Spearheaded preparation of pitch books, valuation analyses, and transaction presentations; established and maintained close relationships with client executives through execution of transactions; led day-to-day project management and internal/external working group meetings; experience across beauty and personal care, nutrition supplement, and alcoholic beverage sectors
Vice President, IBD General Industrials & Financial Sponsors Group
Nomura
10.2019 - 09.2022
Financial advisor to TSE-listed Nomura Research Institute on the A$85m acquisition of AUSIEX, a leading financial services platform for financial planners divested by Commonwealth Bank of Australia, Australia’s largest bank
Analyst, IBD Corporate Finance (Generalist)
Houlihan Lokey
03.2018 - 09.2019
Financial advisor to ASX-listed Atlas Iron, an iron ore mining company, on the A$472m off-market takeover by Hancock Prospecting
Associate, IBD Consumer & Retail Group
Standard Chartered Bank
08.2016 - 04.2017
Supported deal origination through the preparation of pitch materials, market updates, and industry analyses; led parts of transaction execution and client engagement process, including discussions of financial projections, business plans, and due diligence
Analyst, IBD Corporate Finance (Generalist)
Barclays Capital
06.2014 - 03.2016
Financial advisor to RHB Independent BOD on the proposed US$20.8bn three-way merger between RHB, CIMB, and MBSB
Education
BBA in Global Business (GBUS) and Management -
The Hong Kong University of Science And Technology
05.2013
Visiting Undergraduate Student with Full Scholarship - undefined
Harvard College
05.2012
Additional Information
International investment banking experience across the US, Australia, and HK
Workauthorization
E-3 visa
Finraregistered
SIE
Series 63
Series 79
Citizenship
Australian
Hobbies and Interests
Traveling (e.g., Antarctica)
Hiking
Reformer pilates
Baking
Gardening
Timeline
Vice President, IBD Consumer Group
Nomura
09.2022 - Current
Vice President, IBD General Industrials & Financial Sponsors Group
Nomura
10.2019 - 09.2022
Analyst, IBD Corporate Finance (Generalist)
Houlihan Lokey
03.2018 - 09.2019
Associate, IBD Consumer & Retail Group
Standard Chartered Bank
08.2016 - 04.2017
Analyst, IBD Corporate Finance (Generalist)
Barclays Capital
06.2014 - 03.2016
BBA in Global Business (GBUS) and Management -
The Hong Kong University of Science And Technology
Visiting Undergraduate Student with Full Scholarship - undefined