Verified recordFinancial Services

Patrick Shi

Assistant Vice President at Amg Wealth Management

Based in Hong Kong, Hong Kong

View on LinkedIn

7-day free trial · no credit card

Seniority

Vp

Department

General Business & Management

Location

Hong Kong

Industry

Financial Services

Company size

42

Contact information

Reveal Patrick's email and phone

Direct contact data is gated. Sign up and reveal. You only pay for verified records.

Email

1 credit

p•••••••@amgwealth.com

Phone

5 credits

+852 ••• •••• ••••

You only pay for valid records. Bounced emails and disconnected numbers cost nothing.

Background

About Patrick Shi

INTERNSHIP EXPERIENCE Interned in the Headquarters Functional Department Financial Management Center Engaged in preparing the reports, issuing invoices, transfer vouchers and tax declaration INVESTMENT ASSISTANT Tsinghua Tongfang Co, Ltd Oct 2020 - Jan 2021 China Nuclear Industry Fund Management (Beijing) Co, Ltd Took charge of conducting research data on various aspects of the new energy industry, accompanied investment managers to conduct inspections on multiple companies, analyzed the company's potential and shortcomings, and determined whether the project was suitable for investment. FINANCIAL ASSISTANT Sep 2020 - Oct 2020 ACDEMIC EXPERIENCE Hong Kong College Students Financial Planning Competition Sep 2019 Conducted a reasonable financial planning for a family for the few years, including financial investments, insurance purchases, education funds and pensions for the whole family, using the theoretical knowledge of financial derivative portfolios to reduce risks and increase returns. A thorough understanding of a Guangzhou business incubator, identification of the key strategic issues facing the organization, a comprehensive internal and external (including international) analysis using appropriate theoretical models, and recommendations taking into account cost implications, feasibility and all stakeholders. Anticipated issues that the organization may face and prepared "sub-optimal" plans with emergent strategies.

Decision-makers

Other people at Amg Wealth Management

Browse the Amg Wealth Management team →

Build a list of verified contacts at Amg Wealth Management

Free for 7 days · 50 credits · no card · only pay for verified records.

Start free

Reach more buyers like Patrick

250M+ professionals with verified email and phone. You only pay for records that actually verify.

7-day trial · no credit card · cancel anytime

Patrick Shi Email & Phone Number @ Amg Wealth Management | Kipplo Discover