Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Lists including Jon
Work Experience
2019
Vice President Investment Banking
2019
Startups, Later-Stage, Private Markets, Technology, Life Science, Corporate Finance and M&A deal advisory, Manage relationships with Limited Partners and General Partners Business Development, Investor (VC, PE, FO) Deal Flow, Financial Modeling
Intepreter
2019
Interact with businesses and individuals for verbal and written translations between English and Chinese
2024 - 2024
Chinese Program Manager
2024 - 2024
• Developed and executed outreach programs targeting Chinese-speaking residents to boost civic engagement and participation in local elections. • Translated campaign materials, including flyers, social media posts, and policy outlines, into Traditional and Simplified Chinese. • Organized town halls and workshops on topics such as rank-choice voting, and addressing key issues for Chinese-speaking constituents. • Built and maintained relationships with local Chinese community leaders, organizations, and media outlets. • Recruited, trained, and managed a team of 10+ volunteers for door-to-door canvassing and phone banking within Chinese-speaking neighborhoods. • Served as a key interpreter during community meetings and media interviews. • Drafted culturally sensitive messaging strategies to appeal to diverse Chinese demographic groups. • Collected feedback from the Chinese community to inform campaign strategy and policy positions. • Liaised with local government officials to advocate for community needs and resources. • Developed culturally relevant campaign pitches to engage Chinese-American donors, leveraging shared values and community priorities. • Built partnerships with local businesses and organizations for in-kind sponsorships and event support. • Organized fundraising dinners and meet-and-greet events that attracted key Chinese community leaders and raised significant campaign funds. • Recruited and managed volunteers to assist in donor outreach, resulting in a 30% increase in small-dollar contributions. • Provided real-time interpretation during donor meetings and candidate events, ensuring clear and culturally appropriate communication. • Analyzed campaign data to identify trends and refine outreach strategies for the Chinese-speaking demographic.
2021 - 2022
Venture Scout
2021 - 2022
Source ventured-backed startups for everyday investors
2018 - 2019
Founding Member
2018 - 2019
Family Office, IPO, Private Equity, Fund Management
2010 - 2018
Manager
2017 - 2018
• Developed a strong sales team from zero to 2 investment consultants that provided exceptional customer service to our clients, while also driving revenue opportunities for the firm. • Led branch associates to grow business opportunities in the local market via in-branch and phone customer contact and seminars. Ensure that branch sales performance objectives ($12 million in gross assets and $900,000 in guidance assets) are established and collaboratively met and exceeded. • Performed and coached to proactive outbound phone sales activities to reach 40 dials/day/IC • Worked with RIAs and independent wealth advisors to provide investment products for sophisticated investors
Senior Investment Consultant
2015 - 2016
• Traveled extensively to provide training and mentoring to new associates including Branch Managers and Investment Consultants • Helped facilitate branch service and sales initiatives • Maintained regulatory compliance procedures for coverage branches
Investment Consultant
2010 - 2015
Accomplishments: • Top 10 Divisional Team • Top Regional Investment Consultant • Top 100 National Investment Consultant
2012 - 2015
Manager, Operations And Business Development
2012 - 2015
• Early employee and courier, delivered food orders to customers with no negative reviews • Worked alongside founders to develop strategies to uncover new markets and engage new partnerships with restaurants • Onboarded, trained, managed, and dispatched new and existing couriers
2010 - 2010
Business Development Associate
2010 - 2010
• Worked with VP of business development to develop markets and uncover new opportunities • Gathered data for cold calling, development of markets • Contacted and closed potential clients • Applied bilingual language skills during relationship building with prospects and clients based both in US and China