Cherry Chen , Cfa Email & Phone Number

• Set up the whole company and gain the financial license from Securities Industry Association.(P1070363)
• Developed and implemented comprehensive business strategies and sales and marketing plans that complemented overall corporate operating plan.

• Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.

• Monitor investment performance and maximized performance by monitoring daily activities and mentoring team members.

• Set and deliver against short- and long-range goals to meet growth and profitability objectives.

• Fund investment strategy formulation and management

• Daily price inquiry, match and trade, focus on seeking price spread from different markets and trader dealers, gain profit from price asymmetry between OTC market, Exchange market and the interbank market.

• Daily fund position management, including borrow money for leverage fund and lending money for surplus position

• Maintained customer satisfaction with quick and professional handling of product returns.

• Developed campaigns and specific marketing strategies for clients.

Master Of Business Administration - Mba, Finance, General

Bachelor'S Degree, Finance, General