Starting a New Journey

Our Executive Team


Jerry Sun

Graduated from Middlebury College with a degree in Economics

Former analyst at J.P. Morgan Investment Banking Division (Energy Team)

Contributed to many large-scale, billion dollar mergers and acquisitions and financial transaction projects

Mentee Record

  • Goldman Sachs Equity Research Division offer 
  • Goldman Sachs Risk Management Division offer
  • J.P. Morgan Investment Banking Division offer
  • BlackRock Asset Management offer
  • Bank of America Merrill Lynch Investment Banking offer
  • Citi Sales and Trading offer
  • Barclays Sales and Trading offer

And more …


Bruce Zhang

Graduated from Emory University with a double degree in Economics and Applied Mathematics
Former analyst at BlackRock’s Investment Strategy Group

Received offers from BlackRock Investment Management, UBS Sales & Trading, Lazard Asset Management, and Wells Fargo Fixed Income Trading, etc.

All of Bruce’s long-term mentees received top-tier finance and management consulting firm offers

Mentee Record

  • J.P. Morgan Investment Banking Division offer
  • Deutsche Bank Sales and Trading offer
  • J.P. Morgan Sales and Trading offer
  • Nomura Sales and Trading offer
  • BNP Paribas Investment Banking Division offer
  • Deloitte Consulting Business Analyst offer
  • Brattle Economic Consulting offer

And more…


Annie Lin

Graduated from Wharton School of Business at the University of Pennsylvania

Received offers from various top investment banks: Citigroup, Barclays, Deustche Bank, and J.P. Morgan

Former Investment Banking Analyst at J.P. Morgan 

Contributed to a multimillion consumer goods cross-border M&A transaction and China’s largest private hospital group’s HK IPO

Mentee Record

  • Credit Suisse Investment Banking Division offer
  • J.P. Morgan Investment Banking Division offer
  • Morgan Stanley Investment Banking Division offer 
  • Barclays Investment Banking Division offer
  • Goldman Sachs Global Investment Research Division offer 

And more…


Vivian Zhang

Graduated from University of California, Los Angeles

Top 10 Political Science program in the U.S.

Formerly worked at Deluxe Entertainment Services Group, managing film/TV localization and content operation for Warner Brothers, Disney, Fox, and other Hollywood major film studios

The only Chinese national admitted to work at the French Consulate in Los Angeles

Experienced at helping international students enter diverse industries in the U.S.


Daisy Li

Graduated from Marshall School of Business at the University of Southern California with a degree in Business Administration

Received full-time offers from PwC, Deloitte Consulting, A.T. Kearney, etc.

Worked on multiple consulting projects across various industries such as consumer goods, retail, real estate, automotive. Clients range from local businesses to multibillion dollar global companies.

Former associate in Growth Team at RED, an unicorn startup valued at 1 billion USD.


Nathalie Yang

Graduated from USC with double major in Business Administration and Accounting.

The first and youngest undergraduate student recruited into Evercore as an Equity Research Associate.

Received full-time offers from Evercore, Research Affiliates. Interned at a top-notched long short hedge fund in junior and senior year and worked as a summer analyst at a real estate investment bank in sophomore year.


Yvonne Wen

Formerly at JLL in Tokyo, the only Chinese National admitted to Capital Markets Division that year.

Co-founded the fashion technology startup that connects international models in China with diverse clients (fashion designers, photographers, event planners, creative marketing agencies, clubs etc.) across the country.

Graduated from Colby College with double degree in Sociology and East Asian Studies.

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Wall Street Tequila

  Wall Street Tequila



 Shanghai: Tianshan Road, Changning District
   Beijing: Guanghua Road, Chaoyang District


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