P.Y. Nicole C. ^{Ultimate Decision-Maker}

Financial Advisor at Raymond James

Current Job Duration: 3 yrs 4 mos (until March 2026)

HEADLINE:
Financial Advisor, Public Speaker, Stanford JD/MBA

PERSONAL SUMMARY:
√ HOW I BUILD SUCCESS: I have spent the past 30 years working with entrepreneurs and corporations on their journey from "Good to Great to Legendary" in their growth evolution and, where relevant, eventual successful ownership transition and exit. With my background in strategy, finance, management, operations, legal, and sales and marketing, I focus on leveraging on where you, your family, and company are and where you want to go, and then work on putting in place what is needed to bridge the gap. My previous exposure to a multitude of industries and my finance/scientific background allows us to thrive in fast-changing and analytically rigorous environments.

√ MY EXPERTISE: With 25 plus years as CEO/COO/CFO and senior leadership to start-ups through mid-size and publicly listed companies, I excel in understanding how financial planning is integral to the growth of individuals and companies. I help clients envision what success would look like and then the implementation of a plan for it. My experience is diverse and background includes investment banking at Morgan Stanley, management consulting at McKinsey and senior executive roles in multiple industries including banking, media/technology, and retail across the US, Europe and Asia.

√ INDUSTRY EXPERTISE: Senior Leadership roles include Finance and Banking, Travel and Luxury Retail, Education, Technology (Fintech, Medtech), Management Consulting, Media and Entertainment, FMCG.

√ GLOBAL LEADERSHIP: 25 plus years based in North America, Asia, and Europe

√ MY SPECIALTIES: Business, Financial and Investment Strategy | Negotiations | Partnerships and Alliances | Branding | Personal Development and Mindset | Strong Communicator

Languages: Chinese, English

EDUCATION:
School: Stanford University Graduate School of Business
Degree: Master of Business Administration - MBA
Activities: None

School: Stanford Law School
Degree: Doctor of Jurisprudence - JD
Activities: None

School: Harvard University
Degree: BA, Economics
Activities: None

School: New York University
Degree: Certificate in Film
Activities: None

Number of Followers:
3057