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Yuanxi Xia

Senior Associate

[email protected]

Main: (646) 461-6031

Mobile: (312) 852-2037

Fax: (212) 845-9772

Areas of Expertise

  • Regulatory Consulting
  • Purchase Price Allocation
  • Valuation
  • Capital Markets

Industries

  • Healthcare
  • Financial Institution
  • Retail

Experience

  • 4 Years of Relevant Experience

Education

  • MS Finance, Illinois Institute of Technology
  • Diploma of Finance and Economics, University of Southampton (UK, Visiting program)
  • BA Banking and International Finance, Shanghai University of Finance and Economics (China)

Yuanxi Xia joined GlassRatner in 2017 with a solid background in financial valuation and modeling. Prior to joining GlassRatner, Yuanxi was a Senior Consultant at Deloitte Advisory Business Valuation practice, where she had more than three years financial modeling experience in valuation of a wide range of financial instruments for various purpose, such as private equity portfolio valuation, business enterprise valuation, equity allocation, debt valuation and stock compensation valuation. She also had experience in risk advisory for financial institutions. Prior to Deloitte, Yuanxi gained valuable financial industry knowledge, project management and business process experience by working as a security analyst at Northern Trust Hedge Fund Services department and interning at Chicago Capital Management, an event driven hedge fund.

Yuanxi’s dedication to financial advisory services can be shown by her commitment to obtaining a CFA designation, where she’s a CFA Level 3 candidate.  She received her Master of Finance Degree from Illinois Institute of Technology. Yuanxi is fluent in English and Mandarin Chinese.

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