Experience

Sailing Capital

• Investment Management
• 1 - 100 Employee

• Senior Associate

  • Jan 2021 - Present

• Associate

  • Jul 2018 - Present



Battaglia Advisory Services

• China
• Business Consulting and Services
• 1 - 100 Employee

• Consultant

  • Aug 2015 - Jun 2018



GCL Solar Energy, Inc.

• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Financial Analyst

  • Sep 2014 - Jun 2015



Mount Holyoke College

• Higher Education
• 700 & Above Employee

• Mathematics Tutor

  • Sep 2011 - Jan 2013

  Tutoring more than 10 students in precalculus.

• Chinese Tutor

  • Sep 2010 - May 2012

  Tutoring up to 9 students in spoken and writting Chinese



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Intern, Tax & Business Advisory

  • Aug 2012 - Aug 2012

  • Assisted in the new branch opening process standardization project by coordinating local regulatory and internal supporting functions• Compiled management report for Ford Company Nanjing Branch and delivered the report to meet the fast-approaching deadline. Submitted report was approved by the supervisor • Assisted in the new branch opening process standardization project by coordinating local regulatory and internal supporting functions• Compiled management report for Ford Company Nanjing Branch and delivered the report to meet the fast-approaching deadline. Submitted report was approved by the supervisor



Ernst & Young, Shanghai

• Intern, Assurance

  • Jun 2012 - Jul 2012

  • Worked with an auditing team for Industrial and Commercial Bank of China Ningbo Branch on the preparation and retention of related documents• Assisted in analyzing collateral value of assets by using excel tools; Results were adopted by senior managers.• Arranged training sessions for new employees by preparing learning materials and communicating with senior managers to set up a time schedule • Worked with an auditing team for Industrial and Commercial Bank of China Ningbo Branch on the preparation and retention of related documents• Assisted in analyzing collateral value of assets by using excel tools; Results were adopted by senior managers.• Arranged training sessions for new employees by preparing learning materials and communicating with senior managers to set up a time schedule



Love Across the Coast Board

• Treasurer

  • Sep 2010 - May 2012

  Complete the annual budget forecast and contingency funding application preparation, work with co-chair of the fund onevents planning of every academic yearDesign, prepare and coordinate fundraising events such as bubble tea sale and China night with fundraising managers,resulting in revenue of $300Serve as financial controller of the fund to manage entries and records including detailed listings of receipts and expenditures,bank statements, backup documentationVolunteer to mentor 12 middle school students in Sichuan after the earthquake in 2008, helping them to recover from thetragedy mentally and study



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Candidate of Wall Street Scholar Finance and Operation Program

  • Dec 2011 - Dec 2011

  • Selected as one of 32 participants for a three-day externship from a pool of about 300 applicants• Learned about different groups in operations division and finance division of investment banks• Presented a case study with a group of nine candidates and was acknowledged by senior managers • Selected as one of 32 participants for a three-day externship from a pool of about 300 applicants• Learned about different groups in operations division and finance division of investment banks• Presented a case study with a group of nine candidates and was acknowledged by senior managers



Bank of China

• Banking
• 700 & Above Employee

• Intern

  • Jun 2011 - Jul 2011

  Small and Medium Enterprise DepartmentAnalyzed financial status and audited financial statements of small and medium enterprise (SME) customers to support creditdecisions of senior loan officersInterviewed CEOs and CFOs of SME clients for their investment plans and capital allocation prospects to assess their creditabilitiesFollowed up with clients for financial statement updates, inventory verification and loan usage regularly to ensure creditworthiness during the whole loan process