• Revans University ( PhD in Finance - 2009) 
• American Academy of Financial Management (Master Financial Professional - 2005) 
• Board of Standards, Singapore (Certified Financial Planner (CFP) - 2004) 
• American Academy of Financial Management (Chartered Wealth Manager - 2004) 
• American Academy of Financial Management (Chartered Risk Manager - 2004) 
• University of East London (MBA - 1993) 
• Chartered Institute of Marketing (Post-Graduate Diploma in Marketing - 1992)
• Council for National Academic Awards (CNAA), UK (Post-Graduate Diploma in Management - 1991) 
• Institute of Banking and Finance (IBF) (Diploma in Banking and Finance - 1988) 
• Association of Business Executives (Advanced Diploma in Business Administration - 1986)

Subjects Taught/ Student Project Mentor

• Wealth Management & Planning
• Behavioral Finance
• Structured Products
• Financial Derivatives
• Advanced Credit Analysis
• Portfolio Construction & Asset Allocation
• Risk Management

Academic experience 

• GMBA, S P Jain School of Global Management - Dubai, Singapore, Sydney 
• EMBA, Shanghai Jiaotong University, Shanghai (2010-Present) 
• EMBA, ZhongShan University, Guangzhou (2009-Present) 
• EMBA, Central University of Finance and Economics, Beijing (2009-Present) 
• EMBA, Harbin Institute of Technology, Harbin (2005-Present)

Corporate experience

• Managing Partner, Momenta Group Pte Ltd 
• Director & Co-Head of Credit Structuring Department, Merrill Lynch International Bank, Asia Pacific 
• Head of Treasury Operations & VP, Credit Agricole Indosuez, Asia Pacific 
• Treasury Controller and AVP, Banco Santander, 
• Financial Risk Controller and AVP, Banca Nazionale Del Lavoro, 
• Head of Risk Management, Asia Pacific, Canadian Imperial Bank of Commerce 
• Manager of Risk Management, Singapore, Canadian Imperial Bank of Commerce 
• FX Trader, MM Trader and Derivatives Trader, Singapore Canadian Imperial Bank of Commerce

Consulting experience

• 8 years of management-level consulting and 15-years of in-house Masterclass workshop trainer 
• Core specialisations in setting up Risk Management; Back Office Operations and Control; Financial Derivatives; Structured Products; Wealth Management Solutions; Derivatives Valuation and Product Accounting & Control. Strategic Roadmap for the formation of Product Centre and Product Operations Centre 
• Conducted numerous Masterclass workshops, for the past 15 years, covering Wealth Management Products, Structured Products, Derivatives (Exotic Options), Asset Allocation Strategies, Advanced Credit Analysis, Financial Management for non-banks, Customised Hedging Tools for Corporate clients.
• Executive Coach and Family Wealth Advisor

• Article: "Why PM is Indispensable for Wealth Management" FURNITURE & FURNISHING EXPORT-Jan2009 
• Article: "Brand Leadership and Customer Experience Management" FURNITURE & FURNISHING EXPORT-October2009 
• Article: "Business Process and Execution Capability" FURNITURE & FURNISHING EXPORT-Sept2009

Memberships

• Global Association of Risk Professionals, USA (since 1999) 
• Professional Risk Managers Association, USA (since 2000) 
• Institute of Financial Services, UK (since 1990) 
• CFA Institute, USA (since 1995) 
• Fellow, International Professional Managers Association, UK (since 2010) 
• Fellow, American Association of Financial Management, USA (since 2005) 
• Companion, International Management Centre Association, UK (since 2009) 
• Singapore Institute of Management (since 1995) 
• President, Wholistic Learning Consortium (since 2011)