william cheung

About

Nov 12, 2015 ... Mohammad S. Rihan. Vice President - J.P. Morgan Private Client Advisor ... Derrick Gin. Private Client Advisor at JP Morgan Chase Bank, N.A....

Country

united states

City

new york

Industry

financial services

Skill

fiduciary, infrastructure, insurance, cap, sales, national honor society, memos, finance, partnership taxation, business administration, eta, sep ira, cantonese, assessment, rules, transfer pricing, powerpoint, accounting, international tax, valuation, cost models, statutory, photoshop, federal reserve, telecommunications, asia, life insurance, dilution, hyperion, microsoft office, functional analysis, inter company transactions, microsoft excel, policy, documentation, reporting, capital, analysis, cost allocation, oecd, sap, income tax, jersey, dcf, retail, arm, chinese, advance pricing, series 6, advertising, licensing, toronto, intercompany transactions, external audit, contractual agreements, investment banking, pitch, presentations, nature, pricing, private placements, chartered financial analyst, internal audit, oil and gas, six sigma, usa, regulations, gin, google groups, irs, history, target costing, tax, new york, investments, guidelines, materials, oracle, sustainable energy, equities, wealth management, business objects, roadshows, microsoft word, interviews, asset, china, mitsubishi, tokyo, mandarin, selling

Experience

assistant vice president

transfer pricing unit

* Implement and control policies, procedures, and practices regarding the pricing and documentation of intercompany transactions * Develop and maintain various financial cost models as it relates to activities based costing and/or cost allocation processes * Assist with internal/external audit inquiries from IRS, NTA, Federal Reserve etc. in regards to defending transfer pricing policies, IDRs, assessments, etc. * Participate and lead functional analysis interviews in order to ascertain the arm's length nature of unit prices * Ad-hoc analysis for various intercompany transactions * perform related duties and other projects as it pertains to the entire Comptrollers group as required

investment banking intern

rodman & crenshaw capital group

* Assisted with equity offerings and private placements for small to mid-cap companies for China coverage groups (infrastructure, oil & gas, clean energy & telecom) ; * Performed valuation analysis such as comparable company, DCF, accretion dilution and various asset-specific approaches ; * Prepared pitch book presentations, drafted memos and road show materials while maintaining a professional understanding of the industry ,

senior relationship banker

* Acquired, retained and deepened relationships with clients through comprehensive needs based selling of Investment/Retail products and services to meet their needs * Demonstrated technical expertise, strong sales results in investments and fiduciary products and excellent interpersonal skills * Passed Series 6, 63 & NY Life Insurance licensing