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Objectives

To apply knowledge, skills learned from CFA and MBA program in an Investment, Finance related environment

Skills

  • Financial Statement Analysis

    Intermediate
    Years of Experience: 1 year
  • Bilingual

    Advanced
    Years of Experience: 10 years
    • Proficient with both English and Mandarin.
  • Quantitative analysis

    Advanced
    Years of Experience: 5 years
    • Database design with Microsoft Access
    • Multivariate regression analysis
    • Simulation software Arena and Crystal
    • SAS
    • Programming experience with Fortune77
    • Visual Basic and VBA with Excel
    • Microsoft Word
    • Excel
    • Access
    • Project and Powerpoint

Work Experience

  • International Flight Planning Specialist

    Company Name Hidden
    San Jose, California, United States

    Responsible for coordinating all aspects of trip planning for private and corporate customers traveling internationally. Assist customers in planning itineraries based on knowledge of diplomatic requirements, airport restrictions, fuel vailability, range of aircraft, and political situations. Liaison with civil air authority, US embassy to obtain verfly or landing clearances. Run computerized flight plan to determine the fuel burn, time and design air route based on the favorable wind condition and airspace restrictions. Analyze weather, NOTAM, crew’s physical condition and dispatch aircraft when weather, pilot and aircraft meet the operational requirements. File flight plan and communi

    Projects:

    • NBAA Annual Conference
      Representing Jeppesen Dataplan, made a presentation to over 300 professional corporate aviation pilots. Presentation title: Corporate Aviation Operation Procedures In Fareast Region.
    • US Air Aircrafts Swap Analsis
      Analyze the potential cost savings of swapping current A320 with A319 based on the historical data such as load factor, fuel cost, employee salary, maintenance cost etc.
    • Airline Profitability Analysis
      Database design with Microsoft Access to analyze American airlines profitability by running multi-variable regression analysis.
    • Used Corporate Jets Analysis
      Analyze supply and demand trend of used business aircrafts and their
      Relevant impact on new business aircraft sales. Identify various driving forces affecting used
      business aircraft sales. Conduct survey on 50 members of the National Aircraft Resale Association (NARA) and made the presentation on the research to Bombardier executives at Montreal, Canada.
  • Financial Analyst

    Company Name Hidden
    Arlington, Virginia, United States

    Perform monthly Flight Profitability System closing task by using Statistic Analysis Software Mainframe system; Prepare executive reports such as TransAtlantic Market P&L, Equipment P&L, Route Analysis, Market by Region, etc. for top executives to review; Provide financial and Operational data to other groups in Financial Analysis and Planning department; Analyze the Financial feasibility of the proposals made by other departments and make recommendations to the Management team based on financial analysis.

  • Foreign Airline Operation Manager and Flight Dispa

    Company Name Hidden
    Beijing, China

    Negotiate and implement the standard IATA ground handling agreement; Coordinate between foreign embassies Beijing and Chinese aviation authority; Provide logistics support to US military flight missions; In contract with Jeppesen, Air Routing, Universal and other corporate jet services providers to provide standard corporate jet handling services, such as planeside Customs, Immigration, etc.; Build Air China credit system and handling network at all major airports in China; Obtain overflight and landing clearances; Analyze overall weather, aircraft, crew conditions and Dispatch the flights by cosigning with the captain on takeoff clearance; Coordinate pilots, dispatchers and mechanics traini

Academic Background

  • Certification

    2003 June - Present
    CFA institute
    San Jose, California, United States
    Major: CFA
    Passed CFA II in Jun 2005 and took CFA III in Jun 2006. Will be CFA charter holder upon passing level III and 3 year required working experience.
  • Master's Degree

    1999 September - 2001 June
    Embry Riddle University
    Daytona Beach, Florida, United States
    Major: Business Administration
    GPA: 3.83 overall
  • Bachelor of Science Degree

    1991 September - 1995 July
    Tianjin University
    Tianjin, China
    Major: Mechanical Engineering

Professional Awards

  • Eta Lambda Chapter of Delta Mu Delta

    2001 April - Present

    The National Honor Society in Business Administration

Miscelary

Reference

Available upon request