Jerry Sun Email and Phone Number

• AlphaSights is the global leader in knowledge on-demand. We connect investment and business leaders with a dynamic network of industry professionals whose informed perspectives help our clients make superior investment and business decisions. With 1400+ employees and nine offices across the US, Europe, Middle East, and Asia, AlphaSights regularly ranks as one of the fastest-growing companies in the world. • Primarily focus on new business development of long-short, long-only hedge funds, asset managers in the Chinese market.

• Self-develop, maintain, and sign strategic partnerships with corporate consulting company channels on the market to onboard new clients (STO 10mil to 100mil USD companies) for the bank.• Deep dive client’s business background and financial status, provide one-stop financial solutions by using bank’s various products and tools.• Each new business account secures a daily AUM 400,000 USD deposit per month.• FX, L/C, L/G service generates 20,000 USD revenue per month.• Rewarded as Country Level Top 5 Performer, City Level Top 3 Performer in acquiring new HNW clients and Top 1 Performer in cross-sell bank products.• Accumulate over 500 business channels. Personally generates over 500,000 USD Net Sales Revenue for the bank each year.• Communicate with different departments within the bank, coordinate relevant parties to deliver tailor-made services to meet client’s needs and expectations, resolve customer complaints.

• Revenue assurance through identifying special pricings, exception policies, and discount rates in Verizon’s customer contracts (Primary clients were Walmart and Toyota)• Analyzed customer orders in accordance with contracts to assure no discrepancies in the company billing system• Using Excel, Access, Verizon’s billing system to create Install, Change, and Disconnect orders for our customers on a daily basis• Cooperated with Verizon’s Account Team when customers sent an issue ticket to solve any billing problems periodically• Helped Team Manager and Senior Analysts with audit reports before the billing cut-off date to assure all reports in the database were without material misstatement

• Assisted the engagement team in preparing evidence gathering documents withindatabase• Matched sales invoices with supporting documents in SAP accounting system• Prepared revenue sampling test and communicated the result with clients• Cooperated with company’s outsourcing team to prepare 10-Q tie out• Identified Likely Sources of Potential Misstatement and matched the LSPMs with riskfactors on an internal audit flowchart• Completed roll-forward of interim walkthrough documents from prior year to currentyear in the database• Compiled comments from senior managers and partners regarding the client’squarterly financial report

• Student-run company selling wristbands to benefit Moore Public Schools• Kept track of sales receipts and helped check weekly bookkeeping report• Worked in a team of 20 students to maximize efficiency• Promoted positive morale through encouraging team members• Took initiative to contact OU Career Service and successfully made $900 of revenuefor company – Best Seller of the company