• Project owner of two Fintech projects (a stock exchange client and a sovereign wealth fund client) , leading the team to translate business strategy into product strategy through in-depth communication with clients, including requirement analysis and preparation of proposal, contract agreements, functional specifications, etc.• Executing product strategy and driving action throughout the organization to get products to clients, overseeing the production team and testing team, confirming project millstones are met on time • Managing all aspects of in-life products, including customer feedback, requirements, and issues

• Supported the President and the Director of Investment in terms of initial assessment, industry research analysis, meeting coordination (with target's management team, financial advisors, potential sponsors and cornerstone investors, etc.), preparation and negotiation of LOIs and MOUs, valuation analysis, internal & external investor presentation, andinitial on-site due diligence regarding various domestic and international deals• Mentioned deals including: Luxury brand hotel, Kuala Lumpur, Malaysia, deal size $100M, Nasdaq-listed fund management firm, CA, U.S., deal size $195M, Boutique pharmaceutical investment bank, New York City, U.S., deal size $80M, Electronic long-haul truck company, UT, U.S., deal size $20M/Round B $110M, Hybrid electric fleet solutions company, MT, U.S., deal size $22M, Licensed asset management firm, Hong Kong, deal size $0.5M, etc.• Performed post-investment analysis and management in support of the President, including financial statements analysis, valuation and exit strategy analysis, of the group’s overseas projects (Skiing & Golfing resort group, Japan, securities brokerage firm, Japan, and Kosdaq-listed media group, South Korea)

• Supported the CEO in preparation of the materials regarding the company’s IPO registration at the Toronto Stock Exchange, including drafting the company's business plan, examining the financial statements, researching the market and target audiences, assessing risks and competition within such market• Assisted the CEO in terms of meeting coordination with clients and various third parties such as advisers and bank representatives, document preparation, meeting minutes, customer relationship maintenance, etc.• Collaborated with the company’s other departments on different projects such as the Customer Experience Camp project and exhibited excellent performanceKey Achievements:- Increased the efficiency of market research and risk/competition assessment by 50%- Maintained professional coordination with management team, 3rd party advisors, bank reps, etc.

• Supported VPs and associates with day to day operations such as providing both domestic and foreign financial services to corporate clients, as well as delivering crediting, depositing, and foreign exchange services to private clients • Vastly enhanced communication skills based on the rotational nature of the internship; communicated effectively with associates in various departments within a limited span of time• Developed excellent problem solving skills along with the ability to quickly adapt to unknown concepts and to grasp any new knowledge came across during the internship • Familiar with the Credit Rating System, BANCS system and Branch General Ledger System Key Achievements: - Decreased the hours of month-end inventory reconciliation by 50% - Tutored fellow associates on Certification of China Banking Professionals (CCBP) and CFA exam preparation, resulting in a 30% increase in their efficiency

• Collaborated with a team of 7 account managers in the process of marketing and providing financial services to customers, discovering new clientele, and attracting new clients • Conducted opening of new accounts for important clients, issuing drafts and money orders, and providing complex financial crediting services with dollar amounts above $100,000, with 100% accuracy • Familiar with the Credit Rating System, Microsoft SQL server and Microsoft Transaction Server • Extended duration of the internship based on demonstration of high initiative, strong team work ability, excellent communication skills and dedication to the work accomplished Key Achievements: - Improved efficiency of financial transactions by 20% through assisting all account managers at the same time- Increased communicational efficiency between the client relationship department and other departments by 35%