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Information Financial

New York, NY, 10044
April 18, 2016

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*** **** ******, *** **, New York, NY **044



****-**** ******* **********, ******* SCHOOL OF BUSINESS New York, NY Master of Global Finance GPA: 3.7

Relevant coursework: Fixed Income Securities, Financial Econometrics, Global Investment Principles, Venture Capital Financing, Financial Statement Analysis, Investment Banking 2010-2014 SHANGHAI UNIVERSITY OF FINANCE AND ECONOMICS Shanghai, China Bachelor of Arts in Economic Journalism


03/16-Current Vision Global Consulting. INC. New York, NY Financial Consultant, Intern

Cold calling potential clients and introduced financial products

Consulted clients face-to-face and prompted financial products and service to customers

Collected information from clients and prepared loan documents

Reviewed loan accounts for completeness and accuracy 06/15-08/15 Fordham University, Gabelli School of Business New York, NY Teacher Assistant of Professor Baolian Wang, Fixed Income Securities

Exerted information from stock prospectus of 1500 companies in China which went to public

Engaged in projects “Conflicts of Interests in IPO”.

Gathered data from all project members and made summary sheet 07/13-09/13 Industrial and Commercial Bank of China Shanghai, China Intern Credit Analyst, Corporate Business Department

Input new corporate clients’ information into internal management information system and updated profile of past corporate customers

Participated in conducting credit investigation of corporate clients, including background information collection, on-site investigation implementation through visiting clients’ factories, examining their production process, interviewing with clients’ managers and financial officers etc

Supported the senior staff in compiling parts of credit investigation reports 01/13-02/13 Bank of China Xuzhou, China

Intern Financial Representative, Personal Finance Department

Promoted appropriate financial products and service to customers based on their background

Communicated with customers regularly to maintain good customer relationship 07/12-08/12 CITIC Securities Shanghai, China

Intern Research Analyst, Research Department

Collected data about companies in the real estate industry via searching internet and databases

Conducted on-site interview with management of some local leading real-estate companies to get the first-hand information about the industry

Assisted senior analyst in organizing and analyzing collected data and information

Supported the senior analyst in compiling industry research reports ADDITIONAL

Fluent in Chinese and Eniglish

Computer Skills: MS Office

Volunteer of Shanghai Museum of Science and Technology

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