ZHIQIANG (STANLEY) CHEN
** ******* *** ****** #***, San Bruno, CA 94066
(C) 404-***-**** • acuvn0@r.postjobfree.com
EDUCATION
EMORY UNIVERSITY, GOIZUETA BUSINESS SCHOOL Atlanta, GA M.B.A., Finance Concentration May 2016
GMAT 740; CFA Level II Candidate; Goizueta Finance Club BEIJING FOREIGN STUDIES UNIVERSITY Beijing, China
M.A., English Language and Literature April 2010
National Graduate School Scholarship
UNIVERSITY OF SCIENCE AND TECHNOLOGY BEIJING Beijing, China B.A., English Language and Literature July 2007
EXPERIENCE
WELLS FARGO ADVISORS Atlanta, GA
Summer Intern Summer 2015
Analyzed demographics of 500+ clients of one top-producing managing director to understand asset liquidity, portfolio breakdown, and contribution from different client groups; regularly reported on portfolio performance
Created Excel models to track performance of equity portfolios and to determine optimal timing to close equity positions, streamlined securities decision-making process and financial information retrieving process BANK OF CHINA LIMITED Shenzhen, China
International Banking Officer (Staff) 2012 to 2014
Managed derivative products such as FX forwards, options and swaps, as well as FX cash positions and liquidity needs; initiated, settled and monitored internal and external FX payments schedules
Implemented FX product solutions by tailoring cost-effective derivative contracts to clients’ financing and business needs, notably Chinese currency arbitrate via onshore and offshore markets, reducing key clients’ exchange costs
Reported to finance mangers their own aggregate FX business activities; analyzed and reported product performance and capital costs to branch supervisors on monthly basis
Enhanced capital control compliance by reviewing aggregate client transactions on weekly basis and prepared monthly and quarterly capital control compliance reports to local regulatory agencies Assistant Account and Business Manager (Staff) 2011 to 2012
Managed trade finance products such as standby letter of credit, commercial letter of credit, factoring and TR loans and explored clients’ potential trade and financing needs for the products; monitored internal lending and borrowing
Drafted monthly product position dashboards, profitability (interests and commissions) charts in reports to department heads to facilitate business analyses and decision making with over 150 corporate clients
Enhanced client relationship management by analyzing business activities of over 100 locally-based clients and optimizing trade finance product matches with clients’ business needs for a new regional trade service center
Initiated information sessions on international banking service to promote new trade service center and its trade financing products by pointedly targeting potential local clients, established connections with 70% of target clients Management Trainee 2010 to 2011
Managed 20 medium-sized clients, studied their operational models to explore business opportunities and promoted competitive banking products accordingly, generating quarterly revenue of $300K; delivered transactional services ADDITIONAL INFORMATION
MS Word, Excel (pivot tables, vLookup, formulas, macros), PowerPoint, Outlook, Solver, JMP, Tableau
Mandarin (Native); Cantonese, French (Fluent); Japanese, German, Spanish (Conversational); Arabic (Beginner)
2008 Beijing Olympics Volunteer: Interpreted for four International Federations officials
Part-Time Translator: Translated subtitles into English for over 100 documentaries
Passionate reader of philosophy, American and British literature