Frank Waung
Financial Management & Portfolio Manager at Watts Capital Wealth Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Chinese Native or bilingual proficiency
-
English Native or bilingual proficiency
Topline Score
Bio
zhang hu
Never seen such kind of boss, strategic vision, and strive to learn all the new things. It's my pleasure to be able to follow you.
zhang hu
Never seen such kind of boss, strategic vision, and strive to learn all the new things. It's my pleasure to be able to follow you.
zhang hu
Never seen such kind of boss, strategic vision, and strive to learn all the new things. It's my pleasure to be able to follow you.
zhang hu
Never seen such kind of boss, strategic vision, and strive to learn all the new things. It's my pleasure to be able to follow you.
Experience
-
-
Financial Management & Portfolio Manager
-
Nov 2019 - Present
- RIA Operations - Personal Investment Advisory - Portfolio Management - RIA Operations - Personal Investment Advisory - Portfolio Management
-
-
-
C&F Consulting
-
Belgium
-
1 - 100 Employee
-
Senior Management Consultant
-
2017 - Present
Strategic - Do you know WHERE you are going and WHAT you are trying to achieve? Execution - Are your financial results reflecting your strategic goals? If not? Why? M&A - What are you trying to buy? (Technology? Customers? Market Footprint? Bragging Rights?) And how are you buying it (structure)? Strategic - Do you know WHERE you are going and WHAT you are trying to achieve? Execution - Are your financial results reflecting your strategic goals? If not? Why? M&A - What are you trying to buy? (Technology? Customers? Market Footprint? Bragging Rights?) And how are you buying it (structure)?
-
-
-
Catapult Worldwide
-
Canada
-
Entertainment
-
1 - 100 Employee
-
Chief Financial Officer
-
Dec 2017 - Dec 2019
Frank Waung serves as CFO for Catapult Worldwide. Catapult is a Microsoft National Solutions Provider (NSP) in the U.S., recently named Microsoft United States Partner of the Year for 2016, as well as Global and/or Regional partner of the year each of the past 7 years. Also, recently named one of the 20 Most Promising Azure Solutions Providers by CIOReview. Catapult Worldwide is a subsidiary of Catapult Systems and focuses on clients outside the United States, primarily in China, Latin America, and Europe. Show less
-
-
-
fatstacks.tech
-
United States
-
Software Development
-
1 - 100 Employee
-
Co-Founder and Board Member
-
Feb 2017 - Nov 2018
Co-founded Fatstacks.tech, a silicon valley based start-up software company that provides a cloud based, rapid action, software vulnerability discovery tool for today's digital enterprise. Co-founded Fatstacks.tech, a silicon valley based start-up software company that provides a cloud based, rapid action, software vulnerability discovery tool for today's digital enterprise.
-
-
-
Chinasoft International
-
China
-
Information Technology & Services
-
700 & Above Employee
-
Chief Financial Officer
-
Jun 2012 - May 2017
• CFO for a large Hong Kong listed IT Services company in China (50k employees and $1B in revenue). • Worked closely with the CEO and the Board on business strategy as well as financial management. • Oversaw more than 100% growth in company revenue during tenure. • Managed financial valuation and due diligence on acquisition targets; successful M&A of US company ($50 mil transaction for a $60 mil annual revenue company). • Oversaw IR efforts and communicate to institution investors in HK, Singapore, Europe, and the U.S. • Established as face-of-the-company through road shows and conference presentations and brought in new institutional investors. Secured research coverage from respected investment banks. Show less
-
-
-
China Pharma Holdings
-
China
-
CFO
-
May 2009 - May 2012
• Public company CFO (400 employees and over $70 mil revenue) providing strategic and tactical leadership in areas of accounting, financial reporting (SEC), financial forecasting, financing and investor relations. • Negotiated joint-venture terms (manufacturing and marketing in China) with a western drug maker ($20 mil value). • Presented and negotiated buy-out transaction with US based pharmaceutical company. • Negotiated strategic cooperation agreements with Taiwan based pharmaceutical manufacture. • Up-listed company to American Stock Exchange and oversaw market cap expanding 65% during tenure. • Hosted earnings conference calls to institutional investors to discuss detailed and on-the-fly financial results. Skilled negotiator with auditors, attorneys and regulatory agencies such as the SEC. Show less
-
-
-
Hickey Freihofner Capital
-
United States
-
Financial Services
-
Managing Director
-
Mar 2008 - Oct 2009
-
-
-
DCM Capital
-
Finland
-
Investment Banking
-
Special Situation Trader/Analyst
-
Jan 2007 - 2008
Turn company SEC filings inside-out, looking for relative value among the different classes of company issued securities. Turn company SEC filings inside-out, looking for relative value among the different classes of company issued securities.
-
-
-
Cowen and Company
-
United States
-
Investment Banking
-
1 - 100 Employee
-
Director
-
2003 - 2007
Analyst/trader/sales on the Convertible Desk. Analyst/trader/sales on the Convertible Desk.
-
-
-
-
Director - Senior Market Economist
-
2000 - 2007
Economic research related to capital markets. Economic research related to capital markets.
-
-
-
-
Quantative Analyst/ Index Arb Trader
-
1995 - 1998
-
-
-
Hughes Aircraft Company
-
Aviation and Aerospace Component Manufacturing
-
100 - 200 Employee
-
Programmer
-
1990 - 1992
-
-
Education
-
The Wharton School
Master of Business Administration (M.B.A.), Finance -
University of California, Santa Cruz
Bachelor’s Degree, Computer Engineering