Key accomplishments

❖ Acknowledged as a high performing professional with well-honed skill sets in tackling complex analytics and data
science problems, leading cross-functional teams, building alignment among disparate individuals to successfully
plan, execute and deliver solutions
❖ 10+ years of extensive background in Quantitative Analytics and Financial Market
❖ 8+ years hands-on experience in Data Science, Machine Learning, AI in Asset Management, Sales Marketing space
DATA SCIENCE SKILLS AND USE CASES
▪ Machine Learning models & techniques: Time Series, ARIMA/SARIMA, Multivariate Regressions, Naïve Bayes,
Decision Trees, Random Forest, SVM, GBM, XGBoost, Ensemble, K-mean, DBScan, Collaborative Filtering, RNN,
LSTM, Graph Network, BERT, Transformer, LLMs (OpenAI GPT3.5, LangChain); Feature Engineering, Embedding,
Dimensionality Reduction, Prompt Engineering
▪ A variety of NLP projectsfor entity recognition, topic summary and sentiment analysis, chatbots, including a recent
use case leveraging Generative AI to create in-depth ESG engagement notes and RFP for senior executives
▪ Recommender system of client and product matching to promote up sell/cross sell and client retention
▪ Customer journey optimization using deep learning/RNN – Next Best Action, NPS prediction
▪ Experience in cloud computing services and tools (Azure ML Studio, Databricks, Azure Cognitive Service, Azure
DevOps, MLOps, mlflow, Prompt Flow, Snowflakes, Snowpark, AWS SageMaker)
▪ Visualization and BI (PowerBI, Tableau, Matplotlib, Seaborn, Plotly): Performing EDA


Role 1
Data scientist
Role 2
Co founder
Test Score
AI, Machine learning, Data Science
100%

Unspecified
Any
Graduate
United States
Any
NA
Remote

Education


Experience


Portfolio


Expertise

Machine Learning models & techniques: Time Series, ARIMA/SARIMA, Multivariate Regressions, Naïve Bayes, Decision Trees, Random Forest, SVM, GBM, XGBoost, Ensemble, K-mean, DBScan, Collaborative Filtering, RNN, LSTM, Graph Network, BERT, Transformer, LLMs (OpenAI GPT3.5, LangChain); Feature Engineering, Embedding, Dimensionality Reduction, Prompt Engineering
100

Languages

English,
Chinese

Honors & awards

  • 2020

    ASSOCIATIONS/AFFILIATIONS/PATENTS

    TIAA 2020 CS&T Strategic Award Winner Nuveen Asset Management INNOVATOR 2019 Award Winner Nuveen Asset Management SPOT 2018 Award Winner Co-chairman of BRG Engage Chicago Chapter Essentia Cetification – Behaviroal Analytics Stanford Certificate in Machine Learning CAIA Charter Holder LG Six-Sigma Black Belt Certificate Membership in CME/CBOT/CFE/ICE Membership in Chinese Financial Association of America Owner of two State Patents (#CN101090464A #CN101087363A)