NOTE: PLEASE ONLY REQUEST to connect w/me IF WE HAVE MET IN PERSON or INCLUDE THE PURPOSE in connecting w/me. I rarely connect w/anyone I have not met in person. • US based | SF/SV BayArea Native | 6+ years in Singapore/Vietnam/SEA/Asia | 4+ years in London • Dynamic financial professional with over 15 years of experience in working with single & multi-family offices and fostering investor relations. Proven track record in wealth management, asset allocation, and client engagement for ultra-high-net-worth individuals (UHNWIs) and family offices. Adept at strategic investment planning, capital preservation, and building long-term relationships with key stakeholders. Strong communicator with a deep understanding of financial markets, portfolio diversification, and risk management strategies. • Investor relations with HNWI, UHNWI, family offices, and institutional investors (Have helped raise over 100m USD) • Over 18 years of significant experience in top management positions both in corporate and start-up companies with responsibility for operations, strategic planning, business development, sales, account management, mergers & acquisitions, investor relations, and client servicing functions; B2B, B2C, B2B2C, B2P, & B2G • Network of relationships [public (Governments, Regulators, etc.)/private sectors (Financial institutions, C-suite Fortune 100 corporations, etc.)] and experience in implementing new business opportunities for and investments globally, especially US, LATAM, UK/Europe, ME, Africa, and APAC, including emerging and frontier market • Oversaw several departments for companies up to ~1,200 employees to ensure directors and executives were aligned to meet deadlines and meet targets, i.e., budgetary and financial plans • Championed the development and implementation of strategic plans and innovative marketing ideas • Proven ability to multi-task in high-stress, dynamic environments while driving growth and providing excellent leadership • Well versed in presentations, accustomed to addressing clients, vendors, partners, shareholders and corporate board of directors • Articulate communicator, capable of building lasting relationships with both internal and external corporate personnel, senior management of clients, partners, investors, and outside vendors; Conference Speaker • Resilient, problem solver, with track record for finding innovative ways to increase productivity, remove bottlenecks, grow revenue, & increase margins