Insightful, passionate and tenacious, professional, experienced with international markets, who contextualizes complex business challenges and solves them with innovative, culture-centric strategies. Designs and executes practical, rigorous and collaborative tactics and plans which create high value for customers, employees and shareholders. Over 20 years of cross-industry and international business experience in both public and private companies. Leads legal, HR, financial and commercial due diligence teams, influences executives, board members and management in order to lead corporate change and strategic initiatives.
Corporate Strategy – Installed as VP Corporate Strategy by PE group into private, unknown, Chinese company with $5M revenue in 2007. Executed on single product, Blue Ocean Strategy, and achieved over $500M in revenue by 2011 upon promotion to USA JV project. Recognized by Harvard Business Review and Blue Ocean Strategy Inst.
Public & Private Equity – Created emerging market deal flow for and directed over $100M in public and private FDI between Beijing and Wall Street from 2005 to 2011. Identified, modeled, planned, and packaged M&A projects and publically traded stocks for institutions and hedge funds including Goldman Sachs, Black River, STRS, others. Achieved over 600% return for initial PE investors based on PIPE and warrants price.
Corporate Finance – Led internal and external transaction teams in rounds of legal and financial due diligence with investment bank and investors counsel. Structured on-shore and off-shore legal, equity and tax vehicles. Implemented internal controls for financial reporting to meet SEC and NASDAQ rules for Q & K filings. Signed financial statements. Built NASDAQ compliant board.
Strategic Communications – Led Investor relations efforts to attract and hold institutional and retail investors. Corporate communications and public relations efforts attracted coverage by Morningstar, Seeking Alpha, Motley Fool and The Street. Market capitalization increased to highest levels in company history as a result.
Organizational Change & Effectiveness – Worked with executives to decrease waste, improve cost structure and increase workflow efficiency in organizations from 1,000 to 45,000 employees. Won awards and recognition in every case and documented millions in savings.
Human Capital Advisory – Created Employer of Choice strategy for NOKIA USA to win Fortune's Best Company to Work For award. Managed global mobility, learning and training programs for Alcatel; created professional development and training programs for 23 campuses in the California State University system.
Product Development & Branding – Commercialized new agricultural ingredient for juice and tea industry. Created brand tailored to the intricate tastes of growing cultural segments. Scaled IP and supply chain for mass production under HACCP and cGMP standards. Ingredients and labeling meets FDA requirements for bottling and packaging.
Worked with board, CEO and management team to develop and execute corporate strategy for Agribusiness investment.
M&A activities included 4 PIPE and Public financing transactions worth $100M.
Led internal finance, accounting and strategic communications teams in structuring deals and completing Due Diligence with external team of investment bankers, securities counsel and investor counsel.
Attracted PE investors such as Black River, Goldman and Morgan Stanley.
As Principal Financial Officer, wrote, monitored, consolidated and filed all S, Q and K filings including MD&A.
Implemented internal controls for financial statements.
Led Investor Relations efforts, complied with "mosaic" of REG FD.
Optimized short & long-term company valuation and stock price.
Built NASDAQ compliant board & C Suite.
1M budget & team of 15.
Asia Standard Energy, Hong Kong & Beijing, PRC // Renewable Energy Consulting Company.
Companies Worked For:
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