2B international trade to major China E-commerce platforms 2C cross-border e-commerce retailsCosmetics, pet products.

Finance and investment consulting to high-net-worth individuals and families, as well as institutions. Project-based consulting, investment transactions, customized wealth management solutions.

team manager

• Identified target high net-worth clients (individuals and institutions) and built connections with them. Developed 100+ individual clients and 10+ institutional clients in 2.5 years with average transaction amount of RMB 10 million yuans.• Figured out clients’ financial/ investment needs and risk tolerance levels through communications and analysis, chose right products and services from company product pools, mainly private equity/debt investments in real estate, energy, education, jewelry, infrastructure firms, as well as on pledged stocks. Within 2.5 years ,total transaction amount reached RMB 1.375 billion yuans with an average annual return rate of 10%+. • Maintained and managed long-term close relationships with high net-worth clients, their assistants and their families. Provided investment/ financial advices and other services to both individual and institutional clients.

 Co-founded the North American branch of a Chinese leisure vehicle manufacturer (NASDAQ listed) Obtained necessary licenses and insurances required for business; Ensured compliance with local, state, and federal industrial and operational regulations Supervised daily finance and accounting activities: budgeting, cash flow, bookkeeping; Conducted financial statement analysis and reported to China headquarter Assisted in marketing and sales activities, and in other financing activities that parent company had in North America

Led consulting group in 4-month project to construct a dynamic customer lifetime value (CLV) model for media product division. Analyzed secondary research, and compiled primary data through market surveys in Seattle, Los Angeles and Vancouver. Presented financial recommendations on marketing and distribution cost to client.  Developed project plan and tracked project progression Constructed CLV model: defined variables, laid-out assumptions, analyzed variable relationships Analyzed 300+ surveys (30K data items) and generated Excel analysis Created engaging graphic presentation of key analytical results

Co-founded start up corporation which develops, manufactures and distributes ATV, dirt bike and other sports/leisure vehicles. Drove growth and developed venture into a corporation with annual sales of $10M and employees of 300+ in 4 years.  Conducted industry and market research and identified new business opportunities Formulated and executed marketing strategies and plans, including e-commerce; built and managed business relationships with clients in 12 countries; led and managed the sales department to achieve annual sales revenue of $10M Collaborated with cross-functional departments, ensuring production, shipping and payment collection of multiple orders under tight deadlines; managed risks associated with customer credits, exchange rates and other factors Involved in management of all the functional departments, including financial, HR, R&D, manufacturing, as well as investing activities

Assisted CEO on executive administration in a Top 5 private firm in China; business covers real estate, construction, media, education, energy, tourism, medical care and abroad investment. Assisted in communications between the headquarter and 7 sub-groups (including 100+ subsidiaries and affiliates); appropriately handled confidential documentation, correspondence and visits Effectively maintained and managed relationships with governments and other public organizations Engaged in negotiations with foreign partners on construction projects and other business projects in Middle East and Europe, as a coordinator as well as an interpreter

stock analysis

Assisted project manager in managing a 10-member team, developing a large application software designed to monitor distribution and sales of tobacco for 15-20 local province bureaus with contracts valued at $20M+. • Researched and assessed all requirements of local province government authorities and ensured compliance with regulations and satisfaction of clients, including presentation and training in programs, technology support, customer service, and issues resolution.• Coordinated and monitored progress of all multi-functional activities, including assignment of tasks, definition of goals, weekly meetings, assessment of performance, and adherence to strict timelines.