Jay Zheng is currently working as a Financial Planning Intern at Financial Planning Solutions LLC, utilizing a top-down investing approach. Previously, Jay worked as a Financial Analyst at Bentley Investment Group, focusing on the Materials & Industrials Sector. Jay has also gained experience as a Mentee at Deloitte's Salesforce Bootcamp, a Finance Intern at China Guangfa Bank, and a Wealth Management Intern at 首创证券有限责任公司. Jay has a Bachelor's degree in Finance from Bentley University and has been actively involved in tutoring, research analysis, event organizing, and financial management roles.
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