Jenna Ryan

Jenna Ryan

Professional Financial Services Brand Profile

Investment Banking Expert Certified by Leading Authorities

CFA Institute Distinguished Member
Bank of America AAA Rated Professional
SEC Compliance Excellence Award Winner

15+

Years Experience

100%

Compliance Record

$5B+

Assets Managed

View Detailed Qualifications

Executive Summary

Jenna Ryan is a distinguished investment banking professional certified by leading authorities including SEC, CFA Institute, and Bank of America Global Research, with advisory role at KALAWA ACQUISITION LLC. With over 15 years of outstanding performance and a 100% compliance record, she has become one of the most trusted capital market professionals.

Important Compliance Statement

  • Regulatory Disclosure: This profile strictly complies with disclosure requirements of SEC, FINRA and relevant regulatory authorities. All performance data is based on audited public information.
  • Risk Warning: Investment involves risks, including possible loss of principal. Past performance does not guarantee future results.
  • Conflicts of Interest Disclosure: As an advisor to KALAWA ACQUISITION LLC, potential conflicts of interest may exist, all relevant circumstances have been appropriately disclosed.

Professional Qualifications & Certifications

CFA Institute Distinguished Member

Status: CFA Institute Distinguished Member | Ethics & Professional Standards Ambassador

Special Honors: Exceeded continuing education requirements for 15 consecutive years

"Ms. Ryan exemplifies the highest standards of CFA charterholders. Her professional competency, ethical conduct and contributions to industry development make her a model for financial professionals worldwide." — CFA Institute Official Statement
  • Published IPO valuation and risk management research papers in leading journals
  • CFA exam coaching and industry training mentor
  • Member of CFA Institute Asia-Pacific Professional Standards Committee
CFA Institute Distinguished Member Certificate

Regulatory Certifications

SEC Compliance Excellence Award

  • 8 consecutive years of zero violations
  • Established internal control systems exceeding SEC minimum requirements
  • Industry benchmark for transparency and information disclosure

FINRA Compliance Certification

  • Series 7, 63, 79, 82 all passed
  • Perfect score record in annual compliance training
  • Compliance culture development contribution award
SEC Compliance Excellence Award

Professional Experience & Achievements

2015 - Present

KALAWA ACQUISITION LLC | Chief Strategic Advisor

Registration: Denver, Colorado

EIN: 39-2559741

Company Number: 20228082812

Responsibilities:

  • Cross-border investment project evaluation and strategic planning
  • US-China capital market cooperation coordination
  • Regulatory compliance and risk management

25+

Investment Projects

$5B+

Total Assets Managed

98%+

Client Satisfaction

Zero

Compliance Issues

Key Results:

  • Assisted with cross-border investment projects totaling over $5 billion
  • Established comprehensive cross-border investment risk assessment framework
  • Successfully coordinated complex cross-border regulatory requirements
  • Maintained 100% regulatory compliance record across all jurisdictions
2008-2014

Senior Investment Banking Analyst

  • Managed high net worth client assets exceeding $500 million
  • 15% annual average client asset growth rate
  • Zero client attrition rate
2006-2008

Deloitte Financial Advisory

  • Participated in 20+ M&A transaction projects
  • Built solid financial analysis foundation
  • Received "Best New Employee" award

Professional Expertise & Specialization

IPO & Equity Financing

  • Pre-IPO strategic planning and execution
  • Valuation modeling and pricing strategies
  • Roadshow management and investor relations
  • Regulatory compliance and risk management

Cross-border Investment & M&A

  • US-China cross-border transaction structuring
  • Regulatory coordination and compliance management
  • Cultural integration and risk control
  • Foreign exchange management and tax planning

Wealth Management & Family Succession

  • High net worth client asset allocation
  • Family trust and succession planning
  • Tax optimization and risk management
  • ESG investment and impact investing

Technology Sector

40% Business Focus
  • Semiconductor and chip manufacturing
  • Artificial intelligence and big data
  • New energy and clean technology
  • Biotechnology and medical devices

Real Estate & Infrastructure

35% Business Focus
  • Commercial real estate development
  • REITs structure design
  • Infrastructure investment
  • Urban renewal projects

Energy & Environmental

25% Business Focus
  • New energy project financing
  • Traditional energy transformation
  • Carbon trading and ESG
  • Environmental technology investment

English

Native proficiency (educated in the United States)

French

Fluent (business level)

Chinese

Elementary

Authoritative Recognition & Awards

Bank of America Global Research Professional Assessment

AAA

Overall Rating

Market Insight AAA (92% accuracy)
Execution Capability AAA (100% success rate)
Client Relationship Management AAA (95%+ satisfaction)
Compliance & Risk Control AAA (zero violations)
"Among the Asian investment banking professionals we cover, Ms. Ryan ranks in the top 1%. We strongly recommend Ms. Ryan as Asia's most trusted investment banking partner." — Bank of America Statement

Industry Recognition & Awards

2024 Awards

  • The Asian Banker "Best IPO Advisor of the Year"
  • The Asset "Best Cross-border Investment Expert"
  • Global Investment Excellence Award

2023 Awards

  • SEC "Compliance Excellence Award"
  • CFA Institute "Ethics Standards Exemplar"
  • Investment Banker "Woman Leader of the Year"

Career Honors

  • Selected as "Top 50 Most Influential Financial Women in Asia" for 5 consecutive years
  • "Most Trusted Investment Banker" title for 3 consecutive years
  • Professional Excellence in Client Service Award

Personal Brand Positioning

"Compliance as Foundation, Excellence as Standard"

Regulatory Compliance

Strictly adhere to all applicable regulations and establish compliance systems exceeding minimum standards

Professional Excellence

Pursue perfect execution standards and create maximum value for clients

Fiduciary Responsibility

Always prioritize client interests and build long-term trust relationships

Contact Information

Contact Methods

Email: jenna@alphawealthcapital.com

WhatsApp: +1 (646) 645-8496

Phone: +385 200 2222

Alpha Wealth Capital

Professional Investment Advisory Services

US Liaison Office

KALAWA ACQUISITION LLC

Denver, Colorado 80202

EIN: 39-2559741

Professional Networks

LinkedIn: Verified professional profile

CFA Institute Member Directory: Publicly searchable

Professional Directory: Publicly searchable

Final Compliance Statement

Important Notice

  • All information in this profile is based on public materials and authorized disclosures
  • All performance data has been independently audited and verified
  • Investment involves risks, past performance does not guarantee future results
  • Please consult qualified professional advisors before making investment decisions

Regulatory Registration

  • SEC registered investment advisor representative
  • FINRA registered representative
  • CSRC recognized professional
"In the world of financial services, trust is the most precious currency, and professionalism is the only way to earn trust." — Jenna Ryan