Expert Details
Asset Management, Private Banking, Wealth Management, Corporate and Investment Banking, FinTech, Innovation and Corporate Venture/VC
ID: 733790
Hong Kong
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. |
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| 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 todefine and drive key business priorities and initiatives. |
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| 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 yearsthrough 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. |
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| 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 acrossInvestment 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. |
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| 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. |
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| 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 leaderwithin 9 months of launch, while exceeding average usage volume. |
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| 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. |
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International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 1992 to Present | Country / Region: Greater China (China, Hong Kong, Taiwan); North Asia (Japan, Korea), India, Singapore, South East Asia, Australia, and the U.S. | Summary: Expert has worked with leading European and Asian banks, asset managers and insurers, as well as these same types of entities in the United States. |
| Years: 1992 to Present | Country / Region: South East Asia (Singapore, Thailand, Indonesia, Philippines, Vietnam) | Summary: Expert has worked with leading global and local financial institutions in these markets |
| Years: 2003 to Present | Country / Region: Japan | Summary: Expert has worked with leading global financial institutions in Japan |
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) |
Language Skills
| Language | Proficiency |
|---|---|
| English | Fluent |
| Spanish | Conversational |
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