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      Robert has over 19 years financial services experiences and has led risk advisory engagements for a number of large financial institutions in China and United States. His expertise concentrates on corporate governance, CCAR/EPS stress testing, IRRBB, Liquidity Risk, Counterparty Credit Risk (CCR), Corporate Treasury, Financial Instrument Valuation/Accounting, etc.

      1. Education & qualification

        MA, Mathematical Finance, Columbia University

      2. Accreditations

        Certified Financial Analyst (CFA), CFA Institute

        Financial Risk Manager (FRM), Global Association of Risk Professionals

        Advisor for CBIRC on stress testing, consolidated management and IRRBB

        Guest Advisor for CSRC on consolidated risk management

        Senior Analyst, China Enterprise Reform and Development Society (CERDS)