•Developing marketing plan to spread out the expertise of Prism.•Attracting A solid group of advocates who are committed to PHNTZ and Prism's mission, Storytellers to support policy requests, and advocates to make legislative visits and take immediate action when necessary.•Planning with mentorship development

• Manages 500 closed end funds complete end(suppliers)-to end(product) processes and co-responsible together with Work Team Leaders to coach cross-location teams• Improved data measurement and upgraded data supervision methods ensured standardized operation of processes in seven offices .Communicating with local data groups and process groups to ensure customer needs were met• Arrange on boarding training for process related topics, monitor training quality and risk, deliver opinions on new member’s probation review for two local teams• Managed together with Local Team Leader on analyst’s goal setting, title promotion and performance review. contribute suggestion on analyst’s competency development from process perspective for two teams

• Supervised and managed data of more than 500 closed-end funds in Morningstar Database. Collected financial data, and developed NAV adjustment and estimation• Built up data collection processes based on client data needs,together with working on enhancement of a data collection process. Helped to enhanced data accuracy to 98% with designed KPIs• Optimized data collection process using VBA, Python and SQL server. Key responsibilities included using Web Crawler system to create the Macro file to streamline automatic report generation• Selected as a member of Employee Experience Task Force team responsible to enhance employee working experience from multiple perspective, overall satisfaction rate was raised to 96% from 89%• Organized department monthly meetings, and improved employee satisfaction through analyzing results of Employee Pulse Survey and from daily feedback collection through initiated varies activities• Won department's quarterly outstanding employees twice and was awarded company's equity at 2020