Functional Skills

Project Management
M&A Support
Market Research
Primary Research
Competitive Landscaping

Software Skills

HTML
Microsoft Excel
Microsoft PowerPoint
Microsoft Project
Microsoft Office
CSS
Microsoft Excel Macros
Google Sheets

Sector Experience

Business Services
Consumer Goods
Financial Services
Life Sciences & Pharma
Technology

Languages

Cantonese
English
Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

Kuan Advisory LLC Management Consulting
Managing Consultant & Founder
7/2018 - Present
-Founder: Created a digital small medium business (SMB) marketplace to develop & offer advisory services as e-product suite.
-Management Consultant: Led project engagements in market assessments, marketing and growth strategies, customer insight, commercial diligence and organizational transformation.
Robo Automated Legal Product Management / Strategy
SaaS Technology Designer and Founder
3/2018 - 7/2018
Formed a legal technology business to develop a SaaS application that guides end users and automates legal work.
MetLife Corporate Strategy & Development
AVP, Global Strategy
5/2016 - 1/2018
-Led team’s development of MetLife’s quadrennial 2016 Refreshed Enterprise Strategy (2016-2020)
-Launched global strategy’s competitive intelligence function
-Managed consulting projects to support business initiatives such as fintech innovation, digital platform, fin. wellness, and customer insight
-Developed financial performance metrics and drivers to embed into MetLife’s quarterly business planning process
Deloitte Management Consulting
Engagement Manager, Strategy & Operations Consulting
4/2015 - 4/2016
-Headed Fortune 500 (NASDAQ 100) tech company’s post-separation $32B divestiture of its digital payments processor after leading pre-sep. products and technology workstream with 170+ consultants on ground
-Managed 18 work streams across 2 offices to design and implement transformation plan for IT risk unit of captive financial services arm
-Secured follow on work or new projects with every client including a client with 3 successive projects
-Part of Deloitte's financial services 'ninja' team
Ernst & Young (EY) Management Consulting
Senior Associate, Corporate Strategy and Transaction (M&A)
7/2012 - 4/2015
-Advised global Fortune 500 corporate and private equity clients on corporate strategy and M&A transactions
-Led strategy projects in market, product and channel assessment, competitive benchmarking, portfolio optimization, growth strategy and market entry strategy
-Led M&A projects from target selection and diligence through merger, acquisition and divestiture (MA&D) implementation and post-separation/merger
Akervall Technologies Marketing
MBA Marketing Strategy Consultant
10/2011 - 12/2011
Designed market research, analyzed customer response data (using hypothesis testing, factor and cluster analysis, regression and conjoint analysis, and SPSS predictive modeling software), and presented conclusions to C-suite
Wells Fargo Finance
Investment Bank Summer Associate, Energy & Power
5/2011 - 8/2011
-Researched and analyzed financial data from company financial statements, credit ratings, industry and equity reports, and
investor presentations to develop and present investment theses on target companies
-Built financial models using discounted cash flow, comparable company and precedent transaction valuation methods
Fanvision Marketing
MBA Marketing Strategy Consultant
1/2011 - 4/2011
Led development of go-to-market strategy for innovative consumer tech product including a scalable guerilla campaign
Caitlyn W. Kuan Esq. (dba Gerberas Law) Start-Up
Founder, Managing Attorney and Consultant
5/2005 - 7/2010
Consultant and Founder (2008 - 2010)
-Established a legal operations consulting practice
-Advised law firms on their business strategies

Managing Attorney and Founder (2005 - 2010)
-Founded and scaled a real estate and business law practice
-Designed an innovative marketing strategy, which established a book of business of over 80 clients in 2 years
Various Law Firms Legal
Associate (Attorney)
11/2002 - 4/2005
Contract Attorney (2003-2004) - Represented clients in litigation matters; and provided strategic guidance and brief review

Thomas Law Firm (2003-2004) - Represented government entities in public entity defense litigation including construction defect, personal injury, and contractual liability matters

Tharpe & Howell (2002-2003) - Represented clients in all areas of insurance defense including construction defect, premises liability, and contract law