Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Master of Business Administration - MBA
Graduate Certificate
Master of Business Administration - MBA
Lists including Judy
Work Experience
GM, Finance & Operations, Chief of Staff
2018
Recruited by Onelin, a multibillion-dollar global real estate conglomerate, to establish and spearhead their single-family office, I navigated a diverse spectrum of responsibilities, orchestrating pivotal functions essential to daily business operations. Overseeing Finance Planning, Analysis & Management, Operations Management, Investment Strategies, HR & People Operations, and Marketing. Collaborated with business leaders and across departments to drive performance across the business in areas of top line growth and operating leverage. I played a key role in building Onelin's investment arm, Constellar Ventures, driving its strategic trajectory in investment management and portfolio operations, deploying a multimillion-dollar investment budget. In addition to steering comprehensive marketing endeavors and forging impactful partnerships, I serve as a central figure for all internal and external engagements, fostering thought leadership within the investment landscape. Engaging venture capitalists, family offices, and investors through industry events, I initiated high-impact venture investment conferences drawing in 300+ attendees and curated semi-annual startup meet & greets, cultivating invaluable connections in the dynamic startup ecosystem. Furthermore, as the appointed Chief of Staff to the Office of the President, I serve as a direct liaison to decision-makers, offering pivotal advisory support and ensuring seamless communication between internal and external stakeholders.
Investments (AI & Enterprise SaaS) & Operations
2018
Constellar Ventures is the investment arm of Onelin Capital Corporation, a multi-strategy single family office backed by a global multi-billion dollar real estate conglomerate. Responsible for investment/asset allocation, deal sourcing, vetting, investment decision making, portfolio management, and hosting of weekly investment committee meetings. In cooperation with our in-house developed and built incubator/accelerator, Grand Tech Park, we assist our portfolio companies and business partners with international expansion and startup hyper growth support. My investment focus is in the tech sector, specially AI & Enterprise SaaS. Constellar from time to time will host impactful large scale investment conferences focused on emerging themes as well as smaller startup meet and greets, which I am also responsible for from planning to execution.
2017 - 2018
Assistant to the President & Chief Executive Officer
2017 - 2018
CM Capital is a multi-billion dollar multi-generational multi-strategy family office.
2009 - 2016
Vice President of Global Marketing, Corporate Development, Chief of Staff to CEO and Chairman
2013 - 2016
During this time, I progressed through a series of increasingly responsible positions. I provided strategic leadership in corporate development, investor relation, and marketing. Additionally, I served as Chief of Staff, acting as the CEO's primary link to 30+ global offices. Notable achievements include leading 2 global FIFA World Cup campaigns, planning 20+ major press conferences, organizing 40+ global tradeshows, and successfully rebranding Yingli's global identity.
Director of Corporate Development & Marketing
2009 - 2013
Yingli was one of the cleantech companies Piper Jaffray took IPO and I was recruited by Yingli's CFO to join the company to assist and help lead corporate strategies, investor relations, corporate development, and external affairs.
2006 - 2009
Assistant Vice President—Clean Tech and Renewables Group
2007 - 2009
Investment Banking - Clean Tech and Renewables Investment Research Group - Due to my prior success, I was promoted to AVP with increased responsibilities including being the first investment research analyst to be stationed in Shanghai as an expat to expand, build, and enhance relationships with Chinese Clean Tech companies as well as Internet companies. - During my tenure, I performed underlying research and due diligence for more than 40 clean tech companies worldwide. This included creating financial models, comparables, and research reports on proprietary data. Highlights include becoming the “go to” person on the clean tech industry, especially the Chinese Clean Tech industry, addressing investor inquiries/concerns and making recommendations on investment decisions.
Equity Investment Research Analyst - Internets
2006 - 2007
I conducted investment research, analysis, and made recommendations on US listed Internet and Media stocks. I created the first ever eBay listing counter to provide proprietary research on the ebay listing growth. This counter is still being used today. I became well-networked in the Chinese Internet space. Additionally, I assisted in the organization of Piper Jaffray's annual internet conference.
2005 - 2006
Financial Analyst
2005 - 2006
As the financial analyst for Intel's Optical Platform Division, I owned monthly/quarter end close and reporting activities using SAP Enterprise Resource Planning (ERP) system.