A seasoned financial leader with over 20 years of cross-border experience in the U.S. and Asia. She has held senior roles at global institutions like BNY Mellon, Barclays Capital, Standard Chartered, and Deutsche Bank, where she led business growth, regulatory strategy, and client engagement. As COO of Deutsche Bank China and later MD for UHNW clients across Asia, she drove expansion and operational excellence. Most recently, she was EVP at KGI Securities, shaping strategic initiatives.

Josie holds a BA in Economics from UC Berkeley and an MBA from INSEAD. Known for her strategic insight and collaborative leadership, she excels in building high-performing teams and delivering tailored financial solutions.