Investment Banking Senior Associate

• Jul 2020 - Present

Investment Banking Intern

• Dec 2019 - Jan 2020

Audit Intern

• Jul 2019 - Aug 2019

Teaching Assistant

• Feb 2019 - May 2019

Vice President of External Affairs

• Jan 2019 - May 2019

• Coordinating with the student government and other clubs to prepare the semi-annual Networking Luncheon event.• Instructing and monitoring 10 Executive Board members on the process of firm outreaching and student registration.• Communicating and maintaining contact with campus recruiters and professionals attending the Networking Luncheon.• Promoting the Networking Luncheon online and offline to attract students participate in the event.

Treasurer

• Jun 2018 - Dec 2018

• Collaborate with 10 Executive Board members to plan for club events and allocate appropriate budget on them.• Collect receipts during club events and prepare payment request vouchers for reimbursement purposes.• Instruct the Assistant Treasurer to prepare weekly treasury reports and send them to Executive Board members.

Assistant Treasurer

• Jan 2018 - May 2018

Accounting Intern

• Feb 2019 - Apr 2019

• Organized data from over 5 clients’ multiple 1099 Forms and importing them into UltraTax software on a daily basis. • Analyzed more than 5 client interview information and preparing workpapers on a daily basis. • Prepared individual tax return by inputting workpaper results into UltraTax software. • Organized data from over 5 clients’ multiple 1099 Forms and importing them into UltraTax software on a daily basis. • Analyzed more than 5 client interview information and preparing workpapers on a daily basis. • Prepared individual tax return by inputting workpaper results into UltraTax software.

Accounts Payable Intern

• Feb 2018 - Dec 2018

• Processed purchase orders and check requests submitted by 17 service sites and programs on a daily basis. • Reconciled bank statements on a monthly basis and assisted in the execution of other month-end closing procedures. • Researched and resolved vendor bill issues or discrepancies. • Processed purchase orders and check requests submitted by 17 service sites and programs on a daily basis. • Reconciled bank statements on a monthly basis and assisted in the execution of other month-end closing procedures. • Researched and resolved vendor bill issues or discrepancies.

Finance Intern

• Oct 2017 - Dec 2017

• Researched on online payment methods and Automated Clearing House (ACH) services in more than 50 national and local banks, credit unions and savings and loan associations. • Contacted more than 30 financial institutions to consult details about the services they provide for nonprofit organizations. • Prepared worksheet to summarize services in different financial institutions and compare them based on the organization’s need. • Researched on online payment methods and Automated Clearing House (ACH) services in more than 50 national and local banks, credit unions and savings and loan associations. • Contacted more than 30 financial institutions to consult details about the services they provide for nonprofit organizations. • Prepared worksheet to summarize services in different financial institutions and compare them based on the organization’s need.

Student Intern

• Jan 2016 - Feb 2016

• Took 3-5 workshops held by Prudential professionals to learn about investment strategies, financial planning, marketing strategies, proposal writing skills and business etiquette. • Conducted research in comparing the difference in insurance industries between Mainland China and Hong Kong, and created a business report and a presentation based on our research results. • Conducted case study and analysis with the help of mentors from Prudential. • Took 3-5 workshops held by Prudential professionals to learn about investment strategies, financial planning, marketing strategies, proposal writing skills and business etiquette. • Conducted research in comparing the difference in insurance industries between Mainland China and Hong Kong, and created a business report and a presentation based on our research results. • Conducted case study and analysis with the help of mentors from Prudential.