Experience

  • Part-Time CFO

    at Brainstorm Corporation

    October 2016 - at Present

    California

    • Advising the electronic components distributor in fundraising: US$10 mn • Assisted corporate restructuring and design of employee stock option plans

  • Manager - M&A and Investment

    at Foxconn Technology Group

    August 2014 - September 2016

    Taipei

    • Strategic investment and M&A activities (HQ/New Harvest Group): - Lead investment in 100% share of Taiwan Broadband Corp. Obtained 10% off in acquisition price during negotiation. - Lead investment in 0.35% share of Didi Chuxing, “Uber in China”;valuation US$34 billion). Acquired additional information right and less non-compete restrictions. - Lead investment in 3.6% share of Hike (“Whatsapp in India”, valuation US$1.1 billion). Acquired rights to further investments with 33% discount by technology service as consideration. - Assisted investment in 4.0% share of Snapdeal.com (“Amazon in India”, valuation US$6.5 billion), Saved 30% of investment cost in negotiation, and acquired one board seat. - Evaluated feasibility of investment between Foxconn and Silicon Precision Co., Ltd. - Conducted 15 investment (5%-25% ownership) proposals in cloud service, IoT and etc. • Established standard investment evaluation procedure for Foxconn Group.

  • Assistant Vice President

    at KGI Securities

    May 2011 - July 2014

    Taipei

    • Provided M&A transaction advisory and deal-sourcing services.  Assisted Acesconn Inc. (connector manufacturer) to acquire MEC (connector material supplier).  Assisted MiTAC Inc. (Server manufacturer) to restructure to be a holding company and obtain government approval.  Assisted a Chinese TV manufacturer to tender offer Siltrontech Inc. (IC distributor)  Financial Advisor of Japan Zensho Holding (restaurant chain holding company) and a potential merger target in Shanghai, China

  • Senior Associate

    at PricewaterhouseCoopers Taiwan

    July 2007 - July 2009

    Taipei

    • International tax consulting service to multinational corporations for Kyocera, BP, Japan Stanley LED:  Related party transaction planning, global transfer pricing planning design investment structure, inventory flow, and service provision model to minimize tax cost and avoid double taxation

  • Ernst & Young Taiwan

    at Auditor

    September 2005 - September 2006

    Taipei

    • Financial Statement Audit (Main client: United Microelectronics, Texas Instruments Taiwan, and several Taiwan subsidiaries of Southeast Asian companies)

  • Auditor

    at Chen & Fan Accountancy Corporation

    November 2003 - May 2005

    California

     Provided audit, tax and bookkeeping service for American and Taiwanese computer manufacturers

  • Personal Banker

    at Bank of America

    May 2002 - September 2003

    California

     Responsible for business development, account management and customer service

Education

  • MBA

    at China Europe International Business School

    2009 - 2011 (2 years) Shanghai Shi

  • Economics

    at UCLA

    1998 - 2001 (3 years) California

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