1. Weinan (Vincent) Qin Vincent.Qin@temple.edu
3701 Conshohocken Ave. Apt 215, Philadelphia, PA, 19131|267.368 2152
SKILLS & CERTIFICATION
 Asset Management  Equity Research  R Software
 Financial Analysis  Relationship Building  Derivatives & Modelling
 Quantitative Risk Modelling
 MS Office Suite
 SAS
 Bloomberg
 Chinese—Mandarin
 MATLAB
Charter Financial Analyst (CFA) Level II Exam Candidate
Financial Risk Management (FRM) Level I Exam, Passed November 2014
EDUCATION
TEMPLE UNIVERSITY, Fox School of Business, Philadelphia, PA
Master of Science, Financial Analysis & Risk Management to be awarded May 2015 | GPA: 3.93
Related coursework: Financial Time Series, Quantitative Risk Modeling, Stochastic Volatility, Quant Fixed
Income, Corporate Value Management, Asset Pricing, Financial Econometrics, Structured Finance
SHANGHAI UNIVERSITY OF FINANCE AND ECONOMICS, Shanghai China
Bachelor of Economics, International Economics, awarded May 2013 | GPA: 3.31
- Recipient, Third Level Scholarship & Outstanding Student Leader Scholarship 2011, 2012
EXPERIENCE
GROSSMAN FINANCIAL PLANNING GROUP - LINCOLN FINANCIAL GROUP, Cherry Hill, NJ
Financial Planner Intern January 2015 - Present
 Offered administrative support to financial planning advisor, ensuring accurate reporting and effective client
communication.
 Developed asset allocation and classified investments through eLSPT to optimizing client return.
 Assisted advisor in developing annuity and insurance policies for key clients, quoting data from various
agents to ensure best possible values.
 Researched mutual funds, stocks and bonds, generating financial reports within Morningstar Principia tools.
 Expended business to leaders and owners of local business
CAMPAIGN FOR WORKING FAMILIES, Philadelphia, PA
Tax Preparer Volunteer January 2014- April 2014
 Interviewed clients, gathering accurate information about taxable income, deductible expenses and
allowances. Efforts ensured accuracy and highest possible tax return.
 Utilized TaxWise software to compute taxes owed or overpaid. Completed entries on appropriate forms,
following all federal and state protocols to ensure accuracy.
BANK OF EAST ASIA (BEA), Shanghai, China
Intern, Corporate Loan Department July 2012
 Assisted manager in completing 20+ real estate evaluations, inspecting client properties to ensure accurate
loan evaluations.
 Prepared and contracted three real estate loan agreements for three individual clients and one company.
HUA XIA BANK (HXB), Shenyang, China
Intern, Mortgage Department January 2012 - February 2012
 Assisted client manager with marketing “Anju” mortgage product by attracting an estimated 100 clients to
buy mortgages through direct sales and workshops.
 Advised customers on valued RMB 20,000,000 (USD $66,000) mortgages to premier clientele and sold 80%
of the loan.