James Kershek Email and Phone Number
Experienced finance professional currently residing in Southeast Asia. Expert in financial transaction analysis, investments, business modeling, and budgets and planning process management.
Behavioral Trading Quant Fund
View- Website:
- sonkimretail.vn
- Employees:
- 18
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Co-FounderBehavioral Trading Quant FundGreen Bay, Wi, Us
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Chief Executive OfficerSonkim Retail May 2022 - PresentHo Chi Minh City, VietnamOversee all functions of diversified retail portfolio inclusive more than 3,000 employees in the business of CVS, e-Commerce, Fashion, F&B, and LifestyleEstablish strategic partnerships/investments to grow the current portfolio and enter into new market segments -
Deputy Chief Executive OfficerSonkim Retail Aug 2021 - May 2022Ho Chi Minh City, VietnamResponsible for Capital Raising and Investor Relations for the Retail GroupOversee Finance, Accounting, and Investment TeamsSetting Performance Targets and Strategy for Business Units in the portfolio including CVS, e-Commerce, Fashion, and F&B -
Chief Investment Officer And Deputy CeoSong Tien Land Nov 2019 - Aug 2021Ho Chi Minh City, VietnamResponsible for all financial aspects relating to the development of Song Tien Land's 200 hectare property adjacent to Ho Chi Minh City.Managing Cost & ContractingManaging Procurement
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Founder/CeoIkos International 2015 - Nov 2019Ho Chi Minh City, VietnamFinancial Consultation Firm specializing in business case analysis, modeling, and optimization for infrastructure providers.
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ConsultantAsian Development Bank 2013 - 2014Manila, Philippines• Drafted and gained approval of Investment Guidelines for the ASEAN Infrastructure Fund Liquidity Portfolio encompassing two separate portfolios and aligned with the fund’s Investment Policy• Coordinated with multiple ADB units including Office of Risk Management and Treasury Department to gain ratification of the Guidelines -
Intel CapitalIntel Corporation 2007 - 2013Folsom• Directed and closed merger and acquisition transactions valued at more than USD$1.5 billion through the Intel Communications Fund covering countries including the USA, Japan, Taiwan, Malaysia, Vietnam, etc. in technology industries on both the buy and sell sides.• Responsible for the entire transaction process from deal sourcing to final exit including term sheet negotiation, structuring, and modeling the transaction as well as post-investment company building.• Served on the Board of Directors for portfolio companies along with serving on various Board sub-committees • Negotiated bank loans and equity financing on behalf of portfolio companies and the Fund including non-standard instruments (warrants, embedded options, etc.)• Established short and long term strategic targets for portfolio companies by reviewing financial statements, evaluating progress, performing fair value analysis, and conducting market studies to ensure covenants, compliance, contractual obligations, and strategic plans are met.• Developed and built financial models for the portfolio companies and the Fund to ensure quarterly and annual financial projections are consolidated and accurately reported in Intel Capital’s financial statements • Worked cross-functionally (engineering, finance, marketing) to build comprehensive financial models and set strategic short term and long term goals for investment companies
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Finance Manager - Intel CapitalIntel Corporation 2005 - 2007Folsom• Created the Intel financial model for data networks utilizing wireless technology to assess capital requirements, return on investment (NPV, IRR, ROE), and understand key business drivers• Negotiated service contracts for undersea cable/satellite access for Intel portfolio companies in emerging markets (Kenya/Tanzania)• Performed due diligence, financial modeling, and valuation analysis as a deal team member for equity and debt investments by Intel Capital Mobility and Digital Home Groups • Developed valuation tools used by Intel Capital for mergers and acquisition modeling and pre-money assessment for multiple industries utilizing transactions comps, make vs. buy, discounted cash flow, and SWOT analysis
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Finance Manager/Analyst Communication GroupsIntel Corporation 2001 - 2005Various• Managed an international team of finance professionals located in San Diego, Santa Clara, and Israel• Represented Intel Finance in all business unit decisions including product development, setting group strategy, and mergers/acquisitions• Projected PnL impacts of proposed mergers and divestment activities.• Provided strategic analysis for the Optical Network Components Division to ensure product concepts matched customer demands and properly aligned across Intel• Constructed spending and revenue forecasts and prepared monthly variance reports for the $200M in revenue Networking Components Division• Managed the competitive analysis team which entailed procuring competitor products to understand their features, cost and projected future development path
James Kershek Skills
James Kershek Education Details
Frequently Asked Questions about James Kershek
What company does James Kershek work for?
James Kershek works for Behavioral Trading Quant Fund
What is James Kershek's role at the current company?
James Kershek's current role is Co-Founder.
What schools did James Kershek attend?
James Kershek attended University Of Illinois At Urbana-Champaign, University Of Minnesota-Twin Cities.
What skills is James Kershek known for?
James Kershek has skills like Business Model Development, Telecommunications, Telecom Infrastructure, Investments, Venture Capital, Business Development, Financial Reporting, Project Management.
Who are James Kershek's colleagues?
James Kershek's colleagues are Thủy Phan, Quang Kha, Quang Kha, Vi Ha, Trinh Dang, Mãn Quách, Nhu Duong.
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James Kershek
Rancho Cordova, Ca2intel.com, intel.com
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