Experience

Hooli Homes
• Real Estate
• 1 - 100 Employee
• Sales Manager

  • Mar 2020 - Present

Gold Realty Boston
• Sales Manager

  • Mar 2017 - Feb 2020


Realty Lords Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Marketing Assistant

  • Sep 2015 - Jan 2016

  • Analyzed realty estate market and targeted prospective clients • Explored new market and interacted with clients • Partnered with marketing team to develop business development plan • Analyzed realty estate market and targeted prospective clients • Explored new market and interacted with clients • Partnered with marketing team to develop business development plan



Bank of Communications Limited

• 1 - 100 Employee

• Financial Consultant

  • Sep 2012 - Aug 2014

  • Managed over $15M client assets and provided financial solutions (Comprehensive Portfolio Management) based on clients’ financial situations, resources, risk profiles and preferences to achieve their goals, ensuring every client receive an outstanding experience • Explored more than 200 new customers by phone calls, emails, customers’ refer; increased $5M client assets by conducting marketing research and providing financial advices and recommendations on various investment solutions such as short-term fixed income, mutual funds, and strategic asset allocation offerings• Built, expanded and solidified current and prospective client relationships, managed over 1,500 clients through CRM system; gathered clients’ requirements, handled clients’ inquires and complaints to ensure clients receive an outstanding financial experience Show less

• Account Manager

  • Sep 2010 - Aug 2012

  • Monitored and managed cash flow by reviewing clients’ (e.g., First Automobile Work, FAW- VOLKSWAGEN) daily banking activities, reconciling monthly reports and preparing monthly assessment • Determined clients’ credit quality based on their transaction activities, financial statements, cash flow and credit records; prepared credit quality report for loan application• Identified and monitored risks in transactions against abnormal activities and money laundering by monitoring daily, monthly and quarterly transactional activities, reviewing financial reports and cash flow Show less



Horizon Research Consultancy

• China
• Market Research
• 1 - 100 Employee

• Project Manager Assistant

  • May 2010 - Sep 2010

  • Cooperated with project team to analyze 600+ surveys of the advertisement efficiency assessment for MAZDA, facilitated the marketing strategy development of MAZDA in China and increased the advertisement efficiency • Conducted customer satisfaction survey and assessment for China Express Mail Service (EMS) by analyzing 1000+ customer satisfaction surveys (SPSS, Excel, Access), provided business reports and recommendations for EMS, and assisted EMS to implement the customer experience improvement project Show less