Jeff Lui work email
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Stepped away from work in July 2021 to prioritize family and be a full-time dad for the foreseeable future.15+ year track record of advising and partnering with founders and executives of high-growth companies as both an investment banker and an operator. Demonstrated ability to analyze businesses, drive strategic decisions and performance, and lead successful transactions from start to finish, raising $3B+ for 20 companies across various stages. Strong history of managing complex, cross-functional activities, including financial planning, M&A, strategic partnerships, business development, fundraising, and investor relations.
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Vp Of FinanceHuman Interest Apr 2019 - Jul 2021San Francisco, California, UsJoined as employee #50 and grew the finance, accounting, revenue operations, data analytics, legal, and compliance functions as the company scaled from Series A to Series D. Executed four equity rounds totaling $320M+. -
Director Of Strategic Finance & Investor RelationsAltschool Mar 2017 - Apr 2019Partnered with Founder & CEO on all corporate development activities, including fundraising, strategic partnerships, market expansion strategy, M&A. Led FP&A and IR functions.
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Managing DirectorCyndx 2016 - 2017West Palm Beach, Florida, UsPrivate capital and strategic advisory for technology, media and telecom companies -
Managing DirectorGrowthcap, Llc 2015 - 2016New York, New York, UsPrivate capital advisory for software and services companies -
Director, Enterprise Client Coverage GroupBank Of America Merrill Lynch 2012 - 2014Charlotte, Nc, UsLed internal business development group responsible for driving referral activity between institutional banking and wealth management divisions -
Director / Vice President / Associate, Equity Private Placements Group (Merrill Lynch ⇨ Baml)Bank Of America Merrill Lynch 2006 - 2012Charlotte, Nc, UsAdvised on and executed various types of private capital raises on behalf of companies across industries - traditional privates, PIPEs, secondaries, co-investments
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Associate / Analyst, Equity Capital Markets (Merrill Lynch)Bank Of America Merrill Lynch 2004 - 2006Charlotte, Nc, UsExecuted 40 IPOs and add-ons with a focus on international issuers and SPACs. Led deals during 4-month rotation on Hong Kong desk
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Analyst, Media & Telecom Investment Banking (Merrill Lynch)Bank Of America Merrill Lynch 2002 - 2004Charlotte, Nc, UsBuilt financial models and did junior banker grunt work on M&A and financing transactions
Jeff Lui Skills
Jeff Lui Education Details
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Nyu Stern School Of BusinessAccounting
Frequently Asked Questions about Jeff Lui
What is Jeff Lui's role at the current company?
Jeff Lui's current role is Finance Leader turned Full-time Dad.
What is Jeff Lui's email address?
Jeff Lui's email address is je****@****ast.net
What is Jeff Lui's direct phone number?
Jeff Lui's direct phone number is +191751*****
What schools did Jeff Lui attend?
Jeff Lui attended Nyu Stern School Of Business.
What skills is Jeff Lui known for?
Jeff Lui has skills like Investment Banking, Equity Capital Markets, Capital Markets, Private Placements, Equities, Corporate Finance, Valuation, Financial Structuring, Alternative Investments, Private Equity, Hedge Funds, Fixed Income.
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