Experience

Civitas Capital Group

• United States
• Investment Management
• 1 - 100 Employee

• Associate Vice President, Finance

  • Nov 2021 - 2 years 2 months

  Dallas, Texas, United States



Duke University

• United States
• Higher Education
• 700 & Above Employee

• Program Manager, US-China Educational Program

  • Jan 2017 - Aug 2017

  United States Responsible for coordinating and executing a Duke educational program for China Jiangsu Education Department’s visit to Duke. Partnered with Duke, Duke China, and 10+ external vendors to work out a comprehensive agenda involving visiting schedule, logistics, housing, vendor contract negotiation, interpretation, events/conference planning, and budget management.



ANZ

• Australia
• Banking
• 700 & Above Employee

• Associate Director, Corporate & Institutional Banking

  • Jun 2015 - Jan 2017

  Shanghai City, China ANZ - the 2nd largest bank by asset in Australia, and the largest bank in New Zealand. Worked directly with senior management, including CEO, to create an over-arching strategy for ANZ’s penetration into Chinese markets, with emphasis on an aggressive expansion into second-tier cities. Supported China top-tier corporations and institutions by providing strategic advice, capital raising, and risk management expertise. Covered a broad array of financing solutions that span… Show more ANZ - the 2nd largest bank by asset in Australia, and the largest bank in New Zealand. Worked directly with senior management, including CEO, to create an over-arching strategy for ANZ’s penetration into Chinese markets, with emphasis on an aggressive expansion into second-tier cities. Supported China top-tier corporations and institutions by providing strategic advice, capital raising, and risk management expertise. Covered a broad array of financing solutions that span Structured loans, Ship Finance, Liquidity Management, Derivatives, Supply Chain Finance, Syndication, Bond Issuance, and Investment Banking. Possessed industry experiences in energy and resources, agriculture, infrastructure, and healthcare. Show less



HSBC Global Banking and Markets

• Financial Services
• 100 - 200 Employee

• Senior Vice President, Global Banking & Markets

  • Jan 2008 - Jun 2015

  Shanghai City, China Headquartered in London, HSBC is the world's 6th largest bank by total assets and the largest bank in Europe. Oversaw a $50b annual funding book and served as the global relationship banker for a designated portfolio of China top SOEs and POEs. Understood all aspects of the client’s relationship and coordinated with assigned regional and overseas partners to ensure a consistent service approach. Structured 100+ solutions involving M&A, Leveraged and Acquisition Finance, Rating Advisory… Show more Headquartered in London, HSBC is the world's 6th largest bank by total assets and the largest bank in Europe. Oversaw a $50b annual funding book and served as the global relationship banker for a designated portfolio of China top SOEs and POEs. Understood all aspects of the client’s relationship and coordinated with assigned regional and overseas partners to ensure a consistent service approach. Structured 100+ solutions involving M&A, Leveraged and Acquisition Finance, Rating Advisory and Debt/Equity Capital Markets, Asset Management, Trade Finance, Markets Derivatives, Payment and Cash Management etc. Oversaw 50+ borrowers in 25 countries. Industry experience contains technology, healthcare, pharmaceuticals, manufacturing, construction, auto, real estate, iron and steel. Awarded HSBC China's "Best Performance of New Client Acquisition" for 2 consecutive years. Awarded “Best Payment and Cash Management Deal” “Best Corporate Bond Deal” “Best Structured USD Loans” “Best Supply Chain Finance Deal”. Show less