Venture Associate

• Aug 2022 - Present

Summer Law Clerk

• May 2023 - Jul 2023

Research Assistant

• Feb 2022 - Dec 2022

Private Wealth Management Senior Associate

• 2019 - 2021

• Responsible for creating and implementing global asset allocation and investment strategies including alternatives, derivatives and impact portfolios. • Conduct portfolio and risk analysis, investment performance review and management due diligence; Assisted with pre-IPO wealth management with tax optimization focus. • Clients include family offices, philanthropic organizations, trusts, endowments and ultra-high-net-worth individuals. • Responsible for creating and implementing global asset allocation and investment strategies including alternatives, derivatives and impact portfolios. • Conduct portfolio and risk analysis, investment performance review and management due diligence; Assisted with pre-IPO wealth management with tax optimization focus. • Clients include family offices, philanthropic organizations, trusts, endowments and ultra-high-net-worth individuals.

Private Client Investment Associate

• 2016 - 2018

• Conducted customized financial planning, portfolio analysis, and account reviews for high-net-worth individuals. • Responsible for drafting outgoing correspondence and preparing financial performance reports. • Assisted with client prospecting, audits, and compliance reviews. • Conducted customized financial planning, portfolio analysis, and account reviews for high-net-worth individuals. • Responsible for drafting outgoing correspondence and preparing financial performance reports. • Assisted with client prospecting, audits, and compliance reviews.

Consultant Representative

• 2013 - 2015

• Developed knowledge in trading, execution, clearing, and settlement of stocks, futures, options and currencies listed over 100 exchanges in 24 countries. • Delivered presentations to familiarize clients with advanced trading technologies and leverage methods. Increased new account trading volume by 10%. • Identified system bugs and minimized potential loss by analyzing trading statements and records. • Assisted in providing various internal software training sessions to employees. • Developed knowledge in trading, execution, clearing, and settlement of stocks, futures, options and currencies listed over 100 exchanges in 24 countries. • Delivered presentations to familiarize clients with advanced trading technologies and leverage methods. Increased new account trading volume by 10%. • Identified system bugs and minimized potential loss by analyzing trading statements and records. • Assisted in providing various internal software training sessions to employees.

Client Service Intern

• 2009 - 2009

• Increased the productivity rate of the team by 50% through marketing segmentation and targeting. • Improved sales strategies by analyzing customer complaint data. Increased the customer satisfaction rate by 30%. • Increased the productivity rate of the team by 50% through marketing segmentation and targeting. • Improved sales strategies by analyzing customer complaint data. Increased the customer satisfaction rate by 30%.

Analyst Intern

• 2008 - 2008

• Assisted with screening prospective opportunities and due diligence to evaluate businesses and financial plans. • Maintained regular follow-ups with management teams of SMEs and conducted interviews with entrepreneurs. • Performed market assessments and conducted industry analyses. • Assisted with screening prospective opportunities and due diligence to evaluate businesses and financial plans. • Maintained regular follow-ups with management teams of SMEs and conducted interviews with entrepreneurs. • Performed market assessments and conducted industry analyses.