Neo D. Lee
Investment Banker at Huaxi Securities Co., Ltd. (SZSE: 002926)- Claim this Profile
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Chinese Native or bilingual proficiency
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English Professional working proficiency
Topline Score
Bio
Credentials
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Association of Chartered Certified Accountants Candidate
ACCA -
Bloomberg Market Concepts Certificate
Bloomberg -
Cambridge Business English Certificate
英国剑桥大学 -
Chartered Financial Analyst Candidate
CFA Institute -
China Certified Public Accountant (CICPA) Candidate
中国注册会计师协会 -
China Funds Qualification
中国证券投资基金业协会 -
China Securities Qualification
中国证券业协会 -
Driving License of the People's Republic of China
公安厅交通管理局 -
Microsoft Office Specialist Candidate
微软 -
UK Driving Licence Ⓛ
Driver and Vehicle Licensing Agency (DVLA)
Experience
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华西证券股份有限公司
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China
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Capital Markets
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1 - 100 Employee
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Investment Banker
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May 2021 - Present
To B: Helping institutions (government or enterprise) raise capital through equity or bonds. To C: Customize an investment portfolio for clients in order to preserve or increase wealth. To B: Helping institutions (government or enterprise) raise capital through equity or bonds. To C: Customize an investment portfolio for clients in order to preserve or increase wealth.
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UPS
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United States
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Truck Transportation
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700 & Above Employee
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Senior Financial Analyst
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Jan 2020 - Feb 2021
Asia Pacific Finance & Accounting Center, UPS (Global Business Service).Responsible for the reconciliation service of the Asia-Pacific headquarters of multinational giants (such as Microsoft, Apple, GE, etc.) and risk control related to their supply chains.ADID in UPS was: GVY3RQQ.
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Financial Analyst
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2019 - 2020
Asia Pacific Finance & Accounting Center, UPS (Global Business Service).Responsible for China ECN business's Financial service & Risk control related to logistics.
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Education
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Coventry University
BA (Bachelor of Arts), Accounting & Finance for International Business -
Oxford Brookes University
MSc (Master of Science), Applied Accounting -
Hefei University of Technology
HND (Higher National Diploma), Business & Accounting
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