Catherine Wang Email & Phone Number

Saint Louis, Missouri

• Completed new account applications and closed accounts for a variety of account types.• Communicated effectively with clients via emails and phones to complete customer maintenance requests, such as fund requests, stock transfer requests, data changes requirements on different platforms (Related systems: AP admin, Moxie, CRI, One Source and Single Point).• Verified all the submitted materials in detail, such as W-8BEN forms, Visa status, and then uploaded to ECM system on daily basis.• Cooporated with branches and Wire Out Department to disclose Regulation E to the customers based on Federal Reserve regulations before completing international wire transfer requests for domestic accounts.

Greater New York City Area

• Answered business phones and participated in the clients’ earnings calls and recorded to detailed transcripts, publishing financial results press releases.• Created and published earnings call alerts, prize press releases and pitch letters for clients.• Managed investors’ database, used Salesforce to produce reports regularly, and showed the presentation to the senior manager.• Paid close attention to financial market to locate potential investors; fully understood clients' businesses and sent newsletters to their investors timely through Constant Contact, maintaining clients’ investor relations.

Hong Kong

• Designed and promoted FEP (Future Elite Program) – an international internship program for clients.• Provided internship opportunities for students on campus; led the team to achieve marketing and sales aims; recruited ninety students and maintained almost 100,000 RMB profit to this date.• Coordinated strategic partners such as AXA, UBS, Sunlife (Canada), Prudential, and AIA.

Jinan, Shandong, China

• Took part in the internal training program on loans; assisted in checking the applicant’s eligibility for a loan.• Visited clients door-to-door with the line manager, presenting financial programs to clients.

Shanghai City, China

• Served as the team leader of fifteen members and promoted the IEP (International Elite Program) on campus.• Developed a successful marketing strategy which led the team to drive brand awareness and increased the sales through online promotion.• Obtained the best sales record of all time in China; team was awarded 9000 RMB as a bonus.

Hong Kong

• Finished the training program on the company’s daily operation, core business, and the corporation culture.• Led a team of six members; finished the launch planning of a new product, which received great appreciation from the CEO.• Attended training sessions given by the professional financial team; acquired practical knowledge on financial management.

Beijing City, China

• Reviewed more than one thousand notarial certificates to ensure the accuracy of important information.• Participated in the Initial Public Offering of Huida Sanitary and Bathroom Ware Company; summarized more than thirty files of the enterprise’s historic evolution.

Hong Kong

• Learned in-depth information regarding the simulation of gold trading software, such as the candlestick chart.• Predicted future trends by analyzing candlestick charts and auxiliary lines, and made investment proposals to the senior manager.• Participated in a Gold Investment Competition and won 2,000 HKD succeeding a successful few weeks of simulated trading with Meta Trader 4 (virtual account, initial capital 2,000 HKD).

Master’S Degree, Ms In Investor Relations

Bachelor’S Degree, Finance, Accounting And Management

Activities and Societies: Chairman of the UNNC NVN Club; Director of the Public Relations Department in Explores Association