See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Credentials

  • CFA level 1
    CFA Institute
    Sep, 2021
    - Apr, 2026
  • Excel Crash Course - Spreadsheet Formulas for Finance
    Corporate Finance Institute® (CFI)
    Jun, 2020
    - Apr, 2026

Experience

  • GXS Partners
    • Hong Kong SAR
    • Analyst
      • Oct 2021 - Present
      • Hong Kong SAR

      Strategy consulting and due diligence

  • Protiviti
    • Hong Kong SAR
    • Consultant
      • Mar 2021 - Oct 2021
      • Hong Kong SAR

      - Internal audits: Financial services industry

  • Tacoma Mountain Group
    • Greater New York City Area
    • Private Equity Intern
      • Feb 2020 - Nov 2020
      • Greater New York City Area

      • Comprehensively assess all aspects of private companies, including products and services, business strategy, and management team, to strategically evaluate competitive advantage• Construct and maintain valuation models based on similar transactions by public companies and market research• Attend meetings between analyst and business owners and compile notes to provide manager decision-useful information

  • Lions Financial
    • New York, NY
    • Research Intern, Automotive Technology
      • Mar 2019 - Aug 2019
      • New York, NY

      • Provided analysis of investment prospectuses based on unbiased valuation opinions in adherence with industry trends• Attentively assessed investor presentations and engaged with executive teams to evaluate investment suitability and risks• Collaborated with other analysts to perceive current market implications for portfolio companies and maintain up-to-date valuations

Education

  • 2018 - 2019
    Fordham Gabelli School of Business
    Master of Science - MS, Global Finance
  • 2013 - 2017
    National Chengchi University
    Bachelor of Science - BS, Statistics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Business Consulting and Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles