Serena Y. is a Investment Banking Analyst at Pacific Century Securities, LLC.
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Investment Banking AnalystPacific Century Securities, Llc Aug 2023 - Present• Conducted company and industry research to prepare preliminary due diligence/valuation reports.• Developed and proposed offering structures and ratios for company restructuring and stock splits.• Analyzed documents from issuers to ensure alignment with Nasdaq/NYSE listing requirements. Follow up IPO cases and coordinate with relevant progresses.• Coordinate with attorneys to review drafts of DRS, F-1 and S-1 forms for confidential and public filings, providing comments and responding to requests letters from FINRA, SEC and Nasdaq on behalf of the lead underwriter.• Enhanced and maintained CRM database, efficiently extracting data for internal requests. -
Personal Wealth PlannerHsbc Jul 2021 - Jan 2022China -
Financial Services ConsultantXencio Technology Shanghai Co. Limited Nov 2019 - Jun 2021
Serena Y. Education Details
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Master Of Science - Ms -
Finance
Frequently Asked Questions about Serena Y.
What company does Serena Y. work for?
Serena Y. works for Pacific Century Securities, Llc
What is Serena Y.'s role at the current company?
Serena Y.'s current role is Investment Banking Analyst.
What schools did Serena Y. attend?
Serena Y. attended New York University, University Of Oklahoma.
Not the Serena Y. you were looking for?
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Serena Y. Shi
New York, Ny
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