My team & I help accredited individual & corporate investors gain access to fractionalized private markets & investment alternatives at ticket sizes as low as USD10k. I lead the direct-to-client business at ADDX, ranked as one of the top fintechs in Singapore - overseeing sales, investment content, distribution & partnership, app & web development, as well as digital marketing strategies.

I brought the best of CIO's investment content and thought leadership to UBS wealth management clients & client advisors to help them make better decisions. Established strong investment product & cross-functional partnerships to ensure our house view gets translated into focused products and messages to drive sales and branding. Proudest of creating and hosting UBS's flagship "CIO Live" investment webinars borne from the pandemic, as well as being part of the core team which developed the UBS Circle One app as part of a strategic digital sales & content strategy. This included creating and hosting key investment shows like "CIO Live in 5", "Investing in Asia", and "Investor Stories".

I ensured the integrity and effectiveness of the regional team's front-to-back organizational strategy, new business initiatives, business management and risk management. Proudest of enabling the distribution of UBS Wealth Management research reports & related investment strategies to clients of our China domestic businesses, as well as receiving UBS's Group Franchise Awards for cross-divisional success in attaining a large institutional client & mandate.