Locations:
Min Investment:
Max Investment:
Target Investment:
Executive Master of Business Administration (EMBA) with Distinction
Executive Master of Business Administration (EMBA)
Certificate
Master of Science (M.S.)
Bachelor of Business Administration (BBA)
Bachelor of Business Administration (BBA)
2021
2022
BHI (Bank Hapoalim B.M.) offers full commercial banking services that combine the personal attention and responsiveness of a prestigious boutique bank with the expertise and financial strength of a global bank. - Manager of BHI-USA Quality Assurance Program, Third Party Vendor Risk Management Program, and Policy, Procedure & Desk Aid (PPD) Management Program Offices - Administrator of BHI USA Community Reinvestment Act (CRA) grants and impact investment programs targeting Low-to Moderate-Income (LMI) neighborhoods in New York City.
2022 - 2022
2021 - 2022
2024
2024
Oxonian Ventures is the leading early-stage venture fund investing in Oxford alumni founded companies, using investment capital from Oxford alumni and affiliated institutions. With a portfolio of over 30+ companies Oxonian Ventures brings together Oxonian founders and investors to move ventures forward and elevate the visibility and reputation of Oxonian founded companies. www.oxonianventures.com
2021
The Oxford Angel Fund is a group of Oxford-educated angel investors with the common interest of investing in Oxford-educated entrepreneurs. - Manage L.P. relations and create a quarterly investment newsletter - Perform investment due diligence with a focus on the FinTech sector
2014
2014
Key steward of $250M college endowment to supplement and enhance the quality of education for over 18,000 students from immigrant, working-class, and underrepresented backgrounds. Develop diversity, equity & inclusion (DEI) strategy for the Baruch College Fund (BCF). Lead the recruiting efforts to identify diverse candidates for board membership and identify KPIs to measure the impact of the DEI strategy. CO-FOUNDER & CO-CHAIR, BARUCH ASIAN ALUMNI HERITAGE NETWORK
2006
2006
A global public speaker who has presented at various forums throughout her career. Public Speaking – A passionate and compelling communicator and speaker at global forums focused on diversity and inclusion, equality, economic empowerment, impact investment, social entrepreneurship, private equity, venture capital and innovation, financial women in business, and other key topics. See videos below for highlights on selected speaking engagements.
2019 - 2021
2019 - 2021
• Chief Operating Officer at a startup management consultancy, spearheading digital transformations and optimizing corporate, financial, and operational strategies for FinTech organizations. • Contributed FinTech trends and insights to a top-tier management consulting firm's annual industry report, shaping the future of the sector. • Provided strategic counsel to a seed-stage credit lending venture, facilitating partnerships with credit unions to diversify and expand their product offering. • Collaborated with a pre-seed FinTech payment startup, refining their Minimal Viable Product (MVP) to enhance fundraising readiness, ensuring a compelling market entry.
2011 - 2019
2016 - 2019
StoneCastle Cash Management, LLC (“SCCM”), is a subsidiary of StoneCastle Partners, LLC (“StoneCastle”). SCCM strives to deliver innovative investment vehicles for institutional markets by way of investments and deposits in community and regional banks. An early employee who held progressive roles and advanced into senior leadership from Associate to Senior Vice President. • Led a multi-disciplinary team of fifteen members as a project manager, utilizing entrepreneurship skills, financial statement analysis, and corporate finance to develop the Minimum Viable Product (MVP) for cutting-edge cash deposit product. • Contributed as SCRUM Master, utilizing project management skills and JIRA workflow for seamless project execution and documentation.
2013 - 2016
2011 - 2013
2009 - 2011
2009 - 2011
Led SEC and SSAE audits with leadership and supported SEC filings. Performed information systems audit using the COSO Internal Control Integrated Framework and examined payroll, accounts payable, accounts receivable, and financial reporting processes at Fortune 500 companies in the banking, capital markets, and insurance sectors. STAFF SUPERVISION – Managed staff training and coaching of five associates and interns to optimize top performance. DIVERSITY RECRUITING – Member of the PwC Risk Assurance Services diversity campus recruiting team.
2006 - 2009
Designed and introduced a college finance and leadership training program to enhance the placement of high-performing, first-generation college students from immigrant, minority and working-class backgrounds into front-office finance positions. DIVERSITY TALENT PLACEMENT – Successful in increased placement of students in finance positions by 100% within two years.
2006 - 2009
2006 - 2009
Managed daily operations for financial advisory services branch office (formerly known as World Group Securities Inc.) with oversight of 8 associates. CLIENT ADVISOR – Developed a middle-market retail client base of over 50 for advisory services on debt management, wealth accumulation, cash flow management, insurance, college, and retirement planning. MARKETING INITIATIVES – Created a niche marketing campaign targeting Asian-Americans and increased AUM. FINANCIAL EDUCATION – Launched the Women’s Initiative in the NYC office to educate women about financial planning.