SVP

• Apr 2021 - Present

Fixed Income Portfolio Manager Fixed Income Portfolio Manager

Fixed Income Portfolio Manager

• Oct 2019 - Apr 2021

Treasury Dealer

• Oct 2016 - Oct 2019

Senior Associate

• Jan 2015 - Oct 2016

Project Manager of IBD Project Manager of IBD

Teaching Assistant

• Aug 2013 - May 2014

Small Business Summer Intern

• Jul 2012 - Aug 2012

nvestigated small business and developed new client relationships • Inspected and evaluated loan collateral such as mortgaged land, facilities and other property to ensure they had retained full value • Analyzed the balance sheets of small business to determine the credit worthiness nvestigated small business and developed new client relationships • Inspected and evaluated loan collateral such as mortgaged land, facilities and other property to ensure they had retained full value • Analyzed the balance sheets of small business to determine the credit worthiness

Internal Auditor

• Jun 2011 - Jun 2012

• Responsible for auditing 17 corporate subsidiaries which included analyzing their balance sheets and expenses to ensure compliance with corporate policies and regulations. • Communicated and coordinated with tax bureau; took charge of filing tax refunds on customs declarations • Took charge of copying all the taxes, identifying and buying invoices, and examining customs declarations for accuracy • Responsible for auditing 17 corporate subsidiaries which included analyzing their balance sheets and expenses to ensure compliance with corporate policies and regulations. • Communicated and coordinated with tax bureau; took charge of filing tax refunds on customs declarations • Took charge of copying all the taxes, identifying and buying invoices, and examining customs declarations for accuracy

Finance Intern

• Jun 2010 - Aug 2010

• Led a team of 14 interns to work at the Department of Trade and Industry within the company • Assisted clients in constructing investment portfolios • Researched and analyzed the prices of all listed futures products using econometrics • Led a team of 14 interns to work at the Department of Trade and Industry within the company • Assisted clients in constructing investment portfolios • Researched and analyzed the prices of all listed futures products using econometrics

Mortgage Banker Summer Intern

• Jun 2009 - Aug 2009

• Assisted consumer loan managers in extending personal housing accumulation fund loans and personal real estate mortgages • Responsible for providing quality customer service which included advising clients on financial products and services to meet their specific needs • Used telephone payment reminder system to check on clients with overdue personal housing loans • Assisted consumer loan managers in extending personal housing accumulation fund loans and personal real estate mortgages • Responsible for providing quality customer service which included advising clients on financial products and services to meet their specific needs • Used telephone payment reminder system to check on clients with overdue personal housing loans

Marketing Summer Intern

• Jun 2008 - Aug 2008

• Assisted general manager in negotiating with manufacturers • Assisted with the foreign trade declarations of imported and exported goods • Assisted general manager in negotiating with manufacturers • Assisted with the foreign trade declarations of imported and exported goods