文档内容
EDUCATION
COLUMBIA UNIVERSITY / 2012-2016
Master of Financial management
Shanghai University of Finance and Economics ,
Sam Zhang Cultural Exchange School / 2008-2012
Cumulative GPA: 3.76
Scholarships: First-prize National Scholarship (Top 7%)
Designer
WORK EXPERIENCE
MORGAN STANLEY / Wealth Management Intern
2021-NOW
• Generated 20+ leads for a private wealth management group
PROFILE
with over $250 million in client assets
• Investigated new prospects and created comprehensive call lists
Outstanding written and verbal
of real estate prospects
communication skills in English and
• Developed a strong professional network while perfecting
Mandarin.
effective communication skills
Abundant administrative and Secretary
experience in a fast-paced, high-tech MORGAN STANLEY / Wealth Management Intern
environment. 2019-2022
• Generated 20+ leads for a private wealth management group
with over $250 million in client assets
• Investigated new prospects and created comprehensive call lists
of real estate prospects
CONTACT ME
MORGAN STANLEY / Wealth Management Intern
2016-2019
Tel. (+86) 138-0XXX-8000 • Generated 20+ leads for a private wealth management group
Email. 190X@qq.com
with over $250 million in client assets
• Investigated new prospects and created comprehensive call lists
Address. Shanghai, China
of real estate prospects
PERSONAL SKILLS
HONORS
- Senior teacher's qualification certificate
15 th International Economic and Trade College
- Mandarin Proficiency Test Certificate, 1st
Academic Thesis (Prize for Excellence)
Grade, A Level.
- Computer:Microsoft Word, Excel and
Outstanding Captain of Volunteer Training School
PowerPoint
- Carpentry:Framing, Masonry, Household
The national college students business plan competition
Electrical Wiring, Flooring, Roofing,
Plumbing
