Sector Experience

Financial Services
Healthcare
Real Estate
Retail
Technology

Languages

Mandarin

Experience

CFO Advisory Management Consulting
Principal | Advisor | Outsourced CFO
10/2016 - Present
• Capital stack and liquidity management, financial modeling, and forecasting.
• Establish corporate credit facilities. Perform investor and lender relationship management/outreach.
• Treasury and cash management, FP&A.
Capital One Bank Finance
Vice President
12/2012 - 10/2016
Developed liquidity and capital management strategies for CFOs. Oversaw proper underwriting of loans. Advised on capital market conditions, activity, timing, and ratings. Developed strategic communications.
RBC Capital Markets Finance
Associate
8/2007 - 10/2012
Managed underwriting for corporate loans (Revolver and Term Loan), acquisition bridge and IPO financing, origination of capital market transactions, debt private placement. municipal bond financing, L/C credit enhancement, and tender option bond.