Experience

Wanlian Securities

• Financial Services
• 1 - 100 Employee

• Associate of Investment Bank

  • Dec 2019 - Present



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• Financial Research Analyst

  • May 2019 - Jul 2019

  • Investigated and compared the profit margin of business owners in US by researching data on the compensation system of e-commerce platforms such as Uber using pivot tables of Excel to prepare manager’s presentation to clients • Analyzed diversified financial products such as life insurance to optimize company’s financial services and put forward the best wealth management portfolio for various clients with financial advisory team • Investigated and compared the profit margin of business owners in US by researching data on the compensation system of e-commerce platforms such as Uber using pivot tables of Excel to prepare manager’s presentation to clients • Analyzed diversified financial products such as life insurance to optimize company’s financial services and put forward the best wealth management portfolio for various clients with financial advisory team



China Tax Kexin Certified Tax Agent

• Huizhou, Guangdong, China

• Tax Accountant Assistant

  • Aug 2017 - Oct 2017

  Collaborated with two accountants to conduct field research on tax position of target companies; Analyzed financial statements and raised overall efficiency of team by 50% by using Excel Collaborated with two accountants to conduct field research on tax position of target companies; Analyzed financial statements and raised overall efficiency of team by 50% by using Excel



Wanlian Securities

• Financial Services
• 1 - 100 Employee

• Project Manager Assistant of IBD

  • Jul 2017 - Aug 2017

  Composed and accomplished the working paper of due diligence for team of Share Transfer Project; Negotiated and interviewed with chairman for completing registration of share transfer; Improved team efficiency by 50% through collecting, calculating and updating database Composed and accomplished the working paper of due diligence for team of Share Transfer Project; Negotiated and interviewed with chairman for completing registration of share transfer; Improved team efficiency by 50% through collecting, calculating and updating database



Best Leader Financial Group

• Hong Kong

• Trader of Precious Metals Investment Transaction Division

  • Jul 2015 - Aug 2015

  Monitored and evaluated market price fluctuation of gold using fundamental and technical analysis; Reported daily news-feed of gold market to team and predicted gold price trend; Showcased presentation of investing recommendation to team leader Monitored and evaluated market price fluctuation of gold using fundamental and technical analysis; Reported daily news-feed of gold market to team and predicted gold price trend; Showcased presentation of investing recommendation to team leader



Mr.Finance金融先生

• China
• Financial Services
• 1 - 100 Employee

• Chief Editor of Social Media

  • Apr 2015 - Jun 2015

  Increased audience by 100% through editing 100+ website articles and gaining 2000+ new followers Increased audience by 100% through editing 100+ website articles and gaining 2000+ new followers