My mission is to cultivate the minds of young professionals facing challenges as leaders and managers within their organizations. My three main areas of service are: LEADERSHIP AND MANAGEMENT TRAINING The best learning is done with our hands and feet. I deliver engaging workshops that allow young professionals to experience what they learn. The workshops actively encode and reinforce concepts into knowledge that can be readily applied in day-to-day practical business operations. COURSE DESIGN Every business is unique, and employees face challenges that won’t be found at other companies. I design and develop bespoke training programs targeting the specific needs of an organization, with a keen focus on closing up knowledge and skill gaps and achieving demonstrable performance boost. COACHING Through 1-on-1 coaching programs, I work closely with professionals to explore their untapped potentials. As I elicit reflections on lessons learned from training programs and day-to-day lives, the professionals will create their own personal action plans of behavior changes, which will allow them to reach their goals.

Managed and developed a team of 40 research professionals in 5 cities to produce and maintain the global standard in M&A and Financial Sponsor transactional data for investment banks, with proven track record in recruiting, training, retaining and motivating talent to deliver exceptional results. • Designed and executed a departmental restructuring program following an acquisition: relocated 17 research positions across the globe in 3½ months with negligible service disruption. • Redesigned and implemented departmental career frameworks, competency models, and modular on-boarding, training, and development programs across various job bands. • Introduced new team-wide value-added objectives and meaningful KPIs, improving client satisfaction (Data Quality NPS increased from 0 to 19), and reducing unmanaged attrition by half. • Designed and facilitated a multi-year, multi-level, in-house M&A Academy program, boosting market knowledge, client awareness, and financial acumen for 200+ employees across functions. • Provided targeted coaching to new managers and leaders on recruiting, training, strategic thinking, asserting influence, delegation, presentation, time management, prioritization, and ownership. Identified and mentored emerging talent for career progression, promotion, and succession. • Engaged M&A bankers regularly to understand latest global and regional market trends; adopted new research methodologies and practices to satisfy evolving client needs. • Supported Dealogic’s public branding via frequent live TV interview appearances, moderating panel discussions, and giving keynote speeches on M&A, Private Equity and Investment Banking.

Rebooted Dealogic’s Financial Sponsor research operations into a dedicated and motivated team; transformed Dealogic’s Financial Sponsor content from an overlooked topic to a key feature at the forefront in many products. • Analyzed the severe gaps in data, knowledge, process, and resource within the operation. • Hired temps to clean up 20,000+ obsolete data points within 1 month to an acceptable level for ongoing maintenance. Subsequently redefined regular and ad-hoc tasks and processes, restructured the team, recruited and trained new staff members. • The streamlined workflow and targeted training resulted in vastly improved operational efficiency: productivity doubled from before the reboot.

Oversaw the M&A research operation comprising 10 researchers in Hong Kong and Tokyo; provided on-boarding and continued training to own team and client relationship teams; enhanced productivity and maintained consistent lead over competitors on data quality and quantity.

Liaised with investment banks, law firms, and PR firms in Asia Pacific on their involvement in regional and global M&A deals; managed a team of 6 deal researchers.