Yun Xie is a seasoned financial professional with extensive experience in investment advisory, credit risk analysis, and asset management. Currently serving as a Senior Investment Advisor at CMB International since November 2017, Yun Xie specializes in developing relationships with high-net-worth clients, providing financial advice, and advising on overseas investment opportunities. Previous roles include Credit Risk Analyst at China Merchants Bank New York Branch, where Yun Xie supported the lending cycle and performed credit analysis, and Fund Manager at the University of Connecticut, managing a $2 million endowment fund. Yun Xie began a career in finance at Bohai Securities Co., Ltd. as a Territory Manager, achieving significant sales results and leading successful product launches. Yun Xie holds an M.B.A. in Finance from the University of Connecticut and a Bachelor's Degree in Finance from Nankai University.