Functional Skills

Project Management
Restructuring / Turnarounds
Market Research
Financial Modeling
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Operational Efficiency
Supply Chain Management
Industry Expertise

Software Skills

Microsoft Excel

Certifications

CFAChartered Financial Analyst

Sector Experience

Financial Services
Transportation & Logistics
Industrials

Languages

English
Mandarin
14
years

Years of Experience

6/22

Member Since

Bulge Bracket Investment Banks
Fortune 500

Experience

 
Loko Creek Logistics Operations
Co-founder
01/2020 - Present
Co-CEO. Involved with setting the strategic direction and directly in charge of financial planning, budgeting and funding requirements. Adopts a 'hands on approach' to operations, with a keen emphasis on optimizing productivity and cashflow.
Gerald Group Finance
Vice President - Principal Strategic Invesemtns
09/2013 - 01/2020
Deal quarterback and investment manager responsible for originating new deals natural resources and managing over $500m in AUM.
Responsible for the strategic direction and all financial/capital related initiatives of portfolio companies.
Morgan Stanley Finance
Derivative Specialist
05/2011 - 09/2013
Derivative Desk Strategist who provided customized equity derivative solutions for hedging, systematic yield enhancement, and tactical long/short strategies. Created dynamic financial models to identify price dislocation, trading strategies and position profitability.