Independently carried out the immigration profile evaluation and formulated the feasible immigration scheme for the clients;
Processed the clients’ immigration documentation in coordination with the overseas lawyers, including commercial and residential housing investment, capital investment, and citizenship application;
Conducted the wealth relocation management for the clients after the citizenship settled;
Analyzed the investment and immigration policies of the targeted countries-Greek, Malta, Turkey, and Portugal;
Lobby Manager, Financial Manager Assistant-Intern
China Citic Bank, Yinhe Dynasty
06.2018 - 07.2018
Assisted the implementation of marketing activities; promoted various activities in bank lobby and through the Internet;
Collected the customer feedback, and made suggestions for optimizing the upcoming activities;
Assisted the financial manager to investigate the clients’ financial investment intentions through online channels and face-to-face interviews; recommended bank financial products, and assisted to secure more than 10 customers per week;
Education
Master of Science - MS in Business Analytics & Project Management
University of Connecticut
Storrs, CT
05.2023
Bachelor of General Studies - General Studies, Economy and Industry, Business Administration
The University of Arizona, College of Humanities Tucson
Tucson, AZ
05.2019
Skills
Languages: Python, SQL, R Studio
Tools & Software: Microsoft Office, Tableau, JMP, Jira
Certification
Tableau Desktop Specialist
Jira Fundamentals
Projects
Otis Elevator Callback Analysis | Google Colab&Tableau
After cleaning and merging the data, by used tableau to do the data visualization and find the maximum callbacks that happens in different locations and different elevator types.
Build a linear regression model in google collab to estimate the repair time by each elevator depending on the location.
Using the LSTM model in SAS with different training sizes to forecast weekly callbacks.
Gun violence analysis | Tableau
Using Kaggle to gather comprehensive data on gun violence, Clean the data to remove errors, or missing values. calculating the rates of gun violence per capita and per 100,000 people as a normalized view.
Create the Geographic maps to visualize the distribution of incidents across regions, Analyze the visualizations to identify key insights and patterns. create the dashboard to present the analysis
Timeline
Immigration&Investment Consulting Analyst-Intern
Chengdu ISHTAR Global Entry&Exit Services Co
10.2019 - 04.2020
Lobby Manager, Financial Manager Assistant-Intern
China Citic Bank, Yinhe Dynasty
06.2018 - 07.2018
Master of Science - MS in Business Analytics & Project Management
University of Connecticut
Bachelor of General Studies - General Studies, Economy and Industry, Business Administration
The University of Arizona, College of Humanities Tucson
Tableau Desktop Specialist
Jira Fundamentals
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