Kean University congratulates Kefan Lu of Wenzhou for making the Spring 2022 Dean's List. Lu is a senior majoring in Finance and among more than 2,500 students to achieve this honor. "These student...
August, 02 2022 - Verified by Kean University
1. Established alliances with customers with assets of more than 50 million, successfully cooperated with 7 of them and allocated more than 35 million assets for them.
2. By establishing alliances with three woodcarving merchants and entering the market with multiple pushes, it successfully introduced more than 20 potential customers for the bank within three days.
3. Learned and analyzed wealth management products daily and shared product information and market trends with customers.
1. Applied Wind to collect stock and fund data; employed analytical tools to simulate and forecast stock market trend; wrote 10+ column articles and provide services for clients.
2. Prepared presentations and meeting minutes; Established and maintained current client and potential client relationships. Assisted in organizing 5+ road shows.