Experience

Green Forest Cabinetry

• United States
• Building Materials
• 1 - 100 Employee

• Data Analyst

  • Feb 2023 - Present

  Chesapeake, Virginia, United States Generated real-time reports and visualization from inventory and workforce database and abstracted the insight by Power BI to optimize the daily operation through SQL server data gateway ● Created metrics to flag unbalanced shipment and manufacturing capacity and to provide rearrangement advice to the customer service and HR team



Taiwan Venture Capital Association

• Venture Capital and Private Equity Principals

• Account Officer

  • Aug 2020 - Jun 2021

  Arranged and directed 10+ investment committee meetings of Angel Investment Project in the National Development Fund (NDF). Performed financial analysis of start-ups and conducted evaluation and revenue estimation reports. • Performed due diligence on 20+ early-stage startups; three of five recommended startups were funded by NDF. • Leveraged interpersonal skills and liaise with accountants, compliance officers, and client executives to enable two companies to meet the IPO financial… Show more Arranged and directed 10+ investment committee meetings of Angel Investment Project in the National Development Fund (NDF). Performed financial analysis of start-ups and conducted evaluation and revenue estimation reports. • Performed due diligence on 20+ early-stage startups; three of five recommended startups were funded by NDF. • Leveraged interpersonal skills and liaise with accountants, compliance officers, and client executives to enable two companies to meet the IPO financial requirements. Show less



Protrend Management Consulting Co., Ltd. (普羅管理顧問股份有限公司)

• Taiwan
• Business Consulting and Services
• 1 - 100 Employee

• Data Analytics Consultant

  • Jun 2016 - Jun 2020

  Taipei Gathered project requirements; executed in-depth interviews with the target audience; designed original questionnaire; optimized marketing strategies while utilizing both qualitative and quantitative data. • Created the 2019 Taiwan Family Business Succession Report and the 2020 Taiwan Family Business Guide; resulting in PwC Taiwan succession-planning-related consulting services revenue increasing by 20%. • Led a high-performing team of five to analyze 1,600 survey responses from High… Show more Gathered project requirements; executed in-depth interviews with the target audience; designed original questionnaire; optimized marketing strategies while utilizing both qualitative and quantitative data. • Created the 2019 Taiwan Family Business Succession Report and the 2020 Taiwan Family Business Guide; resulting in PwC Taiwan succession-planning-related consulting services revenue increasing by 20%. • Led a high-performing team of five to analyze 1,600 survey responses from High Net-Worth Individuals (HNWIs) and family business owners; designed a logistic regression model to predict succession planning success of family businesses; visualized results using Tableau and formulated marketing strategies in wealth-succession-related services.

• Project Manager

  • Apr 2015 - Oct 2018

  Taipei, Taipei City, Taiwan Planned and oversaw projects from initial ideation through to completion. • Designed wealth management training modules for 3-5 full-day training sessions; utilized by four partner banks and 250+ wealth management specialists; generated a $300K annual profit. • Delivered lectures to groups of ~40 private bankers and top sales representatives on family wealth and business succession; scored 9 out of 10 in the overall feedback from participants.

• Macro Economy Research Analyst

  • Jun 2014 - Jul 2015

  Taipei, Taipei City, Taiwan Concentrated on EUR/USD and crude oil investment research by collecting qualitative and quantitative data from Bloomberg and open sources in 6 areas (Politics, Socio-Culture, Technology, Economics, Environment, and Demographics) to analyze the global trend. • Achieved a 20% annual return rate based on the research result and investing strategy.