I bring over 10 years' of expertise in sell-side equity research, buy-side investments, and private credit. I'm skilled in financial modeling, risk assessment, investment strategy development, deal structuring, and fund management. I'm at my best when navigating complex financial landscapes, ensuring alignment with organizational objectives and fostering growth through detailed decision-making.I've been a key team player in executing multi-strategy investment initiatives, enhancing portfolio returns, as well as managing deals across diverse sectors. Prior to this, as Vice President of Equity Research at BofA Merrill Lynch, I led the coverage in the China Telcos and Media sector. I was a team member int he Macau Gaming and Conglomerate sectors, contributing to multiple successful IPOs and achieving top industry rankings. I am committed to excellence and continuous learning, as evidenced by my CFA designation and advanced degrees in Corporate and Financial Law and Quantitative Finance. I value the importance of a collaborative approach, innovative thinking, and integrity in all aspects of my work. Whether it's structuring deals, optimizing investment strategies, or mitigating risks, I am passionate about driving impactful outcomes that resonate with the strategic goals of the organization.I am always open to connecting with like-minded professionals in the industry. Feel free to reach out to me via LinkedIn for a conversation.
