See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

PG

Pan Gu

Business Banker(对公客户经理） at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/huaxia-bank-china">Huaxia Bank, China</a>
Intro Book
Seasoned finance professional with expertise in data analysis, teamwork, and public speaking.
  • Claim this Profile
Location
Baltimore, Maryland, United States, US
Languages
  • Chinese -
  • English -
Skills
  • Teamwork
  • Microsoft Office
  • Web Design
  • Microsoft Word
  • Data Analysis
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Pan Gu is a seasoned finance professional with a Master's degree in Finance from The Johns Hopkins University and a Bachelor's degree in Accounting and Finance from the University of Alabama. He has extensive experience in banking, auditing, and research, with expertise in data analysis, teamwork, and public speaking. Pan has worked in various roles, including Business Banker, Associate Auditor, and Website Design Teaching Assistant.

Credentials

  • CFA Level 1
    CFA Institute
    Aug, 2018
    - May, 2026

Experience

  • Huaxia Bank, China
    • Banking
    • 700 & Above Employee
    • Business Banker(对公客户经理）
      • Jul 2016 - Jun 2017

      Visited potential clients in paper, recycle, car, and food industries and seek for cooperationConducted market research，interviewed with clients and wrote project reportsPresented financial proposals to Risk-Assessment BoardIssued loans, letters of credit and provided supply chain financial servicesCreated and updated loaning system for each client and recorded CRMConducted due diligence for risk control

    • Bank Teller（会计柜员）
      • Aug 2015 - Jun 2016

      Offered financial services to more than 80 clients daily including KYC background check, setting up accounts, promoting bank’s products, processing loans, handling customer complaints with high professional courtesy.Consolidated spreadsheets of customers' accounts and created statistical reports.

  • 众环海华会计师事务所
    • Wuhan, Hubei, China
    • Associate Auditor Intern （实习）
      • Mar 2015 - Apr 2015
      • Wuhan, Hubei, China

      Involved in annual audit project for Mayinglong Pharm, focused on inventory account, performed analytical review of audit documents and initiated 23 bank reconciliations.

  • The University of Alabama
    • United States
    • Higher Education
    • 700 & Above Employee
    • Website Design Teaching assistant
      • Jan 2014 - Dec 2014

      Guided 48 students weekly with ongoing HTML and CSS projects in lab and graded projects

    • Excel Lab assistant
      • Aug 2012 - Dec 2014

      Assisted 150 students with Excel projects and assignments, graded assignments and created report spreadsheets

  • NEO-LINDE Investment Consulting Co. Ltd (北京南洋林德...
    • Beijing
    • Associate Researcher（实习）
      • Jun 2011 - Jul 2011
      • Beijing

      Accomplished industry analysis report on development of food and beverage industry in China

Education

  • 2017 - 2018
    The Johns Hopkins University
  • 2011 - 2014
    University of Alabama

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing.”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles