Experience

First Securities Investment Trust Co., Ltd.

• Taiwan
• Investment Management
• 1 - 100 Employee

• Assistant Vice President

  • Jun 2021 - Present

  Launched the first-ever global equity ETF for FSITC, which generated over $266 million TWD in AUM within the first year of launch. Conducted market research, developed investment strategies, and managed portfolio rebalancing using Python-based data analysis tools. Coordinated with sales and marketing teams to develop effective marketing strategies, resulting in a 25% increase in client engagement and retention. Launched the first-ever global equity ETF for FSITC, which generated over $266 million TWD in AUM within the first year of launch. Conducted market research, developed investment strategies, and managed portfolio rebalancing using Python-based data analysis tools. Coordinated with sales and marketing teams to develop effective marketing strategies, resulting in a 25% increase in client engagement and retention.



Shin Kong Financial Holdings

• Taiwan
• Financial Services
• 100 - 200 Employee

• Assistant Vice President

  • Oct 2017 - Jun 2021

  Spearheaded the establishment of the Quantitative Investment Department at SKIT, creating a new business unit dedicated to developing quantitative investment strategies and products. Developed and launched ETF products across various asset classes, including Taiwan equities, US equities, and fixed income, with a total AUM of up to $50 billion at the peak. Facilitated cross-departmental cooperation to successfully launch the company's first ETF, working closely with the Sales, Marketing, Legal, and Compliance departments. Show less



Fubon Financial Holding Co., Ltd. 富邦金控

• Taiwan
• Banking
• 700 & Above Employee

• Fund Manager

  • Sep 2015 - Oct 2017



Jihsun futures

• futures analyst

  • Jan 2012 - Oct 2017

  Forecast the economic trend, equity and currency price Research the trading program Forecast the economic trend, equity and currency price Research the trading program



Masterlink securities corp

• Securities Specialist

  • Feb 2011 - Aug 2011

  Proving all kinds of services to the stock investors Proving all kinds of services to the stock investors



Permanent Mission of Solomon Islands to the United Nations

• advisor

  • Jun 2009 - Jun 2010

  Reporting the topic of the UN meetings and providing some suggestions for ambassador Reporting the topic of the UN meetings and providing some suggestions for ambassador