Joan(Wenjuan) Wang

Principal Account Manager at Lynk
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Contact Information
us****@****om
(386) 825-5501
Location
Jing'an District, Shanghai, China, CN
Languages
  • 中文 Native or bilingual proficiency
  • English Full professional proficiency

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Bio

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Experience

    • United States
    • Technology, Information and Internet
    • 200 - 300 Employee
    • Principal Account Manager
      • Aug 2022 - Present

    • Senior Associate- Account Manager
      • May 2021 - Aug 2022

    • United Kingdom
    • Information Services
    • 700 & Above Employee
    • Senior Associate
      • Oct 2019 - Dec 2020

    • Client Associate
      • Jun 2018 - Oct 2019

    • United Kingdom
    • Information Services
    • 700 & Above Employee
    • Research Analyst
      • Mar 2017 - Jun 2017

      Custom recruited industry specialists upon the project manager’s requests and provided high-quality consulting journeys Custom recruited industry specialists upon the project manager’s requests and provided high-quality consulting journeys

    • China
    • Business Consulting and Services
    • 1 - 100 Employee
    • PTA
      • Feb 2017 - Mar 2017

    • Singapore
    • Higher Education
    • 700 & Above Employee
    • Research Assistant
      • Feb 2016 - Jun 2016

      • Cooperated with Deutsche Börse Group to conduct in-depth research on Fintech companies, especially digital banking • Supervised a team of seven members and focused on East Asia’s Fintech market, including payments, P2P, crowdfunding, wealth management and Bitcoin, especially focusing on why non-financial institutions are leading the changes in China • Generated reports and delivered presentations to the program leader on a regular basis • Represented the team and attended various seminars regarding digital banking in Europe, China, and South East Asia Show less

    • Banking
    • 700 & Above Employee
    • Intern- Corporate Department
      • Dec 2015 - Jan 2016

      • Prepared weekly analysis on corporate clients’ credit, using operation information, and reported to the supervisor • Compiled slides regarding the department’s competition with other large commercial banks in terms of corporate business • Assisted in the department’s weekly meetings, and communicated and collaborated with corporate clients on a daily basis • Received training regarding new banking products, regulatory requirements and internal control • Prepared weekly analysis on corporate clients’ credit, using operation information, and reported to the supervisor • Compiled slides regarding the department’s competition with other large commercial banks in terms of corporate business • Assisted in the department’s weekly meetings, and communicated and collaborated with corporate clients on a daily basis • Received training regarding new banking products, regulatory requirements and internal control

    • Intern - Research Department
      • Jun 2014 - Jul 2014

      • Collected information for daily analysis on morning market on daily basis; assisted in writing and updating weekly reports related to precious metals futures to be posted online for clients to access using data from Blomberg and Wind • Analyzed the relationship between gold futures prices and other asset performances; assisted in improving a forecasting model for the trend of the gold futures price • Completed reports regarding trading strategies of precious metals futures under the instructions given by supervisors • Collected and summarized various questions and feedback from the individual clients regarding the service and reported to the supervisor Show less

    • China
    • Banking
    • 700 & Above Employee
    • Intern- International Department
      • Jan 2013 - Feb 2013

      • Verified and corrected the information of the international trade financing within the system and in the documents • Received training related to the practice of international settlements and the required documents and processes of international trade financing • Arranged and delivered documents for the international department, which included meeting records, copies of insurance policies and copies of commercial invoices • Verified and corrected the information of the international trade financing within the system and in the documents • Received training related to the practice of international settlements and the required documents and processes of international trade financing • Arranged and delivered documents for the international department, which included meeting records, copies of insurance policies and copies of commercial invoices

Education

  • Washington University in St. Louis
    Master of Science in Finace, Finance
    2014 - 2016
  • Singapore Management University
    Master's degree, Master of Finance
    2015 - 2016
  • Anhui University
    Finance
    2011 - 2015

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