Team
HOME / ABOUT US / TEAM
Founders and Partners
Jinhong Zhang
CPA, CGMA, MBA
Jinhong Zhang, CPA, CGMA, MBA, has founded and led a CPA firm that provides tech ventures with CFO services for the last 8 years, creating a practice of 200 entrepreneur clients and 10 team members. Jinhong is grateful for his mentors and coaches for his personal and professional growth. He gained his skills from his 30 years of accounting, auditing, tax, consulting, and leadership experiences from Global Fortune 500 companies to startups. Jinhong is passionate about serving entrepreneurs and empowering entrepreneurs to be successful in all aspects of their family, business, and legacy through the Brower Quadrant planning framework and Strategic Taxpayer thinking framework. He helps tech ventures to raise fund through Small Business Innovation Research grant, Reg CF, A, and D funding. His passion and talent are educating entrepreneurs in raising funds and in using the Brower Quadrant to plan their life and create their future and becoming a Strategic Taxpayer.
Michael Bennett
Michael Bennett is a results-oriented financial leader with extensive experience in both domestic and international business. His expertise encompasses accounting and finance, executive management, fundraising and capital markets, IPO preparation and execution, and corporate governance.
Throughout his career, he has held roles such as Certified Public Accountant (CPA), CFO, CEO, Audit Committee Chair for multiple Boards of Directors, and lecturer at prestigious institutions.
As a Fractional CFO, he specializes in guiding companies through critical growth stages, including pre-IPO preparation, IPO execution, post-IPO optimization, fundraising, infrastructure development, and corporate governance enhancement.
He provides invaluable expertise to companies seeking strategic financial leadership and have a proven track record of driving growth.
Maggie Wang
Consultant, BD Expert, operational executive
Maggie Wang, seasoned consultant and business developer and operational executive. Maggie Wang had extensive experience as a MNC China Financial Director and has founded and led Best Sharing Shanghai Consulting Co., Ltd & Brilliant Shanghai Business Management Co., Ltd for past 5 years. Maggie focuses on developing a comprehensive enterprise management consulting service. This service revolves around the concept of "platform + service chain" providing clients with a complete suite of backend solutions. These solutions encompass critical areas such as HR management, financial & Administrative services as well as management system customization. By leveraging these services, clients can streamline their operations, enhance focus on their core business functions, and effectively reduce overall management expenses.
Alexia Quan
Financial Advisor, Data Scientist
Alexia Quan is a finance professional with a strong background in innovative financing solutions, assets management, and global cross-border transactions. With over 20 years of experience in the financial industry, Alexia owns a unique expertise in navigating complex financial landscapes, managing risk and identifying opportunities for growth. Alexia's experience with asset and portfolio management specializing in delivering strong, risk-adjusted returns across both traditional and digital asset classes. She has led the development and execution of high-performing investment strategies, navigating volatile markets while aligning with evolving client goals and regulatory frameworks. Alexia's strength in data science and machine learning leverage her to build predictive tools and drive performance across enterprise platforms. Her hands-on involvement in instruments design, issuance, and compliance reinforces her ability to integrate cutting-edge fintech with institutional-grade investment discipline
Ryan Wang
Paul Shively
Tech Leader, Investment Banker
Ryan Wang is a Silicon Valley venture capitalist and tech leader, Founding Partner of Outpost Capital and Managing Partner at Solaris Venture Partners. He specializes in AI, blockchain, space tech, and renewable energy. With 10+ years in frontier technology, he has advised companies like Google and SpaceX and worked with the UN and global governments to build innovation ecosystems. Ryan co-founded Zebra Labs, combining AI and music, with backing from SOSV and MIT Media Lab. He began his career in finance at Citigroup and Société Générale and frequently speaks at global tech events. He also lectures at institutions such as NYU and Nanyang Technological University.
With a decade of experience, Paul Shively has successfully led numerous organizations through the transformative process of Initial Public Offerings (IPO). With expertise that spans strategic planning, financial advisory, regulatory compliance, and investor relations, ensuring companies achieve seamless transitions to public trading. As the driving force behind multiple start up’s, He has demonstrated visionary leadership and financial acumen positioning new PUBCO’s for sustained growth and market success Paul’s dedication to excellence is evident in his approach to IPO consulting. Providing personalized strategies tailored to each client, focusing on long-term growth and sustainability. With a deep understanding of market trends, valuation methods, and securities regulations, he remains a beacon of reliability for companies seeking to make their mark on the public market.
IPO, Investor Relationship Lead
Rick Hu
CMA, Corporate Finance Professional
Rick Hu is a seasoned expert with 20+ years of experience in corporate and operational finance, workflow automation, process improvement, and business intelligence analytics.
He has a track record of delivering business solutions for top-tier clients across various industries, including Fortune 500 companies and global financial institutions. With expertise in financial management and business operations, he has helped a Clinical Trials Supplies & Logistics business grow its annual revenue from $2M to $50M in 7 years through organic growth and M&A. In addition, he founded and operated an off-shore hedge fund and a business consulting practice.
Rick holds a bachelor's degree in finance and a master's degree in business administration (MBA) with a concentration in entrepreneurship. He is a certified management accountant (CMA), holds an MA realtor license, and is a New England Business Broker Association (NBBA) member. He remains committed to helping businesses increase enterprise value through the power of technology, data, and innovation.
Melanie Ju
CPA
Melanie Ju holds an MBA from Washington University in St. Louis and is a Certified Public Accountant (CPA) both in China and the United States. Melanie has thirty years of professional experience, including in the fields of finance, technology, and real estate. She served as the CFO for Cushman & Wakefield in China, where she was responsible for the preparation for listing on the US main board, corporate restructuring, mergers and acquisitions, and ERP system implementation. She possesses a profound understanding and extensive practical experience with US accounting standards and corporate internal control systems (SOX Sarbanes-Oxley Act).
Melanie collaborated with Deloitte and Cushman & Wakefield's US teams to establish post-merger financial systems and design and implement a global ERP system for the merger of DTZ and Cushman & Wakefield Greater China. Melanie also served as a financial advisor for Apon Medical, providing financial guidance for its listing on the ChiNext Market, including financial standardization and process streamlining, internal control design and implementation, and ERP process design, ensuring a smooth listing. Melanie provides consulting and CFO services to pre-IPO companies in various industries and regions, including both China and the United States，focusing on improving financial reporting, financial planning and analysis, financial team building, internal controls, and internal audits to enhance shareholder value and ensure a smooth listing or acquisition.
Mentors and Advisors
Lee Brower
Mentors
Lee Brower, mentors and author of “the Brower Quadrant” doing estate planning from financial, intellectual, social, and legacy perspective.
Lee Brower is the Founder of Empowered Wealth, LLC and the creator of The Business Family Coach, a revolutionary program for entrepreneurs and business leaders. Using a proprietary coaching model, The Business Family Coach applies the Empowered Wealth System in both businesses and families. The result is not only success and prosperity but also sustainable prosperity throughout generations.
Kim Larson
EA, CTFS
Kim Larson is an Enrolled Agent and Certified Tax and Financial Strategist. Kim is the author of The Strategic Taxpayer. Kim works with entrepreneurs and empowers to be Strategic Taxpayer to maximize earnings and profits while paying the least amount of tax possible under the law. Kim is also the founder and CEO of The National Academy of Tax & Financial Strategists where he trains and mentors other tax professionals in tax and business strategy.