Experience

CSOP Asset Management

• Hong Kong
• Investment Management
• 1 - 100 Employee

• Senior Trader

  • Sep 2021 - Present



Harvest Global Investments, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Equity Trader

  • Jan 2018 - Aug 2021



J.P. Morgan Asset Management

• United States
• Financial Services
• 700 & Above Employee

• Equity Trader

  • Jul 2013 - Aug 2017

  Execute domestic and foreign market orders from funds registered under JPM Taiwan Execute domestic and foreign market orders from funds registered under JPM Taiwan



Fubon Securities

• Institutional Sales Trader

  • Jul 2012 - Jun 2013

  Monitor and instruct dealer on executing Taiwan securities orders

• Equity Sales

  • Jul 2011 - Jul 2012

  Service local institutional clients



Yuanta Asset Management

• Investment Management
• 1 - 100 Employee

• Institutional Client Service (SBL, Creation and Redemption)

  • Jul 2009 - Jun 2011

  Manage Securities Lending and Borrowing (SBL) from the fund pool of Yuanta (ex-Polaris)’s ETFs. Handle both “Negotiation” and “Auction” type of securities lending and returning process: Pricing lending rates, tracking cash/stock collateral, ensuring timely return of stocks Executed basket SBL trading combined with ETF creation and redemption Direct clients in cash and in-kind creation/redemption process (ensure the stock-weighting or cash amount is correct; keep track on the deadline of stock or money transfer…etc) Assist clients in ETF block trading with liquidity providers Show less