Hanhan Chen, Cfa Email & Phone Number

Walnut Creek, CA

San Ramon, CA

San Francisco Bay Area

Creating financial models based on business issues or transaction being analyzed using the DCF method, guideline public company or transaction method, or option pricing methods;Valuing companies; evaluating and understanding potential transactions and their impact on acquirers and sellers;Performing in-depth client, industry, market and competitor.

Walnut Creek, CA

Maintained and monitored portfolio valuation by updating security prices and various ratios.Proposed investment ideas to supervisor and conduct comprehensive investment analysis for each company.Created and updated marketing material as well as prepared PowerPoint or spreadsheet for presentation.

Analyzed large volume of test data with various statistic approaches using Stata, Matlab and Excel;Conduct market research, profit margin analysis and built business model for promoting company product;Developed payback analysis and investment return analysis on company's product for potential customers.

Interviewed top management, visited company sites, and published an investment research report about a REIT company, Parkway Properties Inc. (NYSE: PKY) Produced cash flow, revenue, valuation models as well as developed peer comparisons and industry analysis. Burkenroad Reports are featured in Wall Street Journal, The New York Times, The Washington Post.

Managed a portfolio of stocks following value investment principle with the target of beating the benchmark. Developed a critical thinking process and proprietary investment models based on academic research papers. Analyzed the stocks in Technology sector and made buy, sell, and hold recommendations.

Accomplished financial statement analysis and valuation process in Excel Spreadsheet. Prepared reports and presentations Powerpoint about industry and market analysis for M&A project. Designed new financial product based on survey results and promoted new products to customers.

Built econometric models and forecast industry data following economic theories and statistical approaches. Wrote a report about China's macroeconomic condition and trend of year 2007. Proposed to officers with optimal currency policy. (Paper: Selection of RMB's Exchange Rate Regime)

Master, Finance

Activities and Societies: COURSEWORK: Valuation, Equity Analysis, Financial Modeling, Credit Risk, Financial Statement Analysis.GMAT: 770.

Bachelor Of Art, Economics; International Economics & Trade

COURSEWORK: Statistics, International Finance, Advanced Accounting, Corporate Finance, Macro Economics