Distinguished finance career encompasses international buy-side/sell-side experience directing asset/portfolio management, startup and high-growth investment operations, and billion-dollar business development efforts for premier institutions, Big 4 banks/financial advisories, and leading organizations in Hong Kong and NY (including HSBC Global Asset Management, Edmond de Rothschild Asset Management, Citigroup, Deutsche Bank, Credit Suisse, and PwC).
Consistently commended for providing diligent stewardship of billion-dollar+ portfolios (with personal responsibility for up to $1B+ in AUM); propelling breakthrough asset growth (track record includes raising $1B+ in AUM within five days); and conducting thorough fundamental and quantitative research focused on Asian and China market coverage.
Backed by multilingual fluencies (English, Mandarin, Cantonese, Medan); a strong command of financial/investment processes and tools; and credentials that include CFA and CPA designations, NASD Series 7 and SFC Types 1, 4 and 9 licensure, and a master’s degree in economics.
