Treasury Service Corporate Finance Asset Management China Market Client Service

Real Estate Research Revenue Growth

Qualifications Profile

Analytical, forward-thinking, and methodical professional, with comprehensive experience in real estate market research, asset management, client service, product development, treasury management and corporate finance within the Finance industry; Well-versed in conducting in-depth data analysis and implementing complex projects toward the improvement of overall operational efficiency; Equipped with articulate communication and interpersonal skills to cultivate positive relationships with various professionals and organizations and key decision makers; Bilingual fluency in English and Mandarin; Broad resources (via strong alumni associations) in Chinese HNWI market and various financial institutions.

Relevant Experience

JStar Capital, LLC. Stamford, CT

Founder, China Business Development 2016–Present

Bridge deals between China and United States including commercial real estate and education projects

Winsor Global Funding Advisory, LLC. Norwalk, CT

Consultant, China Business Development 2014–2016

Acted as a liaison among Chinese investment firms with interest in unilateral and bidirectional funding opportunities

Provided leadership in leading commercial real estate, and infrastructure development initiatives – analyzed market data, created models for Chinese investors investing in US

Rendered updates and identified opportunities arising from changes from governmental regulation, geo-political environment, new technology, and supply and demand trends for Chinese investors

GE Capital Stamford, CT

Manager, Treasury 2012–2014

Took charge of providing capital market activity updates and general economic assessments to executive management for decision making initiatives

Worked with the headquarter group to plan capital structure and strategies

Worked with risk team to set up liquidity, financial risk limit and procedures

Provided quantitative analysis for cross boarder M&A activities

Served as the key person in initiating, conceptualizing, and creating economic and market updates for GE Capital America ALCO meetings

Secured adherence of 12 entities to set-forth policies and guidelines by launching compliance metrics and measurements in FX re-measurement, FX net income hedging, match funding, file transfer protocol (FTP) guidelines, cash management, financial institutional credit risk, capital investment, and liquidity policy areas

Established a system along with several team members, which helped improve policy and procedure development framework and processes

Spearheaded the development and execution of corporate policies involving foreign exchange, cash, credit, match funding, and file transfer protocol guidelines and processes across 12 business entities within the Canada, Mexico, and the United States

Determined and analyzed accounting, tax, regulatory, and currency policy gaps to mitigate risks

GE Capital Real Estate Norwalk, CT

Global Real Estate Research Analyst, Global Investment Management Group 2010–2012

Conceptualized and launched strategic plans for new client products

Offered support to senior management in various aspects, such as

-Macroeconomic and local market intelligence related to Asia, Europe, and US real estate research as well as data evaluation and findings interpretation into strategic and actionable information;

-Portfolio allocation analysis oversight as well as formulation; and

-Strategic allocation recommendation development based on data from portfolio analysis

Provided direct supervision to a team of three in conceptualizing and executing an automated centralized data repository classifying multiple data sources to gather major global economic and real estate metrics to boost research, marketing, and investor relation functions

Administered a Research Team at University of Southern California aimed to assess and record the geographical impact of immigration on real estate and sustainability trends

GE Asset Management Stamford, CT

Financial Analyst, Investment Performance Group 2008–2010

Held full responsibility for competitive analysis, financial performance calculations and verification for a $28B mutual fund

Carried out GE Balance Fund analysis as well as the creation of the AUM model for the fixed income group

Built a systems to automatically assess mutual fund performance to aid manager in comparing and determining holdings and positions from peers

Devised daily, monthly, quarterly, and yearly ad hoc reports to assist the Marketing, Sales, Legal, and Operations departments, clients, and senior management

Ensured were all communication with agency, third-party accountants, consultants, and clients aligned with company goals; and transparent with regards to all performance related issue of mutual funds

Merrill Lynch New York, NY

Vice President, Financial Product Development Group 2006–2008

Assessed data and defined findings into strategic and actionable insights

Executed thorough market research and cross-border projects to determine mergers and acquisitions (M&A) candidates

Evaluated new product impact and developed buy-in proposals through due diligence and financial analysis; negotiated contracts

Functioned as the project manager in charge of overseeing the full life-cycle product development and roll-out of a new FX platform for financial advisors

Provided market research analysis and support for internal and external clients as well as served as a liaison for product services for financial advisors

Administered various project initiatives, which included

-Project planning, contractual negotiations, and revenue modeling;

-External team coordination involving legal, credit, tax, technology, and marketing;

-New business process development and documentation; and

-Business requirement specification and testing

Capitalized on industry expertise in conducting macroeconomic trend analysis, which included interest rate, M&A activity, commodity index, Baltic dry index, oil price, Japanese Yen, and CPI analysis

Determined key factors for product revenue as well as offered strategic recommendations for financial advisors and Product Development Team through the development of quantitative applications.

Merrill Lynch New York, NY

Assistant Vice President, Global Treasury Group 2000–2006

Served as the key person in providing portfolio allocation recommendations for a $40 billion collateral and liquidity portfolio, which included yield curve, concentration, portfolio performance analysis, and quantitative model development

Functioned as a Team Leader accountable for initiative a joint venture opportunities in Asia. Efforts included: valuation analysis, company analysis, and comparable analysis as well as country, industry and company-wide risk analysis

Rendered first-rate support for the Global Treasury bond issuance, which involved the development and execution of bond issuance plans; shelf, maturity, outstanding bond, concentration, and cost analysis; utilization of advanced Microsoft Excel and Access, VBA and SQL server

Arranged ALCO reports as well as designed, established, and launched an aautomated reporting infrastructure using advanced Microsoft Access and Excel for the global Treasury department

Education

Master of Accountancy in Accounting Information System

Virginia Polytechnic Institute and State University (Virginia Tech) Blacksburg, VA, USA

Master of Business Administration in International Business and Economics

Renmin University of China Beijing, China

Bachelor of Science in Management Engineering

Wuhan Science and Technology University Wuhan, China

Professional Training and Credentials

Argus Cumulative Distribution Function (CDF) Valuation Training Investment Banking Institute

Charted Financial Analyst (CFA) Real Estate License (NY, CT) General Securities Representative Series 7

Professional Affiliations

Member of Charted Financial Analyst (CFA) Institute Standing Vice President of North America Renmin University of China Alumni Association

Technical Skills

Microsoft Office Applications (Excel (VBA), Word, PowerPoint, Access, and Visio); Script Languages

Contact this candidate