Summary
Carter Shi is a senior financial services executive with 10 years of progressive leadership at E Fund Management (HK), now serving as Chief Sales & Marketing Officer after roles as COO, Managing Director and Executive Director. He blends a technical mindset from a dual B.Eng./B.B.A. (First Honors) with legal and financial depth from an LLM in Banking, Corporate, Finance and Securities Law, enabling cross-functional strategies that align product, risk and commercial teams. Based in Hong Kong, Carter has steered regional growth, operations and distribution for institutional and retail channels, demonstrating an ability to scale businesses within complex regulatory markets. He is comfortable translating quantitative and structural thinking into go-to-market execution and governance frameworks. A background that spans investment banking at Jefferies and leadership in asset management gives him both deal-level rigor and long-horizon client relationship instincts. Colleagues describe him as a strategic operator who pairs analytic discipline with pragmatic sales leadership to unlock new distribution opportunities.
10 years of coding experience
8 years of employment as a software developer
Exchange Program, Exchange Program at University of Michigan
The University of Hong Kong (HKU)
Hong Kong University of Science and Technology (HKUST)