Expert Details

Asset Management, Private Banking, Wealth Management, Corporate and Investment Banking, FinTech, Innovation and Corporate Venture/VC

ID: 733790 Hong Kong

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Expert has over 25 years' experience as an industry practitioner and management consultant. He has been Head of Strategy and CFO at a top-tier global financial services firm and has held senior roles in global consulting firms. His expertise includes portfolio, business and client segment strategies; M&A, joint ventures and partnerships; market entry; sales management and client analytics; performance management and reporting; and organization and governance. He has worked in a variety of global locations with leading U.S., European and Asian banks, asset managers and insurers.

Education

Year Degree Subject Institution
Year: 1998 Degree: MBA Subject: Concentrations: Management, Strategy, Marketing, and Organizational Studies Institution: Kellogg Graduate School of Management
Year: 1992 Degree: BA Subject: Economics Institution: Pomona College

Work History

Years Employer Title Department
Years: 2016 to Present Employer: Undisclosed Title: Managing Director and Founder Department:
Responsibilities:
Expert works across large banks, asset managers, institutions, family offices, venture capital and innovative FinTech firms on:
• Business advisory – to large financial services firms (in partnership with global consultants), VC's & FinTechs;
• Capital introduction – institutions, family offices, private banks and asset managers to Alts managers and companies; and
• Private investment – business advisory on evaluating and executing on Alternative and private opportunities.
Years Employer Title Department
Years: 2013 to 2016 Employer: J. P. Morgan Asset and Wealth Management Title: Managing Director; Department Head Department: Strategy and Business Development
Responsibilities:
Expert partnered with CEO's, leadership team and key regional and global stakeholders across JPMAM and the Private Bank to
define and drive key business priorities and initiatives.
Years Employer Title Department
Years: 2010 to 2013 Employer: J. P. Morgan Private Bank Title: Managing Director, Chief Financial Officer Department: Asia
Responsibilities:
Expert partnered with global and regional management to develop and execute strategy to transform the Asia business in 5 years
through new markets, expanded coverage and product range, investments in infrastructure and people and greater crossLOB
partnership. He served as a member of GWM Asia Management and Operating Committees.
Years Employer Title Department
Years: 2006 to 2010 Employer: J. P. Morgan Investment Bank Title: Executive Director, Head of Strategy and Business Development Department: Asia
Responsibilities:
Expert partnered with regional management and senior country officers on organic and inorganic growth strategies across
Investment Banking and Markets and with Corporate Bank, Treasury and Securities Services, and Asset Management. His responsibilities included strategic reviews, M&A, JV, cross-selling, competitor monitoring, market sizing, and a suite of strategic initiatives.
Years Employer Title Department
Years: 1998 to 2006 Employer: Boston Consulting Group (BCG) and A. T. Kearney Management Consulting Title: Principal; Manager Department:
Responsibilities:
Expert undertook a variety of consulting projects, including: asset and wealth management; consumer banking and credit cards; corporate and investment banking; insurance; and organization and cross-business initiatives.
Years Employer Title Department
Years: 1994 to 1996 Employer: CityTrust Title: Credit Card Product Manager Department:
Responsibilities:
Expert developed and launched credit card business for Citibank subsidiary. Business matched acquisition rate of market leader
within 9 months of launch, while exceeding average usage volume.
Years Employer Title Department
Years: 1992 to 1994 Employer: PCI Bank Title: Marketing Communications Officer Department:
Responsibilities:
Expert pioneered consumer marketing at the Top 3 bank in the nation. He repositioned wealth management services further up-market; analyzed client base; developed and launched successful new positioning and growth strategies for mortgages and car loans; and developed telephone banking services, put in place technology platform and launched to customers.

Career Accomplishments

Associations / Societies
- Fellow, Hong Kong Institute of Directors (HKIOD)
- Member, Asia Society
- Member, Asia FinTech Angels (AFTA)
- Member, International Care Ministries
Licenses / Certifications
Certificate - Role of Listed Company Director, Hong Kong Institute of Directors (HKIOD)
Diploma - Non Executive Director, Financial Times (in process)

Fields of Expertise

corporate governance, organization, business organization, performance management, client analytics, sales management, management consulting, market entry strategy, joint venture, partnership, mergers and acquisitions financial analysis, mergers and acquisitions, business strategy, portfolio management, portfolio, venture capital support, venture capital, innovation, business innovation, financial technology, corporate banking, private banking, wealth management, banking, asset management

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