| Institution | Activity | HKMA role | Capacity | From | Until | Status |
|---|---|---|---|---|---|---|
| 大 新 銀 行 有 限 公 司 | Dealing in securities | Non-EO | HEAD OF WEALTH MANAGEMENT OPERATIONS | 2021-07-20 | — | Current |
| 大 新 銀 行 有 限 公 司 | Advising on securities | Non-EO | HEAD OF WEALTH MANAGEMENT OPERATIONS | 2021-07-20 | — | Current |
| 香 港 上 海 滙 豐 銀 行 有 限 公 司 | Dealing in securities | Non-EO | — | 2008-06-03 | 2016-06-22 | Former |
| 香 港 上 海 滙 豐 銀 行 有 限 公 司 | Advising on securities | Non-EO | — | 2008-06-03 | 2016-06-22 | Former |