Experience

Simon Vision Consulting

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Consultant

  • Oct 2019 - Present

  Rochester, New York Area Working with local eldercare agencies as part of a team that will design a strategy to contact caregivers responsible for the wellbeing of their elderly parents.



Simon Consulting Club

• Master of Science Representative

  • Oct 2019 - Present

  Rochester, New York Area



Simon Master's Association

• President

  • Sep 2019 - Present

  Rochester, New York Area Aimed at providing Simon master students with a more cohesive and diverse community.



Humana Data Analysis Competition

• Data Analyst

  • Sep 2019 - Oct 2019

  Rochester, NY Cleaned 6.40 million data points using R and built Mars predictive model to determine the risk of opiate addiction; achieved0.17 MSE and entered the round 2 (50/470) competition.



Shenwan Hongyuan Securities (H.K.) Ltd

• Hong Kong
• Financial Services
• 100 - 200 Employee

• Associate Security Analysis in Macro-Strategy Department

  • Jan 2019 - May 2019

  Shanghai City, China • Conducted an individual task on comparing 1980’s Japanese Stock Market and Nowadays’ Chinese Stock Market. Collected GDP, industry and net export data of two countries for 20 years in Bloomberg and used Excel VLA to analyze the main difference in liquidity and volatility between two markets. • Individually built Markowitz Mean-Variance Model with Python to get different assets allocation plans. • Wrote a 100-pages Entry-Level stock investment strategy book with two people in a team… Show more • Conducted an individual task on comparing 1980’s Japanese Stock Market and Nowadays’ Chinese Stock Market. Collected GDP, industry and net export data of two countries for 20 years in Bloomberg and used Excel VLA to analyze the main difference in liquidity and volatility between two markets. • Individually built Markowitz Mean-Variance Model with Python to get different assets allocation plans. • Wrote a 100-pages Entry-Level stock investment strategy book with two people in a team and took the responsibility of illustrating price valuation model such as DCF(Discounted Cash Flow). Show less



AIESEC

• Canada
• Non-profit Organizations
• 700 & Above Employee

• IGC Team Member

  • Jan 2018 - Jun 2018

  Madison, Wisconsin Area • Worked with four people in a group and contributed to contact with Madison local start-ups to earn international internships for volunteers and got four contracts for the whole group. • Gave in-class speaking to advertise our club once a week, which improved my public speaking skill and built my confidence a lot. • Chatted with professional business people helped me to learn a proper business manner in conversations.



Ping An Bank Co., Ltd.

• China
• Banking
• 300 - 400 Employee

• Intern in Enterprise Finance Department

  • Jun 2017 - Sep 2017

  Dongyang, Zhejiang • Analyzed financial situations and customer’s ability to pay back to determine allocation to lower bank credit risks. • Evaluated credit risk of 3 firms and presented to the senior management. • Collected financial reports for 3 firms and loan payments monthly to track loan records



Bank of China

• Banking
• 700 & Above Employee

• Intern in Retail Bank

  • Jun 2016 - Sep 2016

  Yiwu, Zhejiang • Coordinated order of clients in the main lobby to ensure the bank run smoothly. • Opened accounts for 53 clients, independently. • Helped over 100 walk-in customers to register online banking and troubleshoot online bank problems, thereby increasing customer satisfaction. • Introduced investment products to customers, such as QDII, Tailor Made, Structured Products and annuity