9414 Packard Way, Burke, VA 22015 (703) 870-0649

Hongwu Lu

9414 Packard Way, Burke, VA 22015 • (703) 870-0649 • [email protected]

Education University of Virginia, Charlottesville, VA 2012 - 2014 BA in Economics, BA in Financial Mathematics Cumulative GPA: 3.5 Dean’s List: Fall 2012 Level I designation of the CFA

James Madison University, Harrisonburg, VA 2010 - 2012 Dean’s List: Fall 2010, Spring and Fall 2011 Cumulative GPA: 3.5

Relevant TIAA-CREF, Charlottesville & Fairfax, VA August 2013 – August 2014 Experience Wealth Management Intern  Generated client presentation materials for financial advisors by using internal databases, Microsoft Office and online resources.  Developed Excel models to calculate the expense ratio, portfolio values, and other financial indices.  Conducted portfolio analysis in relation to changes in stock prices by creating Excel models  Researched public foundations and endowments databases to identify over $5 million institutional opportunities for wealth advisory team.

Federal Home Loan Mortgage Corporation (Freddie Mac), McLean, VA Summer 2013 Enterprise Risk Management Intern  Planned, designed, and implemented a divisional guerilla marketing campaign which has increased the usage of the recognition programs by 300%.  Prepared financial analysis by utilizing Excel models to calculate exposure rate for senior financial analysts.  Assessed the risk of customers by analyzing their net worth, credit risk and other related information.

Tianjin Dingtian International Auction Co. Ltd., Tianjin, China Summer 2011 Market Analyst Intern  Communicated with clients about auction process and policy and looked for potential clients through networking events and presentations.  Evaluated the price of art pieces and antiques by conducting online research.  Conducted market research to observe trends in different categories of arts and antiques.

Activities University of Virginia Economics Club, Charlottesville, VA January 2013– May 2014 Member  Organized and coordinated presentation events including professor speeches and follow-up discussions.  Led weekly tutoring sessions for introductory Macro/Micro Economics for undergraduate students.

Pi Mu Epsilon (National Honorary Mathematics Society), JMU, Harrisonburg, VA January – May 2012 Member  Tutored Calculus for approximately 20 freshman and sophomore students during weekly tutoring sessions.  Coordinated and promoted activities and events through class visits and distributions of fliers.

Personal Investment (Five years’ experience of stock trading) October 2008 – Present Stock Investor  Analyze market data and research stocks for 15 to 20 hours per week.  Gain solid understandings of various types of investments including equity, fixed income, and derivatives.

Volunteer Habitat for Humanity of Greater Charlottesville, Charlottesville, VA October 2013– April 2014 Experience Volunteer  Engaged in home constructions for low-income families with community volunteers for 3 hours per week.

Skills Language Fluent English, Fluent Chinese.

Technical Proficient in Microsoft Office suite (Word, Excel, Access, and PowerPoint) and SharePoint. Proficient in Stata, SPSS, R, and Matlab.