Wei (Vivian) Zhang

• Authored institutional quality equity research initiations and update notes for over 20 small-cap companies within technology and healthcare industries (e.g. SOLO, BOXL, OSTK, HMNY, YIN, JP, EQOS, AQB, ORGS, OGEN, GNPX, HOTH, SLRX, ANFI, CSCW, TAOP) • Built and maintained financial models (Discounted Cash Flow, Comparable Company Analysis, etc.) to evaluate public companies and give projections on revenues and EPS • Assisted in organizing three investor conferences in NYC and built relationships with institutional investors, retail investors, and company management • Went to different conferences and had one on one meetings with company management • Dialed in earnings calls each quarter, prepared questions, and updated quarterly/fiscal year results with investors • Worked with management team on closing deals and expanding international research business for firm • Assisted public companies in reaching global investors and achieving fair valuations

• Collected, filtered and sorted data and information needed from over 200 financial reports and statements of public companies; worked out important factors for auditing by running financial models on Excel (ANOVA, Solver, Macros, Data Analysis, etc.) • Made equity account-related auditing worksheets, including Common Stock, Additional Paid-in Capital, and Retained Earnings • Kept good communication with clients and ensured the completeness and accuracy of all documents they provided; sent confirmation requests to banks and other third-party financial institutes to check and verify the related figures and information • Assisted and supported the team with other necessary work, such as correcting data, preparing materials of audited companies, and editing memorandums