Sr. Branch Premier BankerHercules, CA

Work with individuals and families to understand their financial circumstances, how to reach their short-term and long-term financial objectives, minimize the impact of taxes, save money efficiently and protect their income and savings

Provided care for my terminally ill mother

Taught introduction to finance for Summerfuel Education at Cal, BerkeleyResponsible for class curriculum, materials, group projects, and testing; received excellent evaluations from students upon completion of program

Little Elephant is a startup venture art school founded in 2015. It currently has 3 campuses, more than one hundredstaff and nearly 1000 enrolled studentsChief Operating Officer September 2015-April 2019• Spearheaded the development and implementation of brand-new English language program designed to complement established art courses• Created staffing plans, SWB packages, recruiting & retention strategies, and onboarding processes for all expat staff• Responsible for booking international air travel and accommodations for expats employees• Successfully grew language program from 10 students at a single campus and a part-time ESL teacher to more than 200 students across 3 campuses and 4 FTE teachers in less than three years• Inspired children to love English and love learning

United Family Healthcare (UFH)UFH is a U.S.-based health care company that is the leading provider of premium health care services in ChinaPlan, develop and direct the financial and system operations of more than 200 staff in three markets in China overseeing the areas of revenue cycle, admitting and registration, medical records, & third party payer relationsResponsible for operating & CAPEX budgets & projections for ten entities operating in three markets in China,overseeing top-line operating revenue of more than USD 100M and CAPEX of USD 50M in FY2011Responsible for designing and implementing internal controls to safeguard the company's assets and be in compliancewith the Sarbanes-Oxley Act Developed financial model for unique business plan under which public and private hospitals in China could cooperate with mutual benefit

May 2009 ­ July 2010Worked closely with the Chief Financial Officer to organize, plan, direct, and evaluate financial functions and strategies of the organization Established consistent track record successfully developing and implementing complex organizational succession plansDeveloped and submitted division operating budget to VP and CFO; budget adherence resulted in FY2010 budgeted-to-actual net from operations being met within 5 percentPromoted to UFH Vice President, Revenue Cycle Operations, based on recognition of exemplary performance

•Managed IT Group Shanghai office finance department; included 10 staff in accounting and purchasing•Recovered over RMB 150,000.00 of doubtful AR while at the same time streamlining contract management and invoicing systems leading to increased AR turnover•Responsible for all IT Group International purchasing, and import and export activities. Cut import and export costs 50% over period