Deutsche Bank **** to 2004
Head of Greater China, Debt Capital Markets Group
-Total revenue of USD100 Mio per year
-First long dated NTD/USD derivative transaction with first tier Taiwanese company with revenue of USD15 Mio.
-Manage a portfolio of Taiwanese corporate with average revenue of US40 Mio a year.
-A portfolio Chinese government owned entities with revenue consistently over USD50 Mio a year.
-First JPY private placement for Hong Kong infrastructure company with revenue of USD5 Mio
-First USD private placement for Hong Kong telecom company with revenue of USD7 Mio
-Recruiting top talents from top US universities.
Morgan Stanley 2005 to 2007
Director, Head of Taiwan and Hong Kong Corporate Derivative
-Manage a portfolio of Taiwanese clients with revenue of exceeding USD15 Mio a year
-Manage a portfolio of Hong Kong client with revenue over USD10 Mio per year.
-Completed two private placements with Taiwanese clients. Most importantly, these clients are currently Morgan Stanley’s major clients.
-Recruiting Captain for US East Coast Universities
Deutsche Bank 2007 to 2009
Managing Director, Head of Structured Products
-Develop a list of major Chinese and Taiwanese clients for structured product business.
-Develop relationship with potential Taiwanese IPO candidates in HK stock exchange
-Revenue exceeds US$50 mio a year
Morgan Stanley 2009 to 2013
Managing Director, Investment Banking Division
-USD360 Mio GDR transaction for a Taiwanese technology company.
-USD500 Mio CB for a Taiwanese technology company
-Book runner for USD1.6 Bio HK IPO of a Taiwanese company
-Mandate pipelines are over USD1 Bio inclusive GDR and CB
-Best revenue from corporate in Morgan Stanley Taiwan history
-Won three Best Foreign Best Investment Bank awards by three major financial publications, best ever for Morgan Stanley
-Recruiting Captain for top universities in Asia.
Morgan Stanley 2013 to 2015
Senior Advisor, Investment Banking Division
-Cover top 5 Taiwanese investment Banking Business
Self Employed 2015 to Present
-Consultant to Asian real estate company
-Consultant to a technology company in the US
-Consultant to a Taiwanese corporate
Ohio State University, Bachelor in Science
Sydney Institute of Technology, Master in Applied Finance