Experience

大童保险销售服务有限公司

• China
• Insurance
• 1 - 100 Employee

• 家庭风险管理顾问

  • Nov 2019 - Present

  家庭整体风险评估，财富管理 家庭整体风险评估，财富管理



Beijing HBS Laser Sicence & Technology Co., Ltd

• Beijing City, China

• Marketing Planner

  • Dec 2017 - Present



China Merchant Futures

• Beijing, China

• Financial Planning Intern

  • Aug 2015 - Aug 2015

  -Supported and assisted in financial product designs, sales and market research reports -Evaluated companies to determine bond rating -Researched and analyzed market volatility, and related government policies, for clients -Offered face-to-face client consultation regarding financial products -Supported and assisted in financial product designs, sales and market research reports -Evaluated companies to determine bond rating -Researched and analyzed market volatility, and related government policies, for clients -Offered face-to-face client consultation regarding financial products



Tianyu Cultural Group

• Beijing

• Marketing Researcher Intern

  • Jun 2015 - Jul 2015

  -Contacted and maintained liaison with museums in China and abroad -Helped manage social media and corporate websites, and helped set up exhibitions -Communicated directly with clients to research and solve client issues and address clients' concerns -Assisted in Business Development efforts including calling prospective clients and finding referrals -Contacted and maintained liaison with museums in China and abroad -Helped manage social media and corporate websites, and helped set up exhibitions -Communicated directly with clients to research and solve client issues and address clients' concerns -Assisted in Business Development efforts including calling prospective clients and finding referrals



Beijing Hengboshan Science & Technology Development Co.,Ltd.

• Greater Chicago Area

• Manager’s Assistant Internship

  • Sep 2014 - Sep 2014

  -Assisted communication between management and customers -Prepared products for presentation to customers -Translated and prepared legal documents for management and distributed them to the legal services department -Coordinated and finalized client meeting materials -Provided administrative support as needed -Assisted communication between management and customers -Prepared products for presentation to customers -Translated and prepared legal documents for management and distributed them to the legal services department -Coordinated and finalized client meeting materials -Provided administrative support as needed



Beijing Rilin Construction Group

• Beijing

• Student Researcher

  • Jun 2014 - Jun 2014

  -Performed market analysis on Chinese broadcasting in the LA area and on the U.S. broadcasting station acquisition process for the CEO -Issued a summary analysis concluding that the market was over-saturated and that it would be very difficult to be profitable in the short-term, persuading the CEO and his team to invest elsewhere -Performed market analysis on Chinese broadcasting in the LA area and on the U.S. broadcasting station acquisition process for the CEO -Issued a summary analysis concluding that the market was over-saturated and that it would be very difficult to be profitable in the short-term, persuading the CEO and his team to invest elsewhere



Kent State University

• United States
• Higher Education
• 700 & Above Employee

• Student Worker

  • Sep 2010 - Dec 2013



State Grid Corporation of China, Shangqiu Branch

• Shangqiu, Henan, China

• HR Management Assistant

  • May 2013 - Jul 2013

  -Supported and assisted in Division Talent Reviews -Conducted data collecting and organizing in support of office projects -Supported and assisted in Division Talent Reviews -Conducted data collecting and organizing in support of office projects



Yongcheng Electric Power Company

• Shangqiu, Henan, China

• Accounting Department Intern

  • Jul 2012 - Aug 2012

  -Audited office administration expenses -Assisted senior accountant prepare journal entries -Audited office administration expenses -Assisted senior accountant prepare journal entries



Chinese Student and Scholar Association, Kent State University

• Kent, Ohio

• Director of Financial Sector

  • Oct 2011 - Apr 2012

  Responsible for distribution of work and designing large of parties. Audited normal expense for CSSA. Responsible for distribution of work and designing large of parties. Audited normal expense for CSSA.



Tianyu Limited Corporation

• Shangqiu, Henan, China

• Financial Manager Assistant Intern

  • Jun 2010 - Aug 2010

  Responsible for reviewing and auditing original invoices. Responsible for journal entries on a monthly basis. Responsible for preparing monthly financial statements. Responsible for reviewing and auditing original invoices. Responsible for journal entries on a monthly basis. Responsible for preparing monthly financial statements.