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Cleo Wang

Cleo Wang

Intern at Department of Individual Clients , CITIC Securities Co., Ltd., China

Followers of Cleo Wang567 followers
location of Cleo WangNew York, New York, United States

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  • Timeline

  • About me

    Cyber & Tech Risk Consultant at CohnReznick LLP

  • Education

    • Columbia University in the City of New York

      2021 - 2022
      Master’s Degree Enterprise Risk Management 4.00/4.00

      Activities and Societies: Member of BCO, CUCSSA • Arranged and led monthly career activities such as job fair, career forum, and networking salon to improve students' competitive edge and to explore advanced career information; total of 156 students participated• Coordinated "100th Anniversary of Dewey Memorial Activities" to provide opportunities for more students to explore Dewey's philosophy and discuss Dewey's influence on China academically

    • Zhejiang University of Finance & Economics

      2016 - 2020
      Bachelor's degree Credit Management 3.83/4.00

      Activities and Societies: Youth League Committee and Student Union Office, School of Finance - Deputy Director • Organized a variety of activities such as "Star of School of Finance" and Community Communication Seminar. More than 800 people participated in the graduate party• Promoted cross-departmental communication by setting up monthly conference for members to discuss work experience in different student unions, and took charge of two sessions of student union networking activities• Initiated and led weekly meeting of the Student Union to communicate work progress to enhance departmental… Show more • Organized a variety of activities such as "Star of School of Finance" and Community Communication Seminar. More than 800 people participated in the graduate party• Promoted cross-departmental communication by setting up monthly conference for members to discuss work experience in different student unions, and took charge of two sessions of student union networking activities• Initiated and led weekly meeting of the Student Union to communicate work progress to enhance departmental coordination and departmental collaboration Show less

  • Experience

    • CITIC Securities Company Limited

      Aug 2019 - Nov 2019
      Intern at Department of Individual Clients , CITIC Securities Co., Ltd., China

      • Promoted branch to achieve 22.72 million Yuan new transactions per product per day by improving Excel data template, making progress bars, updating product sales progress, and visualizing sales• Initiated, wrote, and edited company's daily and monthly performance statistical reports and compared sales gaps of nearly 50 fund products to disclose sales performance of 69 sales departments• Tracked employee’s performance in the internal system and sorted data of opening and canceling accounts of 69 sales by Excel to help the company to achieve the goal of market share and customer maintenance Show less

    • Caitong Securities Ltd

      Mar 2020 - Apr 2020
      Research Intern

      • Created Financial Development Proposal for a county in Zhejiang Province by conducting field research; the proposal combined rich features of local overseas Chinese funds and was now adopted by the local government• Collaborated with team to conduct Financial Institution Reform Report for Zhejiang by composing financial industry reform policy recommendations; the policy was implemented in Zhejiang Province• Created weekly macroeconomic environment research report by using Wind and iFind to track data, Excel to sort and summarize the data of the macro-financial environment, and information on the capital market dynamics Show less

    • CITIC Securities Company Limited

      Jul 2020 - Jan 2021
      Investment Banking Intern

      • Collaborated with team to compose 4 company estimation reports, 3 industrial analysis reports, and several response letters to SEC in the IPO process of companies for non-ferrous metals, and semiconductors• Reviewed 4 corporations’ financial situation by conducting on-site due diligence, collecting accounting drafts, and verifying financial reports• Cooperated with team in formulating 1 non-public issuance plan for client company by collecting market data from Wind, Bloomberg, and iFind, comparing companies in the same industry, and analyzing regulations Show less

    • Columbia University in the City of New York

      Jan 2022 - May 2022
      Teaching Assistant

      Teaching Assistant of graduate-level course: Value-Based ERM

    • CohnReznick LLP

      Jul 2022 - now

      • Sr Consultant

        Aug 2024 - now

      • Consultant

        Jul 2022 - Aug 2024

    • Columbia University

      Jan 2023 - now
      Associate Lecturer

      A part-time teaching associate at Columbia, assisting and teaching IT and privacy risk management-related courses.

  • Licenses & Certifications

    • Certified Information Privacy Professional - United States (CIPP/US)

      IAPP - International Association of Privacy Professionals
      Apr 2023
      View certificate certificate

  • Volunteer Experience

    • Member

      Issued by Columbia University Chinese Students and Scholars Association on Sept 2021
      Columbia University Chinese Students and Scholars AssociationAssociated with Cleo Wang

    • Youth League Committee and Student Union Office, Deputy Director

      Issued by Zhejiang University of Finance & Economics on Sept 2017
      Zhejiang University of Finance & EconomicsAssociated with Cleo Wang

    • Volunteer

      Issued by The 13th National Student Sports Games Swimming Division on Aug 2017
      The 13th National Student Sports Games Swimming DivisionAssociated with Cleo Wang