Experience

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  National FinTech Evaluation Center (Shenzhen)

  • Shenzhen

  • Member of the Board, Director

    • Nov 2020 - Present
    • Shenzhen

    National FinTech Evaluation Center (Shenzhen) (NFEC) was established on 11th，Dec 2019, and was launched on the China Global Summit of FinTech (Shenzhen).NFEC is jointly directed by PBOC and Municipal Government of Shenzhen, the Bank Card Test Center (BCTC) will take the lead of the formation and organizing efforts. The NFEC will focus on the evaluation of FinTech applications, risk suvillience and the the implementation of RegTech and CompTech.

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  Shenzhen Hongkong Macau FinTech Professional Programme

  • Shenzhen

  • Secretary General

    • Feb 2019 - Present
    • Shenzhen

    SHMFTPP is a professional certificate programme created by Shenzhen Financial Bureau, HKMA and AMCM focusing on the area of FinTech. This programme is the first of its kind in China.I served as the chief architect and Secretary-general, coordinated the activities including industry scanning, body of knowledge development, editing of course modules and textbooks, organizing the implementation of testing platforms etc.

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  Shenzhen Financial Stability and Development Institute

  • 中国 广东 深圳

  • Assistant Dean & Head of Innovation and Research Department

    • Apr 2019 - Present
    • 中国 广东 深圳

    In order to support the municipal government’s efforts to maintain financial stability, serve the industrial needs to promote financial development ,and help to construct an International Financial Innovation Center in Shenzhen, the Institute for Financial Stability and Development of Shenzhen was formally approved on 10th, Aug, 2018. The Institute is initiated and led by the Shenzhen Local Financial Supervision Bureau (Office of Financial Affairs of Shenzhen Municipal People's Government). The co-organizers include Bureau of Financial Affairs of Shenzhen Futian District, Financial Service Bureau of Luohu District, Bureau of Industrialization and Information Technology of Nanshan District, Shenzhen Investment Holdings Co., Ltd.,. The Institute is operating under the leadership of Shenzhen Local Financial Supervision Bureau (Financial Development Service Office of Shenzhen Municipal People's Government) and is registered as a business unit organized by other organizations using state-owned assets.

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  Shenzhen Internet Finance Association

  • Shenzhen, Guangdong, China

  • Deputy Secretary-General

    • Oct 2016 - Oct 2019
    • Shenzhen, Guangdong, China

    Shenzhen Internet Finance Association (SZIFA) works under the direction of Shenzhen Financial Service Office of the Municipal Government. SZIFA is the only one self-regulatory organization serving the internet finance and FinTech sector in Shenzhen with official background. SZIFA provide policy research and recommendations to the Municipal Government of Shenzhen, and provide training and standard setting services to the industry. SZIFA has established extensive collaborative networks with other FinTech centers such as London, New York, Singapore, Hongkong and Sydney. I am in charge of the research department, focusing on innovation frontiers in areas such as Blockchain, AI, Cloud Computing, IoT, and their applications in the financial service area. At the same time I also examine the impact of new technologies on financial regulations. Trying to implement a Sand-Box like mechanism in Shenzhen, to promote the innovation , simutaneously control risks.

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  Investment Promotion and Financial Service Development Bureau at Futian District

  • Shenzhen, Guangdong, China

  • Deputy Managing Director

    • Nov 2016 - Dec 2018
    • Shenzhen, Guangdong, China

    Investment Promotion and Financial Service Bureau of Futian District, Shenzhen (IFSBFT) is the government department in charge of the policy formulating and promotion in areas include Finacial services and mordern service industries in Futian District. Futian is the central district of Shenzhen, the de facto financial center hosting more than 140 registered financial institutions. And Futian has the most favorable policy environment and industrial ecosystem for the development of FinTech. Collaborating closely with Hongkong and other FinTech centers, Futian can serve as the testing laboratory and incubator of FinTech technologies and regulation schemes, the bridge link mainland China with other places of the world, and a university nurturing FinTech mature talents familiar with technological, regulational and international aspects of FinTech industry.

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  Shenzhen Qianhai Authority

  • Shenzhen

  • Strategic Development Specialist

    • Sep 2014 - Nov 2016
    • Shenzhen

    I am responsible for the construction of policy framework and industrial association regarding internet of finance in Qianhai Modern Service Cooperate Zone of Shenzhen-Hongkong. As the team leader I work with 6 post-doctoral researchers to conduct on-site interview with 30+ industrial practitioners and academic professionals, collect policy recommendations and write reports which would be submitted to relevant governmental authorities. At the same time, the project will form the foundation for a functioning industrial association in the area of internet of finance, which will provide a self-regulatory platform in the Qianhai Cooperate Zone, which is a strategic initiative at the country level.

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  Shenzhen Stock Exchange

  • Shenzhen, Guangdong, China

  • Post-doc Researcher

    • Aug 2012 - Sep 2014
    • Shenzhen, Guangdong, China

    I conduct research project related to Internet of Finance, focusing on the opportunities provided by the rapid progress of internet and mobile-internet to the financial service industry. The exemplar model may include crowdfunding, P2P lending, and big data driven underwriting services. The project is funded by Shenzhen Stock Exchange, which is a major capital market that accommodate 1500+ most innovative companies in emerging industries in China. At the same time I organize training programmes for CCMI (China Capital Market Institute), which is the research and training branch of CSRC (China Securities Regulatory Commitee).Now I work part-time in the Training and Consulting Department of Qianhai Equity Exchange. Qianhai Equity Exchange (QHEE) is an innovative capital market with a national wide operation. The listing criteria is very low and the procedures very simple compared with Main Board, SME Board and ChiNext, etc. QHEE now provide various services for 2500+ companies listed, and the team is thriving to add more practical services to solve the problem of capital raising of huge quantity of SMEs in China.

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  Qianhai Equity Exchange, Training and Consulting Branch

  • Shenzhen, Guangdong, China

  • R&D Director

    • Sep 2013 - Jul 2014
    • Shenzhen, Guangdong, China

    Developed a diagnostic model for listed companies, including the strength and drawbacks of their business model, entrepreneurial leadership, team dynamics and organizational culture, etc. I was also responsible for developing a internet-based system to accommodate the assessment tools used in the consulting and leadership development projects. The model and benchmarks can be used for credit rating purposes for P2P lending companies. And I am currently trying to commercialize the system in collaboration with several platforms.

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  Goldman Sachs

  • Hangzhou, Zhejiang, China; Washington D.C.

  • 10KW M&E Liaison

    • 2009 - 2011
    • Hangzhou, Zhejiang, China; Washington D.C.

    I operate the Monitoring and Evaluation function for the Zhejiang-Oxford program of 10KW at Goldman Sachs. The program provides full scholarship, and entrepreneurial skill development opportunities for women entrepreneurs who are underserved and initiated startups in Zhejiang, China. In order to fullfill my responsibility, I conduct questionnaires, telephone interviews and site visits to more than 200 women entrepreneurs. Also work together with other colleagues, I provide mentoring and business consulting service for these entrepreneurs.

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  Global Entrepreneurship Research Centre,Zhejiang University

  • Research Engineer

    • 2006 - 2010

    I conduct research projects on entrepreneurship in China and abroad, which are funded by NFS (National Foundation of Science). The focus of the projects is on the value framing, information processing and entrepreneurial decision making of the entrepreneurs. Also included in the model is characteristics of the entrepreneurial environement, such as science parks, social networks and industries. I developed case bank used for entrepreneurial learning for Zhejiang Provincial Government, which is a joint product of an international team composed by Chinese and French engineers.