Allie Lin Email & Phone Number

Shanghai, China

Shanghai

• Prepare earnings materials including results announcement, annual and interim report (chairman’s statement, management discussion and analysis, ESG), roadshow PPT, company introduction, press release, proforma investor.
• Communicate with capital markets (research analysts and investors) about company performance and strategy through organizing and participating earnings meetings, conference calls, roadshows, investment conferences and.
• Took full charge of board secretary work for 6 months and hence have a good sense of information disclosure and board related work;
• Follow and collect industry dynamics, trends, peer performance and related macro environment news and information for the management team;
• Develop and maintain the company’s investor database, company website and wechat subscription account;
• Participate in 2 refinancing projects;

Paris La Défense, Île-de-France, France

• Project management: worked as the Project Leader to understand the needs of the Private Banking Department in cryptocurrency and lead the project team in researches, in-depth interviews, problem structuring and provide.
• A solid training in wealth management: strategy, customer management, marketing, performance evaluation

Shanghai City, China

• Project management: 1. Call-center operational efficiency optimization project: visited 6 branches to conduct in-depth interviews with Excom members, employees and external partners in branch business operations, cost.
• Business support: prepared business analysis and industry research reports and understood company operations to facilitate the decision-making of the Chairman
• Relationship management: managed relationships with regulators, Board Directors and the shareholder
• Branch management: managed and coordinated working programs with 27 provincial branches (at the branch Excom level), including HQ projects and strategy communication, cost management, business analysis. Responsible for.
• Board Secretary Office:1. Led 2 people to organize work related to the Board of Directors and its investment and legal & compliance committees: agendas, materials, minutes, follow-ups, information disclosure; familiar.

Shanghai City, China

1. Facilitated business communication between the CEO and departments by providing interpretations2. Organized team building activities and contributed to knowledge management by developing a weekly sharing initiative

Master'S Degree, Financial Regulation And Risk Management

Master'S Degree, Simultaneous Interpretation

Master'S Degree, Simultaneous Interpretation