- Providing clients with solutions in the area of finance, taxation, and business valuation. - Business development and origination. - Industry research and drafting of technical articles on taxation and policy changes in China.

Managing investment portfolios of stocks, bonds, ETFs, and alternatives with AUM of $500k on behalf of retail investors.

- Prepared regular financial summaries, budgets, and internal documentation, as well as performed prompt cash flow management and forecast. - Managed account receivables and account payables and regularly liaised with clients and suppliers. - Drafted business contracts and invoices, as well as maintained the current database. - Kept close contact and cooperated with the US office regarding the financial position of the firm.

- Conducted capital budgeting and improved cash flow and net income positions by the year-end. - Managed the club’s daily expenses and drafted monthly financial reports for the Athletic Union. - Signed 3 sponsorship contracts for two years and successfully established long-term partnerships.

- Liaised and communicated with clients proactively to maintain a loyal customer base. - Formulated marketing and promotional strategies, which outperformed the weekly sales targets by 10%. - Recommended products to customers in accordance with their individualized preferences.

Academic Thesis: Cross-Listing and Investment Applications: Examining AH Premium in China Stock Market

B.Sc with Honours