Jingyi Wen

Chief Financial Officer Assistant, Manager

Jingyi Wen is a high-skilled professional, working in Noah Wealth Management Co., Ltd as a Chief Financial Officer Assistant, Manager from 2017. This person gained professional experience in more than five positions at various companies. Jingyi Wen went to the University of Rochester and received education from 2014 to 2015. Frisco, Texas is the area, where this person was lastly known to be living. This professional's phone and email are accessed through this website by request.
Name variants:
Jingyi Wen
Last updated May 26, 2024

Contact Information

Last Update
Jul 8, 2022
Location
Frisco, TX
Company
Noah Wealth Management Co., Ltd.

Workplace

Chief Financial Officer Assistant, Manager

Work History

Chief Financial Officer Assistant, Manager

Support CFO’s daily work, such as meeting plans, signature arrangement, clients and investors relations, internal and external communication, information collection, logistic arrangement, e...
from Aug 2017

Finance Intern

1200 Executive Dr east, Richardson, TX 75081
As a corporate IT services provider, DFW Technology prides itself in delivering the right IT solution with the the right people and technologies to best meet business customers' ever-increas...
from Jun 2016

Co-Founder | Manager, Financial Department

Assisted in the executive management work for real estate projects, including Samsung (China), worth $550K, “the Greenland”, totally valued at $2M, in financial issues, such as preparing rea...
Nov 2013 — May 2014

Strategy and Operations Consultant | Analyst | Trainer, Financial Service Industry

30 Rockefeller Plz, New York, NY 10112
Consulted $2M projects in different fields for regulatory implementation, risk management, ICAAP, Resolution and Recovery planning, portfolio management and market entry strategies and oper...
Dec 2012 — Sep 2013

Auditor | Associate, Global Financial Service Industry

30 Rockefeller Plz, New York, NY 10112
Performed audit of $1M H-share IPO projects, including Haitong Securities, the top Securities firm in China. Created audit working papers for expense accounts of $2M annual audit clients, ...
Jul 2011 — Dec 2012

Occupations

Executive
Financial Director
Manager
Investor
Accountant
Finance and Accounting Specialist
Apprentice
Financial Officer
Financial Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Student Worker

Skills

Finance
Risk Management
Financial Analysis
Portfolio Management
Auditing
Analysis
Strategy
Data Analysis
Microsoft Excel
Powerpoint
Banking
Investments
Financial Modeling
Microsoft Word
Ifrs
Financial Risk
Credit Risk
Market Risk
Regulatory Affairs
Pivot Tables
Rrp
Icaap
Operational Risk

FAQs about Jingyi Wen

What's the main profession of Jingyi Wen?

This professional's job is Chief Financial Officer Assistant, Manager

What are the profession of This professional?

These person's professions are Executive and Financial Director

Where is Jingyi Wen currently located?

Jingyi Wen is currently located in Frisco, Texas.

How many companies did Jingyi Wen work at?

The professional worked at five jobs.

What education does Jingyi Wen have?

Jingyi studied at the University of Rochester from 2014 to 2015.

What languages does Jingyi Wen speak?

Jingyi Wen speaks Mandarin and English.

Are there any professional industries Jingyi Wen works in?

Jingyi works in Financial Services industry.

What are special skills of Jingyi Wen?

This person has skills in the following areas: Finance, Risk Management, Financial Analysis, Portfolio Management, Auditing, Analysis, Strategy, Data Analysis, Microsoft Excel, Powerpoint, Banking, and Investments.
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