Experience

MMA Pan Asia Fund Management

• United States
• 1 - 100 Employee

• Quant Research Analyst

  • Jul 2023 - Sep 2023

  MMA Pan Asia Fund is a US-based hedge fund company that has operations in both USA and Taiwan. MMA Pan Asia Long/Short Technology Fund that invested in Pan Asia and US with primarily focused on global technology analysis, industrial trends, and interconnection of supply chain.



PwC

• Professional Services
• 700 & Above Employee

• Wealth Management Senior Associate

  • Sep 2020 - Jun 2022

  • Designed financial blueprints for 50+ HNW clients, handling cross-country assets, bolstering overseas business ventures, and realizing a 15% growth in client asset values alongside optimized asset transfers. • Crafted financial strategies to enhance cash flow and retirement outlook, reducing effective taxes by 15%. • Established collaborations with premier global trust firms, honing asset configurations using specialized tax advisories and custom investment proposals to curtail risks.

• Associate Auditor

  • Sep 2019 - Aug 2020

  Taipei City, Taiwan • Audited more than 15 companies, including capital management companies, funds, Taiwan’s largest Nor Flash distributor, logistics, biotech industry, and notebook manufacturers. • Identified and analyzed clients’ financial risk by understanding the entity and the environment, testing impairment of assets, and implementing analytical procedures.