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Experience

    • China
    • Banking
    • 700 & Above Employee
    • VP and Executive Assistant to the GM
      • Oct 2022 - Present

      United States Assist the GM on management initiatives including regulator liaison, regulatory affairs, strategic decision making, banking industry research, coordinate internal resources to achieve objectives, etc.

    • VP, Strategy planning
      • Jan 2018 - Sep 2023

      New York, United States Financial and strategic planning, capital planning, Analysis and execution of various strategic projects, Supporting preparation of presentations for CEO, management and Board of Directors regarding strategic planning, capital planning, and commercial banking market trends Assisting in monitoring trends in the CRE, C&I loan markets to formulate balance sheet strategy, loan pricing strategy, Assisting management's decision making, Liaison with regulators on examinations

    • Corporate Credit Analyst, AVP
      • Feb 2016 - Jan 2018

      New York Buy side Corporate Syndication underwriting & credit analysis. Bilateral commercial real estate loan underwriting & reviewing

    • AVP, Financial Analyst
      • Aug 2015 - Feb 2016

      Greater New York City Area Facilitate and coordinate the Bank’s strategic plan and capital plan. Board administrations and liaisons. Market research and analysis.

    • Financial Analyst
      • Apr 2013 - Aug 2015

      Greater New York City Area Facilitated and coordinated the Bank’s strategic plan and capital plan through interviewing with senior management and selected department heads, established work schedule and manual for strategic planning for the Bank. Generate, review and analyze the bank’s performance report of actual monthly results and variance for the bank’s deposits, asset portfolio, revenue structure, cost control, and customer growth. Assisted the Bank’s capital injection application process and prepared the… Show more Facilitated and coordinated the Bank’s strategic plan and capital plan through interviewing with senior management and selected department heads, established work schedule and manual for strategic planning for the Bank. Generate, review and analyze the bank’s performance report of actual monthly results and variance for the bank’s deposits, asset portfolio, revenue structure, cost control, and customer growth. Assisted the Bank’s capital injection application process and prepared the application documentation to the shareholders and regulators.

    • United States
    • Banking
    • 700 & Above Employee
    • Regional Affairs Internship - Omaha Branch
      • Jun 2012 - Aug 2012

      Greater Omaha Area Conducted research projects about the financial market performance of the 10th Federal District. Provided implications of data to research articles published in Federal Reserve’s Economic Review and the Main Street Economist.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Research Assistant
      • Aug 2010 - May 2012

      West Lafayette Publication: Farm business financial status simulation, credit analysis and financial stress test Researched U.S. Agricultural financial crisis from late 1970’s to 1980’s and investigated factors that lead to financial crisis in agricultural sector Formulated a financial stress prediction and credit analysis model with Excel and @RISK and analyzed financial statements and projected cash flow of representative farms using the model to investigate the incidence and… Show more Publication: Farm business financial status simulation, credit analysis and financial stress test Researched U.S. Agricultural financial crisis from late 1970’s to 1980’s and investigated factors that lead to financial crisis in agricultural sector Formulated a financial stress prediction and credit analysis model with Excel and @RISK and analyzed financial statements and projected cash flow of representative farms using the model to investigate the incidence and intensity of financial stress both on the level of individual farm and the agricultural sector. Processed sensitivity and regression analysis of financial health status of agribusinesses and the agricultural sector regarding to variation in market value of farmland, equipment and machinery, commodity prices and input prices to provide implications for volatile future market and relative policy. Show less

    • Internship
      • Mar 2010 - Jun 2010

      Beijing City, China Aided filing for the IPO issuance of a bio-processing company with the total asset value of $25,000,000 (2009)

Education

  • Columbia Engineering
    FinTech Boot Camp
    2021 - 2022
  • New York University
    Certificate Program, Commercial lending
    2016 - 2016
  • Purdue University
    Master's degree, Applied Economics
    2010 - 2012
  • Purdue University
    Bachelor of Economics, Economics, Finance
    2008 - 2010
  • China Agricultural University
    Bachelor of Economics, Economics, Finance
    2005 - 2008

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