Graduated from a top 10 U.S. business school with extensive experience in quantitative research for Wall Street investment banks and domestic commercial banks. Demonstrates strong analytical skills in financial markets and economic environments, excelling in market analysis and industry research. Knowledgeable in financial regulations and policies in both China and the United States, particularly within the GBA.
Proficient in Cantonese, English, and Mandarin, with four years of overseas study experience. Demonstrates a strong understanding of language habits and cultural nuances, facilitating effective collaboration with diverse teams across the GBA and international markets.
Expert in corporate business operation models with extensive knowledge of credit products and processes. Skilled in financial financing tools including PPN, ABN, ABS, and various loan types. Demonstrates strong credit risk analysis capabilities, delivering efficient credit solutions to enterprises. Proven ability to enhance financial strategies and support business growth through tailored financing options.
Overview
4
4
years of professional experience
Work History
Senior Corporate Account Manager
Guangdong Shunde Rural Commercial Bank.
Guangzhou
06.2023 - Current
Directed engagement efforts for 40+ enterprise clients, focusing on resource development and relationship management. Achieved growth by onboarding five new clients, each valued at over $10 billion within two years.
Crafted innovative marketing strategies, merging traditional credit with investment, and financing solutions. Spearheaded the development of three non-standard businesses, surpassing 2 billion in scale.
Executed registration and fundraising for three SCP bonds worth over 1.5 billion. Help banks lead underwriting activities as joint lead underwriters.
Develop and utilize financial management funds through trust plans to assist enterprises in completing fundraising efforts, generating over 12 million in intermediary income for the bank.
Directed the development of cross-border supply chain products aimed at traditional domestic products and international trade scenarios, crafting an innovative trade chain linking overseas enterprises to export-oriented enterprises, combined with the secondary forfaiting market and bank acceptance, yielding over 7 million yuan in profits for three foreign trade enterprise customers.
Co&Founder
Fleninge,LLC.
Bloomington
08.2021 - 08.2022
Launched cross-border business initiatives in European and American markets, growing from zero to operational status. Conducted thorough analyses of industry reports and competitive products to identify growth potential.
Designed unique operation strategies for Etsy and Facebook across multiple channels. Generated about 20,000 US dollars in monthly sales during initial establishment phase. Established local logistics channels to improve distribution capabilities.
Crafted a comprehensive supply chain efficiency plan emphasizing cost reduction and time savings. Integrated domestic customs regulations into operational strategies for enhanced compliance.
Enhanced monthly activity by over 3,000 and boosted conversion rate by 5%, validating effectiveness of data-driven growth
Summer Intern, Bond Investment and Risk Management at Shanghai Rural Commercial Bank, Financial MarketsSummer Intern, Bond Investment and Risk Management at Shanghai Rural Commercial Bank, Financial Markets