Bio
Credentials
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Bloomberg Essentials Training Program
BloombergFeb, 2015- May, 2026 -
VITA/TCE Certification
Internal Revenue ServiceJan, 2015- May, 2026
Experience
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Volunteer
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Jul 2019 - Present
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China
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Government Administration
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1 - 100 Employee
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Investment Manager
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Jun 2019 - Present
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Management Trainee
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Aug 2018 - Present
Focus on industry and project investment.
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Investment and Management Analyst Intern
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Jul 2017 - Aug 2017
• Followed several M&A programs in health-care fields.• Investigated and wrote reports on Chinese traditional medicine, different medicine supplier comparisons, competitors' operation conditions and modes.• Helped in drafting an investment contract.• Built and improved earning forecast models.
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Investment and Management Analyst
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Jul 2017 - Aug 2017
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American Red Cross Eastern New York Region
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33 Everett Rd, Albany, NY 12208
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Fiscal reviewer
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Nov 2015 - Apr 2017
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33 Everett Rd, Albany, NY 12208
• Review and check the cases and accounts information.• Approve customers applications for fund.• Distribute fund to the customers.
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Union Group
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New Jersy
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M&A Analyst Intern
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Aug 2016 - Nov 2016
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New Jersy
• Doing market research• Writing business report• Participate in designing Mergers and Acquisitions plans
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Hua Bao Security Company
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Chengdu, Sichuan, China
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Customer Manager Intern
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Jun 2015 - Jul 2015
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Chengdu, Sichuan, China
• Trade Stocks and analyze market trends.• Open and help customers in operating Stock accounts.
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American Red Cross Eastern New York Region
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33 Everett Rd, Albany, NY 12208
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Disaster Department Assistant
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Mar 2015 - Jul 2015
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33 Everett Rd, Albany, NY 12208
• Use Microsoft Excel to manage information.• Arrange documents and files.• Give useful advices on time management and meetings.
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Education
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2017 - 2018The Johns Hopkins University - Carey Business School
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2013 - 2016State University of New York at Albany
Suggested Services
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Industry Focus. “Investment Management”
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References
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