Expert in corporate finance, strategic planning, and operational leadership across block-chain, clean energy, manufacturing, insurance, investment, SaaS, technology and financial consulting. Skilled in financial modeling and reporting, financial oversight, IPOs, RWA STOs, M&A, process improvement, capital raising, and risk management, with a track record of raising $6B+ in funding. Adept at fostering innovation and delivering sustainable growth for public and private companies.
Founder and Fractional CFO
Global Financial Group of Canada Limited, Toronto, ON | 2015–Present
• Managed financial operations and capital raising for multiple entities, securing $5B in private equity funds.
• Led financial strategy, raising $80M through M&A and operational optimization.
• Oversaw IPO initiatives and $700M+ in M&A transactions, ensuring IFRS/GAAP compliance.
Ex-CFO, Board Director, President & CEO
SGOCO Group Ltd. (NASDAQ: SGOC), Hong Kong, China | 2010–2015
• Led financial restructuring, achieving 3X revenue growth and securing $105M in equity via SPAC mergers.
• Established SEC reporting and SOX compliance frameworks, enhancing shareholder value.
Financial Controller
Zurich Financial Services, Toronto, ON | 2005–2010
• Directed financial reporting for a $1B insurance segment, upgrading SAP systems for efficiency.
• Ensured compliance with U.S. GAAP, IFRS, SEC, and OSFI filings, supporting SOX adherence.
CFO
World Bank IFC CUNA Mutual Insurance, Hong Kong, China | 2002–2005
• Developed financial strategy for a high-growth startup, reducing expenses by 30%.
• Implemented financial controls and investment policies, enhancing scalability.
Senior Analyst & Pricing Leader
GE Capital Services and GE Energy, Stamford, CT | 1992–2002
• Managed a $465B portfolio, turning a $10M loss into profitability.
• Secured $4B in energy contracts through advanced financial modeling and project financing.
PhD in Finance (Coursework), Chinese Academy of Social Science, 2013–2016
• MBA, Corporate Finance and International Management, University of Illinois at Chicago, Deans List, 1996–1997
• BA, English and American Literature, Beijing Normal University, 1985–1989
• CPA, Hong Kong Institute of CPAs, 2024–Present
• Fellow CPA (FIPA), Institute of Public Accountants Australia, 2017–Present
• Certified Six Sigma Black Belt, GE, 1998–2021