Top Tier Management Consulting Experience with Financial Service Focus

EDUCATION:

Sept **** NEW YORK UNIVERSITY, New York, NY

Leonard N. Stern School of Business

Master of Business Administration in Finance with a Media Entertainment Focus

• Member of Media & Entertainment Association, Management Consulting Association, Asian Business Society, European Business Society, Financial Engineering Association

May 2000 BERNARD BARUCH COLLEGE, CUNY, New York, NY

Zicklin School of Business

Business Computer Information System;

• Awarded The Phi Beta Delta Honor for top tier academic performance.

EXPERIENCES:

2000-Present Capgemini US (Formerly Ernst & Young Consulting), New York, NY

Lead Consultant

Wealth Management Strategy Lead, Business Case Chief Analyst

Citigroup – Global Wealth Management (Smith Barney & Private Bank)

• Conducted C-Level Client interview to map out Citi GWM operation current state

• Collaborated with Citi GWM team to construct business case and scenario analysis on Citi SB and PB merger strategic options

• Presented the final strategy recommendation to GWM COO and CIO

Strategic Analysis Team, Transformation Consulting

Citigroup – Program Manager at Citigroup Global Strategy & Program Management

• Performed program manager role leading the global program management tool strategy for Citi CIO Council and the recommended solution was approved and currently in flight for implementation

• Performed program manager role on one of the key financial regulatory compliance program for Citigroup’s Risk Assessment Fast Track initiative.

• Provided effective solutions to strategic business challenges within the program

• Collaborated with senior executives (SVP level) on key program decisions and action items

• Led 10 people team consist of client, outsourcing staff and consultant and re-designed and implemented program management operational models

Wells Fargo – Wealth Management/Private Banking Package SME

• Co-lead the initial roll-out of vendor WM package for Wells Fargo Private Banking division.

J.P. Morgan Chase – Risk Management Analyst

• Accomplished on-site project for JMP’s ‘Mark the Hedge’ risk management initiative by performing business process and system review

General Motors Acceptance Corporation– Retail Financing Analyst

• Collaborated closely with clients from GMAC for GM’s European Retail System on auto retail financing and leasing business requirements and processing flow

Internal Business Development – Wealth Management, Private Equity Offering Launching/Hedge Fund, Mutual Fund Emerging Offering Research

• Participated in the joint effort with Merrill Lynch research to develop 2009 AsiaPac Wealth Report

• Participated Capgemini FS Global BU China Launch planning and initiation

• Developed marketing material and impact assessment approach for selling consulting around major private equity firms

• Sole responsibility for initiating and facilitating monthly internal discussion groups on advanced financial industry strategy topics

• Collaborated with practice leader to identify the emerging alternative investment demand and researched on market sizing and vendor strategy

Internal Business Development – Business Case Development

• Designed and constructed complex calculation model for Capgemini and IBM joint team to demonstrate financial benefits to support Maesk RFID sales pursuit

ADDITIONAL:

• Member: The Phi Beta Delta Honor Society

• Fluent in Chinese- Mandarin, knowledge of French

• Hobbies include surfing, snowboarding, golfing and near shore sailing

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