Zihan(April) Lan

As a Wealth Management Advisor, I conducted in-depth financial needs assessments for 100+ clients, leveraging CRM tools to analyze data and develop tailored strategies that achieved a 95% satisfaction rate. By offering diversified portfolios with banking, securities, and insurance solutions, I increased product adoption by 30% through customized recommendations and ERP-optimized execution. I ensured ongoing plan excellence with dynamic adjustments, maintaining 98% accuracy using Tableau for visualization and SQL for data analysis. My data-driven approach and client-centric advisory helped optimize wealth management outcomes while enhancing operational efficiency.

As a Data Analyst in the ride-hailing sector, I leveraged SQL and Tableau to extract and visualize key metrics—including driver service duration, traffic patterns, and business KPIs—enabling data-driven decision-making through daily and weekly reports. By collaborating with cross-functional teams, I implemented optimization strategies that improved operational efficiency by 15%. Through real-time data monitoring and automated feedback systems, I enhanced customer satisfaction by 10%. Additionally, I applied advanced analytics—including regression modeling, clustering, and predictive techniques—to uncover market trends and user behaviors, driving a 20% increase in market share and a 25% boost in user engagement. My work bridged data insights with actionable strategies to optimize platform performance and growth.