Experience

CITIC Securities

• China
• Investment Banking
• 100 - 200 Employee

• Wealth Management Advisor

  • Jan 2022 - Present



Bohai Securities Co., Ltd.

• China
• Investment Banking
• 1 - 100 Employee

• Wealth Management Advisor

  • Sep 2020 - Dec 2021



Sinolink Securities

• China
• Financial Services
• 200 - 300 Employee

• Data Analyst

  • Dec 2015 - Feb 2016

  Wrote detailed reports for senior analyst Responsible for information generating and identify the reliability of clients by generating supporting information. Wrote detailed reports for senior analyst Responsible for information generating and identify the reliability of clients by generating supporting information.



PwC

• Professional Services
• 700 & Above Employee

• Audit Intern

  • Dec 2013 - Feb 2014

  -Responsible for preparing bank confirmation letter for New century tourism group, during the work I am very careful with all numbers and different accounts. As a listed company, New century tourism group has lots of different accounts in different banks. My work is check the financial data on company report with their bank statement prepare evidence for further auditing procedure. -Prepare working papers for various critical cycles of audit assignment. -Using excel to help senior auditor… Show more -Responsible for preparing bank confirmation letter for New century tourism group, during the work I am very careful with all numbers and different accounts. As a listed company, New century tourism group has lots of different accounts in different banks. My work is check the financial data on company report with their bank statement prepare evidence for further auditing procedure. -Prepare working papers for various critical cycles of audit assignment. -Using excel to help senior auditor analysis and integrate accounting data. -Short term translator for employee came from Poland PwC. Show less -Responsible for preparing bank confirmation letter for New century tourism group, during the work I am very careful with all numbers and different accounts. As a listed company, New century tourism group has lots of different accounts in different banks. My work is check the financial data on company report with their bank statement prepare evidence for further auditing procedure. -Prepare working papers for various critical cycles of audit assignment. -Using excel to help senior auditor… Show more -Responsible for preparing bank confirmation letter for New century tourism group, during the work I am very careful with all numbers and different accounts. As a listed company, New century tourism group has lots of different accounts in different banks. My work is check the financial data on company report with their bank statement prepare evidence for further auditing procedure. -Prepare working papers for various critical cycles of audit assignment. -Using excel to help senior auditor analysis and integrate accounting data. -Short term translator for employee came from Poland PwC. Show less