左尔泰 Email & Phone Number

Shenzhen, Guangdong, China

Shenzhen, Guangdong, China

- Participated investment products design, registration and operation with research team from Hong Kong HQ- Monitored and analyzed the financial market in daily basis to develop new opportunities (issued private fund for uptrend A-share market)- Addressed the demands, issues and complaints of institutional and individual investors, maintained communication, relationships and organized Q&A- Maintained industry acumen, compared competitors and presented business situation analysis & planning to core management (market demand for H-sharesIPO)- Conducted business negotiations and roadshows to help executive directors and managing directors negotiate with large state-owned and private institutions to achieve direct investment and other deep collaborations, generated revenue of more than $20 million

Sydney, Australia

- Perform fundamental and technical analysis using news, data and model to investigate and determine market trends.- Maintain full control of a portion of company's fund to actively trade in the global financial market with various financial instruments including foreign exchange, stock index, oil and precious metal- Provide training to interns and new employees on trading concepts, analytics and strategic planning

Changsha, China

- Gave lectures to students on TOEFL and IELTS, specifically in oral speaking and writing- Provided consultancy to students on studying abroad and career development- Held large public speeches in various locations to students, parents and professionals- Assisted 90% of the students passed the exam- Awarded as "Most Popular Lecturer" in December 2016

Changsha, Hunan, China

- Acquired affluent new-to-bank customer through available network and other different channels- Analyzed the financial market and offered appropriate suggestions to clients- Established collaborative relationships with different corporations in various industries and organized large conferences and events- Managed clients’ portfolios with proper asset allocation strategies based on risk tolerance assessment, income, expenses, existing investments, retirement plans, insurance coverage, estate needs and historical data of performance- Appointed as the Project Manager of Citibank Young Talent Program- Rewarded "Top Performance Employee" in December 2015

Changsha, Hunan, China

- Performed fundamental and technical analysis to anticipate market fluctuation- Consulted individual and group investors on their trading based on analysis- Used Excel to calculate percentage return and overall standard deviation for clients’ portfolio- Made about $10,000 profit for clients in three months. - Awarded as “Best Employee of the Season” in August 2014

Oshkosh, Wisconsin Area

- Assisted Dr. Kate short Meyerson to run a project called "Pathway to Teaching"- Created the program with the professor and has had 30 students involved in the first semester- Helped ten students passed their entrance exam to College of Education and two graduated students get their teaching licenses

中国 湖南 长沙

- Acquired and applied knowledge and application of foreign exchange trading- Performed basic fundamental and technical analysis- Utilized Excel to create model and graphs to anticipate movements based on currency price, trading volume, open interest and a moving average of the price.- Made a profit of $7,500 for clients in two months

Changsha, Hunan, China

- Mainly focused on analyzing credibility of companies based on their credit history, weight of debt and other key factors- Issued Letter of Credit for multinational businesses for trading purpose- Successfully processed trading among companies amounting to $200,000 as an Intern Credit Analyst at International Settlement in one month

Changsha, Hunan, China

- Professionally assisted customers from a variety of companies inquire & transfer of financial data - Generated revenue for Bank of China by approximately $2,000 per day as an Intern Customer Service Representative at Overseas Financial Service Center

Stevens Point

Worked for the dinning service, helped full-time employees serve students and staffs. A great way to gain customer service skills, team working skills and communication skills.

Stevens Point, Wisconsin

Organized volunterrs to serve for the events.

Master Of Commerce - Finance, Investments And Securities

Bachelor Of Business Administration (B.B.A.), College Of Business, Finance And Economics

Activities and Societies: 1. President of Chinese Culture Club, University of Wisconsin-Oshkosh (2012-present). 2. Member of Society.

Bachelor Of Business Administration (B.B.A.), Accounting And Business/Management, Minor In Communication

Activities and Societies: 1. Chinese Culture Club, Reward of Best Organization on Campus, University of Wisconsin-Stevens Point (UWSP)..