Tina Zeng is an Investment Banking Advisor at Xnergy Financial. Tina brings clients expertise in corporate finance, mergers & acquisitions and capital raising services. She is passionate to integrate global capital resources to support business owners in their exit/expansion journeys.
Before financial services, she worked at Fortune 500 corporations in the industrial and health care sectors. These industry experiences bring important insights on industry trends, competitive landscapes, value chain analysis. She has owned and operated a distribution business therefore she can naturally connect with business owners.
Before joining Xnergy, Tina worked for a few years at a local M&A firm and closed transactions in various industries such as financial/education/business services and manufacturing/retail. Before that, she worked as Associate Director at UBS in equity portfolio management. She met with company management during roadshows regarding their exit/expansion strategy.
Tina has won remarkable recognition from her clients. Her strength is in valuation, marketing and negotiation. She has solid knowledge in local, national and global economies. She has developed a wide network of business owners, investors, partnerships, mostly in the U.S. and China. Tina resides in Orange County, CA. She is an avid fan of yoga, yacht, ukulele, karaoke and cultural festivals.
M.B.A. University of Chicago
M.Eng. Rochester Institute of Technology
B.S. Fudan University, Shanghai
English and Chinese