James currently serves as the President and runs the day-to-day operation of Weitian, advising our pre- and post- IPO clients on corporate management and strategic communications. James is serial entrepreneur and currently also serves as the President, Chairman, and Chief Executive Officer of a Nasdaq-listed company. James holds a Bachelor degree in Clinical Medicine Science from Gannan Medical University in 2005.
Senior Vice President
Dan is based in our NJ office and serves as senior vice president and supervisor of our market intelligence and process control department. Dan is a highly regarded corporate executive with decades of working experience and a proven track record of using financial and operational data, including revenue, expenses, customer analytics, credit, accounts receivable, consumer lifecycle, and customer behavior, etc., to drive business decisions. Prior to joining us, Dan was a Senior Director at Sprint from 2006 to 2015, where he led a team of up to 7 staff in developing prepaid revenue and churn forecasts for a business unit with $4 billion in annual revenues and 15 million subscribers. From 2001 and 2006, Dan was a Director ( Division Manager) at AT&T, where he oversaw a team of up to 12 staff and covered business line with over $1.7 billion in receivables and $700 million in annual expenses. Dan holds a M.A. degree in Economics from Georgetown University and a B.A. degree in Business and Managerial Economics from Penn State University.
Chief Operating Officer
Shuang is based in our Beijing office and joins us from a Nasdaq-listed company where she served as senior executive and played an instrumental role in its multiple pre-IPO financing rounds and its successful Nasdaq listing and initial public offering. Shuang has over a decade of progressive experience in sales, marketing, business development, operation and capital markets. Shuang holds a Bachelor's degree from North China University of Science and Technology.
Senior Vice President
Marc is one of founding members of the firm and comes to us with a long and distinguished career in equity research. Most recently, Marc was a Senior Research Associate at J.P. Morgan covering software with a sub-sector focus on Business Intelligence, Operating Systems, and Software As A Service (SaaS). Prior to J.P. Morgan, Griffin was a Senior Associate at Thomas Weisel Partners (now part of Stifel Nicolaus), a Research Associate for Susquehanna International Group and Prudential Securities. His specialties range from Internet Infrastructure and Security software to Communication, Infrastructure and Security software. Marc holds a M.B.A. in Finance from Fordham University's Graduate School of Business as well as a Bachelor of Science in Business Administration (BSBA), concentration in Finance and a B.S. in International and Comparative Politics from Northeastern University in Boston, MA.
Head of Corporate Advisory
Vivi is based in our Shanghai office and leads our corporate advisory efforts and finance function. Vivi currently also serves as the CFO of a Nasdaq-listed company. Previously, Vivi served as Director of Finance at Otsuka (China) Investment Co., Ltd. from 2008 and 2013. Vivi holds a Bachelor's degree in Finance from Jiangxi University of Finance and Economics and is a certified public accountant in China.
Senior Vice President
Steven splits his time between China and the U.S. and joins Weitian after a distinguished career as co-founder and Chief Appraiser of Beijing Huazheng Real Estate Appraisal Co., Ltd. Steven has over 26 years of financial and capital market experience as a busines owner and investor. Steven holds a Bachelor of Science degree in Land Management from China Agricultural University and a Master of Law degree from Peking University. Steven is a lawyer and a certified Real Estate Appraiser in China as well as a registered real estate broker both in China and the State of NY.
Sherry joined our NJ office in October 2018 after completing her Master's degree in Economics from Yeshiva University. Previously, Sherry has completed internship in our New York office since December 2015. Sherry also holds a Bachelor's degree in Finance from Fordham University.