
Business Develop
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CRM & Multinational Coordination: Respond to clients' financial requests from foreign banks, establish and maintain relationships with corresponding contacts. Worked cooperatively with offshore treasury team in Hong Kong and trade team in Singapore to deliver timely and professional service.
Pipeline Tracking: Timely input, track and maintain whole FI team pipelines and winning cases through Salesforce, conduct regular archive and KPI analysis.
Administrative Assist: Help assist APAC LOB heads and US HQ executives visit schedule and arrangement during analyst trainee period, including accommodation, transportation, food and beverage, (e.g. vegan, Muslim, allergy).
Associate, Financial Institution Regional Sales at Bank of America Merrill Lynch (2015-07 – 2017-08)
Fund Manager at Shanghai Cangfeng Private Equity Fund Management Co., Ltd (2020-09 – 2021-06)
BD & PM at Yishi Translation Consulting Services (Shanghai) Co., Ltd. (2021-06 – 2025-12)
Co-Founder & BD Lead at Shanghai Ratabi Network Technology Co., Ltd. (2026-01 – 2026-07)
Bachelor in Political Science and Public Administration – Fudan University (2011-09 – 2015-07)
Exchange Student – London School of Economics and Political Science (2013-07 – 2013-08)
– The Chinese University of Hong Kong Asia Pacific Business Institute (2012-01 – 2012-02)
– Joint summer camp of the University of Hong Kong, Harvard University, Yale University, University of Oxford, and University of Cambridge (2009-07 – 2009-07)