Personal Info
| Finance (bank/fund/stock/futures/investment)| Trade / Business/ Import & Export| 16year(s) | Master | Europe-United Kingdom | Update Date 2008-06-27 |
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Name： ****** 此简历是高级人才简历，请点击下方按钮发邮件联系。
邮件中请注明本简历的ID号：3585。 Gender：female Date of Birth：09/1968 Contact： |
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Self Assessment & Objective
| Self Assessment： |
• Senior-Level trading executive with expert knowledge of financial investments and securities in Chinese and American stock markets • Extensive academic training and practical experience in investment, financial, and business management. Strong qualitative, quantitative analytical skills • Energized by challenge, steep learning curves, and high-pressure deadlines. Outstanding interpersonal communication and customer service skills • Series 7, and 63 Licenses • CFA candidate |
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Job Target
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Working Experience
| Experience1 | |
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| Company Name： | ****** |
| Work Date： | 08/2005—06/2007 |
| Job Title： | Stock Trader |
| Location： | Houston |
| Responsibilities： |
• Managed diverse stock portfolio featuring 8 technology companies • Analyzed company’s financial statement, performance and industry updates |
| Experience2 | |
|---|---|
| Company Name： | ****** |
| Work Date： | 02/2004—06/2004 |
| Job Title： | Research Assistant |
| Location： | Arizona |
| Responsibilities： | • Statistically analyzed the results of cardiovascular research, prepared for publication |
| Experience3 | |
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| Company Name： | ****** |
| Work Date： | 02/2000—01/2002 |
| Job Title： | Financial Analyst |
| Location： | Shanghai |
| Responsibilities： |
• Managed $6.7 million real estate assets, presented monthly variance analysis on the root cause of fluctuations to senior management and worked with investment team to resolve. • Provided information and value-added analysis to business management at all levels, including the corporate office and the board of directors. • Assisted and participated financial due diligence for over 10 investments resulting in 8 additions to the firm’s portfolio. • Developed rapport with clients interested in investment opportunities in Chinese emerging property investment market. |
| Experience4 | |
|---|---|
| Company Name： | ****** |
| Work Date： | 01/1995—01/2000 |
| Job Title： | Project Manager |
| Location： | shanghai |
| Responsibilities： |
• Worked with project manager to deliver three construction projects on-time within budget and quality constrains, including $11 million the Asian largest Wastewater treatment plant. • Managed two accountings in handling day-today activities. Approved all purchase orders, vendor invoices and work change orders. Saved 10% cost by tight cash management. • Project budgeting: revenue, cost and expense breakdown, cash flow analysis by project. • Actual vs. budgeted analysis: cost, expenses and schedule deviation analysis, forecast analysis, and follow-up for action plan and mitigation plan elaboration and implementation. • Negotiated contracts to identify potential cost savings and consolidate supplier base, resulting $620,000 cost saving. |
| Experience5 | |
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| Company Name： | ****** |
| Work Date： | 06/1993—12/1994 |
| Job Title： | Business Development Manager |
| Location： | shanghai |
| Responsibilities： |
• Researched the East China construction market and developed an entry strategy for a niche market. Generated $460,000 new business revenue in the first half year. • Established a joint-venture construction & installation firm focus on East China construction market • Played key role in providing detailed report of research & analysis for branch’s expansion & marketing |
| Experience6 | |
|---|---|
| Company Name： | ****** |
| Work Date： | 08/1991—05/1993 |
| Job Title： | Engineer/ Contract Administrator |
| Location： | shanghai |
| Responsibilities： |
• Drafted, reviewed and negotiated broad base of contracts – purchasing, shipping, transaction, labor agreements, etc for construction projects from inception to signature. • Continuously monitored and reported financial status of contracts and subcontracts to ensure project profitability |
| Experience7 | |
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| Company Name： | ****** |
| Work Date： | 07/2007— |
| Job Title： | Stock Broker |
| Location： | St. Louis |
| Responsibilities： |
• Provide excellent customer service in a professional manner; establish and maintain new accounts; provide stock research resources and customer service for all aspect of account maintenance. • Work with margin accounts, giving buying power & balance, keep up with reorg items, margin delinquencies, and work short option report. • Accept customer checks and stock certificates; follow up on pending ACACTS transfers • Enable customer to internet access; educate customers as to the workings of the market. |
Education
Education1
| Time education： | 10/10/2000—10/10/2000 |
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| School： | University of Arizona, Tucson, AZ, U.S |
| Degree： | Master |
| Specialty： | Business Administration.Financial Management |
| Description： | • Advanced Corporation Finance • Corporate Finance Strategy/ valuation • Advanced Risk Management & Derivatives • Financial Market and Investment • Fixed Income • Portfolio Management • Financial Management of global Enterprise • Investment Banking • Venture Capital • Empirical Methods in Finance |
Education2
| Time education： | 10/10/2000—10/10/2000 |
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| School： | Tongji University, Shanghai, China |
| Degree： | MBA |
| Specialty： | Business Administration.Business Administration |
Education3
| Time education： | 10/10/2000—10/10/2000 |
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| School： | Southwest Jiaotong University |
| Degree： | Bachelor |
| Specialty： | Mechanics.Mechanics |
Language
| Grade of English： | |
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| Oral English： | TOEFL |
| Spoken Level： | Fluent |
| EnglishLevel | Fluent |
| Description Language： | ||
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Skills & Specialty
Financial strategy planning
Derivatives modeling and pricing
Financial analyzing, modeling, and reporting
Customer service and business communication
Fluent in English and Chinese
Computer Expertise
• MS Excel
• MS Access
• MS Word
• PowerPoint
• Matlab
• VBA
• Outlook
• Instant Messaging
• Adobe Acrobat
Trading Platform
• Bloomberg
• Reuters
• ScottradeElite
• Scottrader