Functional Skills

Budgeting
Investor Relations
Financial Modeling
Private Equity Investing
Commercial Due Diligence
Search Advertising / SEM

Software Skills

Python
SAS

Sector Experience

Chemicals
Energy
Financial Services
Industrials
Technology
Bulge Bracket Investment Banks
Fortune 500

Experience

HIPO SODIUM BATTERY CO., LTD. Corporate Strategy & Development
Co-Founder & Chief Financial Officer
7/2022 - 1/2024
• Finished the first round of fund-raising within 2 weeks. Designed the deal structure to form Joint Venture
• Led the FP&A Team on Annual Budgeting/Monthly Operating Review/Factory Construction Planning. Managed firm's risk control and assessment, cash management. Managed firm's investor relations, government relations
DEPTRUM CO., LTD. Corporate Strategy & Development
Director of Strategy, Investment & Fund-Raising
1/2021 - 1/2022
• Led corporate strategy team to do market, policy, and capitalization strategy analysis. Presented to and discussed with founders
• In charge of the overall capitalization strategy in primary market, including planning and executing the fund-raising strategy, negotiating investment clauses, maintaining investor relationships etc.
MINDSIGHT LAB INC. Start-Up
Co-Founder & Chief Executive Officer
1/2018 - 1/2019
• Contracted with COACH, J.CREW for event marketing consulting/execution. Average event sale $10k+
• Coordinated Chinese Textile Committee 2019 New York Tour & Trade show for 2-day events. Invited 50+ industry experts
• Studied CBD industry landscape and analyzed CBDistillery's growth opportunity. Provided consultancy directly to CFO
• Created 20 pages business plan deck for Loophole Brewery. Discussed directly with advisor ex-CEO of Holiday Inn
• Led a team of 5 to develop/market lebespoke.com. Cold-called & extended partnership with H&M, LANYU, COACH
• Curated/Operated UP DOWN sustainable art exhibit. Achieved 1-month 6k-visitor and compliments from WWD.COM
Barclays Capital Finance
Assistant Vice President, Quantitative Analytics Financial Modeling
1/2015 - 1/2018
• Led revenue forecast model development for multiple desks. Managed Stakeholder Relations. Systematized model development & reduced operation cost by building R/Python tool adopted by 200+ Quants (still in use). 1st/20 at Barclays AI Startup Contest
Citigroup Finance
Intern to Assistant Vice President, Institutional Client Group
1/2013 - 1/2015
• Managed 20+ consultants to perform model stress tests covering $100 billion + assets. Supervised 2 interns over course
• Automated Model Validation Procedures using
● Shiny/SAS Platform adopted by 100+ quants
OTHER EXPERIENCES