Kate Zhang Email & Phone Number

Shanghai City, China

1. Participate in all aspects of investment transactions including: sourcing, analysis, financial modeling, due diligence, structuring, negotiation and documentation. (Consumer & TMT industries)2. Formulate and present investment cases to our investment committee. Over time, take a leadership role in analysis of specific investment opportunities and sectors.3. Monitor financial/operational conditions and industry dynamics of assigned portfolio companies, and assist with quarterly… Show more 1. Participate in all aspects of investment transactions including: sourcing, analysis, financial modeling, due diligence, structuring, negotiation and documentation. (Consumer & TMT industries)2. Formulate and present investment cases to our investment committee. Over time, take a leadership role in analysis of specific investment opportunities and sectors.3. Monitor financial/operational conditions and industry dynamics of assigned portfolio companies, and assist with quarterly reviews with management team.4. Participate in project post-investment management. Show less

Guangzhou/ Hongkong

－Reviewing daily global market analysis, investment guideline.- Developing and maintaining business relationship with high-net-worth individual clients.- Providing financial and investment advisory and solutions to high-end-worth clients and their families.- Presenting research services and advising clients on investment opportunities.- Being independently and neutrally selecting customized investment tools and products from the market.- Provide trading and execution… Show more －Reviewing daily global market analysis, investment guideline.- Developing and maintaining business relationship with high-net-worth individual clients.- Providing financial and investment advisory and solutions to high-end-worth clients and their families.- Presenting research services and advising clients on investment opportunities.- Being independently and neutrally selecting customized investment tools and products from the market.- Provide trading and execution services for clients including equities,global mutual funds,bonds, fixed income,oversea insurance and structured products.- Responsible for reviewing clients investment portfolio periodically.- Working in a highly dedicated and professional team environmentAchieved company rewards include The best female Sales 2015; Asset management reward,Quarterly rewards,and monthly rewards.Accumulated business volume 40 millions,high-end clients majorly come from Guangdong,Shanghai and Beijing, by using investment tools include Oversea insurance, Bonds,Fixed-income product,Hedge funds,Oversea mutual funds(Blackrock,JP Morgan,Franklin Templeton, and Fidelity,ect)to fill in the portfolio.Gained the CFP（Certificated Financial Planner)license in 2016. Show less

San Francisco Bay Area

Responsible for organizing and consulting a entrepreneurial event from start to finish by mastering event logistics, deciding on a date, securing a venue, secure sponsorship, recruit judges and mentors, and create budgets.Startup Weekend provides an entrepreneurial business workshop within a 54-hour weekend, bringing business ideas to the stage of incorporation of an organization with its solutions.

Barcelona Area, Spain

Developed a full business plan for international market expansion for their premium fabric products to be introduced in five south Africa countries (Angola, Ghana, Senegal, Nigeria, Cameroon and Equatorial Guinea). Given the best three countries deep market analysis and develop the company entry&marketing strategy.

Joint Master Of Global Entrepreneurship And Management, Entrepreneurship/Entrepreneurial Studies

Joint Master Of Global Entrepreneurship And Management, Entrepreneurship/Entrepreneurial Studies

Activities and Societies: - Shanghai & Hangzhou China business tour - 2014 Canton Fair Fu Jen Catholic University (January 2014- May 2014).

Master'S Degree, Entrepreneurship/Entrepreneurial Studies

Activities and Societies: Citel consulting project Institut Quimic de Sarria-Barcelona (September 2013-December 2013) -Global Environment.

Bachelor Of Commerce And Administration, Management, Marketing, A

Activities and Societies: New Zealand Charitable Association Volunteer leader