Anna Kang
Financial Analyst at Foxconn Industrial Internet USA- Claim this Profile
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Chinese Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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Financial Planning Personnel
Taiwan Academy of Banking and FinanceJun, 2020- Nov, 2024 -
Basic Proficiency Test for Bank Lending Personnel
Taiwan Academy of Banking and FinanceApr, 2020- Nov, 2024 -
Investment-orientated Insurance Product Specialist
Taiwan Insurance InstituteOct, 2017- Nov, 2024 -
Non-investment-oriented of Foreign Currency Payment Life Insurance Specialist
The Life Insurance Association of the Republic of ChinaJul, 2017- Nov, 2024 -
Securities Investment Trust and Consulting Professionals
Securities and Futures InstituteNov, 2016- Nov, 2024 -
Trust Operations Personnel
The Trust Association of the Republic of ChinaNov, 2016- Nov, 2024 -
Senior Securities Specialist
Securities and Futures InstituteSep, 2016- Nov, 2024 -
Structured-Product Sales Personnel
Taiwan Academy of Banking and FinanceAug, 2016- Nov, 2024 -
Property Insurance Specialist
The Non-Life Insurance Association of the Republic of ChinaMay, 2016- Nov, 2024 -
Life Insurance Specialist
The Life Insurance Association of the Republic of ChinaMar, 2016- Nov, 2024
Experience
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Foxconn Industrial Internet USA
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United States
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Industrial Automation
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100 - 200 Employee
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Financial Analyst
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Oct 2021 - Present
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CTBC Bank
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Taiwan
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Banking
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700 & Above Employee
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Financial Advisor
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Jul 2017 - Jun 2019
• Provided comprehensive financial schemes and planning services • Afforded diversified financial product consulting, such as mutual funds, bonds, exchange, ETF, and insurance • Analyzed recent international market trends and recommended the current investment portfolios • Rendered financial services and maintained proper relationships with 350-400 clients, possessing twenty to three-hundred thousand dollar savings accounts • Expanded potential clients and strengthened relationships with existing clients Show less
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Fubon Financial Holding Co., Ltd. 富邦金控
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Taiwan
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Banking
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700 & Above Employee
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Bank Teller
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Jan 2017 - Jun 2017
• Provided financial services, such as cash deposit and withdraw, foreign exchange deposits, and payment counter services • Afforded financial product consulting, notably exchange, credit cards, and insurance • Collaborated with financial advisors to provide financial advice and planning services • Provided financial services, such as cash deposit and withdraw, foreign exchange deposits, and payment counter services • Afforded financial product consulting, notably exchange, credit cards, and insurance • Collaborated with financial advisors to provide financial advice and planning services
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Fubon Financial Holding Co., Ltd. 富邦金控
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Taiwan
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Banking
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700 & Above Employee
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Insurance Sales Specialist
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May 2016 - Nov 2016
• Analyzed customer insurance lists and Assisted clients in handling insurance claims • Expanded new clients and developed potential clients via telemarketing • Analyzed customer insurance lists and Assisted clients in handling insurance claims • Expanded new clients and developed potential clients via telemarketing
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Starbucks
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United States
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Retail
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700 & Above Employee
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Barista
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Jul 2015 - Apr 2016
• Professional coffee conditioning, cashier service • Commodity sales to meet the company sales goals • Professional coffee conditioning, cashier service • Commodity sales to meet the company sales goals
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Education
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University of Illinois Chicago
Master of Science - MS, Finance -
Tamkang University
Bachelor of Business Administration - BBA, Banking and Finance