Experience

Tip of the Spear Ventures
• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee
• Private Equity Analyst

  • Jan 2023 - Present


Ontario Teachers'​ Pension Plan

• Capital Markets
• 1 - 100 Employee

• Investment risk analyst

  • May 2022 - Aug 2022

  Toronto



BMO Financial Group

• Financial Analyst

  • Jan 2022 - May 2022

  Toronto, Ontario, Canada



China Merchants Securities Co., Ltd.

• China
• Financial Services
• 500 - 600 Employee

• Investment Banking Intern

  • May 2021 - Sep 2021

  Shanghai, China



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Global Banking &Market Operations

  • Sep 2020 - Dec 2020

  Toronto, Ontario, Canada



EF Education First

• Education Management
• 1 - 100 Employee

• Traveller Supporter

  • Sep 2019 - Dec 2019

  Toronto, Canada Area I worked as a traveller supporter in traveller support team at EF educational first for 4 month, from September too December. I'm responsible to do electronic bill payments, create invoices & receipts, reply emails from customers, enroll new customers, arrange appointments&meetings and do the tasks assigned for me. it requires me to be proficient in MS apps(Outlook, Sharepoint, Excel,PPT, Word... ),very efficient in communication and writing and get used to working in a fast pace… Show more I worked as a traveller supporter in traveller support team at EF educational first for 4 month, from September too December. I'm responsible to do electronic bill payments, create invoices & receipts, reply emails from customers, enroll new customers, arrange appointments&meetings and do the tasks assigned for me. it requires me to be proficient in MS apps(Outlook, Sharepoint, Excel,PPT, Word... ),very efficient in communication and writing and get used to working in a fast pace environment every day. I'm keeping absorbing new knowledge and practice and I enjoy my work. Show less



Prudential Hong Kong

• Hong Kong
• Insurance
• 700 & Above Employee

• Marketing Intern

  • Aug 2017 - Sep 2017

  Hongkong Quickly learnt and maintained updated knowledge on investment and insurance product offerings by Prudential Gained in-depth knowledge in the features and risk-return characteristics of mutual funds, insurances (term life, whole-life, etc.), and saving products (GIC) Conducted qualitative analysis on historical sales statistics utilizing SQL and Excel/VBA to retrieve and report data Developed supervisory presentation decks with visualizations to aid senior management in reviewing sales… Show more Quickly learnt and maintained updated knowledge on investment and insurance product offerings by Prudential Gained in-depth knowledge in the features and risk-return characteristics of mutual funds, insurances (term life, whole-life, etc.), and saving products (GIC) Conducted qualitative analysis on historical sales statistics utilizing SQL and Excel/VBA to retrieve and report data Developed supervisory presentation decks with visualizations to aid senior management in reviewing sales strategies Leveraged strong verbal communication skills in presenting insurance business model to marketing managers Led a team of 4 member and won the first prize of an internal strategy development competition Show less