项目经理

• Dec 2016 - Present

客户经理

• Dec 2015 - Dec 2016

1. 熟悉掌握二级市场各类交易工具。通过自有资源和公司平台发觉证券、期货等相关客户，帮助其筛选风险承受能力范围之内的金融工具及金融产品。 2. 在业务拓展的过程中，开拓机构合作业务，寻找银行、基金公司、私募，为其提供委外、PB等业务。成功与某支行展开长期市场活动合作。 1. Develop securities and futures’ clients by using the network of personal connections and company’s platform. Help my clients choose financial tools and products aim to match their risk tolerance. 2. Find opportunities to cooperate with bank, funds, supply PB and trusteeship service for them. 1. 熟悉掌握二级市场各类交易工具。通过自有资源和公司平台发觉证券、期货等相关客户，帮助其筛选风险承受能力范围之内的金融工具及金融产品。 2. 在业务拓展的过程中，开拓机构合作业务，寻找银行、基金公司、私募，为其提供委外、PB等业务。成功与某支行展开长期市场活动合作。 1. Develop securities and futures’ clients by using the network of personal connections and company’s platform. Help my clients choose financial tools and products aim to match their risk tolerance. 2. Find opportunities to cooperate with bank, funds, supply PB and trusteeship service for them.

Personal Consulting

• May 2015 - Dec 2015

1. 通过分析客户投资风险偏好和流动性要求，结合目前各投资标的现状及未来发展趋势，为客户提供具有针对性的投资建议。 2. 为高净值客户合理规划资产，针对客户资产状况配置全球资产，以达到分散风险、保值增值目的。产品涉及一级市场私募股权基金、二级市场阳光私募、固定收益类企业债、海外房产、海外移民、海内外保险等。 1. To develop costumer recourses, to provide specific investment suggestion through analyzing costumer risk preference and liquidity demand based on financial status. 2. To make a rational asset plan for HNWI according to their assets status in order to spread risk, preserve and reserve their assets. The products offered includes primary market private equity fund, secondary market private fund, fixed income corporate bunds, overseas property, overseas immigration and overseas insurance. Show less

Co-Funder

• Aug 2013 - May 2015

1. 熟悉原油上下游现货贸易交易流程，为公司开拓海外市场，如罗马尼亚、哈萨克斯坦、卡塔尔等国石油领域客户， 成功落地项目设备总值200万美元。 2. 对石油行业上下游产业具有分析研究经验，帮助公司打造国内专业资深线上石油设备交易平台 3. 熟悉石油设备供应链，担任供应部经理期间，国内供应商签署合作协议，走访上海、沈阳、西安、宝鸡、东营等地中大型石油设备制造商，与其签订合作协议。 1. Familiar with the upstream and downstream trading procedures of crude oil. Developing overseas market such developing the customers in Romania Kazakhstan 2. Have many experience on analyzing and researching of oil field. Supporting the company to build the professional online oil equipment trading platform. 3. Familiar with the supply chain of oil equipment. As Deputy Manager of Supply, in charge of the contract signing with manufactures. Visit and negotiate with oilfield equipment manufacturers, such as Kosun, BSG, Tianhe etc. Show less

Assistant of Commerce Department （intern）

• Sep 2011 - May 2012

1. 协助中国驻罗马尼亚商务部参赞协调当地国资企业、华人企业在罗业务。 2. 协调商务部召集华人企业召开每月例行政策报告会议。 3. 汇总当地华人企业季度运营简报，上交商务部进行中罗贸易分析。 1. Assist the Counselor of Commerce Ministry in Romania, coordinate the local state-owned enterprises, Chinese enterprises in the local business. 2. Convene and coordinate intend the policy report meeting monthly held by Ministry Commerce. 3. Summery the quarter operating statement of local Chinese emprise, handed it to Ministry of Commerce to analysis. 1. 协助中国驻罗马尼亚商务部参赞协调当地国资企业、华人企业在罗业务。 2. 协调商务部召集华人企业召开每月例行政策报告会议。 3. 汇总当地华人企业季度运营简报，上交商务部进行中罗贸易分析。 1. Assist the Counselor of Commerce Ministry in Romania, coordinate the local state-owned enterprises, Chinese enterprises in the local business. 2. Convene and coordinate intend the policy report meeting monthly held by Ministry Commerce. 3. Summery the quarter operating statement of local Chinese emprise, handed it to Ministry of Commerce to analysis.