Summary
Overview
Work History
Education
Skills
LANGUAGES
Hobbies and Interests
Timeline
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Jack Li

Singapore

Summary

Experienced professional with a strong background in financial services and proven leadership in fin-tech. Ventures include compliance solutions for KYC and AML, as well as innovative applications of emerging technologies. Excels in building trusted client relationships, delivering tailored financial strategies, and supporting investment opportunities in Southeast Asia.

Overview

11
11
years of professional experience

Work History

CEO

OnTrade
11.2018 - 01.2020

Structured products platform specializing in digital asset derivatives


  • Built an international team consisting of over 68 professionals
  • Opened three offices in Shanghai, Hong Kong, and Singapore
  • Engaged Investors


Co-Founder

BTSE
02.2018 - 11.2018

Spot exchange for digital assets


  • Lead strategics on marketing and investor relations
  • Engaged media and trade show
  • Achievements/Tasks

Deal Originations

Navis Capital Partners
06.2016 - 05.2017

Mid-market EM focused private equity firm


  • Participated in IC discussions
  • Engaged investors and promoters


Co-Founder

Applied Compliance Technology
05.2015 - 06.2016

Banking compliance automation startup


  • Built KYC/AML automation solutions for client onboarding
  • Lead investor engagement


Vice President

J.P. Morgan
05.2011 - 06.2016

UHNW private banker


  • Managed key client relationships
  • Grew SEA Financial Sponsors book to over USD 1bn
  • Assisted family office clients in the creation of tailored investment solutions ranging from asset allocation to bespoke alternative investments


Associate

Morgan Stanley
09.2008 - 01.2011
  • Series 7, 31, 66 Licensed Securities broker


Education

Bachelor of Arts - Bio-Chemistry And Molecular Biology

Hamilton College
New York
05.2008

Skills

  • Stakeholder communication
  • Diverse investment strategies
  • UHNW Wealth Management
  • Strategic business development
  • Compliance
  • Proficient in blockchain systems

LANGUAGES

Mandarin - Native or Bilingual Proficiency
Cantonese - Full Professional Proficiency
English - Full Professional Proficiency

Hobbies and Interests

Poker, Blockchain, Life Sciences

Timeline

CEO

OnTrade
11.2018 - 01.2020

Co-Founder

BTSE
02.2018 - 11.2018

Deal Originations

Navis Capital Partners
06.2016 - 05.2017

Co-Founder

Applied Compliance Technology
05.2015 - 06.2016

Vice President

J.P. Morgan
05.2011 - 06.2016

Associate

Morgan Stanley
09.2008 - 01.2011

Bachelor of Arts - Bio-Chemistry And Molecular Biology

Hamilton College
Jack Li