Charles Schwab
Manager, Investment Risk
Morningstar
Associate Investment Analyst, Capital Markets and Asset Allocation
Morningstar Nov 1, 2015 - Feb 2017
Data Analyst, Portfolio Acquisition and Analytics
Quantessential Investments Jun 2014 - Oct 2015
Options Trader
Concord Securities Group Aug 2013 - Sep 2013
Summer Equity Research Analyst
Education:
University of Chicago 2011 - 2015
Bachelors, Economics, Statistics
Skills:
Investments Finance Options Economics Equities Equity Valuation Data Analysis Financial Modeling Financial Analysis Client Services Microsoft Suites Stata Bloomberg Sql Morningstar Direct Capital Market Research Bloomberg Terminal
Languages:
English Mandarin
Certifications:
Passed Cfa Level 1 Passed Cfa Level Ii Exam Cfa Level Iii Exam Candidate