Partner of Wisdom Advisory LLC, which provides advisory service on capital and growth strategy and execution to institutions and entrepreneurs. Ms. Zhao has been a seasoned C-Suite executive and independent Board member/committee chairs for public and private companies across multiple industries. She serves as a Board/Audit Committee member for Jaguar Global Growth Corp I (Nasdaq: JGGC), a property tech focused special purpose acquisition company(“SPAC”), and a Board member of a fintech SaaS company Urban FT. Most recently she was Chief Financial Officer of AlTi Global Inc. (Nasdaq: ALTI), a global wealth management and alternative asset management company with $67B assets under management across 11 countries. She also served as Chair of Governance and Nomination Committee and member of Compensation
Committee for biopharma company BeyondSpring Inc. (Nasdaq: BYSI), Director & CFO for Edoc Acquisition Corp (Nasdaq: ADOC), a healthcare-focused SPAC, and Chair of Audit Committee for D&Z Media Acquisition Corp. (NYSE: DNZ), a media and education tech focused SPAC. Previously she served as Chief Financial Officer for two large PE-backed growth-stage companies, including a pre-IPO logistics technology company which later priced its initial public offering in NYSE at over $3 billion valuation. Prior to this, she was a Managing Director in Bank of America Merrill Lynch and an Executive Director in JPMorgan, where she held senior positions in headquarter and global corporate and investment banking units, across a broad spectrum of functional areas including Treasury, liquidity, capital, risk management, and regional CFO/COO in transaction banking and corporate banking units. She also worked at American Express in various capacities including corporate strategic planning and venture investing. Early in her career she worked in investment banking at Goldman Sachs and in corporate finance/corporate development at FedEx. She has worked in New York, London, Singapore, Hong Kong and China, and has managed teams across four continents.
Ms. Zhao is a recipient of the Outstanding 50 Asian Americans in Business award in 2023 by Asian American Business Development Center. A Chartered Financial Analyst (CFA), Ms. Zhao holds an MBA from Harvard Business School and a B.S. in Economics with distinction from Fudan University in Shanghai, China. She is a Board member of several non-profit organizations, including Volunteers of America - Greater New York, founded in 1896 and one of America's largest faith-based social service organizations, the Chinese Finance Association (TCFA) with over 7,000 members worldwide, and Asian Pacific American Advocates (OCA) Westchester & Hudson Valley Chapter.