Investment enthusiast and leader with a proven track record as the Founder and President of the Investment Club at Columbia International College and as an independent trader. Expert in strategic thinking and financial management, successfully guided members into financial sector. Achieved a consistent 6.5% monthly return as an independent trader. Passionate about team leadership in finance.
Work History
Investment Club Founder & President
Columbia International College
08.2025 - Current
Introduced fundamental concepts and principles of economics, business and finance for the members of the club.
Designed outline and contents for workshops based on different levels of knowledge of the members
Developed basic skills and methods of financial analysis for investment by weekly meetings and workshops.
Guided and supervised investment simulation competition to enhance members' understanding in practices.
Cooperated and coordinated with business department in the school to bring further insights of economics, accounting and business to the members.
Motivated the members to participate competitive events and external opportunities for practicing (e.g. Canadian Economics Olympiads, DECA).
Independent Trader
Self-employed
05.2025 - Current
Executed trades based on real-time data and multi-dimensional analysis in stock, bond, foreign exchange, option and forecast contract markets, currently earning a monthly return of 6.5%.
Actively researched economic and business news and firms' financial reports to guide trading.
Communicated with other traders to share ideas, information, theories and models for consistent improvement in general trading strategies
Analysed market trends and emotions to identify potential trading opportunities based on behavioural finance theories.
Closely monitored investment portfolios to assess and manage performance and risk levels
Developed trading strategies based fundamental, technical and environmental analysis.
Utilised technical tools for portfolio management and risk management.