Experience

GRANA

• Hong Kong
• Retail Apparel and Fashion
• 1 - 100 Employee

• Director

  • Oct 2019 - Present

  Repolish the company Repolish the company



Alfie Limited

• Hong Kong

• Director

  • Jun 2019 - Mar 2022

  Management consulting, strategic planning, creative deal structuring Management consulting, strategic planning, creative deal structuring



TOAST Books

• Hong Kong

• Director

  • Aug 2018 - Nov 2020

  Please find the interview of Toast Books from below: Please find the interview of Toast Books from below:



HK Wake School

• Business Consultant

  • May 2019 - Mar 2020

  • Institutionalize HK Wakeschool, set up actionable roadmap and planning, enhances investor relations, review and creatively formulate partnership agreement • Strategize market postion for HK Wakeschool and related parties • Institutionalize HK Wakeschool, set up actionable roadmap and planning, enhances investor relations, review and creatively formulate partnership agreement • Strategize market postion for HK Wakeschool and related parties



VMS Group

• Hong Kong
• Investment Management
• 1 - 100 Employee

• Director of Direct investment, research, advisory

  • Feb 2012 - May 2019

  • Team of four, direct report to CEO and company's partners • Proficiency in portfolio investment management, generates, advise, execute investment ideas/strategies on sizable investment opportunities (Listed/private equity, pre-IPO and special situation investments, etc.), and 2) PE/special situation project valuation/ reassessment/ restructure/ renegotiation • Form synergy between company's portfolio companies and other parties to generate max return • Highlights: Assess, value, fund raise and set up one of the first property development fund (SPC) in HK, Assess and structure in Aircraft leasing platform Pre-deal assessment and project management in a greenfield integrated resort project in Hoi An. Advise, consult and help structure numerous HK listed companies on stock market positioning, financials, operational and IR Show less



Coutts

• United Kingdom
• Banking
• 700 & Above Employee

• Investment Associate

  • Aug 2011 - Jan 2012

  • CIO office, equity/market research (buy-side), liaise in dealing/trading matters, preparation of investment proposal, portfolio performance and transaction reconciliation report • CIO office, equity/market research (buy-side), liaise in dealing/trading matters, preparation of investment proposal, portfolio performance and transaction reconciliation report



State Street

• United States
• Financial Services
• 700 & Above Employee

• Senior Analyst

  • Sep 2006 - Sep 2010

  • Managed a subteam of 5, and perform Fund, positions and risk related performance evaluation for institutional clients' portfolios, and with project and operational risk management experience • Managed a subteam of 5, and perform Fund, positions and risk related performance evaluation for institutional clients' portfolios, and with project and operational risk management experience