Mr. Song entered China’s mutual fund industry in 1998, where he commenced his financial career as Bosera Funds’s Fund Manager and General Manager of Trading Department. Later, he has served Fullgoal Fund as Fund Manager and Deputy Director of Investment, and then Vice President of Investment and Fund Manager of Orient Fund. After all that, he took the position as Investment Director and Vice President in Changsheng Fund. In 2009, Mr. Song founded his own company Zinvest Financial that runs asset management business by optimizing the use of big data and technology, making it the forerunner of quantitative investment field in China.
Tao Hu was one of the earliest red-vest floor traders in Shanghai Stock Exchange. Before setting up Zinvest Financial with Mr. Song, he had served Guodu Securities and Great Wall Securities as General Manager. More than 20 years’ experience in securities brokerage industry has made him an expert in both investment consulting and business management.
Mr. Li has worked in BYD Communications and Dalian Futures Information Technology (a subsidiary of Dalian Commodity Exchange). Pan has long been directing researches and developments in securities and futures trading system. Pan has gained rich practical experiences in data processing, trade executing, clearing and settlement of Hong Kong, US and A shares stocks from his decades-long career life.
Chief Executive Officer
Mr. Fang finishes his MBA study in the United States. He has conducted a dozen of IPO projects such as Xiaomi, Meituan, Tiger Brokers and so on while being senior executive in several Hong Kong internet brokers and investment banks. Fang is also the guest host of a special financial show of HKCTV called “Central Talks”. Long before he engaged in venture investment in Silicon Valley, in which he has gained plenty of entrepreneurial experiences.
Chief Operation Officer
Mr. Zhou has rich experience in running securities company, trust company and financial internal control system. For the last 10 years he has engaged himself in Hong Kong securities and futures trading businesses. Zhou is now in charge of Zinvest Financial Hong Kong office’s operation and business expansion. Previously he was the General Manager of Guodu Securities (Hong Kong).
Chief Executive Officer
Pat has led bright talent in the clearing industry. Most recently at Electronic Transaction Clearing, Inc. (“ETC”) he oversaw firm operations, trade reconciliation and settlements, risk management, client margin and trading systems. Prior to ETC, he managed operations divisions at First Trade Union Trust.
Pat holds a bachelor’s degree from Colgate University. When he is not leading the team at Velox, you might find Pat cutting some waves in the surf of Southern California.
Chief Financial Officer
Irene has held regulatory reporting, risk management and operations management roles with various clearing firms and broker-dealers; this includes Apex Clearing, where she was involved in the firm’s merger of Penson Financial Services with Ridge Clearing.
Irene earned her bachelor’s degree from Central University of Finance and Economics in Beijing, China; and an MBA from Oklahoma City University.
Chief Operating Officer
Flo has worked with operations and finance groups on various projects to increase productivity and efficiency. Her oversight of customer service, back office support and technology teams has enabled efficiencies in accounting, banking, P&S, data management, client services, and client tax reporting.
Previously, Flo was chief operating officer for SogoTrade, Inc., and also held the dual role of chief operating officer and chief financial officer for Genesis Securities. For vacation, Flo loves to travel, particularly in Europe and Asia.
Chief Compliance Officer
Prior to Velox, Monique was chief compliance officer of Electronic Transaction Clearing, Inc. where she oversaw all regulatory compliance, anti-money laundering (AML) governance, and surveillance of the firm’s equity trading activities. Her supervisory compliance experience includes working with retail, institutional and high net worth clients, and preparing for various FINRA and SEC regulatory examinations.
Monique earned her bachelor’s degree from the University of California, Los Angeles, and her JD from Western State University School of Law. In her spare time, Monique finds her zen in gardening and yoga.
Board of Directors
David has over forty years of experience in the securities industry with such firms as Fidelity Investments and Charles Schwab.
He was the former CEO of the Chicago Stock Exchange and has served as a board director of the Cincinnati and Boston Stock Exchanges and other industry affiliations.