Experience

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  Industrial and commercial bank of china, new york

  Aug 2009 - Sept 2009

  Summer intern

  • Boosted sales of new financial products by assisting with prospective client outreach.• Provided investment consultation and plans for existing customers.

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  Hsbc

  Jul 2010 - Aug 2010

  Assistant customer relations manager

  • Assisted personal banking services, including opening accounts, document checking, etc.• Verified and replied inquiries on Bank Acceptance issued• Assisted collateral checking, sealing, bookkeeping and stocking• Provided investment consultation and made investment plan for customers

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  Chemchina finance co.

  Jun 2012 - Jul 2012

  Financial analyst - intern

  • Built financial models to analyze company projects and potential transactions. • Conducted industry research and collaborated with team to execute financing and merger transactions and to facilitate negotiation for capital financing.

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  Kcal insurance agency

  Dec 2012 - Sept 2013

  Marketing analyst

  • Assisted in the FP&A responsibilities • Prepared comparative analyses on health insurance plans, Obamacare, and existing customer base, gaining new group health insurance clients and increasing pipeline of potential clients. • Developed “how to” template for new employees, resulting in improved proposals and comparison reports.

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  Financial training inc.

  Dec 2013 - Apr 2020

  Market research analyst

  • Research, analyze, and report data on the financial services industry, including the preparation of forecasts and analysis of trends of the market, compensation systems, and potential opportunities.• Consolidate monthly forecast, budget/cost variances analysis to executive leadership and produce the monthly financial update presentation for the CEO. • Tracked associates’ monthly performance and reported findings to the president, resulting in a 50% increase in revenue within 2 years. • Ad hoc analysis as needed. Show less

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  Pnc

  Apr 2020 - now

  Market risk management