Jefferson C.

Lead wealth management for a top-tier Chinese brokerage in Hong Kong. Drive client acquisition among HNW/UHNW individuals, family offices, and institutional investors. Develop cross-border product solutions and strengthen distribution partnerships across APAC.

https://sdgs.un.org/partnerships/social-impact-investment-procurement-foundation https://www.siif-un.org/

35 years of history investing in U.S. Mulitfamily real estate, with more than $16 billion USD invested across 32 funds since our inception. CP Capital US is backed by established family offices and industry leaders such as Concord Pacific, HB Family Office from the US and the BMW Family Trust (HQ Capital).

FinTech and RegTech solutions for financial institutions. Working with banks, funds, asset management (EAM), securities firms to provide a Tech Solution for KYC, KYB, AML, fund administration, assets management automation, trading & Settlement system, BSS (Broker Supplied System.

Drove business development initiatives and led educational company events and conferences for Investors, simplifying complex investment strategy concepts for the audience, resulting in a 50% rise in company awareness. Forging strategic relationships with Investors. Hedge Fund, Financial Services, B2C and B2B

Rentazon Rent. Anything. Anywhere. An online rental platform focusing on B2C, B2B and P2P rentals. The rental business operating system gives easy inventory management, bookings, and payments. All in one system with a marketplace. Start your rental business today for free! https://www.rentazon.com Spearheaded startup company vision and mission, deploying innovative technologies and automation tools, enhancing operational efficiency by 30%. Assembled and led teams from inception, selecting talent, defining roles, and fostering a collaborative environment for innovation and success. Managing administrative and legal compliance, and taxes. Tech development management, AWS, Azure, Google Workspace. Architected business development and sales strategies by creating sales handbooks and training. Learning to forge strategic partnerships with local brick-and-mortar with surveys to help with their needs.. Implemented Sales outreach to SMB and other potential customers, Implemented comprehensive performance survey for pre-launch. Raised investment of 220,000 Pre-seed capital. Rental Businesses, E-commerce, POS/CRM, B2B.B2C

Founded in 2013, ECrent worldwide company was launched with a mission to be the largest and most extensive global online rental platform encouraging people to share through renting for a sustainable future. ECrent listings of 500,000+ items are available for rent, with a market focus on community rental needs. Appliances & Furniture items; Oven, dehumidifier, coffee maker, bread maker, chair, table. Tools items; Drill, ladder, lawnmower, saw, brush. Recreation and Entertainment items; Basketball, fitness stepper, kayak, treadmill, bike. Electronics items; Computer, game console, camera, monitor, printer, broadband. Our market focus on special items includes Travel items; Suitcase, infant backpack carrier, mobile WiFi, tent. Luxury items; Yacht, jet, jewelry, handbag Wedding items; Gown, venue, decoration, musician. www.ecrent.com Share through renting for a sustainable future! 2017 ECrent power bank batteries Rentals X 7- Eleven stores Hong Kong. Created the world's first rentable portable power bank batteries with all Hong Kong 7- Eleven convenience stores. Orchestrated SEC filings and reportings, to stay compliant. Handling investor relations and fund-raising(S-1 filing for 5 million USD). Fostered strategic alliances for M&A deals sourcing and negotiations for (EV truck joint venture MOU with QEV and Quantron.) Investment and Holding Company, B2B and M&A

Responsible for investment memorandum of box office movies, and business development company's equity business and research. Researched and wrote investment memorandums of box office movies to be screened in the Chinese markets. Conducted market research to help the firm understand the latest innovations in the market and blockchain technology, provided recommendations on the way forward for the company Developed business development pitch for "Fly Taxi HK"

Training in Rothschild core values, Family Office Management, Private Wealth Management, Investment and Portfolio Advisory, Investment in Equities and Bonds, Global Banking. Met with Zurich CEO to provide market perspectives in Asia and China Wrote an article on the company intranet that defined the core values of Rothschild Bank to provide inspiration to staff

Performed market research on competitors and sold merchandise to customers. Develop customer leads, and build customer relationships with over 15 customers to understand their needs, which led to sales of US$25K Conduct market research to understand competitors' branding, pricing and customer service, and in-store customer experience.

Completed summer rotational program in San Francisco (2017, 2018) • Relevant Courses: Global Strategy, Managing Customer Experiences, Market Research & Consumer Behavior, Future Societies, Statistics & Data Analysis, Creative Problem Solving, The Business of Film

• Class Prize: “Most Academically Improved” • Class Vice-President (2013-2014) • Boarding House Captain: Responsible of house events (2014-2015)