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Avatar of Christopher Lazos.
Avatar of Christopher Lazos.
Managing Director - Investments @Oppenheimer & Co. Inc.
2008 ~ Present
Financial Analyst/Advisor
Within two months
and unwavering commitment set the standard for excellence within the industry, guiding Oppenheimer toward continued success and innovation. Puerto Rico Work Experience Managing Director - Investments • Oppenheimer & Co. Inc. MayPresent Christopher Lazos embodies excellence and leadership within the esteemed halls of Oppenheimer & Co. Inc. Since joining the firm in 2008, Lazos has been pivotal in shaping its financial services landscape, garnering widespread acclaim for his unwavering dedication and expertise. Sr. Vice President - Private Wealth Management • Maxim Group AprilMay 2008 Sr. Vice President - Private Wealth Management • Maxim Group Financial Advisor • Ehr...
Word
Employed
Open to opportunities
Full-time / Interested in working remotely
More than 15 years
New York Institute of Technology
Avatar of the user.
Avatar of the user.
PM/SA @博暉科技
2022 ~ Present
Pre-sales/PM/Business Consultant/Business Analyst/System Analyst
Within one month
Asset Management
Investment Management
JIRA Project Management
Employed
Open to opportunities
Full-time / Interested in working remotely
10-15 years
Tamkang University
運輸科技與物流管理學系
Avatar of the user.
Avatar of the user.
Project Manager @Amaryllo Inc.
2023 ~ Present
Business Development, Product Manager, Project Management, Business Operations, Process Design
Within one month
Project Management
Business Development
Operations Management
Employed
Open to opportunities
Full-time / Interested in working remotely
10-15 years
National ChengChi University (NCCU)
International MBA in Finance
Avatar of Jonna Keller.
Avatar of Jonna Keller.
Financial Advisor @First Security Investment Inc. (FSI)
2007 ~ Present
President and Found Wealth Manager/ Financial Planning
Within one month
CV of Jonna Keller Jonna Keller Jonna Keller is at First Security Investment Inc. (FSI), a Sarasota, FL-based firm specializing in comprehensive family wealth management. FSI's portfolio of services includes insurance, estate planning, and investment management, all tailored to the nuanced needs of its clients. Unlike traditional financial services providers, her approach prioritizes personalized financial strategies over product sales, ensuring that her solutions align seamlessly with clients' financial aspirations and life situations. With over 25 years in the financial industry, she has built her career on prioritizing client interests above profits from transaction fees
Word
Java
Canva
Employed
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Avatar of the user.
Avatar of the user.
IT and Dealing Coordinator @PT. Majoris Asset Management
2023 ~ Present
IT Manager
Within one year
Microsoft Office
Analysis
Dealer Management
Employed
Full-time / Interested in working remotely
10-15 years
Universitas Gunadarma
Computer Technology/Computer Systems Technology
Avatar of John J. Bowman Jr. Accountant.
Avatar of John J. Bowman Jr. Accountant.
John J. Bowman, Jr. @Accountant
1970 ~ Present
Chief Executive Officer
Within one year
development. His professional expertise has been sought out by a number of authorities and organizations, including the Republican Senatorial Inner Circle and the Presidential Business Commission. Education Harvard Business School Business Administration, Tax Law, and Accounting (PLDDuring his time at Harvard, Bowman entered into a specialized Owner/Management Program. The OMP helps promising business students build their business and law acumen while developing their professional networks. Robert Morris University Accounting (B.SWhile attending Robert Morris University, John J. Bowman Jr. studied accounting with a concentration in tax. Skills Tax Law Accounting
Tax Law
Finance
accounting
Employed
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Harvard Business School
Tax Law & Accounting
Avatar of 游振和.
Avatar of 游振和.
Past
經管部稅務專員(Tax associate) @伊雲谷數位科技股份有限公司
2019 ~ 2021
金融研究員、財務分析/財務人員、金融交易員、專案人員、分析專員
More than one year
Chen-He Yu (Rex Yu) Sanchong Dist., New Taipei Cityyears experience as a tax professional working on transfer pricing and international tax issues. Experience with company incorporation process, selecting and coordinating with external consultants in Southeastern Asian countries. An independent thinker with excellent English communication skills and project management competency. │ [email protected] Work experience Tax associate eCloudvalley Digital Technology Co., Ltd. - Investment management Dept. JulyJuly 2021 Evaluated company incorporation and cooperated with external consultancy firms for the company registration process in Southeast Asian countries. Liaised with local salespeople
Word
PowerPoint
Excel
Unemployed
Not open to opportunities
Full-time / Interested in working remotely
4-6 years
東吳大學
企業管理系
Avatar of Yim Shuk Kwan.
Offline
Avatar of Yim Shuk Kwan.
Offline
Segment Mgr Manager @Cross-border Division, Bank of China (Hong Kong)
2015 ~ Present
Business Strategy Officer
More than one year
as securities trading. Business development officer • HSBC 七月四月 2011 Promote personal banking products and service to designed customers. Telemarketer • Cigna Insurance Company 十月六月 2010 Promote different insurance plans to customers. Education The University of Hong Kong Community College Business Marketing and Management(Distinction, Graduation GPA:The University of Hong Kong Community College Certificate in Investment ManagementUniversity College of Dublin Bachelor degree of Business Studies Marketing(Second upper,Graduation GPA:國家語言文字工作委員會 普通話水平測試證書 2010 Projects
Effectiveness
Competitor Analysis
Business Strategies
Full-time / Not interested in working remotely
10-15 years
University College of Dublin
Bachelor degree of Business Studies Marketing(Second Class Honours Division One, GPA: 3.22 )
Avatar of HULT Private Capital.
Avatar of HULT Private Capital.
HULT Private Capital @HULT Private Capital
2008 ~ Present
CEO & Co-Founder
More than one year
HULT Private Capital CEO & Co-Founder • City,1 Cornhill, London,UK • [email protected] HULT Private Capital advises clients on a broad range of innovative structured products in investment management and financial services. Before you choose to move any assets into these investments, be sure to arrange a talk with a qualified financial advisor who understands structured products thoroughly. Work Experience HULT Private Capital, HULT Private Capital, Mar 2008 ~ Present At HULT Private Capital offers structured investments to a wide range of investor groups including personal, pension, corporate, charity, and credit unions. These investment strategies
FinancialServices
Investments
Executive Management
Employed
Full-time / Interested in working remotely
4-6 years
University of London
Finance
Avatar of Joseph Bosso.
Avatar of Joseph Bosso.
MBA Summer Intern – Business Analyst @SEI Wealth Platform
2015 ~ 2015
Consultant
More than one year
in Clemson University. Work Experience Market Cube LLC, Project Manager Intern, Jun 2016 ~ Present Market Cube is an online sample and research operations company dedicated to helping our clients look good and maximize their ROI. SEI Wealth Platform, MBA Summer Intern – Business Analyst, Jun 2015 ~ Aug 2015 SEI Investments Company (SEI) is a provider of investment processing, investment management and investment operations solutions. The Company enables corporations, financial institutions, financial advisors. Sea Island Builders, Crew Chief, Apr 2009 ~ Jun 2011 Sea Island Builders specializes in high quality construction in and around Charleston, SC, including Isle of
Microsoft Office
Data analysis
Digital Marketing
Full-time / Interested in working remotely
4-6 years
Georgia Institute of Technology
IT

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More than one year
Segment Management Manager
Cross-border Division, Bank of China (Hong Kong)
2015 ~ Present
Professional Background
Current status
Job Search Progress
Professions
Project / Product Management
Fields of Employment
Work experience
10-15 years
Management
I've had experience in managing 1-5 people
Skills
Effectiveness
Competitor Analysis
Business Strategies
Customer Service
Consumer Banking
Management
Word
Excel
powerpoint
Communications
Languages
English
Professional
Chinese
Native or Bilingual
Job search preferences
Positions
Business Strategy Officer
Job types
Full-time
Locations
Remote
Not interested in working remotely
Freelance
Yes, I'm currently a full-time freelancer
Educations
School
University College of Dublin
Major
Bachelor degree of Business Studies Marketing(Second Class Honours Division One, GPA: 3.22 )
Print

Yim Shuk Kwan

Segment Mgr Manager

I am a person with a strong execution ability, innovative ability, and continuous improvement of my professional level.
I am currently accruing work experience to receive my RM designation. Also, I am learning Python in Finance. I believe that my professional and execution ability can make contributions to your company.

Working Experience

Segment Mgr Manager  •  BANK OF CHINA (HONG KONG) LTD

七月 2015 - 七月 2021

I am responsible for a number of banking products and service projects, including product demand development, process designing and management, and handling product due diligence before those product launch.

Customer Service Officer  •  BANK OF CHINA (HONG KONG) LTD

四月 2011 - 九月 2015

I was responsible for the personal accounts and corporate accounts opening, handling customer due diligence. At the same time, I was responsible for the daily account financial processing, such as securities trading.

Business development officer  •  HSBC

七月 2010 - 四月 2011

Promote personal banking products and service to designed customers.

Telemarketer  •  Cigna Insurance Company

十月 2009 - 六月 2010

Promote different insurance plans to customers.

Education


The University of Hong Kong Community College

Business Marketing and Management(Distinction, Graduation GPA: 3.52)

2007 - 2020

The University of Hong Kong Community College

Certificate in Investment Management

2018 - 2019

University College of Dublin

Bachelor degree of Business Studies Marketing(Second upper,Graduation GPA: 3.22 )

2010 - 2012

國家語言文字工作委員會

普通話水平測試證書

2010 

Projects

RBS referral system

Build up the referral system within BOC

理財通(北上)

Online Chat

Online Chat e form and report system

技能

   Effectiveness      Competitor Analysis      Business Strategies      Customer Service      Consumer Banking      Management      Word      Excel      PowerPoint      Communications   

語言

   English — 專業      Chinese — 母語或雙語   

Resume
Profile

Yim Shuk Kwan

Segment Mgr Manager

I am a person with a strong execution ability, innovative ability, and continuous improvement of my professional level.
I am currently accruing work experience to receive my RM designation. Also, I am learning Python in Finance. I believe that my professional and execution ability can make contributions to your company.

Working Experience

Segment Mgr Manager  •  BANK OF CHINA (HONG KONG) LTD

七月 2015 - 七月 2021

I am responsible for a number of banking products and service projects, including product demand development, process designing and management, and handling product due diligence before those product launch.

Customer Service Officer  •  BANK OF CHINA (HONG KONG) LTD

四月 2011 - 九月 2015

I was responsible for the personal accounts and corporate accounts opening, handling customer due diligence. At the same time, I was responsible for the daily account financial processing, such as securities trading.

Business development officer  •  HSBC

七月 2010 - 四月 2011

Promote personal banking products and service to designed customers.

Telemarketer  •  Cigna Insurance Company

十月 2009 - 六月 2010

Promote different insurance plans to customers.

Education


The University of Hong Kong Community College

Business Marketing and Management(Distinction, Graduation GPA: 3.52)

2007 - 2020

The University of Hong Kong Community College

Certificate in Investment Management

2018 - 2019

University College of Dublin

Bachelor degree of Business Studies Marketing(Second upper,Graduation GPA: 3.22 )

2010 - 2012

國家語言文字工作委員會

普通話水平測試證書

2010 

Projects

RBS referral system

Build up the referral system within BOC

理財通(北上)

Online Chat

Online Chat e form and report system

技能

   Effectiveness      Competitor Analysis      Business Strategies      Customer Service      Consumer Banking      Management      Word      Excel      PowerPoint      Communications   

語言

   English — 專業      Chinese — 母語或雙語