Education
UC Berkeley College of Engineering
Bachelor of Science - BS, IEOR 1980-01-01 - 1984-01-01University of California, Berkeley
Bachelor of Science - BS, Industrial Engineering & Operations Research 1980-01-01 - 1984-01-01Santa Clara University Leavey School of Business
Evening MBA Program, 1989-01-01 - 1993-01-01Lowell High School
High School Diploma, 1977-01-01 - 1980-01-01Work Experience
ThreeEQ
Current
ThreeEQ
AdXero, Inc.
Current
AdXero, Inc.
B20 South Africa
Current
B20 South Africa
Young Leaders 3.0 (Book)
Current
Young Leaders 3.0 (Book)
Companies in Various Sectors
Current
Companies in Various Sectors
Impact Wealth Magazine
Current
Impact Wealth Magazine
Audvisor
Current
Audvisor
Mogul
Current
Mogul
Astia
2020-03-01 - 2021-11-01
Astia
Global Chinese Economic & Technology Summit (formerly World Chinese Economic Summit)
2014-01-01 - 2019-11-01
Global Chinese Economic & Technology Summit (formerly World Chinese Economic Summit)
Skills
Summary
Award-Winning Chief Mentor, Rainmaker, Investor, & Speaker: CEO & Chief Mentor at ThreeEQ – Strategic Advisor to UHNW Families, CEOs, & Single Family Offices. Former Thiel Fellowship Mentor. In addition to rainmaking, have guided hundreds of leaders—from Gen Z to Boomers—through sage 1:1 coaching to achieve great outcomes in elite college & grad school admissions, next-level leadership, careers, business, & well-being. CBO & Investor, AdXero – Patented incentivized media distribution AI/tech venture with industry-transforming impact & exceptional ROI/MOIC potential. Globally connected & deep acumen in business rainmaking, coaching, geopolitics, investing. 40 years of industry experience in AI/tech, education, finance, media, advertising, distribution, e-commerce, telecom, hospitality... 2M+ miles traveled worldwide. Forbes Global CEO Conference delegate (8 years). Member of the B20, the G20’s official global business forum – 11 G20 Presidencies: Australia, Turkey, China, Germany, Argentina, Italy, Saudi Arabia, Indonesia, India, Brazil, & South Africa (2025). B20 Task Force: Future of Work, Employment, Human Capital, & Education. Influential voice also in AI/Digital & Trade/Investment. One of a select few Americans appointed yearly since 2014. Acclaimed Author – “Young Leaders 3.0” book. Former Forbes Contributor on College Admissions, Education, Leadership, & Entrepreneurship (~2M views). Featured also in Family Office, Impact Wealth, Red Hot Monde, Black Tie, JustLuxe, Clientele Luxury Magazines; Wealth-X; Wealth Briefing… Sought-After Speaker. See ThreeEQ.com/events/. . B20/G20 Forums . Corporate Events . Family Office, Investment, CEO/Leadership, AI/Tech, & Next Gen Events by: - Opal Group - GROCO - 361Firm - DC Finance - GTS - Digital Evolution Institute - Evolve SV - Jaboy - Family Office Insights - Family Office TV - Family Office Assoc. - Family Office Magazine - Assoc. of Family Offices in Asia - FO Summits in Dubai & Riyadh - Core Family Office - Max Pog's FO Virtual Confs - Fashion 4 Dev for UNGA - World Logic Day . CNBC Asia: Managing Asia & Squawk Box . Channel NewsAsia C-Suite . TiE Young Entreps . Business Rockstars . NAWRB . Silicon Dragon . Many Podcasts (Silicon Valley Insider, etc.) . Stanford . UC Berkeley . Alumni Clubs: HBS, Harvard, Wharton, Stanford GSB, Berkeley Haas Family & Philanthropy - Parent of 2 happy Gen Z adults. The Ma family (“MAfia") values unconditional love, humor, & high standards in what matters - St. Jude/ALSAC Advisory Council lead member, SVCF... - UC Berkeley College of Engineering degree - Matthew 5:16