About
I studied finance as an undergraduate and applied financial mathematics for my master’s at the University of Connecticut. After graduating I traded FX remotely for a prop firm, then spent three years as a sales analyst at DHL in China, followed by sector research and futures strategy work at two investment firms.
Since 2022 I have done quant research independently. My early, parameter-optimized strategies failed out of sample, so I adopted the validation methods of López de Prado’s Advances in Financial Machine Learning and built my own research framework. Its most valuable output has been telling me honestly which strategies should never go live.
Over the past two years I have used AI coding agents to ship complete products on my own: a habit-tracking app on the App Store, and a booking and smart-lock access system built pro bono for a church. I start from a written spec and plan, then build in small steps, each with tests and review.
I am a Christian. Since 2019 I have served at my church every week, including on its church committee and leading its childcare program.
I am based in Hangzhou and available for remote work, per project or monthly.
Résumé · Download résumé (PDF)
Experience
Nengxin Investment (能欣投资) — Quant Strategy Researcher
- Mid/low-frequency strategies on Chinese commodity futures: breakout and box-breakout detection, factor decorrelation, entry/exit and risk overlays.
Pinrun Investment (品润投资) — Research Analyst
- Solar and EV sector research and valuation; quant stock selection from financial statements; built the research database from scratch; built a human-in-the-loop workflow for traders (custom monitors, trade-idea alerts).
DHL-Sinotrans — Sales Analyst
- Volume forecasting and customer segmentation; automated CRM data upkeep (from 2 manual hours a day to fully automatic). Outstanding Employee 2019 and GM Recognition Award 2020 (Fujian–Zhejiang region).
Maverick Trading (US, remote) — FX Proprietary Trading Trainee
- Built my own trading system with risk and position-sizing rules; passed the simulated-account evaluation.
UConn Foundation — Investment Analyst Intern
- Global equity allocation via ETFs; interest-rate scenario analysis for bond portfolios.
Education & certifications
- MS, Applied Financial Mathematics, UConn (2015–2017); Bachelor’s in Finance, Hainan University (2011–2015)
- CFA Level II (2021); MCM Meritorious Winner (2014)