Siao-Yuan (Emily) Lu
Director at TGVest Capital- Claim this Profile
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English -
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Mandarin -
Topline Score
Bio
Credentials
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Senior Securities Specialist
Securities & Futures InstituteJan, 2020- Sep, 2024 -
Certification Test for Financial Derivatives Sales Personnel
Taiwan Academy of Banking and FinanceJul, 2018- Sep, 2024 -
Taiwan (R.O.C.) Certified Public Accountants Certificate
Financial Supervisory Commission R.O.C. (Taiwan)Oct, 2015- Sep, 2024 -
CFA Level 1
CFA InstituteAug, 2015- Sep, 2024 -
Basic Proficiency Test for International Banking Personnel
Taiwan Academy of Banking and FinanceDec, 2014- Sep, 2024 -
Basic Proficiency Test for Bank Lending Personnel
Taiwan Academy of Banking and FinanceNov, 2014- Sep, 2024
Experience
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TGVest Capital
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Taiwan
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Financial Services
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1 - 100 Employee
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Director
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Nov 2021 - Present
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EY
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Entertainment Providers
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1 - 100 Employee
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Semi-Senior of Financial Accounting Advisory Service (Short-Term)
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Aug 2020 - Oct 2020
◆ Engaged in IFRS17 project and optimized closing process for four Taiwan insurance companies ◆ Engaged in IFRS17 project and optimized closing process for four Taiwan insurance companies
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Standard Chartered Bank
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Singapore
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Financial Services
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100 - 200 Employee
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Assistant Relationship Manager
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Aug 2016 - Jul 2019
◆ In charge of banking relationship with 22 large corporate groups headquartered in Taiwan and foot-printed in ASEAN countries ◆ Aligned with cross-border colleagues, including headquarter in the U.K., regional center in Singapore, information center in India, to offer customized service ◆ In charge of banking relationship with 22 large corporate groups headquartered in Taiwan and foot-printed in ASEAN countries ◆ Aligned with cross-border colleagues, including headquarter in the U.K., regional center in Singapore, information center in India, to offer customized service
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Yuanta Financial Holdings Co.
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Financial Services
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1 - 100 Employee
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Senior Associate of International Syndication
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Jul 2014 - Jul 2016
◆ Cooperated with 32 foreign banks to proceed credit-application and transaction process ◆ Performed credit and financial analysis for 40+ overseas clients and managed US175mn outstanding international syndication loans ◆ Cooperated with 32 foreign banks to proceed credit-application and transaction process ◆ Performed credit and financial analysis for 40+ overseas clients and managed US175mn outstanding international syndication loans
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Auditor
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Sep 2013 - Jun 2014
◆ Audited and prepared English and Chinese financial reports of a listed bank, 8 companies, and 3 mutual funds ◆ Assisted a listed bank to issue US135mn Global Depository Receipt ◆ Audited and prepared English and Chinese financial reports of a listed bank, 8 companies, and 3 mutual funds ◆ Assisted a listed bank to issue US135mn Global Depository Receipt
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PwC
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Professional Services
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700 & Above Employee
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Audit Intern
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Jul 2012 - Aug 2012
◆ Audited 3 listed manufacturing companies, including financial reports and internal control process. ◆ Audited 3 listed manufacturing companies, including financial reports and internal control process.
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Education
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2018 - 2021
National Taiwan University
Master of Business Administration - MBA, Finance -
2021 -
University of Illinois Chicago
International Exchange Program-Master of Business Administration - MBA, Master of Business Administration - MBA -
2009 - 2013
National Taiwan University
Bachelor of Accounting, Accounting
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