• USD 13.75M AUM through AI stock selection research. • Assisted the firm in establishing a USD 9 million limited partnership between ShenZhen’s provincial government, Vanke’s investment group and private investors on the implementation of solar panels on government buildings and schools.• Sourced and conducted research on domestic and international industries: AI, Renewable Energy, Electric Vehicles, Semiconductors, Landfill Management.• Published multiple financial reports on Chinese and American technology companies and industries to the company’s operations team. (e.g. Nvidia, Nio, Tesla)• Presented weekly investment opportunities and market projections to investors and firm partners.• Bilingual communication with global and domestic investors and entrepreneurs.

• Consulted for 5 Canadian businesses with double materiality assessments and modeling for future ESG regulations. • Designed and conducted Legacy Project by analyzing Canadian economic policies' global impacts on global markets, sustainability, healthcare.• Weekly communication and discussions with Canadian MPs, Senators, and provincial politicians.• Financial data analysis, modeling, and presentation on Tableau, Excel and Powerpoint.

• Published and conducted research on mergers & acquisitions, Common Law, real estate law, extradition and treason.• Represented the firm in legal conferences hosted by the Hong Kong Law Society.• Assisted in drafting 10+ deeds in residential real estate, document review and general office logistics.

• Managed and recorded balance sheet accounts, income statements and cash flow statements. • Drafted 16 legal documents for clients, including loan agreements, letters of intent and trusts. • Transcribed 4 client meetings to contribute to case materials and records.• Conducted document review and electronic filing of 10,000+ documents in Dropbox.• Increased proficiency with Microsoft Office.• Translation of documents and communication from Chinese to English for overseas Chinese clients.

• Directed 4 marketing campaigns for various high-profile real estate and jewelry clients in Hong Kong, Mainland China and SouthEast Asia. • Gained expertise in digital marketing, client relations, communication, 3D animation, video editing, and translation in 3 languages.

Directed and filmed promotional commercials for the Foundation that debuted to potential donors in charity galas to increase social awareness and raise funds for the Foundation.