Simon Fu Email & Phone Number

Wall Street, Manhattan, Ny

• Information CollectionIdentified more than 3,000 potential clients, such as high net worth clients, CEOs of companies, business owners, managers, etc.; searched for potential clients' phone, email, address, and job titles and compiled them into Excel forms.• Chairing MeetingsPrepared and sent more than 20,000 financing proposals; coordinated meeting times between multiple parties; arranged 150 meetings between superior and clients.• Facilitating DealsFacilitating… Show more • Information CollectionIdentified more than 3,000 potential clients, such as high net worth clients, CEOs of companies, business owners, managers, etc.; searched for potential clients' phone, email, address, and job titles and compiled them into Excel forms.• Chairing MeetingsPrepared and sent more than 20,000 financing proposals; coordinated meeting times between multiple parties; arranged 150 meetings between superior and clients.• Facilitating DealsFacilitating 54 deals through multiple rounds of negotiations and modify investment plans; reviewed the investment contract; background checks the legitimacy of the clients' capital source; introduced the investment area and estimated the return on investment; assisted clients to complete investment transfer. Show less

• Identifying ClientsActively involved in business development activities to identify opportunities on new clients; undertake quality consultative conversations with clients to understand their needs; led the workstreams for large and complex banking and finance transactions.• Develop Potential ClientsConducted digital marketing strategies via Emails, LinkedIn and WeChat and reached 4000+ potential clients; prepared presentation materials for use in client meetings which covers… Show more • Identifying ClientsActively involved in business development activities to identify opportunities on new clients; undertake quality consultative conversations with clients to understand their needs; led the workstreams for large and complex banking and finance transactions.• Develop Potential ClientsConducted digital marketing strategies via Emails, LinkedIn and WeChat and reached 4000+ potential clients; prepared presentation materials for use in client meetings which covers topics such as strategic alternatives, capital markets activity and general corporate finance; led all stages of transaction executions, from the pitch phase through closing. Show less

Sydney, Australia

• Client Acquisition Targeted client segments and analyzed client user behaviors; proven client acquisition rates and provided outstanding customer services; resulted in 20 real estate rental agreements worth 30 million dollars sales within; quantitative skills for financial analysis.• Relationships ManagementAnalyzed potential clients and built client relationships by understanding cultural differences; offered innovative technologies which increased client buying experiences;… Show more • Client Acquisition Targeted client segments and analyzed client user behaviors; proven client acquisition rates and provided outstanding customer services; resulted in 20 real estate rental agreements worth 30 million dollars sales within; quantitative skills for financial analysis.• Relationships ManagementAnalyzed potential clients and built client relationships by understanding cultural differences; offered innovative technologies which increased client buying experiences; strong client management skills; managed a team with strong leadership skills; managed banking relationships for clients.• Financial Data AnalysisStrong analytical skills resulted in fulfilling client demands by pairing with thousands of active listings based on the database; sold forty rental houses with well-examined locations, prices, and costs to clients; highly motivated to work with commercial banks and banking industries to ensure an easy process. Show less

Xuzhou, China

• Market AnalysisResearched and analyzed Australia, China, New Zealand, Canada, the United States, and the German health care markets. Implemented Porter Five Forces that analyzed sixteen billion dollars Chinese pharmaceutical market with industry shares worth of 1.3 billion dollars product sales; provide insight for 5 years market plan.• Business ManagementReduced wholesale purchase costs to achieved competitive advantages in the market and proven to increase 20% sales by… Show more • Market AnalysisResearched and analyzed Australia, China, New Zealand, Canada, the United States, and the German health care markets. Implemented Porter Five Forces that analyzed sixteen billion dollars Chinese pharmaceutical market with industry shares worth of 1.3 billion dollars product sales; provide insight for 5 years market plan.• Business ManagementReduced wholesale purchase costs to achieved competitive advantages in the market and proven to increase 20% sales by forecasting supply chain; built a winning market entry strategy to enter the market during the Avian Influenza outbreak; established retail store branding and pricing strategy. Show less

Peixian, China

• Seek M&A OpportunitiesDeveloped a list of potential institutional sellers; provided investment proposals to potential institutional sellers; reached out to the identified prospective institutional seller proactively, and followed up in time, and scheduled introductory meetings and conference calls.• Financial ModelingCreated DCF models to perform financial valuation analysis; provided support in modeling and analyzing financial data regarding refinancing, acquisitions and/or… Show more • Seek M&A OpportunitiesDeveloped a list of potential institutional sellers; provided investment proposals to potential institutional sellers; reached out to the identified prospective institutional seller proactively, and followed up in time, and scheduled introductory meetings and conference calls.• Financial ModelingCreated DCF models to perform financial valuation analysis; provided support in modeling and analyzing financial data regarding refinancing, acquisitions and/or disposition of investments.• Capital InvestmentFinancing through multi-party cooperative investment; Identified strategic and financial buyers and investors; anticipated responses and prepared clear and articulate answers for evaluating a client's capital structure.SKILLS: Show less