Trustee / Receivership 

• Post-confirmation Chapter 11 Trustee prosecuting avoidance actions on behalf of creditors.  
• Financial advisor to Chapter 7 Trustee of the largest commercial moving company in the DC region. Valued the excess collateral held by an insurance provider. Performed statistical and economic analyses relating to thousands of insurance claims. Created a novel analysis. Successfully helped the trustee recover the excess collateral held.
• Financial advisor to FTC Federal Receiver of an e-commerce franchisor. Company allegedly conducted deceptive practices that targeted consumers hoping to succeed through home-based businesses. Prepared receiver reports and provided financial advisory services. Assisted in asset sale. Total assets sold: $15M.
• Chapter 11 (Subchapter V) bankruptcy trustee in Region 2 covering the Eastern and Southern Districts of New York and Region 4 covering Maryland, the District of Columbia and the Eastern District of Virginia (Alexandria).  

Debtor / Company-Side 

• Financial advisor to a debtor-in-possession (chapter 11) “qualified intermediary” for 1031 tax exchanges. Debtor was operated as a “Ponzi scheme.” Identified and successfully traced $150M in illegitimate fund transfers. Analyzed thousands of documents. Assisted in corporate governance issues involving multiple subsidiaries and partnerships, performed client account analyses, and conducted claims reconciliation. Revenues: $100-150M. 
• Financial advisor to a debtor-in-possession (Chapter 11) tier-1 automotive supplier. Provided litigation support and analyses of over 100 utility accounts which reduced $1.5M litigation claim to $100,000. Created supporting analyses for First Day Motions, including evaluation of client’s cash management system. Assisted management in analyses and vendor negotiations. Revenues: $250M.
• Financial advisor to an operator of over 60 gasoline/convenience locations and logistics company. Assisted in the sale process involving a significant number of locations and negotiations with secured and unsecured creditors as well as landlords. Revenues: $1B.
• Financial advisor to debtor-in-possession (Subchapter V Chapter 11) privately-held parking operators with almost 100 locations.
• Financial advisor to a regional law firm in an out-of-court workout. Assisted with negotiations with its secured lender. Created a financial model that assessed the profitability of the firm.
• Financial consultant to e-commerce food products retailer and wholesale distributor. Advised on partnership buyout and restructured secured debt financing. Created a financial model to forecast the Company’s financial performance for the next five years to assist the Company in analyzing financing and working capital needs as it aggressively expands operations in the U.S.
• Financial consultant to 20-year-old software company specialized in data analytics based in New York. Managed the general ledger including, cash management, AP/AR, billing, payroll, budgeting. Advised on partnership buyout and renegotiated bank credit facility.
• Consultant to a distressed healthcare service provider. Prepared valuation analyses used in the company’s negotiations with its significant creditors.

Creditors Committee / Secured Lender 

• Financial advisor to the unsecured creditors committee of debtor-in-possession (Chapter 11) privately-held hand power tools distributor. Committee consists of trade creditors based in several countries. Valued litigation claims as part of liquidation analysis of proposed creditor plan. The committee and the arbitration creditors confirmed a creditor plan. Jolene testified on the feasibility of the plan.
• Financial advisor to secured lender of debtor-in-possession (Chapter 11) publicly-held aluminum extruder. Assisted lender group in due diligence prior to placement of DIP credit facility. Assessed company’s business viability, financial position, operations. Created and tested financial covenants. Worked with the Company’s financial advisors and upper management to analyze the Company’s budget, accounting reports, financial statements, business plan, operations. Integral part of creation of financial forecasts. Revenues: $1-5B. DIP credit facility: $1B.
• Financial advisor to secured lender of debtor-in-possession (Chapter 11) publicly-held international paperboard manufacturer. Advised lender group in connection with the Company’s DIP financing, integral part of creation of 13-week cash flow forecast. Performed financial modeling and sensitivity analysis used to prepare due diligence reports to lenders. Revenues: $7-8B. DIP credit facility: $750M.
• Financial advisor to secured lender of middle-market ethanol producer. Advised lender group in connection with the Company’s pre-packaged bankruptcy. Performed financial analysis and prepared monitoring reports. Debt facility: $500M-1B.
• Financial advisor to secured lender of an aluminum products manufacturer in an out-of-court workout. Completed risk assessment of the Company’s operations. Advised lender group in negotiations related to forbearance agreement and acceleration notice. Revenues: $250M. Credit facility: $200M.
• Financial advisor to secured lender of a printed circuit board manufacturer in an out-of-court workout. Company has several operations in the U.S. and Mexico. Analyzed Company’s financial forecast, operations and long-term viability. Revenues: $200M. Credit facility: $100M.

Crypto / Cross-Border / Forensics / Litigation / Valuation 

• (Ongoing confidential) Crypto forensic investigation and token valuation related to potential fraudulent transfers.
• Forensics consultant to several hundred investors of a failed investment scheme with operations in the U.K., Southeast Asia and Australia.
• Valuation consultant to a regional bank defending against an adversary proceeding brought by Chapter 7 Trustee of a public-traded national insurance franchisor and finance company. Analyzed thousands of discovery files. Performed forensics analyses and reports as to the: (i) Solvency of the Company’s two separate entities as of four valuation dates; (ii) Reasonably Equivalent Value; (iii) Value; and (iv) Damages.
• (Confidential matter) Valuation consultant to a party defending against a fraudulent conveyance lawsuit brought by a Chapter 7 Trustee. Assessed the solvency of numerous real estate holdings in several countries as of two valuation dates. Asset value: €500M. Alleged voidable amount: €100M.
• Valuation consultant to a major investment bank defending against a fraudulent conveyance lawsuit brought by Litigation Trustee of an international chemicals company that filed for bankruptcy in less than two years after a merger, a leveraged buyout. Revenues: $15B. Transaction size: $20B. Alleged voidable amount: $6B.

Transactions / Mergers & Acquisitions

• Financial advisor to Delaware Department of Justice on the merger between Highmark and Blue Cross Blue Shield of Delaware. Valued the “nonprofit healthcare conversion” of Blue Cross Blue Shield of Delaware’s non-profit to for-profit status under a 2004 Delaware state law. Valuation size: $175M.
• Financial advisor (sell-side) to a sleep diagnostic and DME company owned by a large healthcare network. Advised on the successful confidential sale of the sleep business.
• Financial advisor (buy-side) to a private equity firm. Valued target company, a worker’s compensation insurance provider. Advised on the bid offer. Valuation size: $60M.

Lectures

• Panel speaker, Cryptocurrency in Bankruptcy, The Capital Region Bankruptcy Bar Association and The Central New York Bankruptcy Bar Association, 26th Annual Conference, Cooperstown, NY, November 2022

• Panel speaker, Chapter 11 (Subchapter V) Post-Confirmation Plan Trustee and Administrator Roles, National Association of Bankruptcy Trustees (NABT), Trustee Connect Webinar, October 2022

• Panel speaker, Navigating Insolvency Issues in Cryptocurrency, American Bankruptcy Institute (ABI), 2022 Mid-Atlantic Bankruptcy Workshop, Cambridge, MD, August 2022

• Panel speaker, Cryptocurrency in Bankruptcies, National Association of Bankruptcy Trustees (NABT), Annual Conference, Vancouver, Canada, June 2022

• Panel speaker, Feasibility and Valuation in Subchapter V: Does It Matter?, American Bankruptcy Institute (ABI), Webinar, May 2022

• Panel speaker, The Basics of Blockchain and its Effects on Your Next Restructure, American Bankruptcy Institute (ABI), Annual Spring Meeting, Washington, DC, April 2022

• Panel speaker, The State of Subchapter V in Region 4, NABT/IWIRC Greater Maryland, Webinar, February 2022

• Panel speaker, The Debtor Has Crypto – Bankruptcy Trustees, Now What?, National Association of Bankruptcy Trustees (NABT), Trustee Connect Webinar, November 2021

• Moderator, Artificial Intelligence and Technology in Litigation and Bankruptcy, American Bankruptcy Institute (ABI), ABI Mid-Level Professional Development Program, November 2021

• Panel speaker, Subchapter V 101: A Guide to the Bankruptcy’s Code Newest (Sub)Chapter, American Bankruptcy Institute (ABI), 2021 Consumer Practice Extravaganza, November 2021

• Panel speaker, What is (and isn’t) Projected Disposable Income in a Subchapter V, 2021 Bankruptcy Institute, Minnesota (Webinar), October 2021

• Panel speaker, What is (and isn’t) Projected Disposable Income, National Association of Bankruptcy Trustees (NABT), Annual Conference, Chicago, IL, August 2021

• Panel speaker, Owning and Understanding Small Businesses, IWIRC New York, Webinar, June 2021

• Moderator, Subchapter V Case Law Update, National Association of Bankruptcy Trustees (NABT), Trustee Connect Webinar, February 2021

• Moderator, Corporate Governance Roundtable: When a Company Becomes a Debtor-in-Possession, International Women’s Insolvency & Restructuring Confederation (IWIRC), 8th Annual IWIRC at the Shore, Atlantic City, NJ, March 2020

• Panel speaker, What’s Your Role?: Adult in the Room, American Bankruptcy Institute (ABI), 15th Annual Mid-Atlantic Bankruptcy Workshop, Hershey, PA, August 2019

Member, National Association of Bankruptcy Trustees (NABT)

• Member, Board of Directors, 2022 – PRESENT
• Member, Trustee Connect Committee, 2021 – PRESENT
• Member, Annual Conference Planning Committee, 2021 – PRESENT
• Chair, SubV Webinars Committee, 2021 – PRESENT
• Member, SubV Executive Committee, 2021 – PRESENT
• Member, Nominating Committee, 2021

Member, American Bankruptcy Institute (ABI)

• Special Projects Leader, Financial Advisors and Investment Banking Committee, 2021 – PRESENT
• Member, Advisory Board, Mid-Atlantic Bankruptcy Workshop, 2019 – PRESENT
• Member, Planning Committee, Mid-Level Professional Development Program, NY, 2021

Member, International Women’s Insolvency & Restructuring Confederation (IWIRC)

• Treasurer, Greater Maryland Network, 2019 – PRESENT
• Member, Planning Committee, Annual IWIRC at the Shore Conference, NJ, 2019 – 2022

Member, Turnaround Management Association (TMA), New York City Chapter

Member, Association of Insolvency & Restructuring Advisors (AIRA)

Member, INSOL International

Awards

• The American Bankruptcy Institute’s 2020 “40 Under 40” class, which identifies 40 top insolvency professionals under age 40
• Finance Monthly Global Awards 2018 Valuation Adviser of the Year

Professional Certifications

• Certified Insolvency & Restructuring Advisor (CIRA) 
• Certification in Distressed Business Valuation (CDBV)

Education 

• Wharton Economics of Blockchain and Digital Assets Executive Education (certificate pending)
• Master of Business Administration (MBA), Miami University, Oxford, OH                           
• BS, Business Administration, and BA, Mathematics, Berea College, Berea, KY (minors in Finance, Computer Science, and Religion)

Computer Programming 

• C
• C++
• Python
• Visual Basic
• HTML
• JavaScript

Languages

• fluent Malay/Bahasa Indonesia
• fluent Hokkien/Fujian (Chinese)
• conversational Mandarin (Chinese) 
• conversational Cantonese (Chinese)
• basic Japanese