MBA; Energy & Infrastructure Project Finance; Strategy & Business Dev

SUMMARY

Over * years of experience in transaction-focused industry research, value-added strategy and project management in financial markets, infrastructure investment, urban planning and international policy. Enthusiastic and self-motivated with a keen ability to work with cross-cultural teams. Proven successes in quantitative modeling and delivering exceptional written and verbal presentations. MBA in Finance, MA in International Relations, and 2 Bachelor degrees. U.S. citizen with proficient Mandarin.

PROFESSIONAL EXPERIENCE

Project Finance Associate Taipei, Republic of China

Wind River Group, Inc. (Financial Advisory & Capital Procurement) 05/2009 – Present

- Led critical aspects of origination and execution of project finance and long-term commercial debt transactions in $100M to $5B range for global clients in oil & gas, renewable energy, transport, water, waste, social infrastructure, technology, and agriculture

- Performed initial due diligence and evaluation of primary borrowers’ business plans and financial projections to screen proposals against lender parameters, determine project feasibility and advise clients in structuring loan proposals to meet lender objectives

- Presented clients with timely and creative financing alternatives including non-recourse and limited recourse lending, PPP/PFI, private equity co-investment, mezzanine structures, subordinate debt and convertible bond issues, and secured loans

Deputy Manager, Business Development Taipei, Republic of China

Ernst & Young (Financial Advisory) 9/2009 – 12/2009

- Monitored global project and policy developments to identify business opportunities; developed a worldwide network of principals and partners to introduce best practices into the Far East Area, expand client base, and deliver competitive services

- Grew account revenues by managing all significant sales pursuits for global priority accounts; leading account teams to identify, qualify, and prioritize sales leads; developing sales strategies and plans, and closing deals

- Crafted comprehensive, borderless approaches to winning clients by developing high-value breakthrough ideas; led business development team to produce pitch books and marketing resources to engage key decision-makers

- Conducted win/loss reviews to determine factors impacting clients’ competitiveness; managed the pursuit process for the portfolio of strategic opportunities; built value-based client relationships at all levels

Business Strategy Research Analyst Taipei, Republic of China

Taiwan Depository & Clearing Corporation (Capital Markets Post-Trade Financial Services) 07/2007 – 12/2008

- Presented analysis and strategic recommendations for senior management to reduce participant costs, promote operational efficiency and originate new transactions by establishing corporate action reporting and proxy-voting platforms

- Prepared management reports and project status updates for business planning, risk modeling, fixed-income, equity, derivative, and investment fund product processing, and cross-border transaction management

- Forecasted transaction trends in U.S., European, and Asia Pacific capital markets to evaluate business scenarios, suggest technical and service improvements, and advise on methods of increasing deal flow through local securities exchanges

Research Analyst & Relationship Associate Los Angeles, CA

Pacific Council on International Policy (Western Partner of Council on Foreign Relations) 01/2004 – 09/2005

- Performed industry research and macroeconomic trend analysis for inclusion in reports on international strategic cooperation

- Managed relationships with over 60 multinational executive-level industry leaders and experts to organize discussion forums

Landuse Modeling Project Consultant San Francisco, CA

Center for Creative Land Recycling (Urban Redevelopment Consultancy) 05/2003 – 08/2003

- Developed project concept, technical standards, implementation procedures, and databases for a brownfield and distressed real estate redevelopment modeling and information management system

Regional Infrastructure Planning Specialist Los Angeles, CA

Southern California Association of Governments (Largest U.S. Metropolitan Planning Organization) 01/2001 – 05/2003

- Collaborated with 3-person team in managing and manipulating complex project data to produce management and improvement plans for regional infrastructure assets including demand modeling and socio-economic scenario projection

- Liaised with external consultants, vendors and government agencies to integrate, maintain and distribute large data sets for urban planning, environmental impact assessment, and transportation, water, air quality and hazardous waste management

- Designed databases to capture asset valuation and risk indicators for delivery to real estate acquisition, financing and redevelopment teams including project management, engineering, legal representation and financial advisory

Corporate Research & Data Specialist Washington, DC

Innovative Resources Management, Inc. (Sustainable Development Consultancy) 01/2002 – 05/2002

- Identified and evaluated modeling techniques and data interpretation strategies for emerging-market energy projects

EDUCATION

MBA in Corporate Finance & Investments, National Cheng-Chi University; GPA 4.0 Taipei, Taiwan; 2008

MA in International Relations, University of Southern California; GPA 3.8 Los Angeles; 2005

BA (Hons) in Intl. Rel. / Economics & BA (Hons) in GIS, University of Southern California; GPA 3.8 Los Angeles; 2004

SKILLS/CERTIFICATIONS

Chartered Financial Analyst (CFA) & Chartered Alternative Investment Analyst (CAIA) Level 1 2010

Computing Advanced Microsoft Office, Excel (IF and LOOKUP Functions, PivotTables, Macros, some VBA), Word, PowerPoint; Statistical analysis (SPSS, Minitab); Research (Datastream, Thompson One, S&P Compustat);

Languages Strong Mandarin Chinese (speaking, reading, typing); Basic Spanish

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