Georgina Zhan, MBA

Georgina Zhan, MBA

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location of Georgina Zhan, MBANew York, New York, United States

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  • Timeline

  • About me

    Investment Banking at Morgan Stanley | MBA at NYU Stern School of Business | Passed CFA Level 3 in 2021 | ex-Swiss Re

  • Education

    • The Hong Kong Polytechnic University

      2013 - 2017
      Bachelor of Engineering (B.Eng.) Product Engineering with Marketing

      Scholarships: Scholarship of Department of Industrial and Systems EngineeringHKSAR Government Scholarship Fund Reaching Out Award Activities and societies:2013 International Festival Talent Show2013-2014 PolyU Hall Dance Team2014-2015 PolyU Orientation Programme for Non-Local Students2014-2015 Vice President of English Club2015 PolyU CAPS Banking and Finance Career Fair2016 International Exchange Programme

    • EPF Engineering School

      2016 - 2016
      Engineering Management International Exchange Programme
  • Experience

    • Swiss Re

      Jul 2017 - May 2022

      Building innovative solutions to shape the new insurance industry

      • Assistant Vice President, Senior Business Operations Analyst at iptiQ by Swiss Re

        Feb 2021 - May 2022
      • Assistant Vice President, Senior L&H Reinsurance Client Solutions Analyst

        Dec 2019 - Feb 2021
      • Associate, L&H Reinsurance Client Solutions Analyst

        Apr 2019 - Dec 2019
      • Swiss Re Graduate Associate

        Jul 2017 - Mar 2019
    • NYU Stern School of Business

      Sept 2022 - now
      MBA Candidate
    • Morgan Stanley

      Jun 2023 - Aug 2023
      Investment Banking Summer Associate
  • Licenses & Certifications

    • Passed CFA Level III (May 2021)

      CFA Institute
      May 2021
    • Series 79

      FINRA
      Jul 2024
    • Securities Industry Essentials (SIE)

      FINRA
      Apr 2024
  • Volunteer Experience

    • Project Organizer of Voluntary Language Service Programme

      Issued by The Hong Kong Polytechnic University on May 2014
      The Hong Kong Polytechnic UniversityAssociated with Georgina Zhan, MBA
    • Organizer & Volunteer for Navigating Ethic Minority Voluntary Service

      Issued by The Hong Kong Polytechnic University on Sept 2015
      The Hong Kong Polytechnic UniversityAssociated with Georgina Zhan, MBA