Functional Skills
Accounting
Corporate Finance
Financial Due Diligence
Financial Modeling
Financial Planning & Analysis (FP&A)
Investment Banking
M&A Support
Private Equity Investing
Strategic Planning
Valuation
Software Skills
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Certifications
Series 7
Sector Experience
Energy
Financial Services
Real Estate
Technology
Telecom
Languages
Mandarin
Notable Clients
Axial
Farm-Ng
Mindset/Dive Studios
Unicoin
Weild & Co
Bulge Bracket Investment Banks
Fortune 500
Experience
Three Vectors Capital
Corporate Strategy & Development
Founder, Head of Financial Advisory
1/2013 - Present
- Leads capital raising advisory team for emerging companies. Strategic advice on and preparation of business plans, pitch decks, financial projections, company valuations and cashflow analysis.
Weild & Co
Finance
Managing Director
10/2023 - Present
Weild & Co is an investment bank and broker-dealer providing M&A, corporate finance, capital raising and private placement advisory services.
Primary focus on:
* Sustainability and climate change
* Rollup acquisitions (insurance agencies, medical practices, other agencies)
* Real estate (multi-family, co-living, eCommerce logistics)
* Crypto (SEC compliant tokens only)
* SPACs and shelf companies
* Renewable energy technology
Primary focus on:
* Sustainability and climate change
* Rollup acquisitions (insurance agencies, medical practices, other agencies)
* Real estate (multi-family, co-living, eCommerce logistics)
* Crypto (SEC compliant tokens only)
* SPACs and shelf companies
* Renewable energy technology
Sentry Financial
Finance
Head of Underwriting and Analysis
8/2019 - 6/2021
* Perform detailed and rigorous analysis of investment opportunities, including strategic analysis, fund raising, deal structuring, and financial analysis.
* Build detailed financial models of companies and projects, including return analysis, sensitivity analysis, risk assessment, and valuation.
* Conduct due diligence on prospective investments, including renewable energy, real estate, blockchain, food and beverage and equipment finance.
* Build detailed financial models of companies and projects, including return analysis, sensitivity analysis, risk assessment, and valuation.
* Conduct due diligence on prospective investments, including renewable energy, real estate, blockchain, food and beverage and equipment finance.
Sazmining, Inc.
Finance
Head of Project Finance and Treasury
10/2019 - 1/2021
Direct credit and investment underwriting, research and analysis for wide range of transactions, including equipment finance, real estate and private equity.
• Developing sustainable, high impact investment projects, including solar, biofuels, water treatment, renewable energy and energy efficiency.
• Developing sustainable, high impact investment projects, including solar, biofuels, water treatment, renewable energy and energy efficiency.
Daiwa Capital Markets
Finance
Managing Director, Co-Head of Asian Research
2/2008 - 2/2011
• Headed Asian investment research division, responsible for strategy, talent development, product development, marketing, budgeting, compensation, quality control and legal.
• Architect of significant divional expansion, including India startup.
• Member of Asian Steering Committee, planned and implemented US$1bn regional expansion.
• Chaired Investment Review Committee, approved all published Asia research for market impact, quality, consistency and accuracy.
• Architect of significant divional expansion, including India startup.
• Member of Asian Steering Committee, planned and implemented US$1bn regional expansion.
• Chaired Investment Review Committee, approved all published Asia research for market impact, quality, consistency and accuracy.
Solunet Global
Start-Up
Founder-Investor
6/2006 - 1/2008
• Co-founded early SaaS application developer to realize vision of the cloud computing future.
• Conceptualized and designed integrated CRM, ERP and POS application, led young programming team from initial product design through launch.
• Self taught application and database design.
• Launched marketing effort to customers around Asia and Middle East.
• Application was still running for customers for seven years on minimal maintenance.
• Conceptualized and designed integrated CRM, ERP and POS application, led young programming team from initial product design through launch.
• Self taught application and database design.
• Launched marketing effort to customers around Asia and Middle East.
• Application was still running for customers for seven years on minimal maintenance.
Macquarie Securities
Finance
Managing Director, Head of Asia-Pacific Telecom Research
8/2003 - 12/2005
• Established regional telecom team after acquisition of Asian equity business.
• Directed and guided analyst team covering telecom stocks in Asia, including Japan
• Directed and guided analyst team covering telecom stocks in Asia, including Japan
Citigroup
Finance
Managing Director, Head of Asian Telecom Research
1/2002 - 5/2003
• Launched new flagship research product.
• Senior research member of investment banking deal teams for IPOs, capital markets and M&A.
• Led investment analyst team of coverage of telecom stocks in Asia.
• Senior research member of investment banking deal teams for IPOs, capital markets and M&A.
• Led investment analyst team of coverage of telecom stocks in Asia.
Merrill Lynch
Finance
First Vice President
10/1994 - 12/2001
• Published investment world’s first global telecom research product with team of 34 analysts around the world.
• Authored high impact, global industry studies of capital expenditures, e-commerce and key industry trends for institutional investors
• Institutional Investor ranking, Asian telecoms: #1 in 1999, #2 in 2000.
• Major contributor towards ML’s top three trading market share in every significant Asian equity market (ex Japan) and top three ranking with every top priority client.
• Authored high impact, global industry studies of capital expenditures, e-commerce and key industry trends for institutional investors
• Institutional Investor ranking, Asian telecoms: #1 in 1999, #2 in 2000.
• Major contributor towards ML’s top three trading market share in every significant Asian equity market (ex Japan) and top three ranking with every top priority client.