of China June 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, R, Bloomberg Terminal, Python, PowerPoint, Microsoft Office, Microsoft Word, Valuation, C++, Investment Banking, Matlab, Investment Portfolio
Education
Stevens Institute of Technology 2012 — 2014
Master of Science (MS), Financial Engineering
Beijing Forestry University 2008 — 2012
Bachelor of Science (B.S.), Mathematics and Applied Mathematics
Hohhot No.2 Middle School 2005 — 2008
Country Garden Holding Co. Ltd. June 2014 - August 2014
Haitong Securities June 2012 - July 2012
Zurich Insurance Company Ltd January 2010 - January 2010
Skills
Financial Modeling, Finance, Investments, Corporate Finance, Stata, Real Estate, Valuation, Asset Management, Analysis, Hedge Funds, Competitive Analysis, Leadership, Real Estate Economics
Education
Cornell University 2013 — 2015
Master's degree, Baker Program in Real Estate
Fudan University 2009 — 2013
Bachelor of Economics in Finance, Finance
Haitong Securities June 2015 - August 2015
KFC June 2014 - August 2014
Exue Education & Technology Group., LLC September 2012 - November 2013
taiping life insurance co., LTD June 2011 - August 2011
Skills
Microsoft Excel, Audit, Research, PowerPoint, Presentation Skills
Education
Michigan State University 2010 — 2015
Bachelor's degree, Accounting
IM Global Film October 2014 - December 2014
EY August 2014 - September 2014
Haitong Securities June 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Social Media, Financial Analysis, Leadership, Event Planning, Photoshop, Accounting
Education
UCLA 2013 — 2017
Bachelor’s Degree, Business Economics/Accounting Minor
Stevenson school 2009 — 2013
New York Life Insurance Company June 2015 - August 2015
Zolio Inc May 2015 - August 2015
Shanghai Source International Company Limited June 2014 - August 2014
Haitong Securities June 2012 - August 2012
Skills
Microsoft Excel, Team Leadership, Financial Modeling, Communication, Business Valuation, Derivatives, Working Capital..., Risk Management, Microsoft Word, Management Accounting, Financial Accounting, Leadership, C++, Matlab, Microsoft Office, Finance, PowerPoint, Financial Analysis, Data Analysis
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's degree, Financial Engineering
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Accounting and Finance
Rice University August 2013 - Present
Shenwan Hongyuan Securities (HK) Ltd June 2015 - September 2015
Penn State University January 2010 - May 2013
CITIC Securities Company Limited June 2012 - August 2012
Haitong Securities June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Matlab, PowerPoint, Research, R, Statistics, Microsoft Word, MySQL, C++
Education
Rice University 2013 — 2015
Master’s Degree, Statistics
Penn State University 2010 — 2013
Bachelor of Science (BS), Mathematics
Haitong Securities April 2014 - Present
Yuanta Securities December 2012 - April 2014
Treesdale Partners March 2012 - May 2012
Skills
Financial Modeling, Asset Management, Hedge Funds, Analysis, Time Series Analysis, Trading
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Master's degree, Quantitative Finance
Duke University September 2015 - Present
University of Pittsburgh April 2014 - June 2014
Bank of China May 2013 - June 2013
Haitong Securities December 2011 - May 2012
Skills
Statistics, Research
Education
Duke University 2015 — 2017
Master of Arts (M.A.), Economics
University of Pittsburgh 2012 — 2015
Bachelor of Science (B.S.), Economics
Mommsen Global LLC June 2015 - August 2015
Pythagoras Investment Management April 2015 - June 2015
China Construction Bank May 2014 - August 2014
Haitong Securities June 2013 - September 2013
Skills
C++, Python, R, SQL, Matlab, VBA, SAS, Maple, Bloomberg, Amazon Web Services..., MapReduce, LaTeX
Education
Columbia University in the City of New York 2014 — 2015
M.A in Statistics
Fudan University 2010 — 2014
B.S in Mathematics
Fannie Mae June 2014 - August 2014
China Securities Co., Ltd. January 2013 - June 2013
USpin July 2012 - December 2012
Boston Cares February 2012 - December 2012
Haitong Securities June 2010 - August 2010
Bank of China June 2008 - August 2008
Skills
Java, Objective-C, JavaScript, UML, Hibernate, Dojo, Oracle, PL/SQL, MySQL, J2EE, C++, AJAX, XML
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master Candidate, Financial Engineering
Northeastern University 2010 — 2012
Master of Science, Management Information Systems, General
Nanjing University 2005 — 2009
Bachelor of Science, Software Engineering
Invesco Ltd. June 2014 - Present
Citigroup July 2013 - August 2013
Haitong Securities June 2013 - July 2013
Center for Asian Studies June 2012 - August 2012
Fong's National Engineering Co., Ltd. July 2011 - August 2011
Skills
Valuation, Bloomberg, Mandarin, Financial Modeling, Finance, Investment Banking, Economics, Cantonese, Stata, Corporate Finance, Equity Research, Quantitative Finance, Quantitative Analytics, Analysis, Data Analysis, VBA, Microsoft Office
Education
Columbia University in the City of New York 2013 — 2014
M.S. in Operations Research, Financial and Consulting Applications
The University of Hong Kong 2010 — 2013
Bachelor of Economics and Finance
Georgetown University 2012 — 2012
Summer School, Global Economy and International Affairs
University of California - Los Angeles 2012 — 2012
Exchange studies, Math and Economics
Asia Institute of Political Economy 2011 — 2011
Summer Program, Political Economics and Global Developments with APAC Focus
Tsinghua University 2009 — 2010
Non degree program for foundation year of studies, Math and Economics
Assemblymember Ron Kim-40th Legislative District Office August 2014 - Present
Shanghai Shenchengtong Commerce CO., LTD July 2012 - September 2012
China Minsheng Banking Corp.ltd July 2011 - August 2012
KeLaiLe Board Games Club December 2009 - July 2010
Haitong Securities August 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, Microsoft Word, Chinese, English, Research, Public Speaking, Data Analysis, Data Mining, Teamwork, Project Management, Marketing, Cloud Computing
Education
New York University 2012 — 2014
Master's Degree, Management of Technology
New York University - Polytechnic School of Engineering 2012 — 2014
Master of Science (M.S.), Management of Technology
Haitong Securities July 2011 - October 2011
Bank of China July 2010 - September 2010
Skills
Portfolio Management, Financial Reporting, Financial Analysis, Derivatives, Financial Modeling, Valuation, Investments, Asset Managment, Strategic Financial..., Finance, Risk Management, Banking, Credit, Due Diligence, Corporate Finance, Economics, Financial Risk, Bloomberg, Credit Analysis, Investment Strategies
Education
Texas A&M University 2012 — 2014
Master of Science (M.S.), Financial Economics
Southwestern University of Finance and Economics 2008 — 2012
Bachelor of Science (B.S.), Investments
The M&A Advisor December 2014 - January 2015
Industrial and Commercial Bank of China June 2014 - August 2014
Haitong Securities June 2013 - August 2013
Skills
Investments, Finance, Data Analysis
Education
St. John's University 2013 — 2015
Master's degree
St. John's University 2013 — 2015
Master's degree, Investment Management
Haitong Securities July 2012 - May 2013
Haitong Securities December 2011 - July 2012
Sincere Group January 2010 - February 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, Financial Statement..., Corporate Finance, Valuation, DCF, Finance, Econometrics (including..., Modeling using SAS..., Modeling using Eview..., Portfolio Management, Monte Carlo Simulation, PowerPoint, Customer Service, Financial Modeling, Accounting, Data Analysis, Bloomberg, FactSet, Financial Risk..., Derivatives
Education
University of Delaware 2013 — 2015
Master of Science (MS), Finance, GPA 3.81
The University of Glasgow 2010 — 2011
Master's Degree, Financial Risk Management
Shandong Institute of Business and Technology 2006 — 2010
Bachelor’s Degree, Business Administration and Management, General, 86/100
World Computer Exchange September 2014 - Present
Haitong Securities May 2015 - July 2015
Center for Economic Progress February 2015 - April 2015
Deloitte China August 2012 - October 2012
Skills
Financial Accounting, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Illinois Institute of Technology 2014 — 2016
Master's Degree, Public Administration
Beijing Forestry University 2010 — 2014
Bachelor's Degree, Accounting, 3.4
Lionsbay Media Inc November 2006 - Present
BC Water & Waste Association April 2005 - November 2006
Downtown Suites Ltd September 2004 - April 2005
Vacheresse & Associates June 2003 - August 2004
Haitong Securities January 1998 - January 2002
The Preparation office of Haikou Urban Bank January 1996 - January 1998
China Northern Airlines January 1992 - January 1996
Skills
Mandarin, Finance, Budgets, Account Reconciliation, Accounting, Variance Analysis, Internal Controls, Payroll, Cash Flow, Foreign Currency..., A/R Collections, Team Management, Inventory Accuracy, Job Coaching, Sales Tax, SRED, Project Management, Year-end Close, US Payroll, Group Benefits..., Consolidated Financial..., Intercompany..., US sales tax, Microsoft Excel
Education
CPA CGA 2003 — 2006
Nankai University
Bachelor, Economics; auditing
Haitong Securities May 2013 - Present
Skills
Risk Management, Market Risk, Asset Management, Fixed Income, Credit Risk, Analytics, Quantitative Finance, Liquidity Risk, SAS, Investments, Statistical Modeling, Valuation, Banking, Financial Modeling, Management, Credit Analysis
Education
Nanyang Technological University 2000 — 2001
Master of Science
Zhejiang University 1993 — 1997
Bachelor
AngelsGlobal Inc. June 2015 - Present
Consulting Company August 2014 - May 2015
State Street September 2013 - May 2014
Mirus Capital Advisors June 2013 - August 2013
Haitong Securities February 2012 - July 2012
ThinkBridge Business Consulting Co., Ltd. September 2010 - January 2012
Skills
Financial Modeling, Accounting, Microsoft Office, Financial Reporting, Financial Analysis, Due Diligence, Microsoft Excel, PowerPoint, Corporate Finance, Mandarin, Auditing, Equity Research, Microsoft Word, Research, Bloomberg, Market Research, Economics, English, Certifications, SQL, R
Education
Boston College 2012 — 2014
Dual Master of Business Administration (MBA) and Master of Science in Finance (MSF) Degrees, Asset management
Fudan University 2006 — 2010
Bachelor, Business
University of California, Riverside 2009 — 2009
Finance, General
State Street April 2015 - Present
Citi August 2014 - April 2015
Barclays April 2014 - July 2014
Royal Bank of Scotland July 2013 - August 2013
American International Assurance June 2011 - August 2011
Haitong Securities August 2010 - September 2010
University of Illinois at Urbana Champaign Math department January 2010 - May 2010
Skills
VBA, R, Matlab, SQL, Python, Visual C++, Java, Microsoft Office, SAS Programming
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (M.S.), Finance
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), Applied Mathematics
Citi March 2014 - Present
Carnegie Mellon University August 2012 - Present
University of Idaho May 2009 - May 2011
University of Idaho May 2008 - May 2011
Haitong Securities June 2009 - August 2009
Skills
Financial Modeling, Derivatives, Equities, Fixed Income, Investment Banking, Valuation, R, Bloomberg, Financial Analysis, Quantitative Finance, Statistics, Risk Management, C++, SAS, SQL, Microsoft Excel, Perl, Matlab, Python, SPSS, Minitab, PowerPoint, Communication Skills
Education
Carnegie Mellon University 2012 — 2013
Master of Science (M.S.), Computational Finance
University of Idaho 2010 — 2012
Master of Science (M.S.), Statistics, 4.0/4.0
University of Idaho 2008 — 2010
Master of Science (M.S.), Mathematics, 3.93/4.0
University of Idaho 2004 — 2008
Bachelor of Science (B.S.), mathematics, statistcs, 3.9/4.0
Glumac 2014 - Present
UC Berkeley 2013 - 2014
SCIenergy, Inc. 2012 - 2014
Haitong Securities May 2012 - June 2012
Deloitte May 2011 - June 2011
Skills
Matlab, Microsoft Office, Data Analysis, Statistics, CAD, Engineering, Renewable Energy, Energy Efficiency, Management Consulting, Business Development, Equity Research
Education
UC Berkeley College of Engineering 2009 — 2014
Bachelor of Science (BS), Mechanical Engineering
Kenan Institute of Private Enterprise October 2014 - December 2014
Haitong Securities, Asset Management June 2014 - June 2014
AJ Securities May 2014 - May 2014
Haitong Securities January 2011 - April 2014
CAS-MPG Partner Institute August 2007 - August 2008
Skills
Valuation, Financial Analysis, Investments, Fixed Income, Derivatives, Corporate Finance, R, Data Analysis, Microsoft Excel, Market Research, Statistics, Data Mining, PowerPoint, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Nottingham 2010 — 2011
Master of Science
Fudan University 2003 — 2007
Bachelor of Science
Praesidian Capital May 2015 - August 2015
China Life Insurance Co.Ltd May 2014 - August 2014
Haitong Securities December 2013 - January 2014
Investwide Capital LLC June 2013 - August 2013
Guangdong CTS Visa Consulting Co Ltd June 2011 - August 2011
Skills
Bloomberg Terminal, Python, Java, Racket, Prolog, Financial Modeling, Financial Analysis, Financial Accounting, Corporate Finance, Private Equity, Mergers & Acquisitions, LBO
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Math
Guangdong Experimental High School 2009 — 2012
Haitong Securities June 2014 - Present
Skills
Matlab, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Research, Photoshop, Event Planning
Education
UCI 2012 — 2016
No. 2 Secondary School Attached to Eastern China Normal University 2008 — 2011
High School
Bosera Asset Management Co. July 2011 - December 2011
Haitong Securities January 2011 - March 2011
Skills
Data Analysis, Microsoft Office, SPSS, SAS, R
Education
The George Washington University 2012 — 2014
Renmin University of China 2008 — 2012
Bachelor of Science (BS), Mathematics
HSBC Retail Banking and Wealth Management March 2015 - Present
Weber State University January 2014 - Present
Postal Savings Bank Of China May 2014 - August 2014
Haitong Securities June 2013 - August 2013
Education
Weber State University 2012 — 2014
Economics, Bachelor of Business Administration (B.B.A.)
Shanghai Normal University 2010 — 2014
Economics, Bachelor of Business Administration (B.B.A.)
Guotai Junan Securities Co., Ltd July 2015 - Present
Haitong Securities June 2015 - July 2015
Miba AG June 2013 - August 2013
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Data Analysis
Education
Clark University 2014 — 2016
MSF, Finane
International Alliance Associates Limited July 2015 - August 2015
Bank of China August 2013 - September 2013
Haitong Securities June 2013 - July 2013
Skills
Data Mining, Time Series Analysis, Numerical Analysis, Linear Regression, Econometrics, Microsoft Excel, R, Microsoft Office, Statistics, Matlab, Data Analysis, Machine Learning
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Statistics
University of Liverpool 2012 — 2014
Bachelor's Degree, Financial Mathematics
Xi'an Jiaotong-Liverpool University 2012 — 2014
Bachelor of Arts (B.A.), Financial Mathematics