Open for Summer 2026 Internships
taoa7@uci.edu LinkedIn (949) 337-7943
Jia Tao
Available · Summer 2026 Internship

Jia
Tao.

AI Agent Builder · Finance · Strategy & Ops · Corporate Dev · Irvine, CA
Full-time MBA 27’ · UC Irvine Paul Merage School of Business Forté Fellow · Full Scholarship Seed Consulting · Corporate Strategy with LakeTech
30+
AI Agents
$43M
AUM Driven
5yr
CITIC Bank
4.0
MBA GPA
November AI SystemStrategy & OperationsByteDance · Tencent · AlibabaUC Irvine Merage MBAForté FellowFinancial Product Strategy30-Agent RAG ArchitectureShenzhen Tech EcosystemNovember AI SystemStrategy & OperationsByteDance · Tencent · AlibabaUC Irvine Merage MBAForté FellowFinancial Product Strategy30-Agent RAG ArchitectureShenzhen Tech Ecosystem
00Work
Doti
Doti
Doti
UI / UX Design · AI Health App · Brand Film
Doti
AI health companion — habit tracking, daily planning & human-centered care

A full UI/UX design project for an AI-powered health app built around sustainable human wellbeing. Doti monitors health indices, surfaces personalized insights, and adapts to each user's routine through an AI Habit Tracker and Daily Planner.

Produced a complete brand promotional video showcasing the core product experience — from onboarding to daily use — emphasizing warmth, continuity, and individual care.

UI / UX Design Brand Film Production AI Habit Tracker Daily Planner Health Index Tracking
Video on Request
Google Agentic Commerce
USC Marshall Case Competition 2026 · Google AI Track
Google
Agentic Commerce
"From Cost-Per-Click to Cost-Per-Resolution"

Strategic framework for Google's agentic commerce era. Proposed the Resolution Economy — shifting Google's revenue model from CPC to Yield-Per-Intent (YPI), with a vertical beachhead in the Vitality Stack (health + sustenance).

North Star: SUMC (Successful User Missions Completed). One mission replaces five searches at 10–20x higher yield. Team of 5 at USC Marshall.

USC Marshall · 2026 Google AI Track SUMC North Star YPI Revenue Model $200B Search Strategy
Deck on Request
Memo
Startup · AI Product · Healthcare · NVC 2026
Memo
"One request. Total resolution. Zero paperwork."

AI Care Agent that automates the entire US healthcare journey — from verifying insurance and finding in-network specialists to booking appointments and tracking claims. Built as the first Resolution Engine targeting the $950B administrative waste gap.

Co-founded with Jason Rodriguez & Tan Pham. Submitted to Stella Zhang New Venture Competition 2026 at UC Irvine.

AI Product · Startup NVC 2026 · UCI Merage AI Agent Healthcare · $950B Market
Concept Paper on Request
🍳
AI Product · USC AI Product Competition
Remy
AI-powered personal chef & kitchen assistant

AI-powered cooking assistant app built for the USC AI Product Competition. Personalized recipe recommendations, step-by-step cooking guidance, ingredient substitutions, and meal planning — all powered by conversational AI.

Built as a live web product with a polished iPhone-style interface.

AI Product · USC Competition Live Demo · Web App Conversational AI iPhone UI Design
Live Demo ↗
SEGA FM26
Case Competition · Market Strategy · Team JAT
SEGA
FM26 LatAm
"Don't Just Play, Manage." — Latin America Market Entry

Full go-to-market strategy for SEGA's Football Manager 26 in Latin America. $3M, 4-phase campaign across Mexico, Argentina, Colombia, and Chile — timed around World Cup 2026 and anchored by creator-led marketing with Kings League integration.

SEGA Case Competition · Finals Team JAT · UCI Merage $3M Budget 4-Country Launch World Cup 2026
Deck on Request
November AI
AI Product · Self-Built · Anthropic Claude API
November
AI System
"Hi, November." — 30-Agent Autonomous Research

A 30-agent autonomous system built on the Anthropic Claude API with RAG architecture. Independently sources market data, synthesizes competitive intelligence, and outputs structured investment analysis — overnight, zero human intervention.

AI Product · Self-Built Anthropic Claude API 30+ Agents RAG Architecture ~0 Human Hours
LinkedIn ↗
01Featured Project
November AI
November AI
November · Neural Architecture
Live System · Anthropic Claude API
November
AI Agent

A 30-agent autonomous system built on the Anthropic Claude API with RAG architecture. Independently sources market data, synthesizes competitive intelligence, and outputs structured investment analysis — overnight, zero human intervention.

30+
Agents
~0
Human hrs
RAG
Architecture
View on LinkedIn
02In Action
MBA · UC Irvine Merage 2025 – Present
UC Irvine Merage
MBA Class of 2027 · Irvine
Plug and Play
Silicon Valley Trek · 2025
Meta HQ Visit
MBA Tech Trek · Menlo Park 2025
Plug and Play
Startup Ecosystem · 2025
SanDisk HQ
MBA Bay Area Trek · 2025
USC Marshall
Case Competition · 2026
SanDisk Campus
MBA Company Visit · 2025
MBA Event
UC Irvine Merage · 2025
Tech Trek
Bay Area Company Visit · 2025
CITIC Bank · Shenzhen 2020 – 2025
CITIC Bank · Shenzhen
2023 Investment Strategy Conference
HNW Client Engagement
Partner Summit · Huizhou 2023
CSR Leadership
CITIC Bank Charity Sale
Competition · 2023
6th International Financial Advisor Championship
Executive Presence
Client Strategy Briefing
Brand Ambassador
CITIC Bank Brand Film
Recognition · 2023
CITIC 25th Anniversary
Shenzhen Tech Hub
Industry Forum Keynote
Ecosystem Builder
Cross-Industry Networking
03Selected Work
2026 · Present
SEED Consulting
GTM Strategy: LakeTech

Scoped GTM strategy for a B2B underwater terrain mapping platform. Audience segmentation and prioritization framework adopted as client's core market entry roadmap.

GTMSegmentationB2B Tech
2026 · Present
UC Irvine Paul Merage
Teaching Assistant · MGMT 105

Faculty-selected TA for 200-student undergraduate marketing course. Led weekly discussion sections, designed assessment rubrics, provided direct feedback on student performance.

TeachingMarketing200 Students
2023 – 2025
CITIC Bank · Private Banking
Tech Partnership Strategy

Initiated and closed strategic partnerships with ByteDance, Tencent, and Alibaba. Led cross-functional execution from scoping through launch. Drove $43M incremental AUM.

BD Strategy$43M AUMCross-functional
2022 – 2023
CITIC Bank · Product
ESG Product Launch

Conceived, structured, and launched an ESG-linked financial product. Negotiated with two national charitable foundations. Drove $300K+ in verified contributions.

Product Strategy$300K+ESG
04Experience

From executor
to navigator.

Five years building financial strategy in Shenzhen's tech ecosystem — now applying that foundation to the AI era as an MBA candidate and AI agent builder.

Get in Touch →
Aug 2025 – Jun 2027
UC Irvine Paul Merage School of Business
MBA Candidate · Forté Fellow (Full Scholarship)
  • Concentration: Strategy & Operations
  • GPA 4.0 · GRE 335/340
  • VP of Community, Women in Business · TA MGMT 105 · Strategy Consultant at SEED Consulting
  • Built November — 30-agent autonomous research system on Anthropic Claude API with RAG architecture
Mar 2026 – Present
SEED Consulting Group
Strategy Consultant
  • Lead LakeTech engagement: scoped GTM strategy, segmented target audience, delivered prioritization framework for a B2B underwater terrain mapping platform; client adopted as core market entry roadmap
Mar 2026 – Present
UC Irvine Paul Merage School of Business
Teaching Assistant · MGMT 105: Intro to Marketing
  • Faculty-selected to support 200-student undergraduate marketing course; led weekly discussion sections, designed assessment rubrics, provided direct feedback on student performance
Sep 2023 – Jun 2025
CITIC Bank — Top-30 Global Bank by Assets
Client Strategy Manager, Private Banking
  • Owned HNW client strategy end-to-end: defined targeting framework, led structured segmentation analysis (MMA), drove 25% retention improvement within 18 months
  • Initiated and closed strategic partnerships with ByteDance, Tencent, and Alibaba; led cross-functional execution across product, legal, risk, and operations
  • Built monthly executive intelligence briefings across 10+ markets; supported go/no-go decisions for senior leadership
  • Designed and ran 70+ client engagement programs; generated 60 new HNW relationships and $43M incremental AUM
Nov 2022 – Sep 2023
CITIC Bank
Financial Product Manager, Private Banking
  • Took sole ownership of commercial evaluation for 5 product initiatives; ran TAM/SAM/SOM analysis, built feasibility models; drove $10M in new investments
  • Conceived, structured, and launched an ESG-linked product; generated $300K+ in verified contributions
Jan 2022 – Nov 2022
CITIC Bank
Retail Banking Market Manager
  • Led co-marketing initiative with ByteDance; delivered 260+ new accounts, model scaled bank-wide, branch ranked #1 in Shenzhen
  • Identified product gap through segmentation; increased product-per-client diversification by 35%
Jul 2020 – Jan 2022
CITIC Bank
Personal Loan Manager & Specialist
  • Took over a last-ranked team; redesigned workflows using operational analytics, reached #1 regionally within 18 months; drove 40% increase in qualified leads
05About

GenZ navigator
of the AI era.

I started my career executing — running financial models, managing HNW client portfolios, and closing cross-institutional deals in Shenzhen's tech ecosystem. What I learned is that the most valuable thing isn't the model itself, but explaining the variance: why something underperformed, what the real driver was, and what to do next.

Now at UCI Merage as a Forté Fellow, I'm combining that operating foundation with AI-native tooling. November is the most direct expression of where I believe strategy work is heading.

"I know how to build models, and I know how to make the output mean something in a real business context."
🏆
USC Global Case Competition
Google AI · Finals
🎓
Forté Fellow
Full Scholarship · Merage
🌿
Nonprofit Founder
160+ Students Placed
AI & Technical
Multi-agent systems
Anthropic Claude API
RAG Architecture
Python · SQL
Financial Modeling
Strategy
GTM Execution
Market Entry
Product Discovery
Growth Strategy
TAM / SAM / SOM
Languages
English (Fluent)
Mandarin (Native)
Cantonese
Certifications
PMP
CFI (Corporate Finance)
Excel Advanced
MBA · Forté Fellow (Full Scholarship)
UC Irvine Paul Merage School of Business · 2027
GPA 4.0 · Strategy & Operations · GRE 335/340
VP of Community, Women in Business
BA, Accounting and Finance
Coventry University, UK · 2020
Dual Degree · UIBE Beijing
Coming Soon

Surfing & Hiking

When I'm not building AI agents or closing strategy engagements, I'm chasing waves and mountain trails. Photo gallery coming soon.

🏄 🥾 Gallery Loading...
Connect
Open for Summer 2026 Internships

Let's connect.

taoa7@uci.edu linkedin.com/in/jiatao11 (949) 337-7943