Experience

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  Mission Driven Finance™

  • United States
  • Financial Services
  • 1 - 100 Employee

  • VP, Fund Services

    • Oct 2023 - Present

    Lead one of four key business verticals for Mission Driven Finance; responsible for ongoing effective and profitable management of impact funds. Form and manage ongoing client/partner relationships, design and lead execution of key fund solutions, and orchestrate cross-functional workstreams to ensure operational excellence, client/partner satisfaction and ongoing fund success from both impact and financial perspectives.

  • Senior Director, Client Operations

    • Jun 2021 - Sep 2023

    Manage client/partner and fund operations to ensure internal operations of MDF's investment products are running smoothly, while delivering an exceptional client/partner experience. Responsible for orchestrating the execution of portfolio & borrower services (e.g. deploying equity & debt capital), investor servicing, fund accounting & administration, data & reporting and technology solutions.

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  Independent Advisor

  • Tustin, California, United States

  • Advisor

    • Feb 2020 - Jun 2021
    • Tustin, California, United States

    Served as acting COO for real estate investment, development and management firm in Houston, Texas. Worked directly with owner/CEO on investments/new acquisitions, investors relations, reporting, compliance, policies development, human resources and other ongoing operations. Managed business development, operations and client service for a data technology start-up based in Southern CaliforniaActed as advisor to insurance firm in Southeast Asia to set up investment management business, including development of strategic & operational plan and set up of investment operations. Served on Investment Committee and Risk Management Committee.

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  VinaCapital

  • Vietnam
  • Investment Management
  • 300 - 400 Employee

  • CEO, VinaCapital Asset Management

    • Jul 2018 - Jan 2020

    Overall accountability for VinaCapital's asset management business, with direct responsibilities for strategy, business development/fundraising, partnership development, product development, marketing, investor relations, investment operations, enterprise solutions. Shared responsibilities for investment and back office functions with senior executive team.

  • Managing Director, CEO of VinaCapital Fund Management JSC

    • Jan 2014 - Jul 2018

    Overall management and leadership of local fund management company. Responsible for investments, sales & marketing, product development, operations, budget and team.

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  Vietnam Investments Group

  • Ho Chi Minh City, Vietnam

  • Sr. Investment Officer

    • Feb 2012 - Jan 2014
    • Ho Chi Minh City, Vietnam

    Led pre and post-investment deals. Managed fundraising and investor relations. Managed firm human resources.

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  VinaCapital

  • Director, Strategy & Fundraising

    • Apr 2008 - Jan 2012

    Managed strategic and operational initiatives for VinaCapital Group. Worked with Vietnamese portfolio companies on operational improvements. Managed fundraising efforts and investor relations.

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  Monitor Group

  • Consultant, Engagement Manager

    • Sep 2000 - Feb 2008

    Consulted to leading US companies in the pharmaceutical, financial services and consumer products industries. Focused on marketing strategy, including market research, customer segmentation and product/service positioning.