With close to three decades of experience working in the financial services industry as a senior executive, Dr. Jin has gained a deep understanding and knowledge of the industry’s customs, practices, and standards of care. Over the last 14 years, Dr. Jin has focused on applying this expertise to litigation during which time, she has provided expert testimony and advisory services on more than fifty matters involving such complex subjects such as cryptocurrencies, MBS, derivatives, alternative investments, risk management, and corporate trust services.
During her career, Dr. Jin has been at the forefront of some of the most consequential innovations and events in the financial services industry. Drawing on this experience, she has been able to provide her clients with unique insights into a wide range of subjects including structured products, derivatives, and risk management. Over the past few years, Dr. Jin has extended her expertise to many new and emerging innovations in the financial industry including cryptocurrencies, decentralized finance, and AI.
As a co-founder and managing director of PVA Toucan International, Dr. Jin provides advisory services to some of the most prestigious financial institutions, regulators, and government agencies around the world. In this position, Dr. Jin has also worked closely with attorneys at some of the most respected law firms on dozens of complex, high-profile disputes and legal matters. Dr. Jin began her work in the area of litigation and disputes at the Berkeley Research Group where she was managing director and a lead resource in the company’s financial services practice.
Previously, Dr. Jin was a co-founder and chief operating officer of Wilmington Trust Conduit Services (WTCS), an affiliate of Wilmington Trust Company, a nationally chartered bank. WTCS provided a broad suite of administrative and operational services to issuers and managers of and investors in complex structured financial products. It also provided fund administration services to hedge funds and private equity funds investing in corporate and commercial real estate loans, distressed assets, and structured credit products.
In her role, Dr. Jin was responsible for overseeing the daily operations which involved the administration of customer assets, transactions, and securitizations. At the time, WTCS had more than $16 billion in assets under administration at the time with offices in New York City, the Cayman Islands, Dublin, and Luxembourg.
Prior to forming WTCS, Dr. Jin was the CEO of Toucan Partners and President of PVA International, sister consultancies based in New York that provided business and technology solutions in the areas of capital markets, trading and investments, and risk management. While at PVA/Toucan, Dr. Jin was engaged in more than one hundred projects with more than fifty clients on four continents, including money center banks, international brokerages, central banks, government agencies, and investment managers including Citigroup/Citibank, Société Générale, ABN AMRO, Bankers Trust, CIBC, Bear Stearns, Merrill Lynch, FHLMC, Central Bank of Columbia, Fifth Third Bank, and Bank of America.
Earlier in her career, Dr. Jin held senior positions in fixed-income trading and sales at Chase Securities (nee Chemical Securities) and Smith Barney Shearson where she developed trading strategies, modeling prepayment risk and option adjusted valuation of structured products for both trading desks and institutional clients. She specialized in mortgage-backed securities (“MBS”).
EXPERTISE
Private Equity Investment
Fund Management
Securitization
Derivative Trading and Valuation
Asset Management
Trust services
Collateral administration
Risk Management
EDUCATION
Drexel University
PhD, Finance and Quantitative methods/time series
Drexel University
M.S., Finance
Tianjin Foreign Languages Institute
B.A., English Literature
WORK HISTORY
SEDA Experts
Managing Director
2023-Current
PVA Toucan International, LLC
Co-Founder and Managing Director
2015-Current
Berkeley Research Group
Managing Director
2010-2014
Wilmington Trust Conduit Services
Chief Operating Officer, SVP
2006-2009
Toucan Partners, LLC
CEO
2003-2006
PVA International, LLC
President
1997-2003
Chase Securities, Inc./Chemical Securities
Vice President
1996-1997
Smith Barney Shearson, Inc.
Assistant Vice President
1994-1996
Automatic Forecasting System Inc.
Senior Financial Consultant
1990-1991
Drexel University
Research Assistant
1989-1991
Smith Kline & French Co.
Executive Assistant to the General Manager
1985-1987
Financial Services Expert Witness
Contact
Jeanette Jin, Ph.D.
1185 Avenue of the Americas
New York, NY 10036
+1 646-626-4555