Veteran finance and business writer with 15 years of experience in journalism and 10 years of experience in equity research. Strong background in financial markets, international trade and economics, clean energy and technology. Fluent in Mandarin Chinese. Available for writing, editing and research projects.
Writing, editing, transcription, CVs, LinkedIn profiles, Facebook pages, blogging, white papers, ghost writing, Chinese-to-English translation, portfolio analysis, stock recommendations, clean energy and technology market analysis and research, trade checks.
University of California, Berkeley
Bachelor of Arts
1982 - 1985
Certificate, CIEE Language and Culture Program
1984 - 1984
Self Employed Media/Social Media Consultant
2010 - Present
Consultant to information technology and energy technology (primarily renewable energy and electric vehicle) companies. Wrote blogs, executive speeches, managed Facebook pages and helped develop traditional media and new media strategies.
Wells Fargo Securities
2010 - 2010
Blossom Investment Management
2008 - 2010
Helped found a hedge fund dedicated to investment in clean energy and alternative transportation (electric vehicles, fuel cell vehicles, etc.). Wrote foundation documents and website materials. Researched companies engaged in 1) solar, wind, geothermal and other renewable energy sources; 2) smart grid technology; 3) energy efficiency and LED lighting; 4) electric vehicles and EV supply chain
Security Research Associates
2007 - 2010
Consultant to a boutique brokerage/investment bank based in Larkspur, CA, USA. Advised clients on investments in clean energy and alternative transportation.
2001 - 2008
Equity analyst for a research consulting firm based in Larkspur, CA, USA. Conducted fundamental research and analysis on technology, media and telecommunications companies (publicly traded) for institutional clients, inluding hedge funds and mutual funds.
1995 - 2001
Freelance print and radio journalist based in Dallas, TX, USA (1995-1997) and San Francisco, CA, USA (1997-2001)
Publications: BusinessWeek, Dallas Morning News, Research Magazine, Forbes, The Industry Standard, Bloomberg Business News
Broadcast: National Public Radio's (NPR) Living on Earth, Weekend Edition; KERA-FM (Dallas); KQED-FM (San Francisco), local news, California Report
The Associated Press
1992 - 1995
1992: International Desk, general assignment editor (New York)
1993-1995: Business Desk, supervising editor/staff writer
United Press International
1991 - 1992
South China Morning Post
1990 - 1991