IPO、再融资、并购重组

--Developed expertise in trading, execution, clearing and settlement for financial products and derivatives offered by IB, including, but not limited to, stocks, futures, options, Forex, bonds, ETF, listed in over 100 exchanges of 23 nations. --Advised clients to optimize risk management concerning initial/maintenance margin, SMA, and liquidation.--Guided clients on funding, position transfer, account configuration, statement explanation, taxing and trading tools.--Communicated with institutions including Financial Advisors, Brokers, Proprietary Trading Groups, Hedge Funds to support account application and maintenance. --Independently conducted research on securities and commodities exchanges around the world, including NYSE, Nasdaq, LSE, HKEx, SSE; CME, ICE, etc., concerning listing, clearance, regulation, etc. --Researched and analyzed brokerage business in Mainland China, Hong Kong, and the U.S., focusing on commission, financing, depository and regulation.--Cooperated with Hong Kong, Switzerland, Japan, and U.S headquarter and braches to solve problems on trading, clearing, technical issues and marketing. --Training for new recruiters in Shanghai Representative Office.