Dawn Wang Email & Phone Number

Hong Kong

Beijing, China

● Conduct equity research, industry research, management interviews, and site visits; analyze information obtained from various channels, develop and analyze complex financial models and perform financial analyses (historical performance review, financial forecast and free cash flow analysis).● Review and analyze valuation reports issued by others to assist audit teams on projects associated with fair value measurements.● Appraise company or asset values using the income approach, market approach, or asset-based approach for transactions, financial reporting, or tax purposes.● Work closely with clients, targets, and other professionals in the financial due diligence, legal, tax, and valuation fields.

Baltimore, Maryland, United States

● Cover international security lending transactions from JPMorgan Chase and Goldman Sachs with MS to ensure all contracts, borrowing brokers, and on-loan securities are fully collateralized to avoid Company fund exposure and preserve Company’s financial/reputational risk, monitoring over 200 daily transactions exceeding $50mm on average● Working closely with other teams to ensure settlement of loan and return activity, carrying out internal cash movements, and reconciling to the custodian banks’ final figures in a timely manner at the close of business each day● Communicating with clients, custodian banks, and borrowing brokers to mitigate exposure, researching position breaks with custodians and contract breaks with borrowers and resolve issues in a timely manner● Responsible for generating daily EOD Cash and Non-cash exposure report, prepay projections report and same-day report

Rockville, Md

● Leading the QFA-China Project to expend the company into a global brand● Supporting data analysis for any merger and acquisition project● Produce an income statement for small privately held residential property● Stock research and other projects using Bloomberg● Potential financial advisory projects utilizing MatLab

● Collaborated with other interns to construct a comprehensive valuation model for a recent M&A deal ● Supported Managing Director regarding LBO signed deal including valuation, debt and equity structure analysis ● Participating in company training program including valuation (comparable, DCF), M&A, LBOs, presentations and soft skills

Beijing, China

● Assisted the investment manager to generate valuation models (DCF, EBITDA multiples), presentation materials and give suggestions on the structure of the presentation ● Researched over 100 aviation schools, 100 private high schools and over 50 art schools, and assessed their investment opportunities ● Organized travel and conferences for executives

Beijing, China

● Assisted investment manager with the examination of two large collateralized loan contracts, communicated with the borrowers and assisted with the completion of loan forms

Two Perimeter Park S. Suite 310E, Birmingham, Al 35243

Registered RepresentativeGrandView Financial Group, LLC. is a full-service financial firm dedicated to helping our clients build wealth and protect their hard-earned assets.We recommend only those products and services that can be tailored to suit our clients' unique needs.Our firm is here for you, ready to offer ongoing financial experience & knowledge whenever you need it, whether or not you are ready to invest.Grandview Financial Group's mission is to help Businesses and Families pursue all their dreams and financial goals while passing on their true wealth of values, intellect, work ethic and faith to the generations that follow.Passing on Money with MeaningSecurities offered through Cetera Advisors LLC, member FINRA/SIPC. Grandview Financial Group is independent of Cetera.

● Advised equity investment ideas to portfolio managers of $1.6 million in total assets ● Wrote three investment proposals including industry analysis, fundamental analysis, and technical analysis ● Recommended the purchases of three securities, achieved 30% return over a five-month period

Master Of Science - Ms, Finance

Bachelor'S Degree, Double Major In Economics And Finance

Activities and Societies: CSSA

Education record