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Zelda Lin

Direct Investor Business

📍 San Francisco, California, United States92 connections92 followersphoto: yes#261 · navid-aub

Skills (3)

BankingSalesCommercial Banking

Experience (7)

  • Workplace
    Founders Fund
    Role
    Direct Investor Business
    Duration
    Apr 2017 - Present · 5 yrs 10 mos
    Workplace Location
    San Francisco, California, United States
    Description
    Facilitate business growth and superior customer experience, overseeing diverse and growing functions including risk and fraud management, middle and back office operations (e.g., transfer agents, brokers), vendor oversight, and quality management. Creating and maintaining process documentation, KPIs, training and process improvement will be key elements of the role, executing and delivering objectives in a collaborative and transformational environment
  • Workplace
    Founders Fund
    Role
    Senior Relationship Manager
    Duration
    Oct 2014 - Apr 2017 · 2 yrs 7 mos
    Workplace Location
    San Francisco, California, United States
    Description
    Skills: Banking · Sales · Commercial Banking
  • Workplace
    Founders Fund
    Role
    Investment Manager
    Duration
    Jul 2012 - Oct 2014 · 2 yrs 4 mos
    Workplace Location
    San Francisco, California
    Description
  • Role
    Customer Relationship Manager
    Workplace
    Lions Financial · Full-time
    Duration
    Oct 2011 - May 2012 · 8 mos
    Workplace Location
    United States
    Description
    -Specializing in risk management, wealth management, accumulation, weal thdistribution, retirement planning, and estate planning.-Specializing in executive benefitsWork with repeat clients to build their portfolios by leveling their investmentobjectives, risk tolerance, time horizon and unique environment
  • Role
    Intern manager
    Workplace
    JPMorgan Chase Bank, N.A. · Internship
    Duration
    Mar 2011 - Sep 2011 · 7 mos
    Workplace Location
    San Jose, California, United States
    Description
  • Workplace
    Bain & Company
    Role
    Senior Data Analyst
    Duration
    Aug 2003 - Nov 2006 · 3 yrs 4 mos
    Workplace Location
    Description
    1. Be responsible for the demand research, data analysis, business analysis and data mining model of the project, and understand the user's demand by analyzing the user's behavior; 2. Participate in the investigation, analysis and realization of temporary data analysis requirements of business departments;3. Participate in the construction, maintenance, deployment and evaluation of data mining model; 4. Organize and prepare the business data analysis report, discover and analyze the hidden changes and problems in time, and provide decision support for business development; 5.Provide data analysis services to accredited or counterpart support business departments, and cooperate with business departments to carry out business thematic analysis; 6. Support the work requirements of data analysis, processing and research in operation, products, R&D, marketing and other aspects under the product departments such as Weibo Division.
  • Workplace
    Bain & Company
    Role
    Data Analyst Internship
    Duration
    Mar 2003 - Aug 2003 · 6 mos
    Workplace Location
    Description

Education (2)

  • Institute
    Harvard University
    Degree
    Master's degree, Economy & Finance
    Duration
    2007 - 2010
    Description
  • Institute
    Fudan University
    Degree
    Bachelor's degree, Economic Management
    Duration
    1998 - 2002
    Description

Interests (4)