• Developed personalized financial service plans and provided financial services to major group clients. • Engaged in cooperative projects with technology-based enterprises; responsible for client marketing and overall plan operation of innovative financial products. Revenue sales > $50M• Contributed to cooperative project of Shanghai Pudong Development Bank and American Silicon Valley Bank to start the business of SPD Silicon Valley: coordinate multinational innovation business, participate in formulating risk control system, managed overseas communication channels.• Cooperated with venture capital firms and guaranteed corporations of innovative financial plans: Collected client data, conducted due diligence, run corporate analysis, balanced the influence factors, operated loan process, etc. • Contributed to the establishment of national credit system for Shanghai government: data collection, database update and maintenance, etc.