Sector Experience

Healthcare
Retail
Financial Services
Technology
Real Estate

Languages

Mandarin
17
years

Years of Experience

6/20

Member Since

Experience

 
CFO Advisory Management Consulting
Principal | Advisor | Outsourced CFO
10/2016 - Present
• Capital stack and liquidity management, financial modeling, and forecasting.
• Establish corporate credit facilities. Perform investor and lender relationship management/outreach.
• Treasury and cash management, FP&A.
Capital One Bank Finance
Vice President
12/2012 - 10/2016
Developed liquidity and capital management strategies for CFOs. Oversaw proper underwriting of loans. Advised on capital market conditions, activity, timing, and ratings. Developed strategic communications.
RBC Capital Markets Finance
Associate
08/2007 - 10/2012
Managed underwriting for corporate loans (Revolver and Term Loan), acquisition bridge and IPO financing, origination of capital market transactions, debt private placement. municipal bond financing, L/C credit enhancement, and tender option bond.