Katrina Lee Email & Phone Number

Family business created to effectively grow and transfer wealth across generations, with a diversified investment portfolio in real estate, PE/VC funds, stocks, and cash.

• Tea retailer and lifestyle brand aiming to reinvent the tea sector and educate the world about Taiwan. Using only natural fruits and high-quality ingredients, we made drinking tea fun and fashionable.
• Launched and expanded to 6 countries (US, Canada, Singapore, Taiwan, Japan, and China).
• Won "The Most Creative Product Award in F&B Industry" awarded by Lai Ching-Te, Taiwan VP.
• Implemented record-breaking sales promotion resulting in customer traffic increase of 250%, comp sales increases of over 400% and profit increases of nearly 300% in 3 months.
• Led 50+ strategic cobranding campaigns, including Uber, Lululemon, Mercedes Benz, and Estee Lauder to help each other achieve financial objectives and increase brand awareness.

Abbott Park, Illinois, US

Taipei, Taiwan, TW

• Medeon Biodesign is a medical device incubator, developer, and investor in Taipei, Taiwan with a subsidiary located in Sunnyvale, California. With vertical integration of experienced medical professionals, talented.
• Lead the marketing, clinical, and regulatory functions of Aquedeon Medical, developing clinical and regulatory strategy and presenting progress updates to executives and BOD of Medeon Biodesign, Inc.
• Direct multi-center clinical studies, including First-in-Human study and clinical collaboration with Terumo on a 25-sites US IDE Study with 250 subjects that demonstrated safety and effectiveness of a Class III.
• Conducted market research and engaged 100+ physicians globally to determine product development strategy.
• Invented and developed Aquedeon Medical core technology projected to decrease circulatory arrest time by 67%+ and improve patient outcomes. One of three inventors on 3 global patent applications.

Taipei, Taiwan, TW

• Headed the upstream marketing of 3 early phase Class II and Class III minimally invasive laparoscopic and cardiovascular devices by interacting closely with KOLs, physicians, and engineers.
• Drove out-licensing business activities with multiple potential strategic partners, resulting in acquisition of a cardiovascular project with $50M valuation by Terumo (7x return in 5 years).
• Systematically evaluated 200+ deals. Led competitive analysis, due diligence, valuation, and term sheet negotiation to close 1 Series A investment of an innovative cardiothoracic device (Aquedeon Medical).

Taipei, Taiwan, TW

• Sourced 100+ MedTech investment opportunities (Seed to Series B), conducted due diligence, and generated investment recommendations for the executives and BOD for in-licensing or acquisition.
• Work closely with physicians and engineers to define usability spec and product spec of Class II and Class III minimally invasive laparoscopic and cardiovascular devices
• Lead market analysis, develop value proposition and business strategy for new and existing products
• Develop training materials and train internal and external team on new product
• Support clinical affairs, including study design, protocol development, submission preparation and implementation. Provide case support in multinational clinical study

Master Of Business Administration - Mba

Master'S Degree, Translational Medicine

Bachelor Of Science (B.S.), Biomedical Engineering, Neuroscience