Education:
Master of Accounting Science, University of Illinois at Urbana-Champaign
Bachelor of Business Administration, The Chinese University of Hong Kong
Professional qualifications:
Certified Public Accountant, Hong Kong (HKICPA, Practising)
Certified Public Accountant, the United States (AICPA)
Certified Public Accountant, China (CICPA, non-practising)
Chartered Professional Accountant (CPA, Canada)
Chartered Financial Analyst (CFA)
Leveraging her strong international background, Loretta has extensive experience in providing accounting, audit and transaction advisory services to private and publicly listed entities in Hong Kong and the United States. Her key clients are primarily engaged in the technology, media and telecom (TMT) sector.
Loretta has assisted a number of companies in completing their initial public offerings in both Hong Kong and the United States, and led numerous substantial transactions including acquisitions, disposals and privatisation for her clients. Loretta is a frequent speaker at various organisations on accounting, auditing, IPOs as well as mergers and acquisitions related topics. She has also been making use of her knowledge in driving excellency of the accounting profession in Hong Kong and the Greater Bay Area, and in serving the society by taking on a number of government appointments. She is currently the Chairman of the Audit & Assurance Standards Committee of the Hong Kong Institute of Certified Public Accountants (HKICPA), which helps drive local ESG assurance reporting guidance, the Treasurer & Council Member of Hong Kong Polytechnic University, Board Member of Ocean Park as well as a member of the General Committee of the Federation of Hong Kong Industries.