Leo Lin,Cfa Email & Phone Number

Perth, Wa, Au

Perth, Western Australia, Australia

· Fund under management exceeding 1.5m. · Developed and maintained strategic asset allocation strategies in diversifying investments in stocks, bonds, commodities, REITs and other low risky derivatives.· Adopted alpha-seeking strategy in Australia & Hong Kong market and made investment decisions based on tremendous industry research and equity research reports to screen good underlying.· Analyzed due diligence, including an organizational chart, half year’s management report, cost… Show more · Fund under management exceeding 1.5m. · Developed and maintained strategic asset allocation strategies in diversifying investments in stocks, bonds, commodities, REITs and other low risky derivatives.· Adopted alpha-seeking strategy in Australia & Hong Kong market and made investment decisions based on tremendous industry research and equity research reports to screen good underlying.· Analyzed due diligence, including an organizational chart, half year’s management report, cost and revenue breakdown, industry development, supply chain analysis, company’s strategic planning. Achievements:· Achieved steady increments with a growth rate of 26% annually, and 300% total return since inception.· Accumulated hands-on research experience including supply chain, value chain, transaction method, capital investment, ongoing merger and acquisition project and government policies. Show less

I was responsible for academic teaching activity, directly interact with students.· Taught 4 financial units across the undergraduate and postgraduate levels.· Streamlined existing analytical model and proved it to be more efficient for understanding in 3 financial units.

Managed ward bed flow for a 26-beds wardLed multidisciplinary meetings daily to achieve optimal treatment plans for patientsResponded to emergency calls when occurred such as medical emergency and aggressive situationsImproved fall prevention strategy through data collection and data analysisDemonstrated ability to work under pressure and liaise effectively with internal and external stakeholders at all levels

Hangzhou, Zhejiang, China

FUM exceeding 10 million RMBManagement of requests and issues in relation to third-party platforms (incl. Amazon, Alibaba)Handling internal and external data (includes both raw data collection and broader analysis)Assisting the Business Owner in the management and implementation of investment projectsProactively communicate with key stakeholders to understand requirements and priorities and manage their expectations accordingly with regular and timely updatesConstantly be on… Show more FUM exceeding 10 million RMBManagement of requests and issues in relation to third-party platforms (incl. Amazon, Alibaba)Handling internal and external data (includes both raw data collection and broader analysis)Assisting the Business Owner in the management and implementation of investment projectsProactively communicate with key stakeholders to understand requirements and priorities and manage their expectations accordingly with regular and timely updatesConstantly be on the lookout for Investment opportunities in real business and real estate. Show less

Graduate Diploma, Financial Planning

Master'S Degree, Applied Finance, Wam:87.5

Activities and Societies: Student mentor

Bachelor Of Science - Bs