-Consulted on New York State's economy, extracted useful information to conduct economic analysis, and then designed proper approaches for the analysis process.-Gathered and sorted the data of over 3,000 incentive projects for the recent 5 years, processed this data with Excel and Python to calculate important indicators such as the success rates and average costs & returns for these projects, and eventually did a cost-benefit analysis to test the efficiency of the incentive projects.-Led the team to discuss cases, wrote professional reports, and presented the result of data analysis weekly to the manager to solve multiple problems for the client.

-Assisted a logistics startup in processing daily transaction data in Excel and developing daily andweekly automated visualization for management to track logistics volume, purchase & sales activities,and inventory status.-Brought three business deal opportunities to the team by brainstorming innovative performance-enhancing ideas for the company, including researching the international logistics industry andconnecting with potential local investors/business partners.-Conducted analysis on projections of upcoming transactions using the most recent (trailing 30 days)inventory purchase and sales data with Excel for online sales channels such as the Amazon store.

-Guided clients to complete wealth management activities including transactions of funds and bonds.-Supported wealth manager in assisting 8 clients to complete a total asset allocation of $1.5 million.-Analyzed recent economic policies and market risks, and drafted investment recommendation reports(equity and real estate asset classes) for clients with large capitals.