STANLEY T. KWOK P.O. Box 6168, Ketchum, Idaho 83340-6168 _ (H) 208.720.9725 _ stankwok@gmail.com _ (M) 408. 480.7870
EXECUTIVE PROFILE Accomplished international financial executive with the demonstrated ability to generate quality transactions with excellent results. Extensive experience in financial management, business development and deal negotiations. Recognized industry leader known for ability to establish lasting client relationships and deep product sales. Expertise in strategic planning, credit management and new product development. Respected as a proactive decision maker with the ability to quickly analyze situations, research market potential, and spur business growth. Language proficiency in English, Chinese (Mandarin and Cantonese), advanced fluency in Japanese and conversational Korean.
Areas of Expertise Global Marketing Strategic Planning and Partnering Financial Compliance Startups and P/L Management Negotiations Strategies Credit and Risk Management Operations Re-engineering Performance Based Management Raising Capital
Key Accomplishments Established and grew Asian private equity portfolio to $300 million. (Winthrop Capital Management LLC) Developed negotiation strategies for branch banking license and obtained approval from the Korean Central Bank and Ministry of Finance. Managed a staff of 65 and increased Korean loan portfolio from $15 million to $400 million in 4 years with no classified problem loans. (Bank of Boston) Turned around Hong Kong bank operations and drove China business to increased total income by 35% in less than 12 months without problem loans. Grew the private banking group net income contribution to 25% by introducing offshore real estate lending, foreign currency loans and offshore mutual fund sales supported by establishing an internal CRM call center. (National Australia Bank) Led global expansion for the oldest mutual fund company by establishing the Asian headquarter in Hong Kong and breaking even in less than 12 months. (Massachusetts Financial Services) Grew the US West Coast corporate banking loan portfolio by 30% per year for 4 years increasing the Asian corporate and trade finance business in the US. The strategy drove 40% growth in the Asian trade finance portfolio. (Bank of Boston) Developed and implemented strategy for Asia/Pacific market penetration and increased Asian contribution from to 1/3 of companys total. Contributed the 100% per annum assets under management growth from $500 million to $4 billion. (E.D.& F. Man Investment Products)
PROSSIONAL SUMMARY Wells Fargo Bank, NA Sun Valley, Ketchum, Idaho The only AAA rating U. S. bank, 5th largest in the United States Senior Business Banking Relationship Manager. 4/2006 to Present Commercial business banking development for all the financial products including SBA and commercial lending, leasing, treasury management, real estates, equipment finance and municipal investments.
Winthrop Capital Management LLC Seoul, Tokyo, Taipei, Hong Kong and San Francisco Private Equity company with Japanese, Chinese and Korean investors that engages in direct and passive investments, and financial advisory in supply chain, transportation, structured finance, brand marketing and high tech. Managing Director 6/2000 to 12/2005 Established and managed a $300 million portfolio for major Asian investors. Developed and implemented strategies to diversify 75% of Asia real estate investment into international markets in seven months with more than 20% return with 40 employees. Directed investment in OEM manufacturing, supply chain marketing, hi-tech, structured finance. Managed and improved the operational efficiency of related compliance systems and procedures.
E.D. & F. Man Investment Products, Asia Pacific Hong Kong, Singapore, Korea, Taiwan, Philippines Asset Management division of the 200 years old Man Group, a world leader in alternative investment products and solutions Regional Business Development Manager 2/1998 to 6/2000 Formulated a successful strategy for Asian countries market penetration and developed procedure for review. Contributed to growth of company from $500 million to $4 billion by leading Asia new product development, joint ventures and private label proposals with financial institutions, insurance companies and Asian corporations. Grew Asian assets under management to 30% of companys total. Successfully registered and launched the first Managed Futures alternative investment fund in Hong Kong through heavy negotiation with HK SEC.
National Australian Bank, Ltd. Hong Kong, Shanghai, Beijing, Taipei Largest and highest rated bank in Australia - Left bank to take care of long term illness in the family Managing Director and Country Head - Greater China 4/1996 to 4/1997 Head of Asian credit for the five branches and three representative offices managers. Increased overall revenues by 35% in less than 12 months and reduced costs/income ratio from 70% to 55% by initiating re-engineering study to determine efficiency and establish objectives. Increased productivity and decreased turnover for staff of 100 by establishing employee mortgage and bonus systems to include operational staff. Initiated financial advisory business in China which increased Corporate Finance and Capital Market Group contribution to 40% of total income. Led startup of the M &A business in P.R. China. Successfully launched a $400 million retail e-mortgage program supported by a CRM call center in Hong Kong. Restructured the Private Banking Group of 25 staffs and developed relationship building plans with high net worth Asian clients. Turned around Asian operations and drove Asian business expansion for the largest and the best-rated Australian bank.
Massachusetts Financial Services Company Los Angeles, Boston, Hong Kong, Seoul, Singapore. Oldest mutual fund Company in the United States with focus on progressive products and competitive performance. Regional Managing Director Asia/Pacific 7/1993 to 2/1996 Established the Asian headquarter in Hong Kong and oversaw all Asian regional business by target marketing financial institutions and building strategic relationship for distribution. Broke even in less than 12 months in operation. Established agreements with 14 new Asian retail institutions. Negotiated $120 million in joint ventures, four in Taiwan and two in Korea.
First City Texas Bancorporation Los Angeles Acquired by Chemical Bank in 1993 Now JP Morgan Chase. Vice President - Western Region Manager 11/1990 to 6/1993 Led joint venture with Bank of China (American Chinese Business International, Inc.) by integrating credit procedure with equity investment, corporate and structured trade finance. Concentrated in trans-Pacific transactions. Enhanced ability to originate Asian transactions by developing risk management and review system to monitor investor- oriented financial framework.
Westpac Banking Corporation Los Angeles, San Francisco, Taipei Second largest financial institution in Australia with AA rating. Vice President & Head of Pacific Rim Corporate Finance 7/1987 to 11/1990 Established and developed the Asian multinational corporate banking, trade finance team for the Los Angeles and San Francisco branches including rebuilding staffing and restructuring the Letter of Credit processing centers. Implemented a business strategy to cross-market with Asian branches tracking trade and business flow and resulting in a 40% income growth in Asian exposures. Replaced the General Manager in Taipei branch with staff of 70 for a six month period. Member of the Asian Credit Approval Committee. Grew the US west coast loan portfolio by 30% per year without any classified loans with 55 employees.
Bank of Boston Corporation Boston, Hong Kong, Seoul, Los Angeles Merger in 1990s changed name to FleetBoston, which was acquired by Bank of America 1/1977 to 6/1987 Vice President - Head of Asia/Pacific Western Region, Los Angeles, CA 1983 to 1987. Established and implemented the Asian multinational corporate banking and trade finance strategies on the West Coast with the banks Asian branch network. Increased interest and fee incomes by 50% with no classified loan. Marketed cash management and stock transfer services. Restructured and headed up the Private Banking Group and developed relationship building plans with high net worth Asian clients. Country Head - Korea, Seoul, Republic of Korea, 1979 to 1983. Established the Korean Office and upgraded it to a full Branch with 70 employees. Developed strategies and negotiated for the 25% acquisition of the Korean Merchant Banking Corporation. Generated highest net profit contribution in Asia with a $400 million loan portfolio and no classified loan. Manager - Bank Boston (Asia) Ltd. - Hong Kong, 1978 to 1979. Provided credit analysis and marketing support to Managing Director in all aspects of merchant banking transactions including loan presentations, closing, funding and overall credit administration. Loan Officer - Boston, 1977 to 1978. Reviewed Asian credit and submitted loan proposals to Senior Credit Committee for approval.
Early Career: Completed the Loan Officer Training Program. Began as Loan Review Officer at National Bank of Detroit, MI. Now JP Morgan Chase.
Education Graduate School of Business, University of Detroit, Detroit, MI: Finance & Accounting Graduate School of Linguistics, Waseda University, Tokyo, Japan: Advance Japanese Earlham College, Richmond, IN: BA Economics |