Summary
Finance: Private Wealth Management experiences in UBS; 2016 Level I Candidate in the CFA Program
Programming: Proficient in Java, LaTex, R, Sage, C Language, Linux, SAS and STATA; familiar with SQL
Computer: MS Words, Excel & Power Point, CAD; Adobe software; Windows
Language: Bilingual in Mandarin and English, Conversational in Portuguese, and other Chinese
Teamwork: multicultural experiences in United Nations; work/studying in China, USA, Singapore, Angola & Hong Kong
Education
University of Washington, Seattle, Double Bachelor Degrees in Statistics and Mathematics; Dance Minor, 08/2015
Reward: Outstanding Achievement Scholarship, NGE International Summer School (2013)
Coursework:
Statistics: Probability, Mathematical Statistics, Statistical Inference, Experimental Design, Applied Regression Analysis of Variance, Parallel Computation;
Mathematics: Matrix Algebra, Differential Equation, Advanced Multivariable Calculus, Linear Analysis, Real Analysis, Complex Analysis, Topology, and Mathematical Analysis;
Finance: Micro- and Macro-Economics; Financial Accounting, Investment Capital Finance;
Project Management: Operational Management, Construction Estimating, Project Management
International Baccalaureate Diploma: Beijing Huijia Private School, Beijing, June 2010, GPA 3.85/4.0
Skills & Accomplishments
Investment Management and Economics
Private Wealth Management Internship, UBS, Seattle, Washington, 09/2012- 01/2013
Consumer service to 30 Boeing employees in person per day to introduce Boeing-focused 401k IRA rollover options and invited potential clients to retirement budget planning seminar
Managed different financial products based on different return rate, duration, face value, present value and tax-deferred
Achieved 75 new clients, achieved success rate as high as 33.3%, Achieved 160% of the quota every month
Managed more than 100 clients’ portfolios, developing individual relationships
Carried out financial market research in Excel spreadsheet in the Financial Adviser Team
Reorganized and maintained a CRM database of more than 1500 accounts and coordinated marketing materials
Developed other potential target markets to expand future marketing efforts
How Should China’s Ministry of Health Micromanage the 2009 H1N1 Influenza Outbreak, University of Washington, 09/2012
Collected primary data of influence shoot survey about side-effects after shooting among Junior teenagers
Constructed economic models discussed subsidy effect, expectation from consumer/ medical firm, consumer externality, merit goods, and opportunity costs
Evaluated economic costs and benefits of flu shots, and quarantine for Chinese Government
Programming
Large-scale Parallel Scientific Computing in C Language, 03/2015 –06/2015
Developed and implement Jacobi Iterative solver, included command-lines, spring-mass model, cantilevered beam, random matrix, block Jacobi method, and Gaussian elimination
Evaluate and produce performance report based on overview of multicore, threads, cluster, timers, tolerance, visualization of large data sets and supercomputer architectures
Produce parallel computing paradigms and languages, including MPI, OpenMP, BLAS, LAPACK, and lpthread
Drawing Panel Critter Fighting and Mating Game in Java, winter 2011
Set a 60*50 cells with 5 objects which change in 6 different colors by neighborhood detecting results and random variables
Constructed multiple attacking or mating movements with text output, scoring calculation and statistics graph
Jointed with 10 individual java programs of mating, eating and sleeping actions, as well as Boolean variables
Quantitative Analysis
Analysis of High Performance Concrete with Linear Regression Estimation in R, 12/2014 -03/2015
University of Washington, Faculty advisor: Adrian Raftery
Develop and implement statistical models, methods, and reports, and identify main factors to improve HPC strength
Improve statistical modeling, model selection, nonlinearity transformation, outlier detection, model validation, and model analysis for predicting HPC strength behaviors.
Advanced statistical modeling techniques: linear regression, logistic regression, robust regression, Cook’s distance, Bayesian model, Weights of LTS, MM-type estimator, t-distribution, In/external standardized residual, Lowness, ACE, Freedman model, stepwise model, regression tree and cross validation.
Regression of Pressure against Boiling Point in SAS, winter 2013
Produced normality testing, analysis of variance, parameter estimates,
Worked with the REG procedure to detect outlies and data distribution, the MEANS procedure, the FREG procedure, and the TTEST procedure
Improved data adjustment by comparing QQ plots and normal distribution and p-values
Project Management
President Assistant/ Project Manager Assistant/ Finance Director Assistant, Top-China Construção Grupo,
Luanda, Angola, Summer 2011, 06/2013 –01/2014, Summer 2014
nAssisted project management of heavy constructions and residential constructions including a 3-km tertiary highway construction, high-rise buildings deconstructions, hospital and school constructions, and residential house deconstruction
nWorked for general contractor office, created and managed cost code database, material cost estimation and labor cost estimation, and presented in project conferences
nWorked in sequential projects with Angola biggest company Sonangol Group and Ministry of Construction of Angola Government
nBridged culture, language and behavior gaps between Chinese, Angolan and Portuguese project managers, superintendents, engineers, consultants and foremen to promote and simulate programs efficiently
nEvaluated and managed employee performances, human resources and internal operational control
Leadership and Interpersonal Skills
Founder and President, Voice Media Centre, Beijing, China, 9/2007 –9/2010
nCreated bilingual English newspaper never existed before, sponsored by IBM China
nPublished 12 issues, reaching 4000 readers including scholars, journalists, international faculty and staff, parents, students from multiple education programs
nManaged 60 students and 350 alumni; achieved profit margins as high as 33.3%, earned $320 every issue
nProducts also included E-Journal for discussions and researches on special topics
nHeld and founded annual Christmas Networking Conference
nreported as honor student publication by Beijing Morning Post and Beijing Times
Digital Advocate in 2016 World Humanitarian Summit, United Nation, 11/2014 – 08/2015
Team worked in diversity environments with co-workers from German, Uganda, United States, Philippine and Nigeria
Discussed humanitarian issue and solution, including how urban communities responded disaster in Pacific
Jointed Eastern and Southern Africa, EU and other group, as well as the Power of Business Emergency
Founder and Organizer, Disaster-Relief Donations for Earthquake-Affected Area, Beijing, China, 05/2008 - 06/2008
nOrganized 700 teachers and students to participate in fund-raising event at high school
nCreated Talent Show, commemorative T-shirts, and speeches about the “the Spirit of China”, raised $ 1000
Translator, 2008 Summer Olympics, Beijing, China, Summer 2008
nSelected as 1of 50 volunteers out of 300 to serve athletes around the Olympics Headquarter Stadium
nDealt with English-speaking customer relations in a professional manner for foreign Olympics spectators
nRewarded as Excellent Olympics Volunteer
Startup Experience
Co-Founder, TutorArroundYou.com, Seattle and New York City, 07/2015 – 09/2015
achieved innovative student-and-tutor relationships to maximum the efficiency of students resources in college/ university
constructed multiple networking of United States colleges and universities among different subjects and courses
Founder and President, Seattle 2010 Luxury Good Online Store, Beijing, China, 10/2013 – 09/2015
Reached about 100 buyers in the beginning two months, earned profits $2000, achieved profit margins as high as 15%
Spent about 30 hours per week
Traded luxury goods Including clothing, shoes, cosmetics, and diet supplements
Created international trading branches in Beijing, Luanda and Seattle