Qianjun Lu Email & Phone Number

Irvine, CA, US

Irvine, California, United States

Newport Beach, California, United States

Shenzhen, Guangdong, China

• Provided customers with basic business consulting services, and assisted in reviewing customer data based on existing risk policies and process specifications
• Handled customer feedback to improve customer satisfaction, and expanded 150+ pieces of debit card business
• Completed the industrial robot industry product and product chain report, and assisted in selecting target customers

Shenzhen, Guangdong, China

• Summarized the methods of industry allocation from different perspectives under the industry rotation perspective through extensive reading of the seller's financial engineering special reports
• Tracked the fund performance, collected the latest trends of the heavily-holding stocks through the WIND financial database, compiled the latest fund performance information, and provided reference opinions for investors

Shenzhen, Guangdong, China

• Independently completed the draft of internal risk control and assessment after reviewing, tracking and docking the customer’s company-related information
• Conducted detailed revenue testing, had cut-off test for orders, sorted out cash flow query tables, and assisted in completing the audit for customer companies and their affiliates
• Delivered more than 60 copies of overseas confirmation letters without error, and communicated with relevant departments for information confirmation and updating

Shenzhen, Guangdong, China

• Created project personnel weekly summary, working hours, and project labor cost simple calculation
• Organized the information of client companies to help the management make decisions
• Improved data measurement and calculation templates to increase statistical efficiency (50% +)
• Assisted in designing and organizing activities, including training and team building

Master'S Degree, Finance

Bachelor'S Degree, Accounting