Experience

花旗银行(中国)有限公司

• China
• Financial Services
• 1 - 100 Employee

• Senior Business Analyst - Institution Client Group Tech

  • Aug 2021 - Present



Shanghai Swish Sports Co., LTD (上海西维示文化体育有限公司)

• Shanghai, China

• Co-Founder

  • Apr 2020 - Present



BMO Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Senior Business Analyst - Market Risk Models

  • Jun 2019 - Apr 2020

• Senior Analyst - Market Risk Infrastructure

  • Feb 2018 - May 2019



TD

• Canada
• Banking
• 700 & Above Employee

• Wealth Operations Officer - Registered Plans

  • Sep 2017 - Jan 2018

  • Processing and fulfill transactions, perform audit/reconciliation activities and other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis.• Assisting in analysis, development, testing, and implementation of operating and process improvements.• Result and detail oriented with strong analytical and a proven ability to quickly prioritize objectives in a fast-paced environment.• Escalating processing issues where necessary to ensure a high level of service is maintained. Show less

• Wealth Operations Officer-Private Trust

  • May 2017 - Sep 2017

  • Processing a fee coding, autocom reporting, estate and trust fee calculations and various ad hoc fee posting request and manual calculations.• Assisting and liaising with Trust Officers to ensure all Trust, POA and Agency administration are complied with and completed according to policy and procedures.• Providing a monthly and quarterly management fee reports, analyzing Private Investment/Trust transactions and reconciliation process.• Demonstrating excellent multitask ability, balancing between four different team functions and reports. • Technical skills in SEI, Mpower, VKM Viewer, Mobius, Co-Executor data base. Show less