Derek Lee, Cfa Cpa Email & Phone Number

Hong Kong

Bringing crypto yield to the world

DeFi strategy building and Ecosystem research

Pitch deck review, narrative building, protocol mechanism and token economics design

Incubation - Product, Strategy & GrowthDerived insights from data and ran weekly executive committee meetings for the CEO to make key decisions. Founding team of Open Social Protocol (Raised 5m) opensocial.co and Zeek, a social collaboration network - Narrative building, designing user interface, user experience, key features, product roadmap and strategy, wallet integration, smart contract design, tokenomics, incentives design and identifying product market fit- Prepare pitch deck for fundraisingShare best practice to Aspen Digital- VIP Tier design- Sales standard operating procedure documentation- Collect sales requirements to fit with product design- Ops and fund flows with Fireblocks

Hong Kong Sar

- Set quarterly KPIs, track performance and restructure team to lead Operations, Product, Marketing, Data and Community team- Design mission center and VIP incentives to improve Daily Active Users and Social Metrics. Improve spot, portfolio margin trading user experience. Introduce leverage up to 20x. - Run sprints, User and Product Research, Product Design, Production Testing, Go to Market Launch- Work with legal, compliance, finance, and third parties to handle licensing and regulatory matters (SFC queries and HK VASP / VATP license applications)- Provide investor update and improving user acquisition funnels metrics, DAUs, AUM and trading revenue

Hong Kong Sar

- Phase out HKD fiat on/off ramp with HK banks and move operations to launch P2P exchange and USD on/off ramp partnering with Circle- Source and integrate credit card vendors (Checkout, Switchere) to support credit card deposits; Source and integrate KYC vendors (Onfido, Telesign) to improve KYC user experience and train app-ops team to identity frauds and dishonest users- Set process and controls on cold & hot wallets on fireblocks, withdrawal limits and approvals. Lead customer service and app ops team on their approval processes and issue handling.- Work with Data & Analytics team to derive insights to understand customer behaviour and improve product and operational workflows, including improving customer satisfaction from 50% to 90%+; crypto withdrawals approval speed improved to 95% of transactions are done in less than 10 mins while maintaining a high level of risk management; KYC conversion improved from 15% to 33% - Designed and integrated risk management indicators to ensure safety of the platform

Hong Kong

Rated as Top Performer across Greater China.1. A Chinese Tech Company - Project Management • Involved end-to-end from planning, executing and monitoring 5 workstreams across 32 business lines while managing stakeholders from different regions2. A Leading Insurer - Product Management• Responsible for the delivery of an end-to-end regionalized digital transformation for 5 digital tools, from planning, designing, building and testing• Worked with cross-functional teams (i.e. Developers, Accounting, Actuarial, Data Architecture, Project Management, Process & Controls, Testing)• Iterated 6 times on Design, Build, Test for several products and collected for feedback from various finance / business stakeholders across 9 regions with HK as the proof of concept3. A Global Education Company - Project Management / Finance Transformation• Tailored and standardized Group Chart of Accounts for 61 schools in 28 countries to improve management reporting granularity and statutory reporting requirements• Project managed 5 sprints conducting interviews and validating with different functions stakeholders (i.e. Corporate Finance, Financial Controller, FP&A, Tax and Treasury, HR, IT) from 4 regions (China, SEA, EMEA, Americas) while managing timeline, budget and interview schedules4. A US Retail Company - Operating Model• Facilitate As-is process workshops to understand current process and pain points • Perform gap analysis and identify standardization opportunities• Conduct expert interviews to develop external leading practice • Developed the maturity roadmap aligned to the value propositions and capabilities of the client• Conduct business case with an estimated annual workload savings of ~15 FTEs / 30k hours5. A Consumer Product Company• Design and build a RPA prototype to automate the manual work• Document workflow, business requirements, UI, Error report interface• Built a Business Case with an estimated savings of ~HKD$1.5m in 3 years and ROI of 11%

Hong Kong

Advise international corporations on different tax implications with regards to BEPS, Transfer Pricing, Withholding tax for interest / royalty / dividend income, and stamp duties from M&A transactions.

Hong Kong

Equities Sales TradingRates Trading

Bachelor Of Science (Bsc) - Economics

Activities and Societies: LSE Table Tennis First Team, Business Events Officer - Asia Career Society, Founder - FDT Investment Club

Education record

Activities and Societies: Table tennis team, Young Enterprise A Levels: Mathematics (A*), Further Mathematics (A*), Additional Further.

Education record

Activities and Societies: Table tennis team