Jul 2020 - Aug 2020
May 2019 - Oct 2019
Aug 2019 - Jan 2021
Jan 2019 - Mar 2019
Jul 2018 - Sep 2018
Apr 2018 - Aug 2018
Mar 2018 - Jun 2018
Feb 2018 - Apr 2018
29 Jan 2018
Sep 2017 - Dec 2017
Apr 2017 - May 2017
Dec 2016 - May 2017
Feel free to contact me with advice and opportunities or simply to connect!
● Fractional CFO & COO for startups and SMB companies
● Currently New York / San Francisco based Venture Partner focusing on FinTech, Artificial Intelligence, Machine Learning, Data Science, Blockchain, Cryptoassets, IoT and Consumer
● Speaker, Lecturer and Thought-Leader!
● Certified Public Accountant (CPA) in the State of New York
● Certified Blockchain Expert (TM), Certified Blockchain Architect (TM) & Certified Cryptocurrency Expert(TM)
● Completed both CFA Level I & II examinations
● Data Science Professional Certificate - In Progress
● Senior investment & financial executive, a hands-on, tech-savvy strategic leader with over 20 years of progressive professional management experience. His responsibilities include proven leadership in guiding the entire finance department, equity and debt financing, financial management and planning, reporting, analysis, budgeting, forecasting and strategic planning. Henry has demonstrated the ability to lead, coach, consult and direct teams to make business impact
● A value investor who follows the Graham &; Dodd principles, was educated at Columbia Business School. The key investing methodology focuses on the central concept of purchasing securities significantly less than its’ intrinsic value with a “Margin of Safety”
● Specialties: Areas of expertise include all aspects of investment management & security analysis (Value Investing Approach), portfolio management, valuation analysis, financial management, finance, accounting, auditing, consulting and various emerging technologies (Fintech, Artificial Intelligence, Machine Learning, Data Science, Blockchain, Crypto-Assets, IoT & Big Data).
● Gabelli School of Business - Fordham MBA with concentrations in Finance & IT Strategy
● University at Albany – BS, Major: Accounting, Minors: Chinese & Business Administration
● Columbia Business School – Value Investing Program
● Cheung Kong Graduate School of Business - FinTech: Blockchain & Beyond Program
● Fluent in English, Mandarin & Cantonese
● Open to board membership and business advisor role for various companies and start-ups
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