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Investment Research

New York City, NY
February 19, 2020

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*** ********* ** *** ***, Ithaca, NY 14850


Education CORNELL SC JOHNSON COLLEGE OF BUSINESS Ithaca, NY Master of Business Administration, May 2020

Investment Research/Asset Management Concentration; GPA: 3.95/4.0 Dean’s List; Carrie Chiang and Ting Family Fellow Scholarship; GMAT 760 UCLA Credit Pitch Competition – 2nd place; Cayuga Fund Equity Analyst OHIO STATE UNIVERSITY FISHER COLLEGE OF BUSINESS Columbus, OH Master of Accounting (STEM Designation), May 2013

STEM OPT extension has not been used, and can be applied along with MBA OPT SOUTHWESTERN UNIVERSITY OF FINANCE AND ECONOMICS Chengdu, China Bachelor of Business Administration (Economics Concentration), June 2012 University Scholars: #2 in class; graduated with honor President, Debate Association; Founder, College Debate Alliance of Sichuan Experience WILLIAM BLAIR INVESTMENT MANAGEMENT Chicago, IL 2019 Investment Research Summer Associate

• Performed fundamental analysis of global TMT industry, formulated investment ideas, created research agenda, and prepared internal research publications

• Presented buy recommendation of a cyber security company and the stock was added to portfolio; stock price jumped by 70% within half a year

• Conducted accounting analysis of China internet companies, and found discrepancy between accounting return and cash return of Tencent

• Designed ESG assessment framework for TMT stocks 2017-2018 COOPERATIVA DE AHORRO Y CRÉDITO SAC – Microfinance NGO Ambato, Ecuador Credit Analyst

• Initiated credit analysis process changes to cover two existing flaws, and reduced year over year delinquent loan amount by 20%

• Proposed mobile money transfer service that was approved and implemented by management

2014-2017 FORD MOTOR COMPANY Shanghai, China

Financial Analyst

• Developed 5-year business plan for China Trading Company to guide annual reduction of 2% in logistics cost and 3% in material cost

• Led business case study for a global vehicle product development project, and made recommendations to management, increasing life cycle operating margin by 7%

• Prepared monthly commodity (steel, copper, oil etc.) price forecast, reviewed by Asia Pacific VP and implemented as basis for procurement negotiation and hedging Skills

• Python & Tableau

Personal • Have 10 years’ investment experience in China stock market, hold 70 stocks in portfolio, and achieved over 20% annualized return vs. benchmark Index of 1.4%

• American Mensa Member

• Hobbies: traveled to 19 countries, soccer -- weekly matches in Ford Motor Football Club, and write fantasy novels

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