Bio
Credentials
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Master of Science Business
University of Wisconsin-MadisonMay, 2023- Apr, 2026 -
Bloomberg Market Concepts Certificate
BloombergDec, 2020- Apr, 2026 -
BMC Certified Administrator: BMC Atrium CMDB 7.6.04
Wenzhou-Kean University
Experience
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Enhanced Healthcare Partners
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New York, New York, United States
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Investment Research & Deal Sourcing
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Jun 2021 - Sep 2021
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New York, New York, United States
Enhanced Healthcare Partners (EHP) specialize in collaborating with founder-led/entrepreneurial healthcare and technology businesses to catalyze growth and build great organizations. EHP invest in companies that improve cost, quality and access to better healthcare.
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China Securities Company Limited
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Nanshan District, Guangdong, China
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Investment Banking Intern
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Dec 2020 - Feb 2021
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Nanshan District, Guangdong, China
• Collected information related to IPO sponsors and the REITs plan of Everbright Security Asset Management Co., Ltd.; made detailed and collective background research, case study report, and equity penetration analysis• Conducted equity penetration researches and worked in groups to compile two enterprise reports including feasibility study and ABS qualification survey• Analyzed cash flow of multiple internal structures; listed all ambiguous cash in REITs and visualized it in Excel tables, then presented results to project leaders• Planned Shenyang China Railway Construction Project by first , arranging telephone interview with general manager to gain holistic view of project progress, financing, future plans, etc.;, delved into REIT’s cash flow, estimating overall project price and carried out series of future operation analysis
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Wenzhou Import Commodity Trading Port
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Wenzhou, Zhejiang, China
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Operational and Logistics Department Intern
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Jun 2020 - Aug 2020
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Wenzhou, Zhejiang, China
• Coordinated and operationalized food festival, including flow deployment, on-site guidance, and online advertisement resulting in 30,000+ customers and attention of local press.• Overhauled brand-new online market system and updated 500+ commodities to market platform, resulting in nearly 40% increased daily revenue.• Take charge of logistical flow, including the order taking, packaging, inventory checking and delivery contacting, reaching the fluent flow every day with 0% sales return.
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Zhejiang Wenzhou Lucheng Rural Commercial Bank Company Limited
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Wenzhou, Zhejiang, China
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Summer Internship
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Jun 2019 - Jul 2019
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Wenzhou, Zhejiang, China
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Education
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2022 - 2023University of Wisconsin-Madison
Master of Business Analytics, Business analysis -
2018 - 2022Wenzhou-Kean University
Bachelor's degree, Finance
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