Internship At Personal Wealth Management Departmtent
Current
Jan 2021 - Present
AeroLeads people directory · profile
Serena Shi Email & Phone Number
Internship at CICC
at
CICC
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Internship at CICC
Location
Irvine, California, United States
Company size
Who is Serena Shi? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Serena Shi is listed as Internship at CICC at CICC, a company with 2901 employees, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Serena Shi.
Serena Shi previously worked as Internship at Personal Wealth Management Departmtent at Cicc and Private Equity Investment Manager at Stonebridge Capital Partners. Serena Shi holds Master Of Finance, Finance, 3.65/4.00 from Uc Irvine.
Company email context
Email format at CICC
This section adds company-level context without repeating Serena Shi's masked contact details.
CICC
Review company-level records connected to Serena Shi before choosing the right outreach path.
Profile bio
About Serena Shi
Serena Shi serves as the Investment Manager at Stonebridge Capital Partners. Throughout her professional career in investment analysis and risk control, she has accomplished numerous solutions and successes for her business affiliations. She updated and improved the credit rating models that assessed strengths/weaknesses and finalized the internal capital model that resulted in First American Corporation maintaining a stable rating. She is an excellent analyst, identifying processes that result in successful maintenance and establishment of company grades and upgrades. She identifies portfolio risks, budget disparities, property investments, analyzes market information, competitor data, financial health and market trends so companies can successfully maintain their current grade or an upgrade. Serena utilizes an expert skill set which includes market research, data retrieve and process, and financial model knowledge. Serena holds a Bachelor of Science in Finance from University of Connecticut and a Master’s Degree in Finance from UC Irvine. Serena Shi is a Finance Professional with a background in financial analysis, market data research, evaluating enterprise value, investment research and analyst, and provide professional presentations to the management team. • Financial Modeling• Credit Risk• US GAAP Principles• Expert in Excel• MS Office Suite• Meetings and Presentations• Team Support• Professional Communication • CRM Management
Listed skills include Microsoft Office, Powerpoint, Research, Microsoft Excel, and 1 others.
Current workplace
Serena Shi's current company
Company context helps verify the profile and gives searchers a useful next step.
Cicc
7 roles
Serena Shi work experience
A career timeline built from the work history available for this profile.
Private Equity Investment Manager
Stonebridge Capital Partners
- Collaborate with various internal teams on new and ongoing more than $325 million private equity fund management strategies to minimize risk, maximize efficiency and ensure service quality.
- Review and process all spreadsheets relating to investment subscriptions, redemptions and transfer processing for both Investors and Investment projects utilizing financial knowledge.
- Responsible for discrepancies both internally and externally with bank, escrow, partnership, developer and investors.
- Ensure compliance protocols are established and followed, and utilize Airtable for CRM management
Nov 2019 - Jan 2021
Credit Rating Project Leader
- Collected and relayed information from conference calls and discussions with CIO and investment teams.
- Created complete, clear and sufficient projections, maintained comparative company analysis, analyzed First American’s credit rating among standard agencies
- Responsible for creating credit rating models, assessing strengths and weaknesses and helping determine the internal capital model
Apr 2018 - Aug 2018
Finance Internship
Shenyang Wan Shui Manufacture And Trade Co., Ltd
- Upheld customer service by communicating effectively with internal management and prospective customers
- Gathered and analyzed budget variances based on the company’s financial statement to support the finance teams on various projects
- Contributed in strategic planning activities monthly business and decision making with historical data managing skill
Aug 2015 - Aug 2017
Teacher Of English, Administrative Assistance
- Taught the assigned oral English courses in accordance with the course outlines and required textbooks
- Organized documents such as correspondence, drafts, memos, reports, and emails for management
Sep 2016 - Jun 2017
Winning Team Leader
- Lead outstanding performance in StratSim Management competition by stimulating the real-world company running
Aug 2016 - Dec 2016
Student Manager
- Prepared a variety of foods as required as well as implemented rules and regulations of recreational facilities to maintain discipline and ensure safety
- Supervised other students on production methods and techniques to ensure quality and safety standards
Sep 2014 - Sep 2015
Team & coworkers
Colleagues at CICC
Other employees you can reach at cicc.com. View company contacts for 2901 employees →
高
高晓月
Colleague at CiccChaoyang District, Beijing, China, China
View →
DY
Dongji Yang
Colleague at CiccChaoyang District, Beijing, China, China
View →
CK
Caroline Kang
Colleague at CiccChaoyang District, Beijing, China, China
View →
YL
Yuan Li
Colleague at CiccBeijing, China, China
View →
FW
Feng Wang
Colleague at CiccDongcheng District, Beijing, China, China
View →
QT
Qiang Tu
Colleague at CiccChina, China
View →
RY
Ricky Yang
Colleague at CiccChaoyang District, Beijing, China, China
View →
王
王荣浩
Colleague at CiccHangzhou, Zhejiang, China, China
View →
HL
Hemin Li
Colleague at CiccChaoyang District, Beijing, China, China
View →
CW
Chloe Wei
Colleague at CiccPudong, Shanghai, China, China
View →
高晓月
Colleague at CiccChaoyang District, Beijing, China, China
View →
DY
Dongji Yang
Colleague at CiccChaoyang District, Beijing, China, China
View →
CK
Caroline Kang
Colleague at CiccChaoyang District, Beijing, China, China
View →
YL
Yuan Li
Colleague at CiccBeijing, China, China
View →
FW
Feng Wang
Colleague at CiccDongcheng District, Beijing, China, China
View →
QT
Qiang Tu
Colleague at CiccChina, China
View →
RY
Ricky Yang
Colleague at CiccChaoyang District, Beijing, China, China
View →
王
王荣浩
Colleague at CiccHangzhou, Zhejiang, China, China
View →
HL
Hemin Li
Colleague at CiccChaoyang District, Beijing, China, China
View →
CW
Chloe Wei
Colleague at CiccPudong, Shanghai, China, China
View →
3 education records
Serena Shi education
Master Of Finance, Finance, 3.65/4.00
Bachelor Of Science - Bs, Finance, General
Waseda University Exchange Program, International/Global Studies, 4.0/4.0
FAQ
Frequently asked questions about Serena Shi
Quick answers generated from the profile data available on this page.
What company does Serena Shi work for?
Serena Shi works for CICC.
What is Serena Shi's role at CICC?
Serena Shi is listed as Internship at CICC at CICC.
Where is Serena Shi based?
Serena Shi is based in Irvine, California, United States while working with CICC.
What companies has Serena Shi worked for?
Serena Shi has worked for Cicc, Stonebridge Capital Partners, First American Property & Casualty Insurance Agency, Inc., Shenyang Wan Shui Manufacture And Trade Co., Ltd, and 面包英语（Breadenglish）.
Who are Serena Shi's colleagues at CICC?
Serena Shi's colleagues at CICC include 高晓月, Dongji Yang, Caroline Kang, Yuan Li, and Feng Wang.
How can I contact Serena Shi?
You can use AeroLeads to view verified contact signals for Serena Shi at CICC, including work email, phone, and LinkedIn data when available.
What schools did Serena Shi attend?
Serena Shi holds Master Of Finance, Finance, 3.65/4.00 from Uc Irvine.
What skills is Serena Shi known for?
Serena Shi is listed with skills including Microsoft Office, Powerpoint, Research, Microsoft Excel, and Microsoft Word.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Serena Shi you were looking for.
View similar profiles
