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Wealth Management and Innovation Department
Huatai Securities
05.2023 - 08.2023
- I have collaborated and discussed with senior financial advisors to develop and implement strategic wealth management plans for clients.
- The intern also requires researched and evaluated opportunities for potential companies to go public
- Creating powerpoint to inform and educate clients required information about specific companies products and overall situation of industry
Bachelor of Arts - Economics And Maths
New York University
New York, NY05.2027
- I believe it's rather easy for me to get to know and get along with my Customer
- I have created multiple investment reports which covers multiple areas, including tourism, energy storage industry, and so on
- Because of my daily habit of reading different news, I'm confident in my investment analysis
- I can skillfully use and create Powerpoints
Wealth Management and Innovation Department
Huatai Securities
05.2023 - 08.2023
Bachelor of Arts - Economics And Maths
New York University
