Wendi He
About
Wendi He is from 中國 北京 Haidian District. Wendi works in the following industries: "網際網路", "個人／家庭服務", "金融服務", and "金融控股". Wendi is currently Product Manager at 京东, located in 北京. In Wendi's previous role as a Product Manager at Tiger Fintech, Wendi worked in Beijing until Aug 2019. Prior to joining Tiger Fintech, Wendi was a Product Manager at Xiaomi Technology and held the position of Product Manager at Beijing City, China. Prior to that, Wendi was a Equity Research Associate (Healthcare) at Barrington Research Associates, Inc., based in Greater Chicago Area from Jun 2014 to Mar 2015. Wendi started working as Data Analyst Intern at Safer Foundation in Greater Chicago Area in Mar 2013. From Feb 2012 to Mar 2012, Wendi was Asset Management Intern at China’s State Administration of Foreign Exchange, based in Wuhan, Hubei, China. Prior to that, Wendi was a Client Operations Intern at HSBC, based in Wuhan, Hubei, China from Jun 2011 to Aug 2011. Wendi started working as Business Banking Intern at China Everbright Bank in Wuhan, Hubei, China in Jun 2010.
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Wendi He's current jobs
Wendi He's past jobs
• Manage financial statements and maintain complex financial models and revenue models in MS Excel • Draft company’s progress report and press releases on relevant investment themes, events, and breaking news • Collect data, generate charts, tables and update fundamental research reports to institutional investors • Conduct and analyze due diligence process, financial filings, trade publications and sell-side researches • Research hundreds of medical websites to create descriptions of COPD, DMD, HIV and other diseases
• Collected 1000+ clients’ personal information, assisting in managerial analysis of customer profiles • Formatted data from the Illinois Department of Employment Security by using proprietary database that can track the progress of the clients; verified employment according to Federal Title XX requirements
• Received different companies’ clients, and helped them get authorization from state government • Participated in discussing the government’s new policies of managing current assets
• Assisted manager in daily financial transactions of global service delivery and dealt with the clients’ complaints • Organized memoranda online related to marketing and weekly reports
• Introduced 20 different kinds of credit cards to clients, and guided customers in opening new accounts • Built customer relationships with clients by calls, emails, and sold financial products