Experience

Concordia

• Virgin Islands, British
• IT Services and IT Consulting
• 1 - 100 Employee

• Head of Product

  • Mar 2023 - Present

  Concordia is an Omnichain collateral and risk management platform that transparently enhances the utility and capital efficiency of digital assets. By solving risk and collateral management, we are enabling a new “OmniFi” financial stack that combines the best of blockchain technology and traditional finance practices. Concordia is backed by top tier VC and industry players in web3 including Tribe Capital and Kraken. Concordia is an Omnichain collateral and risk management platform that transparently enhances the utility and capital efficiency of digital assets. By solving risk and collateral management, we are enabling a new “OmniFi” financial stack that combines the best of blockchain technology and traditional finance practices. Concordia is backed by top tier VC and industry players in web3 including Tribe Capital and Kraken.



Bril Finance

• Technology, Information and Internet
• 1 - 100 Employee

• Advisor

  • Mar 2023 - Present

• Head of Product

  • Jul 2022 - Mar 2023

  Bril Finance is a web3 protocol that enables investors to make a return on their crypto portfolios in uncorrelated, responsible and sustainable ways. Our products allow users to compose a customized portfolio of yield opportunities in DeFi and real world assets based on their risk appetite. Bril combines intuitive, flexible UX with institutional-grade security and risk management tools to create a platform that appeals to both institutional users and retail users.



Granite Solutions Groupe, Inc.

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Sr. Product Manager

  • Jun 2021 - Jul 2022

  - Transform product management / delivery model for J.P. Morgan Chase Asset and Wealth Management - Deliver optimized user experience for ~4,000 financial advisors across the US and over 4,000,000 accounts (and counting!) - Collaborate with cross functional teams to launch new products and services - Transform product management / delivery model for J.P. Morgan Chase Asset and Wealth Management - Deliver optimized user experience for ~4,000 financial advisors across the US and over 4,000,000 accounts (and counting!) - Collaborate with cross functional teams to launch new products and services



Cognizant Softvision

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Product Manager

  • Jan 2020 - Jun 2021

  ▪ Responsible for the implementation of Digital Transformation solutions for customers within Cognizant Softvision’s $45MM Portfolio ▪ Product lead for a 10-member cross functional global team of a multi-year Data Infrastructure and Reporting engagement at a top tier Private Equity firm. ▪ Presented and secured buy-in from client senior executives for cross functional process and core system change proposals to align business activities and infrastructure with corporate data strategy… Show more ▪ Responsible for the implementation of Digital Transformation solutions for customers within Cognizant Softvision’s $45MM Portfolio ▪ Product lead for a 10-member cross functional global team of a multi-year Data Infrastructure and Reporting engagement at a top tier Private Equity firm. ▪ Presented and secured buy-in from client senior executives for cross functional process and core system change proposals to align business activities and infrastructure with corporate data strategy. Partnered with Business and Engineering to prioritize features and execute delivery. ▪ Conducted Product / Design Discovery sessions for various problem statements across different business functions. ▪ Partnered with Delivery and UX Director for Financial Services projects in Wealth Management, Capital Markets, Omni-channel Digital Banking, and CRM. ▪ Shaped client delivery model by making the business outcome for end users the forefront of roadmap prioritization. Show less ▪ Responsible for the implementation of Digital Transformation solutions for customers within Cognizant Softvision’s $45MM Portfolio ▪ Product lead for a 10-member cross functional global team of a multi-year Data Infrastructure and Reporting engagement at a top tier Private Equity firm. ▪ Presented and secured buy-in from client senior executives for cross functional process and core system change proposals to align business activities and infrastructure with corporate data strategy… Show more ▪ Responsible for the implementation of Digital Transformation solutions for customers within Cognizant Softvision’s $45MM Portfolio ▪ Product lead for a 10-member cross functional global team of a multi-year Data Infrastructure and Reporting engagement at a top tier Private Equity firm. ▪ Presented and secured buy-in from client senior executives for cross functional process and core system change proposals to align business activities and infrastructure with corporate data strategy. Partnered with Business and Engineering to prioritize features and execute delivery. ▪ Conducted Product / Design Discovery sessions for various problem statements across different business functions. ▪ Partnered with Delivery and UX Director for Financial Services projects in Wealth Management, Capital Markets, Omni-channel Digital Banking, and CRM. ▪ Shaped client delivery model by making the business outcome for end users the forefront of roadmap prioritization. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Product Manager

  • Aug 2016 - Jan 2020

  ▪ Built out product roadmap, features, and user stories in accordance to business strategy for the US Private Bank CRM systems. Cut client onboarding time from over 15 days to consistently under 5 days, enabling the bank to achieve 40% YoY increase in new investment inflows. ▪ Delivered various CRM system improvements that reduced frictions in client onboarding and servicing. ▪ Design client service processes and drive implementation in collaboration with cross functional teams. ▪… Show more ▪ Built out product roadmap, features, and user stories in accordance to business strategy for the US Private Bank CRM systems. Cut client onboarding time from over 15 days to consistently under 5 days, enabling the bank to achieve 40% YoY increase in new investment inflows. ▪ Delivered various CRM system improvements that reduced frictions in client onboarding and servicing. ▪ Design client service processes and drive implementation in collaboration with cross functional teams. ▪ Conducted user research and leveraged consumer feedback, surveys, and internal user interviews to generate ideas for new feature development. Designed user interface and created mock-ups for optimal user experience. ▪ Led daily standup and Agile ceremonies with onshore / offshore developers to ensure consistent, quality delivery and continuous process improvement. Managed User Acceptance Testing (UAT) and collaborated with users for implementation. ▪ Leveraged data to derive insights for system and process improvements and oversaw CRM data quality for critical data elements.

• AVP Business Analyst, Change Delivery

  • Jan 2015 - Aug 2016

  ▪ Led the cross functional implementation of Anti-Money Laundering (AML) program for US Private Bank to strengthen the Customer Due Diligence (CDD) and Know Your Customer (KYC) procedures within a tight deadline. ▪ Facilitated dialogue across teams to design new processes. Produced status reports for senior management.

• Analyst, Traded Risk Control

  • Dec 2013 - Dec 2014

  ▪ Monitored credit limits and trading activities between HSBC US and all counter parties ▪ Teamed with risk specialists to build Excel macros for internal risk ratings assessment process to address Basel III requirements



Blu Ventures

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Investment Intern

  • Apr 2013 - Sep 2013

  ▪ Reviewed and assessed investment opportunities in high growth, early stage startups in SaaS and Cyber Security verticals. ▪ Conducted investment opportunity screening, industry analysis, financial analysis, and portfolio company performance review to accelerate investment process. Increased investment capacity by 20%. ▪ Reviewed and assessed investment opportunities in high growth, early stage startups in SaaS and Cyber Security verticals. ▪ Conducted investment opportunity screening, industry analysis, financial analysis, and portfolio company performance review to accelerate investment process. Increased investment capacity by 20%.



University of Maryland - Robert H. Smith School of Business

• United States
• Higher Education
• 400 - 500 Employee

• Master of Science in Finance, 2013

  • Sep 2011 - May 2013

  Co-President, MS in Finance Association (MSFA): • Co-founded the MSFA, the 1st student organization for Master in Finance students to network and learn from industry professionals via speaker events and investment competition. • Defined purpose and vision. Set up guidelines for event planning and hosted events for over 300 master’s students. Course Work and Case Studies • Developed strong financial… Show more Co-President, MS in Finance Association (MSFA): • Co-founded the MSFA, the 1st student organization for Master in Finance students to network and learn from industry professionals via speaker events and investment competition. • Defined purpose and vision. Set up guidelines for event planning and hosted events for over 300 master’s students. Course Work and Case Studies • Developed strong financial modeling skills through M&A and LBO cases using DCF and APV. • Analyzed industry and competition landscape to conclude investment decisions. • Applied modeling skills to public traded companies (ex. CMG, MSFT, and DOW) while identifying key indicators that reflect operation performance. Show less Co-President, MS in Finance Association (MSFA): • Co-founded the MSFA, the 1st student organization for Master in Finance students to network and learn from industry professionals via speaker events and investment competition. • Defined purpose and vision. Set up guidelines for event planning and hosted events for over 300 master’s students. Course Work and Case Studies • Developed strong financial… Show more Co-President, MS in Finance Association (MSFA): • Co-founded the MSFA, the 1st student organization for Master in Finance students to network and learn from industry professionals via speaker events and investment competition. • Defined purpose and vision. Set up guidelines for event planning and hosted events for over 300 master’s students. Course Work and Case Studies • Developed strong financial modeling skills through M&A and LBO cases using DCF and APV. • Analyzed industry and competition landscape to conclude investment decisions. • Applied modeling skills to public traded companies (ex. CMG, MSFT, and DOW) while identifying key indicators that reflect operation performance. Show less



Maryland Technology Enterprise Institute (Mtech), University of Maryland

• United States
• Higher Education
• 1 - 100 Employee

• Business Development Intern

  • May 2012 - Aug 2012

  • Guided technology companies through product development process and improved product features. • Connected incubating firms with public organizations to establish strategic partnership in research and development. • Guided technology companies through product development process and improved product features. • Connected incubating firms with public organizations to establish strategic partnership in research and development.



Bank Sinopac Ltd.

• Banking
• 700 & Above Employee

• Account Officer

  • Mar 2011 - Jun 2011

  • Monitored 5 firms’ potential risks of default on an aggregate amount of $1.2 million by analyzing cash flows and liquidity from financial reports and transaction records. • Achieved 150% on personal sales goal by teaming with 2 financial consultants to promote consumer credit services. • Represented the bank in negotiations with corporate CEOs, planning loan structures to incorporate the specific needs of borrowers in construction and bookselling industries. • Monitored 5 firms’ potential risks of default on an aggregate amount of $1.2 million by analyzing cash flows and liquidity from financial reports and transaction records. • Achieved 150% on personal sales goal by teaming with 2 financial consultants to promote consumer credit services. • Represented the bank in negotiations with corporate CEOs, planning loan structures to incorporate the specific needs of borrowers in construction and bookselling industries.



Combined Logistics Command, Ministry of National Defense, R.O.C

• Pingtung, Taiwan

• 2nd Lieutenant, Logistic Officer

  • Jul 2009 - Aug 2010

  • Led annual equipment inspection collaborating with 20 officers. Recognized for superior performance by commanders. • Contributed to the security of military division through logistics management and the development of instruction protocols. • Led annual equipment inspection collaborating with 20 officers. Recognized for superior performance by commanders. • Contributed to the security of military division through logistics management and the development of instruction protocols.