Jun Dong Email and Phone Number
Jun Dong work email
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Jun Dong personal email
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Hi, my name is Jun, and I am learning to build asset allocation model depends on clients' need, and help my clients to assess the background safety of fixed income financial products, and offer suggestions to their finance plan to avoid or reduce risk in the future.I learned three words from business school in regard to success: networking, professional, and dream.I once imagined to work in Wall Street while being a finance major student in college. I’ve taken an APM (applied portfolio management) class in senior; it pulled me from theory to the real world practice; it also gave me an opportunity to meet with Warren Buffett face to face. I should have asked him: how could you figure out the trend of market, but I didn't, I was too shy. The question stuck in my head and finally pushed me to join the finance industry. Motto: "Success is to simplify the complex issues, and then severely do it", "Seeking truth from facts and applying knowledge to the service of the nation", 宁波大学校训：实事求是，经世致用Feel free to add me as a connection. My email is jdjunwalker@gmail.com dongjun1865@outlook.comSpecialties: - New market trailblazer- Customer service and support on financial products area- Face to face sales experience- Entry level experience in Market Analysis and Financial Modeling- Financial Modeling & Analysis using Bloomberg, Capital IQ, Thomson One and Excel- Bilingual: Mandarin & English
Zheshang Securities Co. Ltd.
View- Employees:
- 132
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Deputy Manager Of Wealth Management CenterZheshang Securities Co. Ltd. Mar 2021 - PresentNingbo, Zhejiang, China
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Senior Investment ConsultantZheshang Securities Co. Ltd. Apr 2019 - Mar 2021Ningbo
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Sales And Marketing ManagerZheshang Securities Co. Ltd. Oct 2016 - Apr 2019Ningbo1. Manage the daily operation of branch office2. Lead a team with four members 3. Supervise the operation of wealth management business
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Assistant To General ManagerShanghai Jiu Ding Investment Management Co., Ltd May 2014 - Jun 2016Ningbo, China• Assisted general manager to complete daily operation work: event planning, customer service, and new employee orientation training program.• Assessed the return and risk of financial products in the market.• Offered suggestions to clients for their individual or family finance plan.• Worked with 50 clients, managed approximately $5 million fund and maintained 8%-16% annual return for clients.
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Tax PreparerLiberty Tax Service Jan 2014 - Mar 2014Dallas/Fort Worth Area• Prepared fast, accurate, and friendly personal tax returns.• Provided exceptional customer service to customers.• Offered tax return service to approximate 5 individuals or families a day. -
Corporate TrainerEvantage, Inc. Sep 2013 - Feb 2014Dallas/Fort Worth Area• Represent Quill Office Supplies and Medical Arts Press.• Responsible for managing territory, budget, and growth projections, as well as campaign management, presentations, interviewing, training, sales & marketing, customer service, and client retention.• Managed two market territories and visited approximately 50 shops per day, usually one or two of them would be my clients. -
Trade & Marketing InternHengyu Investment Company May 2012 - Aug 2012Ningbo, Zhejiang, China• Made a financial model with Excel to forecast the target price of company’s stock price.• Managed a $100,000 in Virtual Forex to speculate in spot gold market and earned $40,000 in total.• Managed a $10,000 account for spot gold market trading and gain $1,000 as bonus.• Completed marketing research for local competitors• Completed company internal and external environment analysis • Assisted to redefine consumer segmentation• Visited company’s clients with customer representative for business issues
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Part-Time Student AssistantMrs. E'S Dining Services Aug 2010 - Apr 2011Lawrence, Kansas Area• Worked between 10-19 hours per week to provide an organized and clean dinning environment in the residence halls• Worked with-in a team based environment and helped to provide training to new part-time student assistants.
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BroadcasterNingbo University Radio Station Sep 2008 - Jun 2009Ningbo, Zhejiang, China• Picked up a topic and prepared for the radio program.• Hosted a movie introduction radio program named Movie 1/2 on campus twice per week.
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Vice-Chairman宁波市高中生爱心志愿团 Jul 2007 - Aug 2008Ningbo, Zhejiang, ChinaNingbo High School Students Volunteers Group was established in mid-July 2007, which is a non-profit organization fully sponsored and participated by 11 high schools students in Ningbo. Our vision is to delivery love, positive energy, optimism spirit to vulnerable groups.Our mission is to liberate high students from study-only opinion, encourage them to offer service to their communities.• Called 11 high schools senior students who recently graduated from school to donate their used textbooks to poor area school students in Gui Zhou province• Co-worked with Ningbo University Zone Library to build “Flowing Library”• Organized Students using their summer vacation to offer child-care service for migrant worker’ families
Jun Dong Skills
Jun Dong Education Details
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Finance And Investment -
Finance, Marketing -
Computer Science
Frequently Asked Questions about Jun Dong
What company does Jun Dong work for?
Jun Dong works for Zheshang Securities Co. Ltd.
What is Jun Dong's role at the current company?
Jun Dong's current role is Deputy Manager of Wealth Management Center at ZheShang Securities Co. Ltd..
What is Jun Dong's email address?
Jun Dong's email address is do****@****ail.com
What schools did Jun Dong attend?
Jun Dong attended The University Of Nottingham Ningbo China, University Of Kansas, Ningbo University.
What are some of Jun Dong's interests?
Jun Dong has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Working Out In Gym, Education, Science And Technology, Human Rights, Digital Photography.
What skills is Jun Dong known for?
Jun Dong has skills like Marketing, Microsoft Excel, Microsoft Office, Powerpoint, Training, Teamwork, Market Research, Public Speaking, Facebook, Financial Modeling, Nonprofits, Marketing Strategy.
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