At E Fund Wealth, I lead AI product planning and delivery for wealth management, investment advisory, compliance, and client operations. I launched applications using LLMs, agent architectures, RAG, and rule engines, including an advisory quality-inspection platform that reduced manual review workload by 80%.
I also designed an AI-powered receivables platform at E Fund Wealth, where schema-configured document extraction reached 92% billing fee accuracy and reduced manual processing workload by more than 80%. For advisory analytics and AI applications, I built a client data warehouse integrating three source systems and more than 30 sales channels.
Earlier, at Teradata, I built banking models for churn prediction, cross-sell optimization, client acquisition, and credit risk assessment. At Discover Financial Services, I analyzed portfolio performance, profitability, and risk for the U.S. credit card business. I’m PMP-certified and have worked with teams across China, Hong Kong, Singapore, and the United States.
