Gilbert Graduate

87-35 Justice Avenue, 2nd Floor, Elmhurst. New York, NY 11373

(917) 543-0984 gxb3ac7e@westpost.net
Education
Pace University, Lubin School of Business, New York, NY
Master of Financial Management GPA: 3.85 Dec 10
Coursework: Statistics, Corporate Finance, Intermediate Accounting, Financial S
tatement Analysis
Candidate for CFA Level-2 Exam (Passed Level 1 in Dec 2009) and FRM Level I and
Level II Exam ( Nov 2010)
JXUFE(Jiangxi University of Finance and Economics) Nanchang, China
Bachelor of International Finance GPA: 3.5 June 08
Work Experiences
Merrill Lynch (White Plain) New York,
U.S.A
Global Wealth & Investment Management Department
Financial Analyst Intern July 20
10-Present
* Research Stocks, review trades for discrepancies , seek investments and speak
to clients for recommendations
* Analyze annual report of company mainly in U.S.A and partly in Asia. Assist wi
th performance report for clients portfolios
* Filling/Administrative support and other miscellaneous tasks
NuVerse Advisors LLC New York, U.
S.A
Financial Analyst Intern S3 Global Multi-Strategy Master Fund Jan
2010-May 2010
* Study and review Term Asset-Backed-Securities Loan Facility structures; Create
scenario analysis and Monte Carlo simulation to project profitability for varie
s TALF deals and present to prospective clients
* Analyze Real Estate Transaction Valuation, Emerging Market Investments, IPOs a
nd summarize daily economic report
* Review S3 Global Fund and evaluate the performance by establishing Excel works
heet to compare with similar funds
Jiangsu Bank Changzhou, C
hina
Marketing Sales Job Enterprise Credit Department Dec 200
7- Aug 2008
* Sold credit cards to individuals especially for students in college
* Dealt with individual mortgage loan business and helped customers adjust their
mortgage plans
* Updated and maintained bank customers information in database
Honors
1/07 Awarded the winning award in Foreign Exchange Group held by the National
College Students Financial Investment Simulation Exchange Competition
11/06 Awarded the Excellent Student in academic activities of Creating own comp
anies
Campus Activities
10/08-Present ASCEND, Active Member (Pace University)
Encouraged up to 20 Pace Universitys students to join ASCEND
11/08-Present Volunteers of One to World (New York)
Joint the events such as Employment Workshop and did services to c
ommunity in Queens
10/04-Present Member of Chinese Young Volunteers Association (China)
Language Skills
Fluent in English, Excellent in Mandarin and Shanghainese
Technical Skills
Proficient in Word, Excel. PowerPoint, @Risk and StatPro, Access and SQL