Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Education
Lists including Shengtao (Austin)
Work Experience
2020
Business Strategy Manager
2020
2016 - 2020
Senior Investment Analyst
2019 - 2020
Investment Analyst
2018 - 2019
Investment Analyst
2016 - 2018
2017 - 2017
Summer Game Product Manager
2017 - 2017
2015 - 2015
Summer Business Analyst
2015 - 2015
2015 - 2015
Management Consulting Part Time Assistant
2015 - 2015
● Learned logistics industry and express business models; studied 3 sorts of online selling platforms ● Conducted industry interviews independently with notes structurally organized and data analyzed ● Achieved great reputations among co-workers through complete Due-diligent projects for PE firm
2014 - 2014
Investment Analyst and Financial Consultant
2014 - 2014
● Summarized 125 financial videos concerning funds, mergers & acquisitions, IPO, VC, PE, IRAs ● Researched and analyzed 9 U.S. stocks, 4 African stocks, 3 U.S. funds, and 3 international funds via Morningstar, Yahoo Finance, and Bloomberg; highly praised by supervisors for excellent reports ● Negotiated with U.S. clients; reinvested their stocks & bonds; refinanced their mortgages & debts ● Managed 529 plans, 401ks, Roth IRAs for U.S. clients with assets allocation skills ● Achieved good reputation among U.S. clients, co-workers, and supervisors
Innovation Clerk and Product Seller of Business Department
2014 - 2014
● Traded on options software with 100 million RMB virtually; Achieved highest yields per day for 5.7% ● Wrote abstracts of 12 financial products including “Seagull No.1 Funds”; Praised by supervisors ● Sold financial products like “Boshi S&P 500 Index Funds”; Ranked as second best seller in season ● Honored to be involved in Pioneering Options Traders Group of China; Appreciated by teammates