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Director of Investor Relations

San Francisco, California, United States
March 07, 2018

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Dongchen Liu

Address: *** *** ** *** *****, CA **401 Phone: 408.***.**** Email: SUMMARY

Experienced financial consultant and former entrepreneur with diverse financial and international background in the US and the Asia Pacific. Core focus includes financial analysis, wealth management and customer relationship management. As a Berkeley part-time MBA candidate, I am looking for working opportunity which I can leverage academic knowledge, professional experience and diverse background. EXPERIENCE

Director of Investor Relations Phoenix Finance --San Mateo, CA 11/16 – 10/17 Chinese conglomerate Phoenix Group’s subsidiary that provides an intelligent investment and asset management platform for high net worth families

• Developed and implemented client acquisition strategy through digital and traditional marketing resulted in the acquisition of over 1,000 investors with over $15 million in investment funds in less than six months after launch

• Provided consultations to technology team and assisted in developing a customized CRM tool to optimize client service operations doubling service capacity and integrating different regional services teams

• Reported weekly to executives and senior managers, identifying existing problem areas and potential risks, and implementing solutions to improve company’s product offerings

• Increased investment funding by 25% by suggesting solutions to improve company’s overall product offerings and developing new target market products for students and retirees Marketing Consultant Xinmeihe -- Chongqing, China 6/16 – present A manufacturing and trading company specializing in wigs, costumes and pet toys shipped world wide

• Lead the global marketing strategy and business development for a Chinese manufacturing company with target markets in North America, Africa and Europe generating more than $2 million revenues annually

• Supervised a sales team of 9 people to implement with implementing marketing strategy and improving service model. Responsible for identifying, analyzing and developing new markets and business opportunities Financial Consultant AXA Advisors--San Mateo, CA 10/14 – 4/16 A multinational firm engaging in global insurance, investment management and other financial services

• Partnered with other wealth management advisors to increase marketing reach and enhance company footprint through membership events, community outreach and seminars

• Consulted small & medium sized companies to set up the employees’ benefit and executive compensation plans; helped clients reduce up to 50% tax liability while increasing employee perks and retention to stay competitive

• Created tailored investment strategies and solutions for individual clients to fulfill their investment goals CEO Assistant Ridge & Crest Company -- Monterey Park CA 4/14 – 9/16 Medical device start-up developing products for minimally invasive surgery

• Researched and developed strategic business plans for launching a new medical device for treating carpal tunnel syndrome

• Conducted due diligence on several companies for CEO’s investment portfolio CFO Smile UP, Inc -- San Jose CA 10/12-2/14

An innovative social media start-up empowering individuals to help non-profit raise fund and match volunteers

• Supported CEO in fundraising and managed $500,000 budget to fund a 10-person start-up team.

• Built a client network of over 30 national non-profit organizations. EDUCATION

Kelley Business School, Indiana University Bloomington, US 2009 - 2012 Bachelor of Science in Business, Majors: Finance, Technology Management ADDITIONAL

Languages English (fluent), Mandarin(native)

Prof qualifications Certified Financial Planner / FINRA 7, 63, 65 / Real Estate Sales License / CFA Level 2 candidate KILLS Proficient Microsoft Offices, Salesforce, Google Analytics / Familiar in SAP, Oracle SQL and Illustrate

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