Changyu Ru
Open to Jobs | Financial Advisor | USC Alumni | Certified CQF | Certified FRM | Chartered Financial Analyst II | CA Life/Health Insurance Producer Licensed
- Role
- Financial Advisor at Antai Global Inc
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Changyu Ru
Graduated from Master of Financial Engineering at the University of Southern California, Certified CQF, FRM and CFA II, which advanced skills in quantitative finance, risk management, and Financial Analysis. Also gained global exposure and diverse perspectives from Columbia University and London School of Economics. Have leveraged analytical, problem-solving, and communication skills in various internships in financial institutions, such as Frost & Sullivan, JIC Trust, and China Galaxy Securities. Have conducted in-depth financial analysis, market research, and valuation for clients and projects across different industries and regions, using tools like Python, DCF, and PE to EPS. Also delivered relationship-based solutions and insights to beneficiaries and wealth management clients. Deeply passionate about contributing to the success of the organization and the team, learning from diverse and talented colleagues and mentors, and bringing my global perspective and cultural awareness to the workplace.
Experience
Financial Advisor
May 2024 — Present · Irvine, CA, US
Conducted in-depth financial analysis and cash flow simulations (Illustrations) to help clients understand the long-term growth potential and tax advantages of Indexed Universal Life (IUL), Annuity and other financial products2. Developed personalized insurance strategies by assessing clients’ financial goals, risk tolerance, and wealth accumulation needs, integrating IUL as a tax-efficient retirement and asset protection solution3. Analyzed clients’ financial profiles and risk tolerances to develop comprehensive protection and investment strategies4. Managed and monitored financial data for clients, providing strategic recommendations to optimize financial security and growth, while maintaining strong long-term relationships5. Leveraged historical client data and market trends to forecast sales potential, guiding strategic areas
Education
University of Southern California
Master's degree
2022 — 2023
Columbia University in the City of New York
Semester
2019 — 2019
Zhejiang University of Finance & Economics
Bachelor of Science - BS
2017 — 2021
The London School of Economics and Political Science (LSE)
Semester
2018 — 2018
CQF Institute
Certified CQF
2022 — 2023
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