EDUCATION
Business School, Columbia University New York, USA
MBA 2013-2015
Related skills training: 'Leveraged Buyout Model', 'Business Valuation Model'
Mathematics, School of Arts and Sciences, Columbia University New York, USA
Master of Financial Mathematics GPA: 3.7 2012-2013
Related skills training: 'Options Futures and Derivatives', 'Capital Markets and Investments'
University of New South Wales Sydney, Australia
Bachelor's degree in Actuarial Science and Finance GPA: 3.6 2007-2010
WORK EXPERIENCE
Zhongce Rubber Group Co., Ltd. Hangzhou, China
Position: Board Secretary 2020 – present
• Fully responsible for the company's listing in the capital market, and cooperate with securities firms, lawyers and accountants to promote the listing
• For matters related to the board of directors, and organize regular meetings of the board and shareholders
• Fully responsible for the company's large-scale project application, and successfully helped the company to obtain the honor of the first batch of "Future Factory" in Zhejiang Province
• Fully responsible for the strategic cooperation of the company's external large-scale industrial chain, and establish close cooperation with upstream and downstream and international giants in the same industry
Huadaozezheng(Hangzhou)Investment Management Co., Ltd. Hangzhou, China
Founding Partner 2019 – 2020
• Invested in Hangzhou Ruibijia Medical Science and Technology Co., Ltd., a micro-electro-mechanical RF technology medical device enterprise, responsible for industry analysis, transaction plan design and execution
• Invested in Zhejiang GeniusPros Technologies Co., Ltd., the world's leading area array solid-state lidar enterprise, responsible for pre-due diligence and design transaction plans
• Participated in the first fund raising, including pre-management company filing and subsequent fundraising
Morgan Stanley Huaxin Securities Beijing, China
Vice President, Investment Banking 2016-2019
• HNA Basic Private Placement Project, responsible for coordinating investors, arranging road shows, executing delivery, etc
• In the acquisition of Biosensors International Group by Blue Sail Medical, responsible for contacting sellers, designing transaction plans, handling and coordinating domestic and foreign laws and regulations, and industry analysis, etc
• Planned corporate IPO, responsible for proposing plans, sorting out relevant documents, compiling some materials, and listing counseling
Fosun Group Shanghai, China
Deputy Investment Director (Vice President) - Fosun Capital Private Equity Investment 2015-2016
Consumer & Industrial Group
• Led the execution of investment by a large e-commerce company alternative to a operating company
• Led the execution of secondary market investment of a large sports brand company, found value investment opportunities, and designed Hong Kong stock investment strategy
Standard Chartered Bank Shanghai, China
International Management Trainee / Large Enterprise and Financial Markets Department
Enterprise Customer Department / / Risk Department 2010-2012
• Led the issuance of RMB 900 million bonds for banking corporate clients in the Hong Kong offshore market, becoming a leader in offshore RMB bond issuance in East China
• Evaluated the feasibility of opening a township bank in China using cash flow model and scenario analysis, and successfully helped the bank open 5 township banks in the western and northern regions
Sales & Transactions Department/ Investment Banking Department
• Participated in the execution of Hong Kong IPO of well-known securities companies in China, participated in the preparation of prospectuses, marketing roadshows and listing documents
• Participated in the Hong Kong IPO of a restaurant chain, established different valuation models, predicted future financial growth and cash flow changes, and prepared a prospectus
ADDITIONAL INFORMATION
Volunteer work: Organized the large-scale activity of "Standard Chartered West Lake Tour", organized more than 150 people to cycle around the lake to promote the concept of green travel (2010)
Relevant professional certificates: Board Secretary Qualification Certificate of SSE STAR MARKET, Securities Qualification Certificate, Fund Qualification Certificate
Interests: Basketball, travel, fashion, music
Languages: Mandarin, English, Cantonese