Experience

Acquisto Financial Advisory LLP

• Intern

  • Feb 2017 - Present

  • M&A advisory • Secured debt financing • M&A advisory • Secured debt financing



Self-owned Investment

• Private Investor

  • Jul 2012 - Present

  • Oversaw $200K+ NYSE-, NASDAQ-, and SEHK-listed securities and realized an average of 20% return • Managed and sold a $160K+ commercial property and achieved approximately 15% return • Led research, delivered presentations, and developed investment strategies in a 5-member team • Oversaw $200K+ NYSE-, NASDAQ-, and SEHK-listed securities and realized an average of 20% return • Managed and sold a $160K+ commercial property and achieved approximately 15% return • Led research, delivered presentations, and developed investment strategies in a 5-member team



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Accountant

  • Jun 2015 - Feb 2016

  • Processed, reconciled, and maintained 100+ daily bonds and loans payable and receivables and compiled various daily financial statements for nationwide branches • Conducted research and made corrections on complicated million-dollar and penny discrepancies and collaborated with managers and analysts on the issues in a timely manner • Analyzed the monthly statements of 280+ mutual funds accounts, resolved exceptions using Excel models, and forecast the future number of account issues • Facilitated the transition of the new bank-wide internal management system and volunteered to help colleagues reconcile 17,000+ cash discrepancies Show less



Foshan Shitong Broadband Network, Ltd.

• Accountant

  • Dec 2013 - Aug 2014

  • Assisted the controller and corporate managers in preparing the monthly and annual financial reports • Established regression models for one- and five-year financial plans and monthly budgets for the controller • Presented revenue growth and cost saving analyses to management and responded to management • Prepared, distributed, and uploaded payroll entries for 95+ employees • Assisted the controller and corporate managers in preparing the monthly and annual financial reports • Established regression models for one- and five-year financial plans and monthly budgets for the controller • Presented revenue growth and cost saving analyses to management and responded to management • Prepared, distributed, and uploaded payroll entries for 95+ employees



Cognitive Psychology Laboratory

• Research Assistant

  • Jan 2013 - Dec 2013

  • Managed 200+ participants in the implicit memory series studies by executing the experiments, addressing concerns and questions, and conducting follow-up short surveys • Collected and compiled 3,000+ data entries, performed regression analyses on the data using Excel and R, and interpreted the results into illustrative contents • Worked closely with the lead professor, Ph.D. candidates, and colleague students on designing and improving the experiments • Reviewed 100+ pages literature on human memory and extracted productive information to optimize the studies Show less