Yue Wang Email & Phone Number

Boston

Greater Boston Area

Shanghai City, China

• Prepared listing prospectus, including taking industry research and conducting due diligence report; audited IPO’s financials for accuracy, transparency, and compliance with regulations• Engaged in a subsequent offering project, assisting team with stock price valuation through analyzing the annual financial reports and establishing pricing model; drafted the road show PowerPoint

Shanghai City, China

Financial Solutions• Involved in raising capital for corporate clients in collaboration with Investment Banking in China Construction Bank (CCB)• Raised US$2,500 million for 2 companies through customized short-term insurance products tailored to capital-raising needsProducts Development• Designed a loan repayment insurance product with bank as the primary beneficiary to create a ‘win-win’ scenario for bank and debtor; implemented as a core sales product with annual sales exceeding US$2 million• Planned and launched novel sales platforms for company’s ‘Travel at Ease’ insurance product, such as mobile apps, electronic banking and online social media (Weibo); resulted in 300% increase in 2012 (top among 8 CCB-Life regional companies in China)Team Management• Managed a team of 7 customer managers in promoting insurance products for high-net-worth individuals and families through CCB Private Banking; sales performances were ranked among top in company (US$1.1 million in 2011 and US$2.5 million in 2012)

Shanghai City, China

Sales Promotion• Organized ‘CCB-Life Annuity Insurance Camp’ training program for over 200 CCB account managers; improved insurance sales to around US$1.3 million during next quarter; a 600% increase following the product training programProducts Analysis and Market Research• Investigated sales of financial products in Private Banking sector in Chinese market; prepared monthly and annual marketing report to facilitate innovations in insurance product development

Changzhou, Jiangsu, China

• Conducted 7 training sessions (e.g., ‘Demands analyses to customer’s wealth planning’, ‘Strategies in financial products sales’ etc.) for 25 new employees• Trained on average 52 sales representatives monthly for insurance products with essential product knowledge

Nanjing, Jiangsu, China

• Analyzed financial products sold in Private Bank Department (e.g., funds, trust funds, bonds, life insurance, pension annuity, educational planing, invest-linked insurance etc)• Wrote products report, providing sales procedures for sales team

Nanjing, Jiangsu, China

Finance, General

Exchange Study

Master Of Science In Finance

Activities and Societies: Markets Investment Club; ALPFA (Association of Latino Professionals for America); International Business Women

Bachelor Of Science In Economics, Finance, General, Gpa: 3.5

Activities and Societies: • President of the college debate team; attained twice the first place for university debate contest •.