Experience

CCB Fintech

• China
• Financial Services
• 100 - 200 Employee

• Digital Transformation Consultant

  • Jul 2022 - Present



State Grid Corporation of China

• China
• Utilities
• 100 - 200 Employee

• Management Consultant

  • Oct 2020 - Jun 2022



Lightspeed Capital

• United States
• Financial Services
• 1 - 100 Employee

• Risk Management Associate

  • Sep 2019 - Aug 2020



CFLD International

• Singapore
• Real Estate
• 300 - 400 Employee

• Investment Analyst Internship

  • May 2018 - Aug 2018

  • Led the Investment Team to compose US market, industry, and equity researches to the Chinese headquarter. Recruited and coached the team members. Translated daily market news and capital raising events into Chinese. In charge of drafting teasers and special topics. • Selected Projects Experience: o Autonomous driving and new energy vehicles industry study o Chinese real estate developer issuing Eurodollar bonds in the international market o U.S. financial adviser institutions and dealerships



Wellington Shields

• United States
• Investment Management
• 1 - 100 Employee

• Investment Banking Analyst Internship

  • Feb 2018 - May 2018

  • Identified industrial key metrics and provided accurate predictions to the management team. Suggested projects’ feasibility to the team and managers on a financial perspective. • Selected Projects Experience: o A holdings company raising $30 million to acquire seven telecom and media companies o An oil and gas company raising $10 million to acquire oil fields o A healthcare company raising $5 million to acquire a software company • Identified industrial key metrics and provided accurate predictions to the management team. Suggested projects’ feasibility to the team and managers on a financial perspective. • Selected Projects Experience: o A holdings company raising $30 million to acquire seven telecom and media companies o An oil and gas company raising $10 million to acquire oil fields o A healthcare company raising $5 million to acquire a software company



New York Bay Capital

• United States
• Financial Services
• 1 - 100 Employee

• Investment Banking Analyst Internship

  • Oct 2017 - Dec 2017

  • Built DCF models and evaluated M&A targets. Identified reliable financial information resources. Hosted meetings to discuss buyout strategies. Drafted teasers and pitchbooks. • Selected Projects Experience: o An Asian telecom company raising $10 million to build infrastructure o An Asian real estate company acquiring electronic display panel companies o An IT startup seeking for A round investors • Built DCF models and evaluated M&A targets. Identified reliable financial information resources. Hosted meetings to discuss buyout strategies. Drafted teasers and pitchbooks. • Selected Projects Experience: o An Asian telecom company raising $10 million to build infrastructure o An Asian real estate company acquiring electronic display panel companies o An IT startup seeking for A round investors



The Pacific Securities Co., Ltd.

• China
• Financial Services
• 1 - 100 Employee

• Investment Banking Analyst Internship

  • May 2017 - Aug 2017

  • Performed on-site due diligence in the bookrunner team. Prepared auditing tests and paperwork. Participated in meetings with the management team, attorneys, and auditors. • Selected Projects Experience: o Zhangzhou Lvzhou Agricultural Development Co., Ltd. listing (NEEQ: 872436) o Wuxi Denvel Intelligent Electronic INC. listing (NEEQ: 872393) • Performed on-site due diligence in the bookrunner team. Prepared auditing tests and paperwork. Participated in meetings with the management team, attorneys, and auditors. • Selected Projects Experience: o Zhangzhou Lvzhou Agricultural Development Co., Ltd. listing (NEEQ: 872436) o Wuxi Denvel Intelligent Electronic INC. listing (NEEQ: 872393)