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Bio

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Credentials

  • CFP®
    CFP Board
    Jan, 2018
    - May, 2026

Experience

    • Board Member
      • Aug 2020 - Present
      • Shenzhen, Guangdong, China

  • SinoEcon Capital
    • Shenzhen, Guangdong, China
    • Executive Director
      • Jun 2019 - Present
      • Shenzhen, Guangdong, China

      SinoEcon Asset Management Company Limited - 华经资产管理有限公司We provide a wide range of structuring/financing solutions including recapitalization, LBO, acquisition financing, Pre-IPO dividend recap, strategic minority stake investment, shared-backed financing, etc. We prioritize client needs with a comprehensive capital solutions across senior, subordinated or mezzanine debt (including preferred shares) form of capital.

  • 华润
    • Shenzhen, Guangdong, China
    • Fixed Income Portfolio Manager
      • Apr 2019 - Feb 2021
      • Shenzhen, Guangdong, China

    • Investment Banking Associate
      • Jan 2019 - May 2019
      • Shenzhen

      Internship at Infrastructure and Real Estate Group(Investment Banking Division)

  • Jundum Consulting LLP
    • Shanghai City, China
    • Founding Partner
      • Jul 2016 - Jan 2019
      • Shanghai City, China

      Shanghai Jundum Consulting LLPFounding Partner(1) Founded the company, finished registration, Recruited initial talent group (2) Navigated development directions: providing management consulting and financing supporting service for start-ups to achieve sustainable competitive advantage, build capable organizations, and secure lasting results(3) Provided IPO consulting and financial services for SMEs: helping enterprises be listed in Shanghai/Shenzhen Stock Exchange, assisting mergers and acquisitions, providing structured finance services including bond and equity financing, etc. (4) Executed daily operation and management

    • Associate Structured Finance
      • Jul 2016 - Sep 2016
      • Shanghai City, China

      SHENYIN & WANGUO ALTERNATIVE INVESTMENT CO., LTD-申银万国创新证券投资有限公司Own Funds Backed Stock Financing of a Large Scale Domestic Textile Mill (1)Participated in the deal structure design(2)Prepared for declaration and filing

  • Western Securities Co., Ltd
    • Shanghai City, China
    • Investment Banking Associate
      • Dec 2015 - Feb 2016
      • Shanghai City, China

      China Western Securities Co., LtdBonds and Financing Intern, Dpt. Of Investment BankingShimao Group ABS (Asset Backed Securitization) Project (1)Assisted negotiation and collaboration process with limited partners and general partners(2)Participated in scheme drafting and detail confirmation of the implementation scheme with both parties(3)Assisted financing and bond issue

    • Founder & Editor-in-Chief
      • May 2014 - Oct 2015
      • Shanghai City, China

      Founder & Editor-in-Chief(1)Started and managed the running of journal which later elected the official college journal(2)Initiated the Student’s Platform for Innovation and Entrepreneurship Training Program of Shanghai, and the periodical selected the Iconic Endeavor of the program(3)Organized the fund managers and CEOs participated Shanghai Internet Financing Forum for the celebration of journal’s anniversary(4)Held “Industrial Bank Cup” College Student Financing & Investment Competition, SUIBE Division In May 2014, founded the "SuibeEconomics," and was responsible for the operation of the journal. In October 2014, created "SuibeEconomics Periodical Office" and served as the post of executive committee director and editor in chief. In November 2014, SuibeEconomics Journal was granted 'Best Academic Journal’ honor by Shanghai University of International Business and Economics . In March 2015,SuibeEconomics Periodical Office undertook the programme:'Shanghai Student’s Platform For Innovation and Entrepreneurship Training Programme——Brand-Building Programme of SuibeEconomy Journal '.

Education

  • 2021 - 2025
    City University of Hong Kong
    Doctor of Philosophy - PhD, Business Administration and Management, General
  • 2017 - 2019
    Columbia University in the City of New York
    Master of Science - MS, Business Analytics
  • 2014 - 2017
    RMIT University
    Bachelor of Commerce (B.Com.), International Business
  • 2014 - 2014
    University of Cambridge
    Summer Session, Global Entrepreneur Leadership
  • 2013 - 2017
    Shanghai University of International Business and Economics
    Bachelor of Business Administration (B.B.A.), International Business

Suggested Services

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Industry Focus. “Architecture and Planning”

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