Experience

Angel Investor

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

• Angel Investor

  • 2018 - Present

  Actively participate in the strategic decision-making and strategy design of the invested enterprises; Provide consulting services to portfolio companies; Helping portfolio companies recruit managers; Assist in public relations; Design exit channels and organize business exits, profile with professional experience, find, discover and understand future projects. Have scientific thinking, compound thinking, entrepreneurial thinking, blueprint thinking, and certain industry research, technology and policy research capabilities. Areas of expertise. Vision and Strategic Planning, Market Research, New Product Development, Sales and Marketing, Customer Engagement, Operations Management, Leadership Development, Change Management, Quality Assurance, Business Development, Contract Negotiation, Public Speaking, Board Member. Show less



Evercore

• United States
• Investment Banking
• 700 & Above Employee

• • 2013 - 2018

  Coordinating client subscriptions into fundsActing as the liaison between the fund and EWM for annual reporting requirements, updates and investor transfers/re-titlingProcessing capital calls from client accounts to the FundsUpdating client accounts with valuations received from the fundPosting distribution monies received from the funds to the trust accounting svstemRetrieving and distributing K1 estimates and finals, when availableParticipating in the development of a database for clients who regularly invest in AlternativeAt the same time, he leads the team to study the application scenarios of blockchain technology, manage customer account funds with blockchain characteristics, plan diversified investment areas for customers, diversify the management of funds, and increase account financial statements. Show less

• • Jun 2009 - Sep 2013

  Socorrista de verano en TolUsing mathematical and statistical methods to conduct big data mining of consumer information, transaction data and customer behaviour, and to build customer stratification, behavioural analysis and credit assessment models.Conduct dynamic risk assessment of consumer finance business, as well as provide early warning and response to abnormalities, and make professional assessment and risk recommendationsedo.

• • Oct 2008 - May 2009

  Research on macroeconomics and policies, futures investment strategies.Research and analysis of relevant varieties and writing relevant research and analysis reports.Assist in the development and implementation of hedging and basis difference arbitrage business solutions.



HSBC Shanghai Branch

• Ground floor, HSBC Building, 1000 Lujiazui Ring Road, Pudong, Shanghai

• Business Manager

  • May 2002 - 2003

  Primarily responsible for card business management, product development and risk management. Primarily responsible for card business management, product development and risk management.