Personal Information
Organization / Workplace
Greater Boston Area United States
Occupation
Financial Advisor at GF Securities
Industry
Finance / Banking / Insurance
Website
About
Making customized portfolio by professional quantitative and fundamental analysis under the real market situation. Evaluating the underlying asset and provide constructive advices for superior management and customers, investing operation segment, managed over $1,500,000 investment plans in 2013 and gained a compound annual return around 19%
Generated approximately $560,000 financial service revenue from high quality customers
Conducted financial analysis to support senior leadership with developing the investing segments long range financial plan of more than $1.2 billion over the next five years.
Saving unnecessary losses for investors more than $500,000 during in GF Securities.
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