Experience

Babson Investment Club

• United States
• Financial Services
• 1 - 100 Employee

• Investment Analyst

  • Oct 2019 - Present

  ● Selected from a pool of 100 applicants to evaluate investment opportunities and lead researcher meetings with a team of two other analysts by delivering presentations on industry-specific events and trends ● Presented equity investment opportunities to the members of investment council to recommend potential investments within the club’s portfolio; presentation focused on highlighting the company through value investing techniques, including identifying defensible market positions, strong fundamentals, and robust catalysts ● Constructed a buy presentation for XPO Logistics which included internal and external analysis, discounted cash flow (DCF) and comparable company valuations, and the identification of key risks along with their respective mitigations; the stock has appreciated 10% since our pitch Show less



Phlanket

• Babson Park

• Chief Operation Officer

  • Sep 2018 - May 2019

  • Contacted more than 10 suppliers from different countries and finalized the product from 30 proposals • Negotiated with suppliers for cost and attained a 40 percent cut in the final price • Designed the product and contacted with manufacturers for advice • Updated inventory tracking spreadsheet after sales made and provided information for the Finance department • Contacted more than 10 suppliers from different countries and finalized the product from 30 proposals • Negotiated with suppliers for cost and attained a 40 percent cut in the final price • Designed the product and contacted with manufacturers for advice • Updated inventory tracking spreadsheet after sales made and provided information for the Finance department



PwC

• Professional Services
• 700 & Above Employee

• Case Competition Finalist

  • Mar 2019 - Mar 2019

  ● Tasked with a one-week case study to recommend a headquarters location selection for an e-commerce company ● Constructed a presentation that detailed various locations and analyzed key factors; factors included cost, talent pool, access to warehousing as well as understanding distribution channel efficiencies ● Created a quantitative model that performed regression analysis on numerous variables to determine high correlations; the model allowed to determine key trends and relationships that aided in the selection of the headquarters location Show less



YangGuang Insurance Company

• Suzhou, Jiangsu, China

• Loan Sales Representative

  • Jul 2018 - Sep 2018

  • Cold called 2000 customers for sales inquiry, responded and advertised on different online platforms, established good relationship with more than 50 potential clients • Participating in the training session and started up an online forum for people with different occupation to share resources which led to the sales of around $20,000 loans • Collected bad debt and networked with loan salesman from other company to share experience and establish a personal network for potential future sales Show less



Dulwich International High School

• Suzhou, Jiangsu, China

• Paid Student Tutor

  • Jul 2016 - Aug 2016

  • Assisted teachers for teaching, prepared PowerPoint and worksheet and revised student work • Assisted residence routines, organized weekly meeting to give advice on choice of class and future development and organized late night event of 3D handcrafts by inviting outside specialist • Assisted teachers for teaching, prepared PowerPoint and worksheet and revised student work • Assisted residence routines, organized weekly meeting to give advice on choice of class and future development and organized late night event of 3D handcrafts by inviting outside specialist



Pingan Bank

• Suzhou, Jiangsu, China

• Manager Assistant Intern

  • Jun 2015 - Jul 2015

  • Responded to 10-15 customer service calls per day, guided customers in filling out the right paperwork and made sales of financial products which led to more than 10 sales appointment with account managers in one month • Initiated a PowerPoint of better routine instruction for customers which shortened the queue and received compliments from both clients and the main director • Responded to 10-15 customer service calls per day, guided customers in filling out the right paperwork and made sales of financial products which led to more than 10 sales appointment with account managers in one month • Initiated a PowerPoint of better routine instruction for customers which shortened the queue and received compliments from both clients and the main director