About
Strategic and innovative leader with over 15 years of experience in venture building, capital markets, and investor relations, specializing in Web3, Crypto, and Fintech. Proven ability to drive significant TVL growth and execute complex fundraising initiatives, leveraging a strong background in corporate FX trading and deep expertise in digital asset ecosystems. Adept at cultivating high-value relationships, leading cross-functional teams, and consistently delivering mission-critical results through strategic vision and a commitment to integrity.
Work
Remote, Canada, Canada
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Summary
As Chief Investor Relations Officer, spearheaded strategic initiatives to significantly increase Total Value Locked (TVL) and drive fundraising for a DeFi platform.
Highlights
Collaborated with the DeFi Head to develop and implement strategies aimed at increasing Total Value Locked (TVL) to $200 million.
Prepared comprehensive documentation and managed back-end processes for multiple fundraising rounds, ensuring efficient capital acquisition.
Spearheaded TVL growth initiatives through innovative incentive programs and targeted audience expansion, enhancing platform liquidity.
Developed and executed strategic outreach plans, engaging venture capital firms and institutional investors to secure key partnerships.
Remote, Canada, Canada
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Summary
As VP Investor Relations, led investor engagement and fundraising efforts for a Web3 venture, securing over $5M in capital while ensuring regulatory compliance.
Highlights
Secured over $5 million in capital, cultivating and maintaining robust shareholder relationships while ensuring strict compliance in investment management and supporting comprehensive audits.
Supported the CFO on critical strategic projects, contributing to key financial and operational initiatives and enhancing organizational effectiveness.
Collaborated cross-functionally with sales, marketing, and legal teams to seamlessly integrate Reg D and Reg S offerings, expanding investment opportunities.
Established and optimized comprehensive processes for investor engagement, fund administration, and efficient capital deployment.
Kuala Lumpur, Kuala Lumpur, Malaysia
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Summary
Served as Board Advisor and Group CTO, providing strategic direction for a US capital market public listing and streamlining operational procedures.
Highlights
Advised the Board on strategic direction, including initiatives for a US capital market public listing, contributing to market entry and growth strategies.
Communicated the company's vision to investors through impactful keynote speeches, enhancing investor relations and brand visibility.
Streamlined operational procedures by implementing industry best practices, improving efficiency and governance across the organization.
Vancouver, British Columbia, Canada
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Summary
Co-founded and led a Fintech startup as CEO, developing a multi-broker FX marketplace aggregator that streamlined corporate FX transactions for SMEs.
Highlights
Co-founded and led a Fintech startup, overseeing the full development lifecycle of a multi-broker FX marketplace aggregator platform.
Streamlined corporate FX transactions for Small and Medium-sized Enterprises (SMEs), enhancing efficiency and accessibility for businesses.
Negotiated critical terms with key partners, including Google and Xignite for API integrations, ensuring robust platform functionality and data access.
Represented the company to all stakeholders and external investors, successfully securing buy-in and fostering strategic relationships.
Vancouver, British Columbia, Canada
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Summary
As Regional Director of FX Trading, drove significant sales and business development, implementing automation and expanding client base in Western Canada.
Highlights
Drove substantial sales and business development across Western Canada, implementing sales automation that increased lead response time by 20% and pipeline growth by 30%.
Developed a new business pipeline valued at $50 million, securing new national and regional clients for FX products.
Increased Pacific Northwest trade volume by $10 million within 8 months through strategic client acquisition and retention efforts.
Analyzed financials for hedging strategies and tracked KPIs to improve client lifetime value and reduce churn, optimizing financial performance.
Vancouver, British Columbia, Canada
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Summary
As Senior FX Sales Trader & Account Manager, managed foreign currency conversions, generated sales-qualified leads, and closed opportunities for corporate clients.
Highlights
Built a robust book of clients, increasing aggregate trading volume from $10,000 to over $10 million, demonstrating strong sales and relationship management.
Established and oversaw the Asian Trading Desk (ATD), leading to a 20% increase in new clients and an overall $5 million increase in trade volume.
Sourced and closed foreign currency conversion opportunities for corporations, ensuring strict compliance with all risk management policies.
Maintained strong relationships with C-Level executives, ensuring high client retention and successfully mitigating competitive threats.
Languages
English
Native
Mandarin
Native
Japanese
Conversational
Skills
Web3 & Blockchain
Web3, DeFi, Tokenized Assets, Staking Mechanisms, Cryptocurrency.
Fundraising & Capital Markets
Reg D, Reg S, Capital Raising, Fundraising, Corporate Finance, FX Trading, Liquidity Strategies.
Investor & Stakeholder Relations
Investor Relations, Investor Presentations, Relationship Building, Analyst Relations, Board Relations, Stakeholder Management.
Business Development & Partnerships
Strategic Partnerships, Corporate Partnerships, Venture Building, Business Development, Client Acquisition.