Experienced finance/marketing expert with CFA & MBA

With more than 15 years of experience in financial research, investing, investor relations and in running a venture funded company, I can help you to create business plans, develop your financial model, draft presentations and create business documents both for marketing and for investment purposes. With an MBA from Duke University's Fuqua School of Business, and a Chartered Financial Analyst designation, I have a strong business and finance background. I have lived and worked in both the US and China for many years. I have started my own company and raised close to $10 million in funding, have worked with many companies to list on Nasdaq and u New York Stock exchanges, as well as acted as an analyst on a several billion dollar investment fund. I am based in California, and can help you to market your company to investors, business partners, customers and employees.
I have a strong finance background developed through both my BBA and MBA education, as well as studies to attain the