• Led the end-to-end development and Due Diligence process of alternative products.

• Develop and present investment strategies to help construct ~60% of clients' asset allocation goals. • Prepare Asset-based lending strategies and monitor volatilities of existing collaterals to stay ahead of potential risk.

• Initiated customer behavior data analysis project with SQL• Devoted into Wealth Management (WM) Digital Transformation project in collaboration with McKinsey & Company

Experience: leadership, investment analysis, decision making, professional presentation• Managed a team of five to conduct fundamental/technological analysis in REIT industry through Bloomberg system and prepared stock pitch presentation to Purdue Investment Board• Recommended investing in PLD based on research on estimated FFO/Share, BF P/FFO ratio, MACD, etc., gaining approval from the board to buy 35138.78 shares accounting for 10% of total investment

Experience Skills: due diligence analysis, critical reasoning, cross-functional communication/ teamwork skills, professional presentation skill• Collaborated with a team of five analysts to perform shallow/deep DD on DFTx, a pre-seed biotechnical startup, and presented investment recommendations to an expert investment panel and Purdue Venture • Conducted market/management analysis, business valuation, sensitivity analysis, financial forecast, cost analysis ,etc. on DFTx to perceive potential risks involved, eventually receiving approval from FIF board to invest $100,000 in DFTx

Experiences/skills: banking project support, process optimization, event planning, client relationship, customer service• DBS’s Acquisition of ANZ’s Retail Banking Business Project: Collaborated with the customer service team to handle 120 VIP/client complaints and inquiries on average daily, achieving 80% service level with tight human resources during rush hour traffic.• AI Client Inquiry Chatbot Project: Presented testing outcomes and optimal suggestions to IBM Watson and Vice President’s office to help improve customer experience with Chatbot service and lower error rate • Risk Management - Cybersecurity Project: Led a team of 5 to plan 3 educational activities to ~100 customer service officers during the acquisition, largely decreasing the number of officers attacked by hackers