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Fred Liu
Equity Research Intern at 第一金人壽保險股份有限公司
Fred Liu is a Taipei-based professional with 2+ years of experience in equity research, product management, and financial analysis, holding a Bachelor's degree in Business Administration from National Taiwan University.
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Location
Taipei, Taipei City, Taiwan, TW
Bio
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Fred Liu is a seasoned finance professional with a strong background in equity research and financial analysis. Currently, he serves as an Equity Research Intern at 第一金人壽保險股份有限公司, where he has been actively contributing to the company's research efforts since April 2024. Previously, Liu held various roles at TMBA - Taiwan, HG Capital, Yuanta Securities, and NTU Securities Research Society, showcasing his versatility and expertise in the field.
Liu's academic credentials include a Bachelor's degree in Business of Administration from National Taiwan University, which he completed in 2024. He has also obtained several certifications, including Securities Investment Trust and Consulting Professionals, Senior Securities Specialist, Futures Specialists, Golden Certification, Securities Specialist, Trust Operations Personnel, and Basic Test on Financial Markets and Professional Ethics.
With his impressive experience, education, and certifications, Fred Liu is well-equipped to provide valuable insights and analysis in the finance industry.
Credentials
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Securities Investment Trust and Consulting Professionals
Securities and Futures InstituteSep, 2023- Jun, 2026 -
Senior Securities Specialist
Securities and Futures InstituteSep, 2023- Jun, 2026 -
Futures Specialists
Securities and Futures InstituteJan, 2023- Jun, 2026 -
Golden Certification
The TOEIC ProgramNov, 2022- Jun, 2026 -
Securities Specialist
Securities and Futures InstituteNov, 2022- Jun, 2026 -
Trust Operations Personnel
Taiwan Academy of Banking and Finance,TABF 台灣金融研訓院Nov, 2022- Jun, 2026 -
基礎數位行銷資格認證
谷歌Sep, 2022- Jun, 2026 -
Basic Test on Financial Markets and Professional Ethics
財團法人保險事業發展中心May, 2022- Jun, 2026
Experience
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第一金人壽保險股份有限公司
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台灣 臺北市
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Equity Research Intern
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Apr 2024 - Present
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台灣 臺北市
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TMBA - Taiwan
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Taipei City, Taiwan
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Junior Mentor of ECM Department
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Sep 2023 - Present
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Taipei City, Taiwan
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HG Capital
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Taipei City, Taiwan
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Equity Research Intern
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Jul 2023 - Feb 2024
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Taipei City, Taiwan
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Yuanta Securities
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台灣 臺北市
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Equity Research Intern
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Mar 2023 - Jul 2023
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台灣 臺北市
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Member of ECM Department
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Feb 2023 - Jul 2023
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Member of NSRC Acdemic Department
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Oct 2022 - Feb 2023
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CFA Institute Research Challenge
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Aug 2022 - Oct 2022
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Bincentive
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台灣 臺北市 台北
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Product management
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Mar 2022 - Aug 2022
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台灣 臺北市 台北
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臺大金融科技暨監理科技研究社
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台灣 臺北市
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Head of Public Relations
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Aug 2021 - Jan 2022
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台灣 臺北市
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Education
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2020 - 2024國立臺灣大學
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Insurance”
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