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郭冠廷
Financial Consultant
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郭冠廷
Financial Consultant
致力成為π型人才,同時具有「通路經營、活動策劃、數位行銷」三項專業技能。 大學期間藉由產學合作進入金融業,畢業後由實習轉為正職至今四年 擁有兩年金融機構資料處理之經驗。
康和證券
國立臺北大學
台灣台北市
Professional Background
Current status
Profession
Fields
Banking
Work experience
4-6 years
Management
Skills
Word
PowerPoint
Excel
Highest level of education
Bachelor
Job search preferences
Desired job type
Full-time
・
Not interested in working remotely
Desired positions
Desired work locations
Freelance
Work Experience
財務顧問Financial Consultant
康和證券
Jan 2019
-
Present
1.輔導內湖、經紀業務部、嘉義、新竹等分公司營業員轉型 2.通路行銷 專案行銷 金融行銷 顧客經營 3.在地康和 在地經營 理財列車講座
保險顧問Insurance Consultant
康和保險代理人
Jul 2014
-
Jan 2019
・
4 yrs 7 mos
1.輔導經紀業務部、內湖、高雄、屏東等分公司營業員轉型 2.通路行銷 專案行銷 金融行銷 顧客經營 3.在地康和 在地經營 理財列車講座
Education
國立臺北大學
Bachelor’s Degree
・
金融系
2011 - 2015
Activities and societies
金融營舉辦 社團活動主持人