CSOFT & CSOFT Globalization Institute                                                                                                     Shenzhen, China

Lead Senior Researcher, Macro China and Shenzhen Industrial                                                                              2015-Present

·         Lead Researcher in the Shenzhen 100 research project, identifying the top companies in Shenzhen by their proprietarily scored ‘global maturity level’

·         Created the annual Shenzhen 100 magazine, which covered over 500 companies, gave policy suggestions to the Futian and Nanshan governments of Shenzhen, while reporting China foreign direct and outbound domestic investment trends.

·         Re-engineered policy for both Futian and Nanshan District governments to reflect a more ‘incentivized corporate infrastructure’.

·         Presented as an expert advisor and public speaker at the Globalization Shenzhen 100 Conference, detailing what Chinese companies must do to compete globally

KPMG – Global China Practice                                                                                                                           Beijing, China

Manager, Macro Research and FDI                                                                                                                             2012 - 2014

·         Research Report Generation Quarterly Inbound/Outbound M&A and FDI

o        Responsible for organizing, writing, and producing the Gross Domestic Product of China (GDP) and inbound foreign domestic investment (FDI) summary reports for top management viewing.

·         Co-created and Co-authored the monthly research, “China 360” for KPMG internal and external clients – designed to be a microeconomic or sector specific monthly review on China.

o        Globally distributed research can be found at:

www.kpmg.com/cn/china-360

·         Responsible for industry research pertaining to China metals and mining industry, healthcare, biotech, and industrials summary.

·         Ad hoc reports. Authored or Co-authored highly sensitive senior management literature to be used in published magazines such as: China Daily, China Daily HK, China Daily Europe, The Britain Magazine, The Financial Times, and Fortune Magazine

M&T Bank Corporation                                                                                                                                      New York, NY Executive Associate,                                                                                                                                                      2008-2011

·         Contributed to the Troubled Asset Repurchase Program Memo (TARP), for Board of Director approval. Objectives of the M&T TARP were to analyze costs/benefits of the program, timing, amount of funds necessary, what market would award or discount such a program, and repayment options to the government.

·         Structured our revenue at risk for 8.5 Billion dollar Money Market Portfolio. Supported Portfolio managers by stress testing their interest rate and asset level forecast for rest of year

·         Presented the Board of Directors a Top-down look at the Money Market industry after the collapse of the primary fund breaking $1.00 and why. Illustrated industry changes, demand/supply shocks, shifts in market segments, and M&T related exposure to worst case Money Market scenarios.                                       

SIGNIFICANT AND GLOBALLY PUBLISHED RESEARCH

·         KPMG’s monthly series ‘China 360’ covering China industries including: high tech, industrials, banking

·         KPMG quarterly series ‘China quarterly financial report’, covering GDP, FDI, ODI, and PPI

·         British Chamber of Commerce via KPMG: ‘China’s urban development’

·         China daily in London, USA, and China: ‘Solutions needed for urbanization’

·         Special mention/citation: https://www.albertacanada.com/hongkong/documents/OnLineShoppingSpreeChina-2014.pdf

·         China’s Research and Development rise: http://www.kpmg.com/DE/de/Documents/China-360-Issue11-201308-new-frontier-for-global-R-and-D-2013-KPMG.pdf

·         CSOFT’s special edition release: The Globalization Shenzhen 100

EDUCATION AND OTHER SKILLS                                                                                                                                                             

THE UNIVERSITY OF CHICAGO GRADUATE SCHOOL OF BUSINESS                                                                Chicago, Illinois

Masters of Business Administration, Concentration: Business Writing, Finance, Econometrics                          08/2006 – 08/2008

THE UNIVERSITY OF IOWA TIPPIE SCHOOL OF ECONOMICS                                                        Iowa City, Iowa

Bachelors of Business Administration, Concentration: Finance, Accounting                                                           08/1995 – 08/1999

·         Received a partial scholarship in high school to attend this school’s business program

·         1995 Phi Beta Kappa Honors society entrant

Additional strengths:

·         Proactively and analytically attack firm-specific business and financial issues

·         Specialist in corporate communications, incentive building, as well as immediate performance feedback and active management.

·         Exploiting my excellent communication, organization, writing, and analytical skills to add value to any situation.

Additional skills:

·         Proficient with analytical systems: Bloomberg, Stock Val, FactSet, SNL.xl, and Thomson One/First Call

·         UC Booth School of Business Admissions Committee Representative, 2007-2008

·         Language Skills: Expert presentation skills, intermediate knowledge of Mandarin Putonghua普通话 spoken, listening, and reading.

是个经济咨询师， 要求25k-30k ， 可以教经济 商务。