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Educational
and Designations (not in chronological order)
Doctor
of Business Administration (DBA), The Hong Kong Polytechnic University,
Hong Kong.
Master
of Science in Financial Engineering (MsFE), National University
of Singapore.
Master
of Business Administration (MBA), University of Chicago, USA.
Master
of Professional Accounting (MPA), University of Southern Queensland,
Australia.
Master
of Law in Chinese Business Law, Open University of Hong Kong,
expected 2015.
Chartered
Financial Analyst (CFA), CFA Institute, USA.
Chartered
Alternative Investment Analyst (CAIA), CAIA Association, USA.
Financial
Risk Manager (FRM), Global Association of Risk Professionals,
USA.
Professional
Risk Manager (PRM), PRMIA, USA.
Certificate
in Investment Performance Measurement (CIPM), CFA Institute, USA,
Expert level candidate.
Chartered
Market Technician, MTA, USA, Level 1 candidate.
Certified
Public Accountant (CPA), American Institute of Certified Public
Accountants, USA.
Chartered
Global Management Accountant (CGMA), AICPA / CIMA, USA.
Certified
in Financial Forensics (CFF), American Institute of Certificate
Public Accountants, USA.
Chartered
Professional Accountants (CPA), Canadian Institute of Chartered
Accountants, Canada.
Certified
Practising Accountant (CPA), CPA Australia, Australia.
Certified
Public Accountant (CPA), HKICPA, Hong Kong.
Certificate
in Financial Engineering, UC Berkeley / National University of
Singapore.
International
Certificate in Financial English (ICFE), Pass with Merit, University
of Cambridge ESOL.
Certificate
in Teaching English as a Foreign Language (TEFL), BridgeTEFL,
USA.
Test
of English for International Communications (TOEIC), Top
Levels, 985 out of 1000.
Bachelor
of Science (BS), University of Oregon, USA.
Licensed
International Financial Analyst (LIFA), International Research
Association, USA.
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Professional
and Teaching Experience
Kaplan
Financial (HK) Limited. Program Director, Accountancy. Also instructor
for CFA Level I Education and Revision courses, CAIA Level I and
Level II Education and Revision courses, ACCA P3 and P4 Education
and Revision courses, and HKICPA Conversion Program Financial
Management, Advanced Financial Reporting, and Foundation Accounting
courses.
United
International College, jointly founded by Beijing Normal University
and Hong Kong Baptist University (Zhuhai, China). Visiting Associate
Professor, Division of Business and Management. Taught Financial
Management, Investment Management, Financial Mathematics, Futures
and Options, and Introductory and Intermediary Accounting courses.
Qingdao
University Summer Program. Associate Professor.
UBS.
Instructor for Derivatives, and Equities and Fixed Income courses.
HSBC.
Instructor for Fundamental of Derivatives and Fundamental of Global
Markets courses.
KPMG.
Instructor for in-house HKICPA Conversion Program Financial Management
course.
City
University, Open University of Hong Kong, and Hong Kong Polytechnic
University. Lecturer for Accounting and Finance Management courses.
Hong
Kong Examinations and Assessment Authority. External Examiner.
Knowledge
Network Company Limited (Hong Kong). Content provider of online
teaching materials. Consultancy services to local school network.
J.P.
Morgan Chase (New York, Singapore, and Hong Kong).
Syndicated finance, acquisition finance, restructuring and refinancing,
and project finance transactions in various industries.
PriceWaterhouseCoopers
(Canada). Auditing and tax services. Member of the Chinese Practice
Group.
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Membership
The
American Economic Association
The
American Finance Association
Beta
Gamma Sigma
Canadian
Economics Association
Chartered
Alternative Investment Analyst Association
Financial
Executives International Canada
Financial
Management Association International
Global
Association of Risk Professionals
The
Golden Key National Honor Society
Hong
Kong Economic Association
Hong
Kong Institute of Bankers
The
Hong Kong Society of Financial Analysts
The
International Association of Financial Engineers
New
York Society of Security Analysts
Professional
Risk Managers' International Association
The
Risk Management Association
Singapore
Society of Financial Analysts
The
Vancouver Society of Financial Analysts
Western
Economic Association International
Western
Finance Association
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