United States
I am a finance professional with 15+ years of experience across corporate banking, investment banking, and digital asset markets. I began my career in China after graduating from Shanghai University of Finance and Economics, focusing on corporate credit analysis and banking operations. I later transitioned into international capital markets, moving to the United States to expand my expertise in investment banking and financial innovation. Over the past decade in the U.S., I have worked across New York, Chicago, and San Francisco in investment banking, fintech, and blockchain-related investment strategy roles. My focus has evolved toward the intersection of traditional capital markets and decentralized financial infrastructure, particularly AI-driven analytics and blockchain-based systems.
Serve as Partner responsible for investment strategy across digital assets and emerging technology sectors Lead evaluation of blockchain infrastructure, crypto protocols, and Web3 startups Oversee deal sourcing, due diligence, and portfolio construction Work closely with founders, venture capital firms, and institutional investors across the U.S. and Asia Advise portfolio companies on fundraising strategy, token design, and market expansion Focus areas include AI + blockchain convergence and real-world asset tokenization (RWA)
Advised on M&A and capital markets transactions for financial institutions and technology companies Built complex valuation models for equity offerings and acquisition scenarios Supported IPO and private financing transactions across fintech and infrastructure sectors Conducted industry research on banking, payments, and emerging technology markets Coordinated cross-border deal execution between U.S. and Asian clients
Supported equity and debt capital markets transactions for corporate clients Built financial models for structured financing and leveraged transactions Conducted market analysis across industrials, fintech, and energy sectors Assisted in underwriting processes and investor roadshows Participated in transaction structuring and execution phases
Conducted credit risk analysis for corporate lending clients Evaluated financial statements and repayment capability of enterprise borrowers Supported trade finance and cross-border settlement operations Assisted in loan structuring and internal risk review processes Developed foundational expertise in corporate finance and banking systems
Assisted in equity research and company valuation reports Conducted financial modeling for listed companies Supported investment due diligence for private clients Performed industry and macroeconomic analysis