Experience

Hongkun USA

• United States
• Real Estate
• 1 - 100 Employee

• Channel Director- PE Funds

  • Aug 2018 - Jan 2020

  Beijing, China o Categorizing third party companies, which are focused on comprehensive global asset allocation services for high-net-worth individuals and mass affluent Chinese investors that it's specializing in overseas inclusive finance, such as EB5 investment, real estate investment, USD private equity funds, and wealth management...etc. o To persuade existing clients provide horizontal companies upper management contacts; recognizing key person who is the decision maker; creating positive first… Show more o Categorizing third party companies, which are focused on comprehensive global asset allocation services for high-net-worth individuals and mass affluent Chinese investors that it's specializing in overseas inclusive finance, such as EB5 investment, real estate investment, USD private equity funds, and wealth management...etc. o To persuade existing clients provide horizontal companies upper management contacts; recognizing key person who is the decision maker; creating positive first impression on potential clients. o Evaluating prospects’capacity towards to funds raising via WeChat/webCam communication with C-level managers, who is in charge of oversea product line. o Coordinating long distance conference calls between prospects PE funds team and Hongkun New York project managers, prior to the due diligence investigation. o To advocate signing agreements, after the negotiations based on the due diligence questionnaire. Hongkun USA is headquartered in NYC. The firm is currently focused on developing innovation-driven properties in Greater Metropolitan areas across the Northeast & the mid-Atlantic, and will expand its model nationwide. Show less



宜信卓越财富投资管理（北京）有限公司

• China
• Business Consulting and Services
• 1 - 100 Employee

• Product Specialist - PE Investment 投后管理

  • Jul 2016 - Aug 2018

  Beijing City, China o Participated in new products release, to collect and update marketing information, including industry market trends, takeover target's disclosure reports & data's, competitors’ products, etc. o Provided Privite Equity Fund products introduction on marketing events and activities, such as seminars and workshops. o Supported sales team & investor consultant, including PE product training, PowerPoint design, FOF presentation, and one-on-one scenario role-play as expertise. o… Show more o Participated in new products release, to collect and update marketing information, including industry market trends, takeover target's disclosure reports & data's, competitors’ products, etc. o Provided Privite Equity Fund products introduction on marketing events and activities, such as seminars and workshops. o Supported sales team & investor consultant, including PE product training, PowerPoint design, FOF presentation, and one-on-one scenario role-play as expertise. o Generated analytical reports for PE fund investment management towards to oversea FOF products, sourcing the insights of the targets companies, to integrate PE investment progress into the CreditEase intelligent advisory system. Show less



Snow Cherry Trading (Beijing) LLC.

• Founder &. Operation Manager

  • Apr 2011 - Jun 2016

  Beijing City, China Start-Up : o Established Snow Cherry LLC as an enterprise in Beijing; with a registered trademark in accordance with China’s regulations. o Exported California products with LA County manufacture commerce association permits. Built good relations with LA vendors, visited US manufactures, & negotiated shipment forecast annually. o Obtained import approval from China custom clearance, found preferential policy and fiscal support from official authorities; built and… Show more Start-Up : o Established Snow Cherry LLC as an enterprise in Beijing; with a registered trademark in accordance with China’s regulations. o Exported California products with LA County manufacture commerce association permits. Built good relations with LA vendors, visited US manufactures, & negotiated shipment forecast annually. o Obtained import approval from China custom clearance, found preferential policy and fiscal support from official authorities; built and maintain positive relations with China government and institutional. o Developed leadership amount employees, supervisors and managers; built term spirit upon a positive employee policy. Explored product benefits via O2O web media; built a branding and PR program on mobile internet via various social network services. Generated contents for advertisements; promoted the brand at local English publications. o Developed distributors in 2nd tier cities and teamed up with the media partners, and generated relevant brand's story and marketing campaigns that driven engagement of the local strategic communication plan. o Sold the sub-company in summer 2016. Show less



ATP Electronics, Inc

• Taiwan
• Computer Hardware Manufacturing
• 1 - 100 Employee

• Sr. Account Manager (Bay Area)

  • Oct 2008 - Nov 2010

  Sunnyvale, CA, USA DRAM Module Sales focus on System Intergrators & HPC Vendors o Established Client relations, including categorized prospects and created positive first impression on potential customers at trade shows; followed up with professional phone manors; built & maintain a long-term business relationship. o Re-launched inactive accounts through tenacious sales calls and restored business relationships with previously disgruntled clients. These accounts represented 30% of total DRAM sales, some… Show more DRAM Module Sales focus on System Intergrators & HPC Vendors o Established Client relations, including categorized prospects and created positive first impression on potential customers at trade shows; followed up with professional phone manors; built & maintain a long-term business relationship. o Re-launched inactive accounts through tenacious sales calls and restored business relationships with previously disgruntled clients. These accounts represented 30% of total DRAM sales, some committed to exclusive contracts. o Visited U.S. companies with FAE for OEM forecasting and RMA issues, reported estimate schedule to Taiwan. Consistent communication amount in-house R&D, inventory & shipping in local, and Taiwan IC production. o Created sales strategies to counter pricing objections and remained market share in an aggressive market of growing “discount” demands from Asia. Show less



Commercial Fueling Network

• United States
• Information Technology & Services

• Participant Advocator & CEO Assistant

  • Nov 2006 - Oct 2008

  San Mateo, CA, USA Petroleum Oil & Fuel - Pricing & Billing Solution [ CEO Assistant ] o Forecast newsletters and updated marketing campaigns within participants’ media network broadcast; integrated petroleum news into marketing materials, and translated business requirements into communications campaigns. o Persuaded prospects to submit electronic proposal via home site, customized online submission procedures with IT supports. Evaluated prospect site factors; maintained ongoing email interaction with… Show more Petroleum Oil & Fuel - Pricing & Billing Solution [ CEO Assistant ] o Forecast newsletters and updated marketing campaigns within participants’ media network broadcast; integrated petroleum news into marketing materials, and translated business requirements into communications campaigns. o Persuaded prospects to submit electronic proposal via home site, customized online submission procedures with IT supports. Evaluated prospect site factors; maintained ongoing email interaction with participants until receiving the completed application package. o Analyzed files and reported status to the appropriate field sales. Proposed applicant sites at committee meeting; advocated committees to approve the sites upon analytic reports. o Established site information into Price & Billing system , prior to the approved site was launched by CFN technicians. New products (Bio & Ethanol) sourcing, and reported market demand and new rack supply contacts to OPIS. Show less



Calmar Laser

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Purchasing Project Manager

  • Dec 2004 - Nov 2006

  Sunnyvale, CA, USA Optical Instruments: o Created purchase workflows for engineers to track project status in a proprietary database; generated reports for monitoring projects schedule. Parts sourcing for EE engineers, optical engineers, and mechanics based on Specs. o Reduced costs by 40% through extending quarterly purchasing forecasts with Japan pump laser vendors to annual contracts. Negotiated parts pricing, lead-time, and payment terms with domestic vendors & European vendors. o Expedited… Show more Optical Instruments: o Created purchase workflows for engineers to track project status in a proprietary database; generated reports for monitoring projects schedule. Parts sourcing for EE engineers, optical engineers, and mechanics based on Specs. o Reduced costs by 40% through extending quarterly purchasing forecasts with Japan pump laser vendors to annual contracts. Negotiated parts pricing, lead-time, and payment terms with domestic vendors & European vendors. o Expedited troubleshooting and RMA process by collaborating with cross-functional teams on multiple projects. Maintained BOM for new developments, and monitored safety stock in Agile system for Optical Instrument family products. Required Letters of Credits 3rd bank documents, reduced risk for Asia shipments. o Trade show liaison towards to Calmar booth registration & travel arrangement, and dummy shipments authorization for international trade shows of CLEO, OFC, CES, & ECOC. Show less



eKomas, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Solution Sales Manager

  • Jan 2003 - Dec 2004

  San Jose, CA, USA Banking Software - A to Z Sales & Web Trainer o Drove sales of banking software value from $50k to $150k. Identified leads, conducted daily cold calls, solicited Web Demonstration with C-level managers. o Negotiated software pricing with potential buyers, evaluated prospect financial ability during conference calls. Overcame premium-pricing issues during negotiations by marketing distinctive services and technology. o Obtained signature for Purchase Agreement from key person… Show more Banking Software - A to Z Sales & Web Trainer o Drove sales of banking software value from $50k to $150k. Identified leads, conducted daily cold calls, solicited Web Demonstration with C-level managers. o Negotiated software pricing with potential buyers, evaluated prospect financial ability during conference calls. Overcame premium-pricing issues during negotiations by marketing distinctive services and technology. o Obtained signature for Purchase Agreement from key person. Secured $50K down payment checks. o Delivered outstanding customer service through on-site and remote software training to direct accounts; interfaced with IT team for customized features and specific user interface requirements from customers. Show less



First Mortgage Corperation

• Financial Services
• 1 - 100 Employee

• Loan Representative [Optional Practical Training]

  • Feb 2002 - Jan 2003

  Alameda County of California Wholesale Lending -Account management o Developed presentation skills through educating brokers on FMC product lines. Created positive first impression on customers through outstanding service with ongoing technical support. o Training brokers on usage of online submissions & Loan Library System searching. Improved traning skills through lecturing loan programs and providing case study to Loan agents in a weekly basis. o Attended Mortgage Banking Associate trade show as a… Show more Wholesale Lending -Account management o Developed presentation skills through educating brokers on FMC product lines. Created positive first impression on customers through outstanding service with ongoing technical support. o Training brokers on usage of online submissions & Loan Library System searching. Improved traning skills through lecturing loan programs and providing case study to Loan agents in a weekly basis. o Attended Mortgage Banking Associate trade show as a correspondent bank loan Reqs in San Francisco. Show less