Phd Candidate | Finance

• Jun 2021 - Present

Associate

• Apr 2018 - Sep 2018

Asset Management for Clients Asset Management for Clients

Finance and Operations Associate

• May 2017 - Apr 2018

• Compile financial and operating information for Pitch Books on consumer food concepts, including SWOT analysis, market data, financial analysis, and competitive dynamics. • Identify cattle ranch acquisition targets including vetting of scale, unit economics, production processes, and stabilized vs. stress tested pro forma financial statements. • Explore Chinese Pork production feasibility, including price, product, regulatory, geographic positioning, competitive landscape, and promotion for potential production in China. Show less

Financial Service Consultant

• May 2017 - Mar 2018

Financial Service Consultant Financial Service Consultant

Investment Analyst

• Jun 2014 - Jun 2016

• Compiled market research for Protected Mobility (PM) LLC, a mobile encryption company, and ultimately recommended they not expand into the Chinese market. Further assisted Knektia Partners in researching prospective acquirers for PM China, valued at $147 million. • Identified potential acquirers for Ether MSG LLC, an encryption company valued at $55 million. Vetted the prospective acquirers through analyzing investment activity, news, investment preferences and financial statements • Assisted Elpis Labs Inc, a big data analytics company, with market research in China. Analyzed cooperation and competition possibilities through evaluation of technology services, market share, and financial positioning to provide useful business advice. • Advised the CEO of Sanki South America, a branch of Beijing Sanki Petroleum Technology Company, on how to manage the South American market by appointing 5 managers and dividing responsibilities. Analyzed market conditions through comprehensive research and networking with local managers. • Performed due diligence on targeted venture capital firms for potential equity partnerships in Chinese and American markets. Show less

Marketing Intern

• Jun 2013 - Sep 2013

• Designed the Admissionado overseas internship program with the budget in excess of 2 million RMB. Surveyed local overseas internship programs including position responsibilities, location, and cost, to advise the CEO on how to structure our program. • Developed online promotion for brands and lectures, increasing registrations by 300% . • Served as Campus ambassador of Admissionado to sell more than 30,000 RMB packages through universities. • Led 8 interns through varying assignments depending on their respective capabilities. Compiled and analyzed survey results and other marketing information including speaker performance ratings, Q&A response data, and registrant information into actionable reports for the marketing manager. • Designed the Admissionado and Citi bank future business leader fellowship program. Show less