Patrick Shi
Assistant Vice President at Amg Wealth Management
Based in Hong Kong, Hong Kong
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.
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
- ALStaff
Alex Lam
Wealth Management, Trust Planning, Corporate Governance · Other
- BKDirector
Bonnie Ka Yee Cheng
Associate Director · General Business & Management
- JFStaff
James Finnegan
Wealth Management Advisor · Finance & Accounting
- SWVp
Stephen Wong
Senior Vice President · General Business & Management
- LWManager
Louis Wong
Wealth Manager · Finance & Accounting
Build a list of verified contacts at Amg Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
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