Peter Liu Email and Phone Number

Conducted financial analysis for five IPOs, and found two of them had booking errors within thelast 3 years, totaling over 2.5MM RMB§ Researched M&A deals, stock options, and trademark and patent changes for parent companies andassociated subsidiaries§ Performed feasibility analysis based on competitive landscape, market conditions, and profitabilitythresholds§ Presented research on barriers to entry and other market limitations imposed by the government sothat… Show more Conducted financial analysis for five IPOs, and found two of them had booking errors within thelast 3 years, totaling over 2.5MM RMB§ Researched M&A deals, stock options, and trademark and patent changes for parent companies andassociated subsidiaries§ Performed feasibility analysis based on competitive landscape, market conditions, and profitabilitythresholds§ Presented research on barriers to entry and other market limitations imposed by the government sothat the team leader could identify regulation impacts on bottom-line profitability Show less

Analyzed the company’s competitive set in life insurance and travel insurance to determine howaggressive or passive the company’s current rates were compared to the market§ Assisted in the sales of insurance policies§ Performed duties related to client retention for the companies largest clients§ Reviewed financial statements of more than 20+ peer companies to analyze competitiveadvantages/disadvantages

Set up new accounts for the employees of manufacturing clients§ Dealt with property deposit, acceptance bills and other financial products§ Analyzed mortgages, personal loans, business loans, and reviewed individual credit reports toevaluate the creditworthiness of prospects

Coordinated over 30 events focusing on topics of Chinese traditional festivals, Chinese StudentsSocial gatherings with TCU, UTD, UNT, and several speeches• Evaluate all efforts from different departments, assist in all departments’ activities and events• Increased the number of events by 50%, and safe the annual expenditure by 20% because ofvarious sponsorships involved.