AI & Quantitative Finance Explorer
Independent Tech Initiatives |
2023 - 2025
Navigated the complexities of algorithmic trading and large language models through hands-on, independent projects, aiming to bridge the gap between financial theory and automated execution.
- Architected and deployed a live quantitative automated algorithmic trading system.
- Developed an AI-powered WeChat consultant for automated marketing and 24/7 premium client service.
- Built an elite news aggregation platform delivering real-time Top 10 insights from 12 global publishers (Bloomberg, WSJ, The Economist, FT, Reuters, MIT Tech Review, Caixin, etc.), curating exclusive dispatches for high-net-worth clients.
- Conducted deep-dive industry research on Ballistocardiogram (BCG) biomedical signal processing technologies and their value chains.
Wealth Manager & Product Manager
CITIC Securities & China Construction Bank |
2020 - 2023
Transitioned into finance, starting as a Product Manager at China Construction Bank before moving to CITIC Securities. Managed high-net-worth client portfolios and leveraged deep market research to drive returns.
- Managed over 6 million RMB in financial products
- Ranked #1 in annual real-trading performance for CITIC Securities Zhejiang Branch (2022)
- Named "2022 Outstanding Wealth Manager"
Medical Device Sales Representative
Hangzhou Langjun Medical |
2019 - 2020
Pioneered regional medical equipment sales, conducting extensive market research and managing relationships with key hospital stakeholders.
- Successfully managed hospital bidding processes
- Expanded regional market share for medical equipment
Co-Founder
"On the way365" Micro-Fund |
2016 - Present
Launched a grassroots charity fund where members donate 1 RMB daily to financially support middle school students in need.
- Recruited and managed 60+ active members
- Raised over 35,000 RMB over 7 years
- Provided continuous sponsorship to underprivileged students