
David Zheng
Hands on finance, accounting, and international business major at Olin Business School. Strengths include analysis, communication, international studies,... | St Louis, Missouri, United States
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David Zheng’s Location St Louis, Missouri, United States
David Zheng’s Expertise Hands on finance, accounting, and international business major at Olin Business School. Strengths include analysis, communication, international studies, and experiences in different cultures. Professional Achievements: Discovered errors for multiple funds, including different return percentages and asset amounts (by millions of dollars) between two of Mercer's international seach databases (GIMD and MercerInsight MPA) Created a comprehensive spreadsheat that organized over 30 Mercer clients and over 160 investment funds and their allocations. This information is constantly being used and analyzed by consultants and principals. Created a Quarterly Investment Report that included asset allocations, gains/losses, rebalancing suggestions, and manager analysis summaries to be presented to a 6 million client. Helped Greenway Family Office acquire three new clients worth over 10 million dollars through the construction of a marketing folder and organization of client documents.
David Zheng’s Current Industry Wells Fargo Home Mortgage
David
Zheng’s Prior Industry
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Greenway Family Office
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Mercer Investments
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Ab Mauri North America
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Wells Fargo Home Mortgage
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Work Experience

Wells Fargo Home Mortgage
Analytics Consultant
Tue Apr 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ab Mauri North America
Financial Analyst
Mon Jul 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Nov 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Mercer Investments
Investment Consulting Intern
Fri Jun 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Greenway Family Office
Wealth Management Intern
Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Sleeve A Message
Logistics Intern- Social Marketing and Supply Chain Management
Sat May 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)