Experience

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  CanAm Enterprises

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Global Head of Sales

    • May 2024 - Present

  • Head of Asia

    • Jan 2021 - May 2024

    CanAm Enterprises is a New York based alternative investments management company focused on commercial real estate. Founded in 1987, CanAm has more than 30 years’ experience in sourcing and underwriting real estate debt & private equity investments including immigration-linked investments (EB-5).We have served more than 6,000 high-net-worth investors and family offices globally and deployed $3.5+ billion of foreign capital in more than 75 investment projects in metropolitan areas throughout the U.S.

  • Vice President, U.S. Sales

    • Mar 2016 - Dec 2020

    A member of SIPC and FINRA, CanAm Investor Services (CAIS) is a licensed broker dealer focused on the facilitation and offering of immigration-based investments through the EB-5 Immigrant Investor Program. CAIS also solicits private equity and real estate investment offerings.

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  Clermont Partners

  • Greater New York City Area

  • Director

    • Aug 2015 - Feb 2016
    • Greater New York City Area

    A boutique strategic financial communications firm specialising in capital markets, investor relations, mergers and acquisitions, restructuring, shareholder activism, crisis and reputation management.

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  BioPharm Insight - The Mergermarket Group

  • Business Development Manager, EMEA & APAC

    • May 2014 - Aug 2015

    BioPharm Insight is the definitive guide to the global life sciences community and investors, combining an online business intelligence system of comprehensive market analytics and key industry contacts with an independent investigative journalism news service.

  • Healthcare Analyst

    • Jun 2013 - Apr 2014

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  dealReporter – Financial Times

  • Greater New York City Area

  • Risk Arbitrage Analyst

    • Jan 2011 - May 2013
    • Greater New York City Area

    • Prepared briefs for announced mergers including key financials, potential regulatory issues and sector deal trend.• Produced bi-weekly report covering mid to large-cap takeover targets universe using analysis of financial statements, proxy filings, and company conference calls.• Collaborated with reporters to develop story angles on current M&A transactions and special situations including post integration, activism investors and asset divestiture.• Launched new report covering takeover targets, with research driven by analysis of SEC filings, company conference calls, industry reports and proprietary intelligence• Compiled and maintained North American large-cap M&A database; providing M&A trend data to internal stakeholders.

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  Haver Analytics

  • Greater New York City Area

  • Senior Research Associate

    • Aug 2009 - Feb 2011
    • Greater New York City Area

    • Monitored and updating financial and macro economic data releases in proprietary databases, specialized in various Asian markets.• Performed seasonal adjustments and statistical analysis on time series economic data to ensure integrity and usefulness of datasets.• Constructed custom indices that involved the use of regression analysis tools and basic programming.

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  Pace University

  • Student Aide

    • Nov 2008 - Sep 2009

    • Created an extensive procedure manual detailing office operations.• Processed student requests pertaining to academic certification and visa status maintenance. • Maintained a database housing information on 200 students studying abroad . • Handled administrative duties including filing and answering phones.

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  Industrial Bank Co., Ltd

  • Tianjin City, China

  • Intern, Risk Management

    • Aug 2007 - Jun 2008
    • Tianjin City, China

    • Collaborated with a senior analyst to cover the mid cap retail companies in eastern region of China. • Performed due diligence for small and mid-cap potential loan applications under the regulation of the Industrial Bank