Introduction
Dedicated, versatile, and detail-oriented financial professional. Proven track record in complex and capital-intensive global industries and delivered value and innovation in portfolio strategy. Reliable team member who demonstrates effective communication, interpersonal and organizational skills to establish and maintain professional ties with clients, colleagues and senior personnel. Known for displaying high ethical standard, integrity and confidentially while always exceeding expectation.
Before founding DQ Chi Gene, Yuanchi worked for Edward Jones in Toronto as Investment Advisor and research analyst. He also has worked for Joy Capital, covering such sectors as health care, and AI.Yuanchi has been quoted and published in various publications, including University of Toronto School Journal. Yuanchi graduated from University of Toronto with a bachelor’s degree in Finance and earned his Master's degree from Harvard University. He is pursuing the Chartered Financial Analyst (CFA) designation.
曾任世界500强百年公司美国爱德华琼斯，证券部投资经理/高级分析师，管理超过一亿人民币。协助企业发行债券及多伦多TSXV借壳上市。以及中国愉悦资本风投，参与尽调多个案例。现创立人工智能基因公司：贝迪施（天津）集团，任商业运营执行官，代表团队在中国（深圳）创新创业大赛，创业中国全球大赛斩获终奖等极高成绩。2017年代表哈佛大学获得江苏卫视一站到底全球名校争霸赛冠军。90后诗人创作200余首古体诗，收录于《印象》，素有“哈佛徐志摩”之称；同时有数篇论文收录于多伦多大学。多伦多大学学士，哈佛大学硕士。
Global Asset Management Professional
Professional Backgrounds:
Co-Founder, DQ Chi Gene Inc, Associate, Venture Capital, Joy Capital Investment Advsior, Edward Jones
Education Backgrounds:
Master's Degree, Finance, Harvard University Bachlor's Degree, Finance, University of Toronto Abroad Exchange, International Management, University of Hong Kong Level II Candidate, CFA Program
