Sector Experience
Financial Services
Business Services
Real Estate
Languages
English
Mandarin
12
years
Years of Experience
5/20
Member Since
Bulge Bracket Investment Banks
Fortune 500
Experience
Lone Star Funds
Finance
Vice President
Private equity investment professional responsible for the deployment of $5.5 billion of capital in financial institutions related companies.
Xenith Bank
Corporate Strategy & Development
Advisor / Consultant
Provided M&A guidance and helped company develop branch expansion plan and cost savings initiatives.
Macquarie Group
Finance
Vice President
Principal Investing and Investment Banking professional responsible for investment and advisory in banks, fintech, and specialty finance.
Perella Weinberg Partners
Finance
Associate
Investment Banking professional focused on banks, insurance, and asset management.
Lazard Ltd
Finance
Analyst
Investment Banking professional focused on specialty finance, banks and asset management.
Bank of America
Finance
Analyst
Investment Banking professional focused on banks.