As one of the co-founders of ZMFS, I am directly responsible for the management, growth and success of our business operations, overseeing all of our day-to-day operations in addition to leading corporate strategic initiatives. Along with Dai Zhao, co-founder, ZMFS, we led the buyout of Pinehurst Analytics and the PALMS system from IPS-Sendero and the creation of ZM Financial Systems.
BEFORE ZMFS
Managing Director
IPS-Sendero
2000 – 2003
Sr. Vice-President
Pinehurst Analytics
1998 – 2000
Portfolio Manager
Smith Breeden Associates
1992 – 1998
PROFESSIONAL DESIGNATIONS
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
EDUCATION
- University of Iowa, Henry B. Tippie College of Business, M.A., Accounting
- University of Iowa – Henry B. Tippie College of Business, M.A., Finance
- Florida Southern College, B.S., Finance