2023 UX Researcher & Designer GoalsMapper - Designed multiple features and solutions for the B2B SaaS platform for Financial Consultants. - Conducted usability testing and user research to iterate on designs and ensure user satisfaction. - Collaborated with cofounders and stakeholders to drive success for both businesses and theirs clients. - Implemented a new design system and direction to ensure visual consistency and simplify development. - Contributed to GoalsMapper's mission to help Financial Consultants visualize the success of their clients. - Increased user retention by 23.7% over a 12 month period. MayMay 2021 Product Designer...

Senior Specialist on daily administration and solving issues. - Assist on preparing and checking client data maintenance and accounts setup. - TDCC SMART system daily operation. - Assist ICG Relationship manager on client onboarding and preparing relevant documents. Banking Associate • Cathay United Bank 五月十一月Assist financial consultants on wealth product sales. - Assist on preparing and checking daily transactions reports. 學歷National Taipei University Bachelor's degree - Business Administration - Non-Degree Bachelor Program in Finance 資格認證 Proficiency Test for Bank Internal Control and Audit Taiwan Academy of Banking and Finance

Hsuan-Tzu (Linda) Liao Finance / Business Analyst │ Consultant Financial Analyst with 4+ years of experience in data analysis, forecasting, accounting and auditing. Leveraged strong analytical skills to support the operation of streaming service Disney+ through financial modeling and KPIs performance reporting. Quick adaptability to cope with the fast paced, changing environment and advanced ability to chart numbers to provide useful information.  Taipei City, Taiwan linkedin.com/in/hsuantzu-liao/ [email protected] Work Experience The Walt Disney Company, Financial Analyst (contractor), Aug 2021 ~ now • Built financial models

Kevin Hsu Senior Relationship Manager Hsinchu, Hsinchu City, Taiwan My name is Kevin Hsu.I hold a bachelor's degree with a major in Finance which was awarded to me by KUAS University in Kaohsiung . My work experience is all in the financial workplace, securities brokers (stocks, futures, options), bank telephone customer service, bank foreign exchange counters, financial service consultants, wealth management of high-asset customers, through various financial products (insurance, funds, overseas bonds, derivative financial products), create perfect financial planning for customers, strictly control investment risks, and reserve tax sources for high-asset customers. I hope

Excellence ✿ Key Accomplishments as Project Manager & Test Manager ✿ ✔ Excelled in the successful setup of Testing infrastructure for a large German Bank for their Retail & Corporate Banking businesses ✔ Played a pivotal role in CSC's Core Banking Centre of Excellence by training & grooming a large team of Senior Business Analysts, Senior Testers & Senior Consultants ✔ Leveraged on my Core Banking skills to provide quality support to the Global Sales / Pre-Sales Teams by understanding and analyzing client requirements & designing innovative solutions Oracle Financial Services Software (OFSS), Consultant, Sep 2006 ~ Aug 2008 ✰ Project Management for various

Clarele Mortimer Clarele Mortimer is a seasoned senior analytics professional whose skills and acute business insight have lead to 10 years of professional accomplishments and success in the financial world. Clarele puts her knowledge to work every day at Morgan Stanley where she works as a business manager, offering solutions to financial service corporations and helping them turn their existing data into strategic plans that target opportunities for growth. As a business advisor and manager, her favorite part of the job is getting to work personally with her clients and assisting them in crafting high-level solutions to

mobile device management solutions. I have IT and information security knowledge. I am passionate about learning new skills, discovering new technologies, and never hesitating to drive changes. With an ever-creative mindset, strive to challenge the status quo and build innovative solutions. 工作經歷 Senior System Engineer • 精誠資訊 四月Present | Taipei, Taiwan • VMware Workspace ONE Unified Endpoint Management As a project team member, successfully deployed On-Premise VMware Workspace ONE Unified Endpoint Management to the client to secure their devices (including mobile phones, pads, and laptops) and prevent data leaking