As a member of the 500 Southeast Asia Growth Fund, responsibilities include: - Analyzing portfolio companies and pipeline deals suitable for the SEA Growth Fund- Fundraising & investor relations for 500 funds- Exit strategy and execution to produce DPI for 500’s earlier vintage funds

- Fundraising execution and investor outreach for tech start-ups

- Responsible for global investment initiatives (ex-China), primarily relating to expansion of Ant Financial’s footprint across Asia and globally - Key areas of focus include: payments (e-wallets, networks) and related use cases, fintech (digital lending, wealth management, digital banking), blockchain and AI applications- Perform industry scoping and develop strategic investment initiatives by sectors, including: trade finance / supply chain finance, loyalty, food delivery, etc- Post investment management of portfolio companies, including aiding in realizing envisioned synergies, follow on investments / fundraising, strategic planning, restructuring, etc

- Responsible for overseas investments in the financial institutions sector, over a broad range of asset classes including: strategic acquisitions for Fosun Group, private equity, listed equities and debt - Head of proprietary trading at Fosun Hani, and a member of the investment committee- Lead on strategic planning and budgeting- Managed a proprietary trading portfolio of ~HKD750 million

- Responsible for several key functions for Ping An Group:1) Developing the Overseas Private Equity platform, which utilizes insurance funds and capital of high net worth individuals (HNWI) to invest in non-China based companies2) Acting as internal M&A for Ping An Group, covering strategic tasks such as: strategic acquisitions and divestitures, fundraising and strategic development of group companies; and 3) Managing overseas strategic investments- Private equity investing includes active participation in entire investment cycle (from origination to negotiation and final execution). Ping An Overseas Private Equity functions as a generalist fund for HNWI capital, with a preference for investing in healthcare, energy and natural resource deals for insurance capital- Strategic tasks cover a wide-range of functions, including: strategic analysis, structuring and execution of contemplated deals

- Participated throughout the entire investment cycle, from project origination to exit strategy, as a key member of a tight-knit team

- Coverage universe of Financial Services companies including Big-6 Canadian Banks, Big-3 Canadian Insurance Companies and Canadian Stock Exchanges- Responsibilities include: monitoring and timely analysis of market data and news, financial modeling for analysis and stock valuation purposes, research report writing and editing

- As a member of the Finance & Performance Management Group, providing consulting expertise on various projects, including: Outsourcing RFP, SOX Compliance, ERP System Implementation

- Audit Manager specializing in Media and Telecommunication companies- Administrative Roles include: Learning and Growth Instructor, Staffing Manager, Performance Coach, and UFE Marker- Areas of accounting expertise include: revenue recognition, hedging, stock-based compensation, goodwill impairment, US GAAP, and financial statement disclosure