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Manager Management

Agoura Hills, California, United States
October 12, 2016

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**** ** ******* **., *********, CA 91302



Pepperdine University, Graziadio School of Business and Management Malibu, CA

Master of Science in Applied Finance, Investments GPA:3.8 August 2016

Scholarship: Global Leader Scholar

Certificate CFA Level II Candidate

Awards: Beta Gamma Sigma membership

University of International Business and Economics Beijing, China

Bachelor of Economics, International Trade and Economics June 2013

Bachelor of Management, Accounting (Minor)

Leadership: President of Student Union in School of International Trade and Economics

Scholarship and Awards: General Scholarships (Top 5%), Social Activity Award (Top 4%)


Waddell & Reed, Inc Los Angeles, CA

Financial Advisor Training Intern June 2016 – Present

Learned equity, fixed income investment and portfolio management.

Focused on financial sector investment research in U.S. Stock market, did research on company background, and used P/E multiples model to estimate enterprise value and do investment analysis

Weiss CPA Group, LLP Westlake Village, CA

A premier accounting service provider in the Los Angeles area Janurary 2016-April 2016

Accountant Intern

Used QuickBooks to manage bank reconciliations for clients’ bank statements and credit statements

Managed invoice billing and bill-pays for two companied

Collected and managed client tax returns

Dun & Bradstreet (NYSE: DNB) Malibu, CA

Hedge Fund Analyst Intern March 2016- May 2016

Performed initial research based on Benchmark, Sector, and Option Strategy Analysis

Programmed SPSS and Excel to make Financial Model about fundamental, technical, and future-profit analysis for investor choose optimal option strategy for each portfolio

Franchised Outlet, Freyr Prosperity IMC Yingkou, China

The first private company that provides financial intermediary services in China July 2013-June 2015

Deputy Manager of Risk Control Department

Managed loan contracts with cumulative value of over 10 million dollars

Identified, assessed, forecasted potential risks based on investigations into mortgage collaterals and developed contingency plans

Created new financial product “Pledge Inventory of Magnesium Products” and cooperated with local public security bureau to protect Magnesium collaterals


Global Enterprise Management Intensive Class, Pepperdine University

Interacted with finance department managers from Goldman Sachs, Morgan Stanley, Black Stone, World Bank, IMF, to learned about international business in an intensive format during a one-week program in New York, and Washington, D.C.

Wall Street Prep, Financial & Valuation Modeling Seminars

Focused on financial statement modeling, valuation cash flow modeling, mergers & acquisition modeling and leveraged buyout modeling, acquired practical knowledge and experience to get ready for financial career

The Association for Corporate Growth Cup Business Case Competition Malibu, CA

Team Leader February 2016

Led team members to use DCF, M&A models to help a private equity firm to develop best valuations for IPO

Achieved semi-finalist level, proceeding to the final round of competition


Volunteering: Organize activities at local primary and middle schools in rural areas of Dashiqiao City

Language Skills: Bilingual English and Mandarin Chinese

Computer Skills: MS Word, Excel, Bloomberg, PowerPoint, QuickBooks, SPSS, SQL

Interests: storytelling and Traditional Chinese Comedy, Film shooting (as a director), travelling

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