Experience

Berkshire Hathaway HomeServices Fox & Roach

• United States
• Real Estate
• 100 - 200 Employee

• Real Estate Sales Agent

  • Aug 2020 - Present

  Motivated, detailed and service oriented sales agent, licensed in DE & PA, I have a strong focus on providing clients with the best professional real estate service. I work on residential and commercial properties. I partner with Greg Ellis from Patterson-Woods on the commercial side. 作为一名积极主动、细心且专业的销售代理，我专注于为客户提供最好的专业房地产服务。我从事滨州和特拉华的住宅和商业地产工作，在商业方面我和Patterson-Woods 的格雷格·埃利斯 (Greg Ellis)合作。 Motivated, detailed and service oriented sales agent, licensed in DE & PA, I have a strong focus on providing clients with the best professional real estate service. I work on residential and commercial properties. I partner with Greg Ellis from Patterson-Woods on the commercial side. 作为一名积极主动、细心且专业的销售代理，我专注于为客户提供最好的专业房地产服务。我从事滨州和特拉华的住宅和商业地产工作，在商业方面我和Patterson-Woods 的格雷格·埃利斯 (Greg Ellis)合作。



JP Morgan Chase

• Delaware

• Portfolio Manager

  • Jun 2015 - Feb 2017

  • Focused on managing hundreds of ultrahigh net worth accounts. Responsibilities included executing trades based on clients’ investment objectives by understanding thoroughly each client’s risk tolerance, sensitivities, current state of assets, and how the managed account helps to achieve client’s goal. Was the point person for each account’s status, whether it was cash being raised, tax losses harvested, securities being gifted or tactical trades implemented. • Developed trading plans to execute new account initial investing and phase-ins while constantly monitoring accounts for model drift and strategy deviation. Interacted with internal clients (client services, investors, risk and control group, cash transfer group, etc.) to resolve timely account related issues and deliver best client experience. • Remained current on market movement, news impactful on clients’ portfolios and changes of investment solutions made on our platform, including mutual funds, exchange traded funds, structured notes, hedge funds. Resourceful to investors when choosing multiple funds by using a paring tool to provide client with targeted exposure at minimum risk. Worked with various internal groups to complete business initiatives and projects. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Management Associate - Equities Trading

  • Oct 2006 - Apr 2008

  • Traded individual stocks (in form of SMAs and proprietary funds) in clients’ accounts. Stayed informed and alert on all the stocks in target portfolios and in clients’ accounts. Traded on news and worked closely with traders especially relating to large block trading to avoid market fluctuation. • Communicated frequently with portfolio managers and their analysts on the individual stocks they preferred and/or ready to sell within a sector and traded accounts accordingly.• Managed a Private Bank in-house offshore mutual fund, including the funding and redemption process and implementing target trades via an offshore trading system. When the technology team developed offshore trading platform, lead the initiative to give feedback and to coordinate the testing process. Show less

• Internal Analyst Program

  • Apr 2004 - Sep 2006

  ICS program – an elite rotational development program designed for the analyst to gather an understanding of banking operations, investment management and business initiatives while building and sharpening professional skills. Roles included settlements, trade operations, projects and profit and loss reconciliation and reporting for fixed income products.



Dupont Capital Management

• Wilmington, Delaware

• Summer Internship

  • Jun 2003 - Aug 2003

  Analyzed the financial information of portfolio companies in private equity funds and researched quantitative and qualitative data to assign appropriate comparables to underlying companies Analyzed the financial information of portfolio companies in private equity funds and researched quantitative and qualitative data to assign appropriate comparables to underlying companies



Shanghai Gore 3F

• Shanghai City, China

• HR Manager

  • Jan 1999 - Sep 2000

  Responsible for designing compensation packages, interpreting and integrating government regulations on medical and unemployment insurance policies. Conducted interviews and reviews. Coordinated visa applications and international travel arrangements. Responsible for designing compensation packages, interpreting and integrating government regulations on medical and unemployment insurance policies. Conducted interviews and reviews. Coordinated visa applications and international travel arrangements.