Jiarui Han Email and Phone Number

Fixed Income Financing• Create financial models for hypothetical liquidity stress scenarios for different fixed income financing securities, providing visualizations to aid traders in understanding potential outcomes.• Analyze thorough research of the P&L rule of conduct, ensuring all standards are met, and collaborated with the team to implement checks on minimum standards, developing recommendations and executing action plans. • Develop visualizations to analyze trends in trade executions, enhancing insights into performance and efficiency. Leverage these visual insights to conduct in-depth research on trading strategies within various books, particularly in fixed income financing, to support informed decision-making and optimize trading outcomes.

• Developed and implemented a Total Vision America dashboard, integrating sales and volume data from contact lenses (commercial) and surgical divisions. Transitioned from TM1 to AFO for improved accuracy and efficiency. Utilized Tableau to deliver concise insights into sales performance and regional trends for stakeholders and higher executives. • Executed VF04 transactions daily to update and consolidate sales data across the Americas, ensuringaccuracy. Utilize updated data to optimize pivot tables for improved analytics and efficiency.• Collaborated with the team to enhance an existing profit-maximizing model by consolidating andstreamlining its structure, resulting in improved efficiency and effectiveness in managing customer rebates tied to contractual performance metrics.

• Conducted extensive market research and analyzed complex market data to identify opportunities, presenting actionable insights weekly to inform and enhance team strategy and decision-making. • Synthesized market analysis and complex data into clear, actionable recommendations, and delivering weekly presentations to guide strategy and decision-making processes.

- Achieved a 30% conversion rate by cold-calling over 100 clients to sell memberships and offer services.- Consistently provided high-level customer service and resolved all inquiries over the phone or in person.- Maintained effective communications with clients to ensure client satisfaction and built lasting relationships.- Worked as part of a self-managing and efficient team while undergoing changes to management.

- Participant in the Personal Banking & Wealth Management Track- Paired with a mentor to explore market concepts, strategies, and data analytics

- Selected participant for Morgan Stanley Wealth Management Zoom Call Series- Participated in discussions regarding client services, financial planning, business development, and industry expectations

- Composed social media drafts for Harpers Ferry National Historical Park and assisted in creating and managing their social media presence, resulting in increased online visibility and engagement with target audiences- Drafted and distributed press releases, blog posts, and related content to increase media coverage- Directed content of internal and external SharePoint Websites by gathering information and integrating data from other departments

- Conducted market research in over 50 Retirement homes to identify the target market, market conditions, customer behavior, industry trends, and competition- Organized marketing efforts using social media outlets to facilitate growth opportunities

- Resolved customer issues through phone, social media, and chat conversations- Created store strategies to raise customer pool and increase online brand awareness- Trained a new waitstaff on POS system, guest services, and store policies and procedures

Appalachian Entrepreneurship Academy Virtual Paid Internship- Team Refill Vibes - innovating on ways to reduce single-use plastics by making it easy to refill household cleaning liquids and personal products with a refill van, vending machines, and online with sustainable packaging- Made a customer journey map and conducted three-month-long market research to find customer needs- Analyzed a digital marketing strategy to reach out to people through digital channels to achieve four points: REACH, ACT, CONVERT, and ENGAGE- Won 1st in the final Team pitch with $5000 total grant money