Lian Hao
Park Ridge,USA
Summary
Results-driven, creative professional with 20+ years of broad experience in delivering tactical directions to exchanges, brokerage houses, education and consulting, and asset management firms across the US and APAC financial markets. → Endowed with a commendable track record of cultivating trusting relationships with clients through calculated solutions utilizing unrivaled industry experience, entrepreneurial passion, firm work ethic, and strong business initiatives. → Courteous team-player who can inspire service levels to attain corporate workday goals and augment business continuity. → Subject matter expert who can collaborate with team and several stakeholders, vendors, and clients by enforcing strength in communications and relationship management matched with a positive attitude, best practices, and integrity. → Possesses the ability to thrive in a fast-paced environment by providing prompt and reliable support to complex facts.
Overview
24
24
years of professional experience
Work History
Managing Partner
Eagle 2020, LLC
11.2023 - Current
- Negotiated high-value contracts with clients, securing profitable partnerships for the company.
- Established and implemented business procedures and process improvements.
- Mentored junior staff members, resulting in a more cohesive team and increased overall performance.
- Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
- Increased client base by implementing effective marketing strategies and fostering long-term relationships.
- Optimized resource allocation, reducing operational costs while maintaining service quality standards.
- Oversaw financial management of the firm, including budgeting, forecasting, and analysis, ensuring fiscal responsibility and profitability.
Managing Director
Peakstone
07.2021 - Current
- Build and maintain relationships with business owners in the middle market and identify their needs for a capital transaction
- Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
- Established and implemented business procedures and process improvements.
- Manage the entire M&A process, from identification of opportunities to closing.
- Build and maintain strong relationships with clients, keeping them informed throughout the process.
- Analyze industry trends, competitive landscapes, and growth opportunities to identify potential deals.
Chief Executive Officer (CEO)
Nanhua USA Holding
01.2016 - 02.2020
- Led a financial service firm with aspects such as the brokerage on options, futures trading, education, and asset management.
- Originated a fully functional derivative brokerage firm as the CME's clearing member from the early stage per the guidance and supervision of the exchange and regulators while monitoring the FCM risk and settlement operations.
- Liaised with the exchange and regulators in a professional manner while consistently complying with the rules and regulations to streamline the organization's operations in accordance with the fundamental goals and protocols.
- Superintended training seminar to support participants with options and futures trading and risk management while designing offshore and onshore Options Hedge Funds to meet the vast needs of domestic and foreign investors.
Founder/President
Chicago Institute of Investment
11.2011 - 02.2020
- Commanded the operations regularly while constantly adhering to the market demands, product quality, and business goals.
- Initiated the business organization to convey eminent financial training and consulting services to institutional clients and obtained noteworthy recognition as the biggest training vendor to the Chinese derivative financial market.
- Introduced the business from institutional clients, including banks, security houses, commodity brokers, and several asset management firms while supplying consultancies regarding entering the United States market.
- Played an integral role in recruiting several diverse talents to triumphantly strategize curriculums focused on options, futures trading, risk management, product design, technology, market operations, laws, and regulations.
Associate Director, Country Representative
CME Group
11.2006 - 11.2011
- Managed the new CME office in Shanghai and promoted offerings while forging collaborative relations with market participants.
- Served as a primary liaison between the CME group and local regulators, government, and clients across the country's financial market to stimulate the efficient flow of communications and ascertain the day-to-day operations.
- Collaborated intensively with the company stakeholders to amplify footprint and market share while administering various methodical strategies, frameworks, and decisions to address revenue growth and cost containment changes.
- Presented policy and major developments that impacts the business venture to the board to determine the market risk and opportunities while captaining marketing events to discuss products and services and grant exchange updates.
IT Manager - GLOBEX Development
CME Group
05.2001 - 11.2006
- Pioneered the CME market surveillance applications to aid in the exchange electronic trading environment and headed the first electronic trading platform to connect major Chinese banks while participating in rigorous changes, release tests, and rollouts.
Education
Master of Business Administration - Finance & Marketing
Master of Science - Computer Science
Skills
- Business process optimization
- Brokerage operations management
- Brokerage oversight
- Equity trading
- Investment asset management
- Software system development
- Event marketing expertise
- Sales strategy development
- Market access strategies
- Order routing expertise
- Customer Service Skills
- Vendor & Contract Management
- Talent Retaining & Development
- Partnerships Building
- Merger & Acquisition
- Research & Content Development
- Outreach & Editorial Review
- Project Management
- Disaster Recovery
- Public Speaking
- Written & Verbal Communication
- Collaboration with Cross-Functional Teams
- Compliance & Regulations
- Time Management Skills
- Ability to Adapt & Resolve Issues
Licenses And Training
Series 3: National Commodities Futures Examination
SIE: The Securities Industry Essentials
Series 63: Uniform Securities Agent State Law Exam Series 79: Investment Banking Representative ExamTimeline
Managing Partner - Eagle 2020, LLC
11.2023 - Current
Managing Director - Peakstone
07.2021 - Current
Chief Executive Officer (CEO) - Nanhua USA Holding
01.2016 - 02.2020
Founder/President - Chicago Institute of Investment
11.2011 - 02.2020
Associate Director, Country Representative - CME Group
11.2006 - 11.2011
IT Manager - GLOBEX Development - CME Group
05.2001 - 11.2006
Loyola University Chicago - Master of Science, Computer Science
University of Chicago - Master of Business Administration, Finance & Marketing
Similar Profiles
Sara ToderichSara Toderich
Behavioral Interventionist at ACES 2020 LLCBehavioral Interventionist at ACES 2020 LLC
Luis GutierrezLuis Gutierrez
Packing, Shipping, and Receiving Assembler at EMJ ALL START 2020 LLCPacking, Shipping, and Receiving Assembler at EMJ ALL START 2020 LLC
Aslam PerinkulamAslam Perinkulam
Salesman Cum Driver at GULFT FRUITS TRADING LLC 2020 DEC- 2023 JULYSalesman Cum Driver at GULFT FRUITS TRADING LLC 2020 DEC- 2023 JULY