Work experience

• Financial Advisor

  Leo Wealth

  2026.04-Current

  (4 months)

  Leo Wealth is a global, independent wealth management firm with offices in Hong Kong, New York, New Jersey, Dallas-Fort Worth, and Tokyo, overseeing approximately $3.5 billion in client assets. Formed from the merger of LeoGroup, The Capital Company, and BFT Financial Group, the firm is regulated by the SEC, FINRA, the Hong Kong Securities and Futures Commission (SFC Type 4 and 9), and the Monetary Authority of Singapore. It operates as a fiduciary, not tied to any platform, product provider, or bank. At Leo Wealth I advise US-connected individuals and families living in Asia on the full scope of their cross-border financial lives, including: Protecting and optimizing US retirement accounts held from abroad Assisting clients with FATCA, FBAR, and PFIC compliance and reporting strategy Planning a retirement outside the United States, including Social Security optimization and currency strategy Cross-border inheritance and multi-jurisdictional estate coordination Cross-border investment strategy accounting for currency risk and international tax treaties Leo Wealth's in-house tax planning team (Leo Tax and Consulting LLC) and its global investment team mean clients receive coordinated advice across investments, tax, and estate under one fiduciary roof.
• Financial Advisor

  Cross Border Wealth

  2025.08-2026.02

  (7 months)

  Joined Cross Border Wealth's Bangkok office to build a client base serving US-connected individuals across Southeast Asia navigating the growing complexity of managing US retirement and investment accounts from abroad. Advised clients on FATCA compliance, FBAR obligations, and PFIC reporting while developing cross-border investment strategies that accounted for foreign currency exposure and double-taxation agreements. Worked with clients who had received account closure notices from major US institutions to restructure their holdings into vehicles appropriate for long-term overseas residency. This role was a deliberate step toward building a dedicated cross-border practice, and the opportunity to join Leo Wealth in Hong Kong as that practice matured was the natural next move..
• Financial Advisor

  Eagle Strategies LLC

  2024.06-2025.08

  (a year)

  (1 year 3 months) Eagle Strategies is the registered investment advisory arm of New York Life, through which I provided fee-based financial planning alongside the insurance and securities work. In practice this meant operating across three regulated roles simultaneously: as a registered investment advisor, a FINRA-registered securities representative, and a licensed insurance agent, all within the New York Life ecosystem. In a St. Louis office of approximately 100 advisors, I finished 11th in my 4th year. Every advisor ranked above me had been with New York Life between 11 and 45 years. I built this through comprehensive financial planning, detailed investment portfolio construction, and a client relationship model based on clarity and regular review, not product volume.
• Financial Advisor

  Modern Wealth Solutions

  2023.08-2025.08

  (2 years)

  (2 years 1 month) Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor.
• Financial Services Professional - Insurance and Investments Products

  NYLIFE Securities LLC

  2022.03-2025.08

  (3 years)

  (3 years 6 months) Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
• Agent - Life, Annuities, Disability and Long-term Care Insurance

  New York Life Insurance Company

  2021.10-2025.08

  (4 years)

  (3 years 11 months) Built a practice from the ground up in the Greater St. Louis market, growing 40% year-over-year through cross-selling and referrals. Analyzed clients' complete financial pictures: income, liabilities, insurance gaps, and retirement exposure to develop genuinely tailored strategies rather than product-first recommendations. Consistently earned Executive Council and President's Council recognition. In my 4th year, ranked 11th in the office, with every advisor above me having 11–45 years of tenure.
• Export & Sales Manager

  Mercator International Ltd

  2009.03-2021.05

  (12 years)

  (12 years 3 months) Joined as an early team member and helped build Mercator from the ground up into a $5M annual revenue business with a permanent staff of three. We operated in one of the most regulated industries imaginable: pharmaceutical, veterinary, and medical supply chains across from Southeast Asia and Mainland China, held to GMP, ISO, Ministry of Health, and State Food and Drug Administration compliance standards. Beyond supply chain management, we built our clients' businesses. We helped importers of generic pharmaceuticals, veterinary medicine, and medical equipment register, brand, and position their products to become leaders in their respective import markets from packaging design to regulatory filing to market strategy. I was the Shanghai-end operator: vetting and negotiating supply contracts, conducting supplier audits, monitoring API pricing, managing multi-million dollar purchasing and logistics flows, and serving as the primary point of contact for a supply chain that had zero margin for quality failure. I learned that compliance is not a cost center, it's what keeps the business alive.
• Business Owner

  Tailor Fit Me

  2007.08-2009.03

  (2 years)

  (1 year 8 months) Built and ran an e-commerce business selling custom-tailored shirts from Shanghai to customers in more than 30 countries before cross-border e- commerce was a standard playbook. Set up supplier relationships, adapted ordering systems to match supplier PO processes, designed the measurement and specification workflow, implemented international payment processing (USD in, local currency out), and built SEO-driven organic traffic from scratch. It was a small business, but it taught me that making things work across borders is mostly about finding the right systems and the right partners.

Educational experience

• Southern Illinois University, Carbondale

  Foreign Language and International Trade chinese

  2002.01-2006.01

  (4 years)

Certificates