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Work experience

Nov 2007Present

Research Analyst

The Lancer Group

The Lancer Group is a retained executive search firm serving technology companies to recruit executives at the Vice President through Board of Directors levels. The Lancer Group has worked on behalf of leading large private equity firms such as Hellman & Friedman, JMI Equity and GTCR Gold Rauner.

  • Used "best practices" art of research technique in order to identify key executive players
  • Completed thorough industry analysis of Client Company's market space, profile, and its strategic direction to fit the need for executives
  • Participated in conference calls with Client Company's Board of Directors and Executive Team to increase understanding of client's needs
  • Updated executive profiles and contacts using GoldMine Client Relationship Management (CRM) system
  • Provided administrative support for the Managing Partners and Director of Research
Jun 2007Sep 2007


KLA-Tencor Corporation
  • Prepared folders and binders for the General Counsel, Director of Intellectual Property, and Paralegal while demonstrating ability to follow tasks and protocols with minimal supervision
  • Significantly improved the overall organization of document and chart layouts in Microsoft Excel while updating company information.
  • Effectively utilized time-management skills to accomplish various tasks before deadlines, aiding the legal department in improving efficiency
  • Assisted with the sorting, scanning, and filing of patents and trademarks


To obtain an internship at a financial services company that will allow me to utilize my experience, combined with my strong analytical, organizational, and communication skills, to the benefit of the company.

Additional Information

  • Three years of experience in online stock trading by managing my own portfolio and advising my family members in portfolio management, controlling over $240,000 in assets at one point.
  • Bilingual in English and Chinese - Fluent in Mandarin and adept in Taiwanese
  • Relevant coursework completed include: Financial Accounting, Econometrics, Operations Research, Public Policy, Law and Economics, Financial Markets.


Alpha Kappa Psi Co-ed Business Fraternity Alpha Kappa Psi is the nation’s oldest and largest business fraternity, with over 200,000 members and 200 chapters worldwide

 Corporate Relations Committee Chair, December 2007 to June 2008

  • Secured corporate sponsorships from companies such as Microsoft, Kaplan, BJ’s Restaurants that were valued in excess of $3,000
  • Created a corporate relations pitch book

Director of Investments, June 2007 to December 2007

  • In charge of managing over $1,200 of fraternal assets in an online brokerage account