Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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Xiaolin Zhao

Los Angeles,CA

Summary

Seasoned professional dedicated to developing and implementing cutting-edge branding strategies for financial institutions. Aiming to elevate brand visibility, enhance reputation, and consistently deliver exceptional marketing results. Committed to serving as a driving force for positive change, fostering success for both financial institutions and their clientele. Fueled by a profound appreciation for qualities such as creativity, excellence, and a sincere desire to assist others, a steadfast commitment exists to leave a lasting mark on the industry.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Analyst & Media Operations Manager

Xiaobangtouzi
04.2021 - 06.2023
  • Conducted comprehensive analysis of economic and market trends, earnings potential, financial statements, and diverse indicators to formulate appropriate investment strategies.
  • Managed a team of investment analysts in the creation of Fund of Funds (FOFs) targeting investments in China's stock markets (Shanghai, Shenzhen, Hong Kong) and U.S. stock market, resulting in assets under management (AUM) reaching $200 million in 2022.
  • Guided team in content creation and strategic management of APP and social media platforms, yielding 111,000 APP Prime members and 1 million social media followers by 2022.
  • Collaborated with the product development department to facilitate the design and launch of cutting-edge App features, including personalized asset allocation plans and an Artificial Intelligence-powered Chatbot.

Finance Curriculum Developer & CFA Exam Trainer

Golden Education (Gaodun)
11.2019 - 04.2021
  • Authored and published CFA and FRM curriculum, informed by extensive knowledge of finance, classroom dynamics, and effective learning approaches.
  • Developed online learning systems and crafted comprehensive online courses, including videos, assignments, study guides, and practice tests.
  • Instructed CFA Level I, II, and III.
  • Collaborated with prestigious organizations such as the CFA Institute and GARP (Global Association of Risk Professionals).
  • Conducted needs analysis to define project scopes aligned with business needs.

Financial Advisor

Marcum Bernstein & Pinchuk LLP
10.2018 - 10.2019
  • Conducted audits of publicly traded Chinese companies listed on U.S. exchanges to ensure compliance with regulatory requirements and financial transparency.
  • Performed audits of U.S. companies with operations in China, evaluating financial statements, internal controls, and operational efficiency to identify potential risks and opportunities.
  • Executed M&A due diligence processes for both investors and companies, assessing financial, operational, and legal aspects to support informed investment decisions and successful acquisitions.

Risk Management Specialist

Bank of China (Macau)
09.2015 - 09.2018
  • Audited publicly traded Chinese companies on U.S. exchanges for regulatory compliance.
  • Evaluated financial statements, internal controls, and operational efficiency of U.S. companies in China.
  • Executed M&A due diligence for investors and companies, assessing financial, operational, and legal aspects.

Education

Master of Science - Global Finance

Fordham University
New York, NY
02.2015

Bachelor of Science - Economics-Finance (National Ranking 1)

Renmin University of China
Beijing, China
07.2013

Skills

  • Investment Analysis
  • Financial Modeling
  • Research and Data Analysis
  • Expert in Customer Relations
  • Project Planning
  • Due Diligence
  • MS Office Suite
  • SPSS/STATA/SAS Software

Languages

Mandarin
Native or Bilingual
English
Full Professional
Cantonese
Full Professional

Certification

  • CFA (Chartered Financial Analyst)
  • Certified FRM (Financial Risk Management)
  • The Securities Qualification Certificate
  • Fund Qualification Certificate
  • National Teacher Certificate (Finance)

Timeline

Financial Analyst & Media Operations Manager

Xiaobangtouzi
04.2021 - 06.2023

Finance Curriculum Developer & CFA Exam Trainer

Golden Education (Gaodun)
11.2019 - 04.2021

Financial Advisor

Marcum Bernstein & Pinchuk LLP
10.2018 - 10.2019

Risk Management Specialist

Bank of China (Macau)
09.2015 - 09.2018

Master of Science - Global Finance

Fordham University

Bachelor of Science - Economics-Finance (National Ranking 1)

Renmin University of China

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Xiaolin Zhao