• Constructed financial portfolio and performed risk analysis for various clients; optimized asset allocation strategies • Identified risk and reward parameters for clients and prepared financial planning presentations for 15 clients • Developed outreach strategies and optimized client relationship management approach; engaged 5 new clients

• Processed data using pivot tables and VLOOKUP function by extracting financial information from Walmart's 10-k statements and utilized various methods, including market-to-book ratio, price-to-earnings ratio, and comparison with competitors such as Target and Costco to evaluate potential growth of Walmart• Succeed in building up DCF model and sensitivity analysis according to different terminal growth rate and WACC, collaborated and guided group member to achieve scenarios analysis based on best case, base case and worst case

• Investigated WORKDAY (NASDAQ:WDAY) business model by analyzing financial data gained from Bloomberg Terminal.• Assessed company’s revenue sustainability and stock price by using EV/EBIT and PEG ratio methods, led teams to wrote ESG analysis and risk assessment portions.• Succeeded in founding DCF model to calculate target price of WORKDAY (NASDAQ:WDAY) with group members moved into final competition and won finalist

• Educated over 200 customers on investment strategies for portfolio optimization and trading ETFs, stocks, and bonds• Pitched asset management services to 100 customers on a weekly basis and crafted presentation decks to support the sales team• Studied over 25 industry reports and white papers to understand customer segmentation and industry trends

• Extraced large data sets at websites, generated excel pivot tables to reach distribution of unit price orders • Analyzed top ten trending best-selling products and completed financial budgeting and forecasts• Collaborated with team members to build Tableau data visualization regarding electrical products companies’ market shares

• Enhanced decision-making process for Tongwei Co. Ltd.'s business development team by conducting case study and analysis; evaluated most pertinent information from twelve reports about photovoltaic industry• Examined business model, revenue patterns, and operations of Hesheng Silicon Industry Co., Ltd., as well as five other photovoltaic companies and analyzed effectiveness through utilization of excel modeling skills• Developed data visualization and infographic tools for client presentation and compiled National Equities Exchange and Quotations (NEEQ) aimed at establishing specific rules for initial public offerings (IPOs), mergers and acquisitions (M&A), private placements, and corporate restructuring

• Conducted due diligence on 50 personal and business credit reports; identified key factors for risk management • Analyzed financial and credit performance to assist in the credit approval process; elevated efficiency by 20%