Experience

中信证券股份有限公司

• China
• Investment Banking
• 100 - 200 Employee

• 高级经理

  • Aug 2020 - Present

  中国 上海 投资银行



Citi Orient Securities

• China
• Investment Banking
• 1 - 100 Employee

• Senior Associate

  • Feb 2016 - Jul 2020

  China Investment Banking



China Development Bank

• Banking
• 500 - 600 Employee

• Summer Analyst

  • Jul 2015 - Sep 2015

  Beijing City, China Summer intern in Investment and Financing



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Business banking department-summer internship

  • Jul 2013 - Sep 2013

  •Performed Credit valuation of two companies seeking for bank loans mainly through financial statement analysis. Reports used for managers’ decision •performed due diligence examination of two companies above, mainly through field investigation



Everbright Securities

• China
• Investment Banking
• 200 - 300 Employee

• Research and sales analyst-summer internship

  • Jul 2012 - Sep 2012

  •Maintained phone contact with key clients and made presentation in 2business meetings with key investors. Accredited by senior managers for successfully attracting clients



Industrial and Commercial Bank of China

• China
• Banking
• 700 & Above Employee

• Personal wealth management Services Representative-summer internship

  • Jul 2011 - Sep 2011

  •Tailored specific wealth management plan with one team member for 6 individual clients, including risk tolerance analysis, preparing IPS, bottom-up analysis and follow-up steps. Successfully maintained and satisfied these clients and IPS used for further



China Construction Bank-spring week

• Corporate Banking

  • Jul 2010 - Sep 2010

  spring week