Financial Content Development (independent project), 2015-2017

Ø       Developed financial content for an investor education project that I have launched (www.investment-professor.com)

Ø       Wrote content for various websites related to finance, gaming, and product reviews (brokerage accounts, software, etc.)

Ø       Launched and currently moderate an investor education section on Reddit (www.reddit.com/r/InvestmentEducation)

Soochow University, Suzhou (Jiangsu), China, Business & Economics Lecturer, 2015

Ø       Lectured on Principles of Finance, Intermediate Microeconomics, and Marketing & Communications  to students in a joint program of Soochow University and North American universities (such as University of Vancouver and California State University)

Ø       Prepared lectures as well as exams (multiple choice, short answers, and essays)

Concord University College-Fujian Normal University, Fuzhou (Fujian), China, English

           Lecturer, September 2013-June 2014

Ø       Taught Business English to International Economy & Trade majors (topics included marketing, financial & accounting English, HR, negotiations)

Ø       Taught spoken English to English majors

Web International English, Changde (Hunan), China, English Teacher, July 2012 to June 2013

Ø       English language training of  students and adults (beginner to advanced levels) including Business English, spoken English, BEC and IELTS

Self-employed as Capital Markets Trader, January 2009 to June 2011

Ø       Traded currencies, stocks, options, and commodity ETFs for own account 

Asset Control, London (UK), Financial Data Management Consultant, 2008

Ø       Presented financial data management solutions  to banking executives

Ø       Demonstrated how the solution can perform data modeling, consolidation, and enrichment before populating downstream systems related to risk management, accounting, and corporate actions

Ø       Answered questions on system’s architecture, capabilities, and user features

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Fernbach Software, London (UK), Banking Solutions Consultant (Accounting, Risk  

           Management, and Financial Data Management), 2007-2008

Ø       Trained partners (PwC, Oracle) and users about software functionalities, implementation methodology & processes, querying, reporting, and the accounting logic of the system

Ø       Presented banking software solutions to bank CEOs, CFOs, CIOs, accountants, controllers, risk managers, and IT personnel in Europe and Asia-Pacific regions (Hong Kong, South Korea, Thailand)

Ø       Prepared tailored presentations, both for pre-sales and for training purposes

Deutsche Bank, New York City, Middle Office Operations Support (Private Wealth 

           Management), 2004-2006 

Ø       Global Corporate Actions: oversaw, advised, and responded to all kinds of events (exchanges, tenders, cash/stock options, currency options, dissents, fixed income calls/puts, warrant exercises, etc.) and acted as the main contact person for corporate actions at Deutsche Bank’s Private Wealth Management division

Ø       Monitored operations (outsourced to State Street) on an almost daily basis through review of various “break” reports (foreign / domestic securities and cash variance reports), questioned discrepancies with State Street, and escalated outstanding and unresolved issues (corporate actions, income items, trade problems, system set-ups) to State Street and DB’s Data Management

Ø       Trained new employees on different IT systems and procedures used

Ø       Acted as liaison between State Street and Deutsche Bank units (such as investment officers- front office, Reconciliation, Journal Dept., Proof & Control, Order Desk, etc.) on a variety of issues in a multi-security, multi-currency, global environment

Ø       Monitored correct and timely reinvestment of large denomination, multi-currency Time Deposits

Ø       Acted as a back-up for Money Market, Mutual Fund, and Hedge Fund Banking (pulled transactions entered by the front office, checked the tickets, credited and debited proper accounts, performed end-of-day reconciliation, and advised Journal Dept. and Proof & Control of funds credited/debited and proper journals to locate them)

UBS, Weehawken (NJ), USA, Compliance Consultant, 2002-2003 (fixed-term consulting  

    assignment) 

Ø       Worked with Senior Compliance Analysts on issues related to Firm Surveillance (solicitation approvals for equities, broker monitoring, stock surveillance, "Contrary To Research" purchases, penny stock accumulations, concentrations of positions)

Ø       Reviewed managed accounts (fixed income, commodities, equities) for excessive transactions

Ø       Maintained Compliance database

ILX Systems, New York City, Market Data Analyst, 2000-2002 (fixed-term consulting  

assignment)

Ø       Reviewed Data Feeds for various markets and financial instruments

Ø       Wrote business requirements and built data models based on exchange and instrument specifications as well as trading rules needed to develop real-time global market data system

Quick & Reilly, New York City, Licensed Stockbroker & Investment Advisor (Online Trading),  

           1997-2000

Ø       Reviewed and approved orders (stocks, options, and fixed income) received through the Internet and verbally from clients, and directed them to the exchange and OTC market for execution

Ø       Acted as liaison between clients and various departments such as Corporate Actions, Transfers, Margin, Options, Compliance

Ø       Trained and supervised new stockbrokers

Ø       Supported a network of Investor Centers and resolved customer problems (trade discrepancies, margin calls, lost trades)

CITIZENSHIPS

Ø       USA and the European Union

HOBBIES

Ø       Traveling (visited over 60 countries on 5 continents)

Ø       Master of Science in Finance (Concentrations: 1- Corporate Finance, 2- Investments & Securities), Southern New Hampshire University (Manchester, New Hampshire, USA), 2017

Ø       Bachelor of Science in Business Management (Marketing), Rutgers University (Newark, New Jersey, USA), 1997

Ø       Teaching of English as a Foreign Language (TEFL) certification, 2011

Ø       Certificate in Teaching Business English, 2012