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Frank Liu

Frank Liu

Internship

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location of Frank LiuHouston, Texas, United States

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  • Timeline

  • About me

    Fund Manager at GPI

  • Education

    • Shanghai Pinghe School

      2007 - 2010
      International Baccalaureate® High School

    • Columbia University in the City of New York

      2014 - 2015
      Master of Arts (M.A.) Statistics 3.8/4.0

      Coursework: Advanced Data Analysis, Data Mining, Linear Regression, Statistical Method in Finance, Mathematical Method in Finance, Probability and Statistical Inference, Theory of Interest, Actuarial Method

    • University of Washington

      2010 - 2014
      Bachelor of Arts (B.A.) Mathematics and Economics

      Coursework: Public Finance, Advanced Multivariable Calculus, Matrix Algebra, Probability, Advanced Microeconomics, International Trade, Accounting& Financial ReportingHonor: Dean's List

  • Experience

    • PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD

      Jul 2011 - Aug 2011
      Internship

      • Evaluated performance for General Agency Offices by organizing company staff datasets and analyzing metrics such as labor attrition rate and premium and collaborated with managers to set monthly goals• Created and managed a database of company related news through web search and newspapers• Developed strategic marketing plan for VIP customers and participated in a special gift campaign targeting 300,000 plus VIP clients

    • PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD

      Jul 2013 - Sept 2013
      Internship

      • Analyzed historical sales data with regression analysis and recommended changes. The recommended changes resulted in a 16% sales improvement• Tracked and reported sales activities on a daily basis and preprocessed the raw data for further analysis• Coordinated morning meetings and summarized meeting contents and takeaways for management

    • New York Life Insurance Company

      Aug 2015 - Sept 2015
      Internship

      • Ran predictive analysis of monthly insurance sales based on both current and historical sales record and recommended monthly goals for each general office• Obtained the difference between expected sales and actual sales to notify and motivate general managers• Evaluated and fine-tuned marketing strategies for each general office with on-going sales performance in order to help them to achieve monthly insurance sales goals• Analyzed and programmed 5,000 agent sales data to rate and set up agents’ level Show less

    • New York Life Insurance Company

      May 2016 - Oct 2018
      Data Analyst

    • GPI

      Feb 2020 - now
      Real Estate Private Equity Fund Manager

  • Licenses & Certifications

    • SAS Certified Base Programmer for SAS 9

      SAS
      Feb 2016

    • Level II of the CFA Program

      CFA Institute
      Aug 2019

  • Honors & Awards

    • Awarded to Frank Liu
      Dean's List - Spring 2012, Winter 2013 and Spring 2013

  • Volunteer Experience

    • Volunteer

      Issued by EarthCorps on Feb 2013
      EarthCorpsAssociated with Frank Liu

    • Volunteer

      Issued by University District Food Bank on Mar 2014
      University District Food BankAssociated with Frank Liu