Experience

Financial Ventures Group

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Research Analyst

  • Jul 2016 - Present

  Greater New York City Area • Built valuation models for start-ups using free cash flow discount method and market-based valuation method; • Provided investor relation services for over 50 small-cap companies listed on OTC and Nasdaq; Wrote press release and research report for client companies and published on major financial websites and trading platforms, including The Wall Street Journal, TD Ameritrade, Etrade, etc; • Wrote analysis articles on the latest trends in financial markets, including analysis on the… Show more • Built valuation models for start-ups using free cash flow discount method and market-based valuation method; • Provided investor relation services for over 50 small-cap companies listed on OTC and Nasdaq; Wrote press release and research report for client companies and published on major financial websites and trading platforms, including The Wall Street Journal, TD Ameritrade, Etrade, etc; • Wrote analysis articles on the latest trends in financial markets, including analysis on the potential impact of major macroeconomic events (Federal Open Market Committee Meeting, OPEC meeting, U.S. labor report, Brexit, etc). • Developed Excel models to calculate the volatility of the company’s stock price after each quarterly earnings and established related options trading strategies. Show less



Ocrolus

• United States
• Financial Services
• 300 - 400 Employee

• Data Verification Specialist

  • Jan 2016 - Jul 2016

  44 Wall Street New York, NY 10005 United States • Maintained the accuracy of input transaction data at 98%; • Read and analyzed uploaded bank statement and credit card statements to provide feedback on issues that arise during the operation of the automatic identification system; • Developed potential clients base through phone and email to increase company’s sales.



Guotai Junan Securities Co., Ltd

• China
• Investment Banking
• 700 & Above Employee

• Assistant Account Manager

  • Jul 2013 - Aug 2013

  Shenzhen, Guangdong, China • Assisted in introducing financial products to clients, communicated with different customers, identified their risk preference and promoted suitable financial products to them. • Conducted stock analysis, wrote industry reports and company reports and provided investment recommendations. • Participated in internal training and gained a better understanding of financial products, such as treasury repo, margin trading and short selling, ETFs.



Agriculture Bank of China

• Assistant Account Manager

  • Jul 2012 - Aug 2012

  Shenzhen, Guangdong, China • Provided consulting services for customers in handling banking businesses, cultivated excellent analytical skills and developed strong attention to details. • Assisted with financial products sales, including products introduction and promotion