Experience

Paloe | CFO Advisory

• Singapore
• Financial Services
• 1 - 100 Employee

• Manager, M&A Origination

  • Jul 2022 - Present

  Singapore - M&A Advisory for SME deals between SGD5m and SGD30m - Fund-raising for SME’s and Start-ups for business expansion and scaling - Global Broker and Industry Expert network - Financial & Business Solutioning through Corporate Innovation



CGS-CIMB Securities

• Singapore
• Financial Services
• 500 - 600 Employee

• Business Development Manager

  • Feb 2019 - Dec 2019

  Central Singapore - Set up Wealth Management business framework & business model - Liaised with vendors to on-board Wealth Management products - Led and coach Relationship Manager in serving HNW clientele - Assisted HOD in growing HNW segment



Phillip Securities Pte Ltd

• Deputy Head (Private Wealth)

  • Jul 2015 - Nov 2018

  Singapore - Led Private Wealth Dept. sales channel in serving High Net Worth (HNW) clients - Established Philip Prestige Club exclusive to selected partners as HNW servicing platform - Launched Philip MyWealth app - financial omni-platform for mass affluents & HNWs - Held position of Branch Manager (Raffles place) till Aug 2017



Start-ups

• Entrepreneur

  • Jun 2002 - Sep 2014

  Shanghai, China - Start-ups in multiple businesses including: luxury brand Davidoff exclusive distribution & retail for China, international trading, nano-tech air purification, enrichment & education, and management & investment consulting