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Work experience

May 2013Jun 2014

Assistant Manager

Yuanta Securities, Investment Banking Dept.

l Executed IPO process of Silergy Corporation valued NTD 182 Billion

l Preparation of pitching materials and corporate finance proposals and mandates

l Analyzed industry situation and macro economic situation for due diligence

Coordinated across procurement dept., finance dept., sales dept., IT dept. for due diligence

Jul 2011May 2013

Custodian Assistant Manager

Yuanta Bank, Trust Dept.

l Perform integrated asset allocation advisory services and financing solutions for listed corporate clients, manage asset portfolios of NT $10 billion on monthly average.

Coordinated across Investment Banking dept., sales manager, and exchange officers on ad-hoc projects including TDR listing, private equity and stock repurchase, providing professional advises on execution strategies and regulation compliance

Jun 2009Jun 2010

Financial Editor

CnYes Website

l  Interpreted data and analysis and on market, economic and political events under coverage, utilized projects research on significant topics including European debt crisis and ECFA impacts, etc..

Devised daily FX analysis, achieved the highest click count of 15,000 on daily average.

Mar 2008Mar 2009

Associate Financial Advisor

Citi Bank

l  Responsible for all aspects of an account including cold calls, relationship management, product demonstrations, sales closing at current clients as well as prospective clients. Achieved 100% of sales target, and awarded "Performance Progress Award" with monthly sales of NT$ 27 million and "Best Sales Rookie."

Co-worked with marketing dept. and researchers on weekly market report, executing promotion activities for fund sales, and assisting in investment seminars.


Sep 2003Jan 2007


Fudan University

Specialized in Strategic management, awarded “Outstanding Taiwan Student”

Desertion : “Application to Multinational Enterprises’ Human Resource Management Model”

Sep 2000Jun 2003


National Chengchi University

Relevant Coursework: Financial Management, Macroeconomics, M&A



Bloomberg, SQL, Microsoft Office Suite

Fluent in English

TOEIC 765, experienced in translating global financial news.


Overseas Structured Products, Wealth Management, Practice of IFRS, TMBA Investment Program, Financial Engineering online program of Columbia University.