• Investment Management: Reported directly to Chairperson on 22MM deals to deliver unique solar desalination solution in the GCC Countries (The Gulf Cooperation Council) to ensure availability and sustainable management of water and sanitation toward UN SDG #6. • Client Service: Collaborated with various entities and multi-stakeholders on organizational research, legal agreement, to closing on the Build-Operate-Transfer Model that generated win-win at significant valuations. • Due Diligence: Assessed 50 mid-size healthcare companies’ desirability, value, financial stability and performance for impact investing projects before committing capital.

• Business Development: Worked closely with executive management on business development initiatives and promotional strategies. Led a team of associates to bring the latest scoops, insights and analysis on remarkable equities to 20,000 global subscribers primarily in the high-tech sector, resulting in 200% boost in active readership.• Publication: Published exclusive, easy-to-read financial news utilizing WordPress. Piece “What is Pushing China’s 5G Technology to Develop so Rapidly” garnered significant attention and opened worldwide discussion.

• Client Engagement: Facilitated Apple Inc.’s vendor (a high-end printing company)’s digital transformation through enabling capability, integration, and in-depth market segment analysis, drove client performance by 5%. • Interpretation: Translated key documents for internal use at McKinsey & Company’s Client Capabilities Network from Mandarin Chinese to English.“The mind is wondrous. It starts working the second you’re born, and it doesn’t stop till you get a case question.” — Case In Point

• Client-specific Financial Management: Provided personalized financial planning through insurance and investment solutions. Including: Asset and Income Protection, Education Funding, Retirement Planning, Business Planning, Employee and Executive Benefits, Investment Advisory Services, Fee-Based Financial Planning, Estate Planning, Trust Services, and Private Client Services.

• Growth Marketing Initiative: Validated > 500 meeting attendees’ corporate emails in a team of 5 to solidify invitation list in < 3h using Find That Lead Software, resulting in operational efficiency of 8%+. Finalized content collateral including landing pages, newsletters, blog posts, engagement emails for publication, increased month-to-month traffic on beta web by 10%.• Operational Optimization: Engineered process improvement method for a 700+ mentor page (investors, corporate executives, startup founders and other thought leaders) to create the optimized index for the Business Development team.• Content Maintenance: Updated the firm’s program calendars, event agendas, and priorities using Excel and Google Sheet.Brand Image | Growth Strategy | Channel Development | Process Flow

• Multi-Stakeholder Project Management: Advocated for Tencent’s first Artificial Intelligence Go Program to the States Council through collaborating with the Ministry of Information Technology to facilitate public-private dialogues, performance gained compliments from the Chinese premier.• Financial Analysis: Performed 10-K analysis quantified $150M in revenue. Assessed FY 16’ financial reports for investor relations.

• Cross-Functional Competency: Led high impact IBM BAO Program’s virtual and physical projects. Organized IBM Beijing’s Annual Financial Forum to onboard > 200 targeted B2B accounts, generated $5K+ in profit per client.• Market Assessment: Conducted sales forecast, go-to-market strategy, customer journey based on CRM framework.• Database Maintenance: Built regression model, correlational analysis, sales scorecards, bilingual reports, and maintained ERP customer databases using Excel, SQL and Tableau across different verticals.

• Fundraising: Increased annual membership by 20% and local business sponsorship by 31% for a 2000-person club. • Multi-Cultural Team Engagement: Hosted the 45th Annual Chinese Lunar New Year Gala (audience 600+) bilingually and performed live on stage. Planned event logistics in a team of 6 to manage 12 different acts for a 2-hour show, event featured as UW Newsletter Cover Story.

• Event Planning: Translated for VP Marketing of Adobe on Digital Marketing Partner Day (audience 1000+). Arranged VIP speakers for interviews & press report. Planned transportation for meeting attendees at (700+) at Shanghai Oracle Open World.

• Database: Managed university IBUS credit system database with 300+ participants.• Research: Compiled comprehensive reports to Ph.D. researchers.

• Interpretation: Translated for delegates, ambassadors, and city councils at U.S. - China City Level Economic Cooperation.

• Global Education: Designed and taught Chinese paper-cutting classes for children age 6 - 12 at Schmitz Park Elementary School.