Bio
Credentials
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CFA level 1
CFA InstituteSep, 2021- Apr, 2026 -
Excel Crash Course - Spreadsheet Formulas for Finance
Corporate Finance Institute® (CFI)Jun, 2020- Apr, 2026
Experience
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GXS Partners
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Hong Kong SAR
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Analyst
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Oct 2021 - Present
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Hong Kong SAR
Strategy consulting and due diligence
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Protiviti
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Hong Kong SAR
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Consultant
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Mar 2021 - Oct 2021
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Hong Kong SAR
- Internal audits: Financial services industry
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Tacoma Mountain Group
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Greater New York City Area
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Private Equity Intern
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Feb 2020 - Nov 2020
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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
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Lions Financial
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New York, NY
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Research Intern, Automotive Technology
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Mar 2019 - Aug 2019
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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
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Education
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2018 - 2019Fordham Gabelli School of Business
Master of Science - MS, Global Finance -
2013 - 2017National Chengchi University
Bachelor of Science - BS, Statistics
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References
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