Wanting Yang

Financial Advisor at CITIC Securities Company Limited
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Contact Information
us****@****om
(386) 825-5501
Location
China, CN
Languages
  • Chinese -
  • English -
Skills

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Bio

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Experience

  • CITIC Securities Company Limited
    • China
    • Investment Banking
    • 700 & Above Employee
    • Financial Advisor
      • May 2015 - Present

  • AthenaInvest
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Marketing Assistant
      • Jun 2013 - Sep 2013

      Marketed behavioral portfolio management research and created clients’ customized portfolios Assisted in creation of due diligence Worked with VP of Business Development in creation of effective marketing and presentation materials Conducted research on 300 financial companies Assisted in building the financial products fact sheets Marketed behavioral portfolio management research and created clients’ customized portfolios Assisted in creation of due diligence Worked with VP of Business Development in creation of effective marketing and presentation materials Conducted research on 300 financial companies Assisted in building the financial products fact sheets

Education

  • University of Denver - Daniels College of Business
    Master of Science (M.S.), Finance, General
    2011 - 2013
  • Shanghai University
    Bachelor's degree, Finance, General
    2007 - 2011

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