A career built on immersion, mastering new languages of finance, and helping clients navigate transformational decisions with precision and empathy.
Relocated to the U.S. with a blank slate and determination to prove that diligence and empathy could coexist in investment banking. Starting from scratch, I embraced the challenge of building a career in a new country.
Joined the New York headquarters through a family connection. Shadowed a healthcare technology cross-border financing project. During a critical meeting, I raised a revenue recognition concern about the target company's SaaS pricing model that reshaped the financial model—my first real validation that my voice mattered.
The pace was intense: multiple projects running simultaneously, long days at the office, and evenings spent studying financial materials in my Brooklyn apartment. This experience taught me resilience and the importance of speaking up with well-researched insights.
Joined the Los Angeles headquarters, focusing on healthcare and technology M&A. Specialized in mid-market deals ranging from tens to hundreds of millions of dollars.
Key Responsibilities:
• Deal sourcing and screening for healthcare and AI technology companies
• Financial modeling, valuation defense, and custom pitch book development
• Negotiation support and full-cycle transaction execution
• Cross-border transaction coordination
Emerged as a bridge between cultures, time zones, and regulatory environments across Los Angeles, Shanghai, Beijing, and Hong Kong. Specialized in complex cross-border transactions requiring deep cultural understanding and regulatory expertise.
Developed expertise in structuring deals that respect both Western and Asian business practices, often serving as a translator—not just of language, but of strategic intent and regulatory requirements.