Education
San Francisco State University
Bachelor of Science - BS, Physics -Stanford University
, Physics -Work Experience
Counterpoint Research
Current
Counterpoint Research
BayStreet Research, LLC
2020-04-01 - 2022-07-01
BayStreet Research, LLC
Creative Venture Holdings Limited
2012-04-01 - 2019-05-01
Creative Venture Holdings Limited
Babel Education, Inc.
2009-10-01 - 2017-05-01
Babel Education, Inc.
Credit Suisse
2005-06-01 - 2009-10-01
Credit Suisse
Merrill Lynch
2005-01-01 - 2005-06-01
Merrill Lynch
SALOMON SMITH BARNEY
1999-04-01 - 2003-03-01
SALOMON SMITH BARNEY
Morgan Stanley
1998-06-01 - 1999-04-01
Morgan Stanley
Skills
Summary
About I help companies build, expand, and achieve growth goals. I've created many new business models in my career at investment banks and as an entrepreneur, commercializing each company's resources to develop relevant solutions/value propositions to generate new revenue and exceed targets. My strategy is to cultivate and engage relationships, communicate with stakeholders, and align interests/needs. These interpersonal skills have helped me launch new initiatives that deliver long-term growth and sustainability. ● Business Development/Revenue Generation - I've generated over US$90 million in revenue for investment banks, investment companies, and real estate developers. ● Fundraising – I've raised over US$100 million in equity financing for technology, real estate, finance, and medical companies. ● Greater China Expansion - I've managed the startup of four companies in China, from building relationships with Chinese government ministries and agencies, obtaining their approvals/mandates, to supervising a team of over sixty staff.