Highlights:Eight years’ experience in driving financial efficiency changes in organizations including three years in a senior role in financial planning and sales team supporting.Youngest Executive manager in former company's history.

Skills:Excel, Budget, Quantitative, Customer Relationship, financial analysis, data, process improvement, consulting, compensation, marketing, research

Goal:Seeking opportunities to transfer analytic skills and financial management experiences to a finance/strategy position.

Certification:Certified Financial Planner

Honor:2015 UC Davis International Student Community Engagement Award 2009-2012 China Merchants Bank The top 10 employees of 2008 Best Account Manager Management Pace-setter Marketing Pace-setter

Business Mentor 05/2014 - 12/2014
National Science Foundation “Innovation-CORPS” Campaign, Davis, CA United States
Industry: Biotech
Created commercialization strategy for bio-tech start-up & competed in NSF”I-Corp” program
--
Strategy Consultant 09/2014 - 03/2015
UC Davis Health System Med Zone, Davis, CA United States
Industry: Healthcare
Initiated academic industry partnership strategy in regenerative medicine
--
Summer Strategy Analyst 07/2014 - 09/2014
China Merchants Bank New York, New York City, New York United States
Industry: Banking
Identified global “high net worth” customer development strategy incorporated with Product Development, Investment, Compliance and Asset Securitization
--
Associate Director of Business Development Department 09/2013 - 08/2015
Industrial Bank, Guangzhou, Guangdong China
Industry: Banking
• Monitored products including deposits, business/individual loans, mortgage, and mutual fund sales, generated regional sales (covering 70 branches) to rank top 5 out of 50 nationally • Led a financial analyst team conducting projects covering FP&A, pricing, sales team compensation, ABS accounting system transferring and strategic development • Led a premier customer manager team, managing customer AUM over $50 billion (top 3 nationwide) • Conducted consulting projects improving financial efficiency for cross industries institutions
--
Associate Branch Manager 07/2005 - 07/2011
China Merchants Bank, Guangzhou, Guangdong China
Industry: Banking
• Managed sales team generating an annual profit increase to rank in top 3 of 40 branches • Monitored day to day branch operation, optimized branch teller service process and improved efficiency by 35%. • Conducted 20+ financial consulting projects for companies including three fortune 500 institutions.
Associate Branch Manager July 2009- July 2011 • Managed sales team generating an annual profit increase to rank in top 3 of 40 branches • Monitored day to day branch operation, optimized branch teller service process and improved efficiency by 35%. • Conducted 20+ financial consulting projects for companies including three fortune 500 institutions. Director of Marketing May 2008- June 2009 • Remained ranked among the top 3 and top 5 in the Deposit and Credit loan business VIP Financial Consultant July 2005- March 2007 • Prepared financial advice for VIP customers, trained in “CMB’s Tomorrow” program (private banking and wealth management training) in Singapore--

Changsha University of Science & Technology 09/2001 - 07/2005
Changsha, Hunan, China
Degree: Bachelor's Degree
Major:English Literature
Professor Scholarship

Resume