EDUCATION

Zhabei District Cornell UniversitySchool of Business Administration, Charles H. Dyson School of Undergraduate Business Ithaca, NYZhabei District, Shanghai

B.S. in Applied Economics and Management (Finance & Accounting), Cumulative GPA: 4.0Business Administration December February 2015July 1986

Selected College Leadership Experience & Activities: Phi Gamma Nu Business Fraternity (VP of New Member Education), 6 Dyson Courses (TA/Head TA), Global Business in South Africa (Study Abroad Program), The Cornell Hedge Fund (Co-founder/Long Short Equity Group Head), Marching Band

Selected College Honors and Awards: Summa Cum Laude, Dyson Scholar (Top 10% of Class), 2016 Level I CFA Candidate, 2014 Deloitte Case Competition Finalist, Bloomberg Aptitude Test - 98th Percentile

PROFESSIONAL EXPERIENCE

TJX Companies Long Island, NY

Sales Assistant December 2021 – Present

Ensured a customer-friendly environment by organizing clothes that are out of place and re-stocking inventory

Provided excellent shopping environment to customers via personalized attention for customers

Guided and recommended the clothes to customers matching with their personality

Greeted and obtained information on customers needs and showed them ranges of clothing materials

Administered daily operations, and cultivated strong business relationships with customers to drive sales

Small Business Owner, Starwood Energy Group Global, Inc.Dry Cleaner GreenwichBrooklyn, CTNY Greenwich, CT

Associate – Power and InfrastructureOwner and Manager July June 2017 1996 – PresentOctober 2017

Successful working professional with 21+ year experience in small business management at two dry cleaners in Brooklyn, NYCore member of the investment team and responsible for all stages of the investment process including target company due diligence, contract negotiation, investment recommendation, and market analysis across various sectors such as solar, wind, biofuels, thermal, battery storage, hydropower, and carbon capture

Managed and trained 5+ employees to successfully operate a dry cleaner including opening and closing the location on a daily basis, performing dry cleaning services, and starting up cleaning machinery

Accurately and efficiently sorted laundry and dry cleaning by cleaning method and due dates

Ensured superior customer experience by addressing customer concerns, demonstrating empathy, and quickly resolving problems on the spot

Implemented a custom tailoring service to allow for detailed clothing alterations

Core member of the investment team and responsible for the all aspects of the investment process and asset management across various sectors such as solar, wind, biofuels, thermal, battery storage, and carbon capture

Selected Transaction Experience:

Restructuring, Recapitalization, and Sale of Morgantown, a 62MW Waste-Coal Cogeneration Facility in WV

Led negotiations with lenders, steam and energy counterparties, and suppliers to restructure contracts

Developed an engineering plan to retire the coal facility, and redesign it into a district heating asset

Prepared a comprehensive valuation analysis of the plant’s power purchase agreement, resulting in a $60mm termination payment to the project and $20mm of energy savings to West Virginia ratepayers

Designed a steam purchase agreement amendment with offtake requirements, operational enhancements, and a pass-through pricing mechanism that provided high project cash flow visibility post-transition

Spearheaded an auction process and managed a team of investment bankers, legal counsel, engineers, asset managers, consultants and bidders, resulting in a successful sale at 3x invested capital

Launched a JV with OGCI and Elysian Ventures for the Development of a Carbon Capture Plant in TX

Conducted an accretion/dilution analysis on companies’ financials to determine economic feasibility and receive committee approval to pursue a carbon capture retrofit of Starwood’s existing natural gas plant

Identified and launched discussions with 5+ investment banks to monetize 45Q carbon tax credits

Executed Termsheet and Bid for the Development of 6 Renewable Natural Gas Facilities in FL, NY, SD, MI

Engineered and negotiated a promote structure to share profits from project cash flows with the developer

Performed exhaustive due diligence and detected multiple deficiencies in developer’s financial estimates

Acquisition of a 1.2GW Coal-fired portfolio in NJ, WV, AR

Evaluated financial return sensitivities, value enhancement opportunities, financing structures, exit scenarios, carbon tax risk, and cash flow summaries to obtain proposed valuation for 100% of the equity

Oversaw the closing process including securing the securement of insurance, execution of management contracts, and procurement of a $160mm term loan financing, review of budgets, and resolution of working capital

Evaluated a 225MW Battery Storage Development Opportunity in NJ

Built a financial model to sensitize purchase price based on capital costs, financing, and contract pricing

Consulted with regulatory agencies, battery developers, and banks to develop optimal project structure

Citigroup New York, NY

New York, NY

Investment Banking Analyst – Alternative Energy Finance Group June 2016 – July 2017

Significant exposure to partnership/inverted lease tax equity structures in the wind and solar sectors

Managed all aspects of transactions including due diligence, portfolio management, credit memorandums, and financial modeling primarily for assets in the solar and wind sectors

Selected Transaction Experience:

$100mm Tax Equity Financing (Lease Pass-Through) for a Pool of Residential Solar Panels

Partnered with sponsor to build operating model to size tax equity investment to and achieve target IRR

Analyzed and interpreted stratifications of a pool of 5,000+ residential solar systems based on various metrics such as FICO scores, location, system size, and FMV to generate a risk-adjusted solar portfolio

SKILLS & INTERESTS

Skills: Excel Spreadsheet Modeling, VBA for Excel, PowerPoint, Microsoft Word, BloombergCustomer Service, Clothing Alteration, Sales, Counter Service, Folding Clothes, Business Operations

Languages: English, Conversational Mandarin Chinese, and Shanghainese Dialect, Cantonese Dialect

Interests: Percussion, LA Lakers, Investing, DJ, Stand-up Comedy, Escape the Room, Mentorship, VolleyballPiano, Cooking, Yoga, Gardening, Swimming, Drawing

Community Service: Board member and volunteer musician at for Joy Through Art (non-profit organization)

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