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My Background

 

Here is something brief about my educational and professional background. I am trying to balance the provision of information with privacy issues.

 

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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This website is my personal journal, book case, and notepad. ALL past, present, and future information posted on this website is for my personal use, is of my sole personal opinion, and is not meant to be taken as advice or facts of any kind whatsoever. I hereby denounce ALL responsibilities for any information, recommendation, or action derived from this website. All materials contained in this website is maintained by myself. ANY external use, copying or duplication of materials from this web site are strictly prohibited unless authorized AND properly referenced.