Xuan Mo
YORBA LINDA,CA
Summary
Exec in multi-asset FA mgmt. Founder of ABBA FINANCE, optimizing RE, bonds & equities for risk-adjusted returns. Partnered with elite WM firms managing ~$1B in AUM to design bespoke PE/VC strategies for HNWIs & corps, targeting disruptive tech (OpenAI, X-AI, SpaceX). Ex-Chief Inv. Fund Sec. at Wuhan Univ Exec Alumni Assoc., cultivating a network of 100+ senior execs. Ex-Co-Founder/CEO at Suzhou CHIC MO Garment (12 outlets; guest at Paris & Milan FW). Previously at New Oriental (NYSE: EDU), taught 17K+ students, driving key projects.
Overview
21
21
years of professional experience
1
1
year of post-secondary education
Work History
Founder
ABBA FINANCE
Yorba Linda, CA
04.2023 - Current
- Managed multi-asset family wealth and partnered with top-tier wealth management firms, focusing on primary market investments. Developed and executed tailored private equity and venture capital strategies for high-net-worth individuals and corporations, targeting disruptive technology (e.g., OpenAI, X-AI).
- Currently spearheading an AI-driven transformation in legacy wealth management by leveraging advanced AI models to drive strategic decision-making.
Chief Investment Fund Secretary
Wuhan University CEO Alumni Association
Wuhan, China
01.2019 - 01.2022
- Kept a close eye on the financial and operational performance of investment funds to maintain portfolio targets.
- Identified areas of risk within portfolios and took corrective action when necessary.
- Conducted research on potential investments and evaluated the risk and return characteristics of each opportunity.
- Tracked macroeconomic data points to make informed decisions about investing activities.
- Discussed goals and strategies with over 100 potential investors, and implemented corrective actions to enhance performance.
- Prepared over 25 presentations for boards of directors, outlining fund performance metrics.
- Worked closely with over 50 external advisors, such as brokers, bankers, attorneys, and accountants. to ensure compliance with regulations and best practices.
Co-Founder, CEO
Suzhou CHIC MO Garment Co., LTD
Suzhou, China
02.2011 - 02.2019
- Developed strategies grew the company to include 12 retail locations and achieved approximately $8 million in annual sales.
- Hired, trained, and mentored over 30 staff members to maximize productivity and Service. Negotiated contracts with over 100 suppliers for goods and services.
- Participated multiple times in Shanghai Fashion Week, and an invited guest at Milan Fashion Week and Paris Fashion Week.
IELTS & TOEFL Instructor, Project DIrector
New Oriental Education & Technology Group
Suzhou, China
01.2010 - 01.2013
- instructed over 2,000 students for their IELTS and TOEFL exams, and 70% passed their exams.
- Coordinated with other members of the senior management staff to assist the manager of over 10 learning centers in achieving annual sales of $15 million and over 50,000 student enrollments.
CET Instructor, Executive Project Manager
New Oriental Education & Technology Group
Chongqing, China
09.2007 - 06.2009
- Instructed over 5,000 students for the National English Test Level 4 - Level 6, and 80% passed their exam.
- Recruited and trained over 100 new employees to meet job requirements.
- Directed project execution strategies, contingency planning, and problem resolution to achieve an annual 1 million sales over 300 student enrollments.
Teaching Assistant,K12 Instructor, Project Manager
New Oriental Education & Technology Group
Wuhan, China
07.2004 - 07.2007
- Instructed over 10,000 K-12 students, and 95% passed their exams. Assisted in organizing and supervising over 30 school events.
- Managed multiple projects (Summer & Winter Camp, Parents Seminar, Marketing & Sales, etc.) and forecasted, scheduled, and monitored project timelines, personnel performance, and cost efficiency.
- Coordinated resources across multiple departments and teams as needed for the successful completion of projects to achieve an annual $0.5 million sale, and over 100 student enrollments.
Education
Bachelor of Theology Candidate -
Kernel University
Fullerton, CA 09.2023 - Current
Bachelor of Economics - International Economics and Trade
Hubei University of Economics
Wuhan, China06.2006
Skills
- Entrepreneurial innovation
- Strategic Asset Management
- AI Integration
- Investor relations
- Business Expansion
- Public Speaking and Education
- Global perspective
- Multicultural Philosophy
Affiliations
- Chief Executive Secretary of the Wuhan Anti-Covid-19 Public Welfare Volunteer Alliance in 2020.
- Excellent Teacher of New Oriental Education Group in 2008.
Languages
Chinese (Mandarin)
Proficient (C2)
C2
English
Advanced (C1)
C1
Timeline
Bachelor of Theology Candidate -
Kernel University
09.2023 - Current
Founder
ABBA FINANCE
04.2023 - Current
Chief Investment Fund Secretary
Wuhan University CEO Alumni Association
01.2019 - 01.2022
Co-Founder, CEO
Suzhou CHIC MO Garment Co., LTD
02.2011 - 02.2019
IELTS & TOEFL Instructor, Project DIrector
New Oriental Education & Technology Group
01.2010 - 01.2013
CET Instructor, Executive Project Manager
New Oriental Education & Technology Group
09.2007 - 06.2009
Teaching Assistant,K12 Instructor, Project Manager
New Oriental Education & Technology Group
07.2004 - 07.2007
Bachelor of Economics - International Economics and Trade
Hubei University of Economics
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