Sectors:
Locations:
Min Investment:
Max Investment:
Target Investment:
Bachelor of Science - BS
2019
2019
Startups, Later-Stage, Private Markets, Technology, Life Science, Corporate Finance and M&A deal advisory, Manage relationships with Limited Partners and General Partners Business Development, Investor (VC, PE, FO) Deal Flow, Financial Modeling
2019
Interact with businesses and individuals for verbal and written translations between English and Chinese
2021 - 2022
2021 - 2022
Source ventured-backed startups for everyday investors
2018 - 2019
2018 - 2019
Family Office, IPO, Private Equity, Fund Management
2010 - 2018
2017 - 2018
• Developed a strong sales team from zero to 2 investment consultants that provided exceptional customer service to our clients, while also driving revenue opportunities for the firm. • Led branch associates to grow business opportunities in the local market via in-branch and phone customer contact and seminars. Ensure that branch sales performance objectives ($12 million in gross assets and $900,000 in guidance assets) are established and collaboratively met and exceeded. • Performed and coached to proactive outbound phone sales activities to reach 40 dials/day/IC • Worked with RIAs and independent wealth advisors to provide investment products for sophisticated investors
2015 - 2016
• Traveled extensively to provide training and mentoring to new associates including Branch Managers and Investment Consultants • Helped facilitate branch service and sales initiatives • Maintained regulatory compliance procedures for coverage branches
2010 - 2015
Accomplishments: • Top 10 Divisional Team • Top Regional Investment Consultant • Top 100 National Investment Consultant
2012 - 2015
2012 - 2015
• Early employee and courier, delivered food orders to customers with no negative reviews • Worked alongside founders to develop strategies to uncover new markets and engage new partnerships with restaurants • Onboarded, trained, managed, and dispatched new and existing couriers
2010 - 2010
2010 - 2010
• Worked with VP of business development to develop markets and uncover new opportunities • Gathered data for cold calling, development of markets • Contacted and closed potential clients • Applied bilingual language skills during relationship building with prospects and clients based both in US and China