华协职业讲座1: 金融

华协即将组织职业讲座系列!

讲座用英语,面对公众开放。系列讲座主要目的是鼓励各行各业华人以及华人朋友之间加强联系。这也是个给初高中生或面临专业和职场选择的年轻人士深入了解各行各业的好机会。敬请大家广为宣传,并积极参与!

目前计划有五讲:Finance, Math and Statistics, Engineering, IT, and Biotech. 根据大家的需要,更多讲座正在酝酿中。

系列讲座第一讲会在19号(周二)晚7:00到8:15, 地点是canton library 的community room (ground level)。专题是关于金融方向的,包括投资,税务,审计,精算等。将为大家提供简介,并进行问答及讨论的Sharon的四位专业华人是:

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Keying Shen –  Tax compliance experience with Providence Equity Partners and PwC Boston Office. Keying holds BBA & MSA from University of Massachusetts, Amherst

John Tong, CPA – John is experienced in auditing, general accounting, and financial analysis areas.  John received an MBA from Brandeis University.

Xiaofeng (Frank) Xia, CFA, Vice President and Quantitative Analyst, Wellington Management –  Frank is responsible for researching investment strategies at the stock and sector level and communicating research results.  Frank holds an MS in computational finance from Carnegie Mellon University, an MS in mathematics from Emory University, an MS in applied mathematics for Peking University.

Rui Zhang, FSA, MAAA, Actuary, John Hancock Financial Services – Rui had various actuarial positions in John Hancock, currently leads Company’s capital management area. Rui has an MS in actuarial science from Boston University. Rui is a fellow of the society of actuaries, she is also a member of the Chinese Atuarial Club Boston Chapter, and is a frequent speaker at the CAC events.

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