Peter Zhang

• Manages U.S Office operations, including budgeting, policy formulation, and business coordination
• Engages with vendors, leads recruitment and training, and identifies growth opportunities.
• Monitors financial activities, supports staff development, and drives efficiency and revenue growth.
• Organizes programs aligned with organizational mission and goals, and develops strategic programs.
• Cultivated and maintained solid partner relationships to drive mutually beneficial collaboration and bottom-line profits.

• Conduct in- Performed market research to assess public and customer perception, guiding strategic investments
• Contributed to special projects aimed at service improvement and organizational impact
• Offered financial expertise for operational support, problem resolution, and fund management
• Handled forecasting, budgeting, and business transaction oversight to ensure financial health.

• Led market opportunity analysis and managed marketing/sales teams
• Developed financial projections for strategic planning
• Implemented project management practices for efficiency
• Enhanced stakeholder engagement and cross-functional collaboration.
• Implemented and prepared comprehensive business plans to expand business.

• Led Real Estate, EB-5 Investment, and Consulting sectors, driving strategic growth
• Directed strategic planning and tactical execution to meet business goals
• Managed cross-functional teams, promoting innovation and improving client offerings
• Cultivated key relationships, enhancing market position and strategic partnerships
• Analyzed market trends and competitor actions to inform strategic decisions
• Drove business transformations for operational excellence and goal alignment.

• Cultivate new and existing client relationships, boosting retention and sales through strategic engagement.
• Ensured client satisfaction and loyalty, leveraging referrals and references for business growth.
• Analyzed financial data and trends, presenting insights to executives to support business operations.
• Created and interpreted analytical models for risk, opportunity assessment, and market expansion feasibility.
• Led software/technology projects from initiation to completion, overseeing scope, goals, and deliverables.
• Managed project timelines, dependencies, and budgets, ensuring alignment with business objectives.
• Coordinated with large teams on multiple concurrent projects, maintaining clear communication with stakeholders.
• Achieved significant implementations, including Salesforce and ERP systems, enhancing operational efficiency.

• Prepared detailed financial reports and analysis, delivering actionable insights to management
• Led financial, statistical, and industry analysis to inform investment decisions
• Involved in budget development for regional, departmental, and functional areas
• Managed economic forecasting, highlighting assumptions, risks, and opportunities
• Contributed to multimillion-dollar commercial real estate projects, enhancing financial strategy
• Executed financial analysis, risk assessments, and Discounted Cash Flows (DCFs)
• Performed sensitivity analysis, creating versatile multi-scenario financial models.

• Delivered comprehensive financial planning, risk management, and insurance solutions to clients
• Developed tailored financial plans covering investments, retirement, estate planning, and insurance
• Fostered strong client relationships, offering continuous support and financial guidance
• Led seminars and workshops to educate on financial planning and investment strategies
• Achieved recognition on the Executive Council for outstanding performance and client service.