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Technology Consultant @台灣易思資訊科技股份有限公司
2019 ~ 2024
程式設計師
Within one month
Project - IBM Cognos TM1 * Weikeng Budget System Implementation - IBM Cognos TM1 in Linux: * Farcent Consultant Project - IBM Cognos TM1 Senior System Analyst • 台北富邦商業銀行股份有限公司 八月七月 2018 | Taipei, Taiwan Work Responsibilities - ODS/DataMart Maintenance for Wealth Management System Project Experiences: Bank's New Core System (BaNCS) Migration - Peripheral System: Gold Passbook Bank's New Core System (BaNCS) Migration - Peripheral System: ODS Applications Consultant • 宏燁資訊股份有限公司 九月五月 2016 | Taipei, Taiwan Project Experiences: * EPISTAR Production Planning
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National United University
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Sr. Vice President - Private Wealth Management @Maxim Group
2005 ~ 2008
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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
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New York Institute of Technology
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Software Engineer @Cathay United Bank
2018 ~ Present
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JavaScript
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4-6 years
Chung Yuan Christian University
資訊工程學系
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implementation System Enhancement • PT. Bank Mandiri MayAug 2023 Carry out technical and documentation work, both system maintenance and strategic IT project initiatives, especially on the WM System and Mutual Fund System applications to meet group business needs/demands. e.g. Implementation of migration core banking wealth management, Testing defect, change request of businesss flow in system, Enhancement and Sustenance through Robotic Process Automation Integration in Business Workflows System Engineer • Asaba Computer Center AprMay 2016 Delivering Microsoft product projects such as Microsoft Exchange Server, Office 365 and Windows Server in large companies. EducationGunadarma University System
Employed
Open to opportunities
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6-10 years
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Past
平台企劃專員 @元富證券股份有限公司
2021 ~ 2023
使用者研究/產品管理/客戶服務
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word
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University of Liege 比利時列日大學
企業管理
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Avatar of Paul Zogala.
Trader @Murchinson
2014 ~ Present
More than one year
working as a trader at Murchinson in Toronto, Ontario, for the past 14 years. Murchinson is an international investment company that employs a multi-strategy investment approach. In order to capitalize on all aspects of the capital structure, Paul negotiates and structures investments using stocks, convertible securities, debt instruments, and warrants. Using both fundamental and technical analysis, Paul structures and monitors portfolio holdings. He manages the portfolio and implements corporate action strategies. EducationMcMaster University Economics Skills Economics Wealth Management Derivatives Derivatives Trading Derivatives Trader Financial Analysis Commodity Markets Commodity Trading Languages English — Native or Bilingual
Economics
Wealth Management
Derivatives
Interested in working remotely
10-15 years
McMaster University
Economics
Avatar of 林琪家.
Avatar of 林琪家.
Software Engineer @鴻揚科技有限公司
2017 ~ 2020
Software Engineer
Within one year
process. Education Institute for Information Industry, Digital Education Institute, DecMay 2017 National Cheng Kung University, Master's degree, Department of Earth Sciences,National Cheng Kung University, Bachelor's degree, Department of Earth Sciences,Projects Arena banking, April 2022 – Now Project description: Maintain the application to provide private banking and wealth management • Upgrade the Spring framework from 5.2 to 5.3 and Java 11 to Java 17. • Develop the application based on Spring, ExtJS. JHC, Jul 2021 – Jan 2022 Project description: Build e-commerce application for housewares retail company. • Develop the application based on
Spring Framework
Back-End Development
Java
Full-time / Interested in working remotely
4-6 years
National Cheng Kung University
Department of Earth Sciences
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Offline
Avatar of 傅如尉.
Offline
Past
Project Owner @CMoney全曜財經資訊股份有限公司
2022 ~ 2022
Project Owner
Within one year
UI/UXs, front-end / back-end engineers. Also a good team player myself. -Resource integration : Promote cross-department (internal) , cross-enterprise (external) resource sharing and exchange cooperation projects. -Focus on market trends : including domestic and overseas market trends in the fields of Fintech, investment and wealth management. Thank you for taking the time to read, and I hope to have the opportunity to get to know each other! 工作經歷 Project Owner • 全曜財經資訊股份有限公司 ( CMoney理財寶 ) 十月五月
Product Management
Project Management
Product Development
Unemployed
Full-time / Interested in working remotely
4-6 years
Ewha Womans University
Avatar of Waicheng,Lee.
Avatar of Waicheng,Lee.
Stock Broker @Capital Securities Corporation
2021 ~ Present
More than one year
the-counter needs, and promote financial products to achieve company goals 2. Deposit handling (1) Responsible for deposit, account opening, settlement, refund, loss reporting of cheque, and revocation of payment entrustment 3. Account management (1) Responsible for branch accounting processing, long-term cooperation with customers such as school management committee accounting processing, exploring business opportunities through salary allocation opportunities, and opportunities to promote credit cards or wealth management products 4. AML handling Assist branches in handling abnormal transaction accounts or auditing of suspected money laundering accounts 學歷Chung Hua University Undergraduate Program of International Finance Management
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4-6 years
Chung Hua University
Undergraduate Program of International Finance Management

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Logo of CMoney全曜財經資訊股份有限公司.
CMoney全曜財經資訊股份有限公司
2022 ~ 2022
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Project / Product Management, Project Manager, Business Development
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Mobile Apps, Software, Big Data
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4-6 years
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Project Management
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English
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台灣台北, 台灣新北市
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Ewha Womans University
Major
Print

傅如尉 Felicia Fu

您好,我叫傅如尉Felicia,過去五年主要經歷為投資理財軟體PM、合作開發、人才培育。


我具備以下能力:

-「用戶至上」思維:為用戶帶來價值,為公司達成目標

-產品/專案管理:帶領團隊開發APP/WEB產品,根據數據反饋迭代與決策

-資源整合:推動跨企業資源共享與交換合作案

-人才培育:招募、培育、評估、輔導人才

感謝撥冗閱讀,希望有機會能與您交流!

傅如尉的Linkedin:
https://www.linkedin.com/in/felicia-fu-04ab5787/


-

Dear HRs,
My name is Felicia Fu. My main experience is investment and financial software PM, project leader, and business cooperation development.

The above experience has given me the ability to :
- User first mindset : Always start from the user, and constantly upgrade the products through Design Thinking and Problem Solving.
-Product / project management : APP / WEB product planning and development, making good use of feedbacks of datas to make decisions.
-Leading the team : members include product managers, marketings,
UI/UXs, front-end / back-end engineers. Also a good team player myself.
-Resource integration : Promote cross-department (internal) , cross-enterprise (external) resource sharing and exchange cooperation projects.
-Focus on market trends : including domestic and overseas market trends in the fields of Fintech, investment and wealth management.

Thank you for taking the time to read, and I hope to have the opportunity to get to know each other!

 

工作經歷

Project Owner  •  全曜財經資訊股份有限公司 (CMoney理財寶)

十月 2021 - 五月 2022

.美股產品專案負責人(PO) 
目標成為台灣最大美股社群,結合開戶與庫存功能,搭配市場最低手續費 (與證券業者合作),幫助更多人用最小成本進入美股投資領域。以工具、社群、內容三領域切入美股市場,主要產品有: 
1.美股K線 App & Web (工具):https://www.cmoney.tw/landing/usstock/ 
2.美股同學會 App & Web (社群):https://www.cmoney.tw/usforum/popular 
3.美股放大鏡 Web (內容)(合作專案):https://magnifier.cmoney.tw/ 

技能:Product Management·Product Development·Project Management·Product Strategy·Wireframing·Prototyping·Agile Project Management·Requirements Analysis·Google Analytics·Firebase Console·Flurry·Team Management·Cross-functional Team Leadership·Market Research·Marketing Analytics 

.資深產品經理(部門儲備幹部) 
-市場人力招募:市場行情調研,訂定職級職等 
-部門人才培育:專業培訓,知識庫建置 
-規劃執行CMoney APM徵才專案:招募培育校園菁英人才。招募成效:200+人報名說明會,收到60+份履歷作品,面試後篩選出12名APM學員,輔導集訓一週,最終錄取10名APM 

技能:Human Resource Management·Project Management·Marketing Campaign

Operational Director  •  金尉股份有限公司 (Money錢雜誌)

七月 2017 - 九月 2021

.公司數位化轉型策略規劃及APP產品團隊負責人 
-透過整合理財內容(文章)與工具(APP/Web),打造一站式金融服務,幫助用戶解決所有理財需求 

.產品開發 -自2017年起發展以記帳APP 為主之系列理財產品,內容涵蓋收支管理、生活消費、理財儲蓄、股票投資、房產投資、金融保險等領域(重點產品:CWMoney記帳、存錢小豬公、發票載具) 
-會員數由10萬成長至200萬,下載人數破800萬,月活躍人數100萬,月PV數7,000萬 

.開放銀行 (Open Banking) 
-2019年10月配合政府政策,成為 Open API 之第一批合作TSP業者之一 
-與6間金融業者合作,整合各家金融業者服務,拓展金融應用場景,讓民眾能更便利取得金融理財服務,輕鬆整合個人資產狀況 
-收集與分析用戶記帳、消費、儲蓄、投資、閱讀等全面的數據,準確掌握用戶投資理財喜好與缺口,搭配APP精準投放,提供個人化理財服務與建議 
-2020年12月取得 ISO27001 證照 

.異業結盟 
-2019/12/25「全家 x CWMoney智能記帳本」合作上線,開通服務之會員數半年內破100萬 (當時全家APP會員數約1,200萬) 
-2020/09/01「第一銀行iLeo x 存錢小豬公」合作上線,第一款落實存錢行動的第三方APP,半年內累計2萬+用戶開通iLeo數位帳戶、新增3萬+筆夢想計畫、圈存金額達億元以上 
-2021/07 CWMoney記帳APP與保險外商公司,合作推出「情境式旅平險需求預測與保費試算」活動,一個月內獲取500份不重複名單 

.大數據應用 
-與全球前三大市場調查公司、國際食品品牌等合作相關專案,致力於提供用戶真正有需求的商品及服務,制定最佳個人化廣告 

技能:Product Management·Product Development·Project Management·Product Strategy·Wireframing·Prototyping·Agile Project Management·Google Analytics·Team Management·Cross-functional Team Leadership·Market Research·Business Development

Marketing Executive  •  仁壽製藥有限公司 (仙桃牌)

十二月 2016 - 四月 2017

.市場行銷專員與公關負責人
-新品上市記者會:流程規劃、人員分工、設備接洽、媒體邀約,邀請形象大使倪雅倫出席站台,現場共計100位以上媒體、粉絲與會
-名人/節目直播:邀請何嘉文、丹妮婊姊商業直播,創造6萬以上瀏覽人次;三立完全娛樂過年特別節目直播,創造1千以上瀏覽人次
-大型展會/講座:國際婦幼展,規劃公關新聞稿、現場收集名單及銷售,吸引近千人次至攤位了解產品;受邀至新莊婦協開辦公益養生講座,共計60位以上成員出席
-媒體/公關業務:規劃公司對內、對外公關新聞稿與媒體發稿;操作電視、網路、平面、戶外等媒體工具,如三立冠名專案、大功率廣播電台行銷專案等
-異業洽談:與華歌爾洽談粉紅絲帶路跑公益議題合作方案;與臺灣吧-Taiwan Bar、妞新聞、電子媒體合作,共同發散婦女節解放束縛活動,創造近50萬次流量
-市場調查與競品分析-主要針對國內、外保健食品

技能:Project Management·Marketing Campaign·Cross-functional Team Leadership·Market Research·Marketing Analytics

Assistant Marketing Executive  •  艾爾教育股份有限公司

五月 2014 - 三月 2016

.行銷企劃專員
-行銷活動:線上、線下行銷活動規劃與執行,包含社群經營與操作
-名單活動:與LiveABC、GOMAJI、17 Life、104家教網等平台合作,收集目標名單,進行後續電話行銷
-活動輔銷品-規劃與製作,包含設計、校稿及驗貨等流程
-媒體投放-與媒體、廣告代理商接洽,規劃廣告內容,整理分析相關數據,整合應用於行銷策略

技能:Project Management·Marketing Campaign·Cross-functional Team Leadership·Market Research·Marketing Analytics

學歷

2013 - 2014

Ewha Womans University 

(Seoul, South Korea)

Exchange student

2011 - 2014

National Taiwan Normal University (Taipei, Taiwan)

Master's Degree in Engineering , Graphic Arts and Communications

2007 - 2011

National Chiao Tung University 

(HsinChu, Taiwan)

Bachelor's Degree in Arts , Dept. of Communication and Technology

技能


  • Product Management
  • Project Management
  • Product Development
  • Agile Project Management
  • Business Development
  • Marketing Campaigns
  • Problem Solving

語言


  • English — 中階
Resume
Profile

傅如尉 Felicia Fu

您好,我叫傅如尉Felicia,過去五年主要經歷為投資理財軟體PM、合作開發、人才培育。


我具備以下能力:

-「用戶至上」思維:為用戶帶來價值,為公司達成目標

-產品/專案管理:帶領團隊開發APP/WEB產品,根據數據反饋迭代與決策

-資源整合:推動跨企業資源共享與交換合作案

-人才培育:招募、培育、評估、輔導人才

感謝撥冗閱讀,希望有機會能與您交流!

傅如尉的Linkedin:
https://www.linkedin.com/in/felicia-fu-04ab5787/


-

Dear HRs,
My name is Felicia Fu. My main experience is investment and financial software PM, project leader, and business cooperation development.

The above experience has given me the ability to :
- User first mindset : Always start from the user, and constantly upgrade the products through Design Thinking and Problem Solving.
-Product / project management : APP / WEB product planning and development, making good use of feedbacks of datas to make decisions.
-Leading the team : members include product managers, marketings,
UI/UXs, front-end / back-end engineers. Also a good team player myself.
-Resource integration : Promote cross-department (internal) , cross-enterprise (external) resource sharing and exchange cooperation projects.
-Focus on market trends : including domestic and overseas market trends in the fields of Fintech, investment and wealth management.

Thank you for taking the time to read, and I hope to have the opportunity to get to know each other!

 

工作經歷

Project Owner  •  全曜財經資訊股份有限公司 (CMoney理財寶)

十月 2021 - 五月 2022

.美股產品專案負責人(PO) 
目標成為台灣最大美股社群,結合開戶與庫存功能,搭配市場最低手續費 (與證券業者合作),幫助更多人用最小成本進入美股投資領域。以工具、社群、內容三領域切入美股市場,主要產品有: 
1.美股K線 App & Web (工具):https://www.cmoney.tw/landing/usstock/ 
2.美股同學會 App & Web (社群):https://www.cmoney.tw/usforum/popular 
3.美股放大鏡 Web (內容)(合作專案):https://magnifier.cmoney.tw/ 

技能:Product Management·Product Development·Project Management·Product Strategy·Wireframing·Prototyping·Agile Project Management·Requirements Analysis·Google Analytics·Firebase Console·Flurry·Team Management·Cross-functional Team Leadership·Market Research·Marketing Analytics 

.資深產品經理(部門儲備幹部) 
-市場人力招募:市場行情調研,訂定職級職等 
-部門人才培育:專業培訓,知識庫建置 
-規劃執行CMoney APM徵才專案:招募培育校園菁英人才。招募成效:200+人報名說明會,收到60+份履歷作品,面試後篩選出12名APM學員,輔導集訓一週,最終錄取10名APM 

技能:Human Resource Management·Project Management·Marketing Campaign

Operational Director  •  金尉股份有限公司 (Money錢雜誌)

七月 2017 - 九月 2021

.公司數位化轉型策略規劃及APP產品團隊負責人 
-透過整合理財內容(文章)與工具(APP/Web),打造一站式金融服務,幫助用戶解決所有理財需求 

.產品開發 -自2017年起發展以記帳APP 為主之系列理財產品,內容涵蓋收支管理、生活消費、理財儲蓄、股票投資、房產投資、金融保險等領域(重點產品:CWMoney記帳、存錢小豬公、發票載具) 
-會員數由10萬成長至200萬,下載人數破800萬,月活躍人數100萬,月PV數7,000萬 

.開放銀行 (Open Banking) 
-2019年10月配合政府政策,成為 Open API 之第一批合作TSP業者之一 
-與6間金融業者合作,整合各家金融業者服務,拓展金融應用場景,讓民眾能更便利取得金融理財服務,輕鬆整合個人資產狀況 
-收集與分析用戶記帳、消費、儲蓄、投資、閱讀等全面的數據,準確掌握用戶投資理財喜好與缺口,搭配APP精準投放,提供個人化理財服務與建議 
-2020年12月取得 ISO27001 證照 

.異業結盟 
-2019/12/25「全家 x CWMoney智能記帳本」合作上線,開通服務之會員數半年內破100萬 (當時全家APP會員數約1,200萬) 
-2020/09/01「第一銀行iLeo x 存錢小豬公」合作上線,第一款落實存錢行動的第三方APP,半年內累計2萬+用戶開通iLeo數位帳戶、新增3萬+筆夢想計畫、圈存金額達億元以上 
-2021/07 CWMoney記帳APP與保險外商公司,合作推出「情境式旅平險需求預測與保費試算」活動,一個月內獲取500份不重複名單 

.大數據應用 
-與全球前三大市場調查公司、國際食品品牌等合作相關專案,致力於提供用戶真正有需求的商品及服務,制定最佳個人化廣告 

技能:Product Management·Product Development·Project Management·Product Strategy·Wireframing·Prototyping·Agile Project Management·Google Analytics·Team Management·Cross-functional Team Leadership·Market Research·Business Development

Marketing Executive  •  仁壽製藥有限公司 (仙桃牌)

十二月 2016 - 四月 2017

.市場行銷專員與公關負責人
-新品上市記者會:流程規劃、人員分工、設備接洽、媒體邀約,邀請形象大使倪雅倫出席站台,現場共計100位以上媒體、粉絲與會
-名人/節目直播:邀請何嘉文、丹妮婊姊商業直播,創造6萬以上瀏覽人次;三立完全娛樂過年特別節目直播,創造1千以上瀏覽人次
-大型展會/講座:國際婦幼展,規劃公關新聞稿、現場收集名單及銷售,吸引近千人次至攤位了解產品;受邀至新莊婦協開辦公益養生講座,共計60位以上成員出席
-媒體/公關業務:規劃公司對內、對外公關新聞稿與媒體發稿;操作電視、網路、平面、戶外等媒體工具,如三立冠名專案、大功率廣播電台行銷專案等
-異業洽談:與華歌爾洽談粉紅絲帶路跑公益議題合作方案;與臺灣吧-Taiwan Bar、妞新聞、電子媒體合作,共同發散婦女節解放束縛活動,創造近50萬次流量
-市場調查與競品分析-主要針對國內、外保健食品

技能:Project Management·Marketing Campaign·Cross-functional Team Leadership·Market Research·Marketing Analytics

Assistant Marketing Executive  •  艾爾教育股份有限公司

五月 2014 - 三月 2016

.行銷企劃專員
-行銷活動:線上、線下行銷活動規劃與執行,包含社群經營與操作
-名單活動:與LiveABC、GOMAJI、17 Life、104家教網等平台合作,收集目標名單,進行後續電話行銷
-活動輔銷品-規劃與製作,包含設計、校稿及驗貨等流程
-媒體投放-與媒體、廣告代理商接洽,規劃廣告內容,整理分析相關數據,整合應用於行銷策略

技能:Project Management·Marketing Campaign·Cross-functional Team Leadership·Market Research·Marketing Analytics

學歷

2013 - 2014

Ewha Womans University 

(Seoul, South Korea)

Exchange student

2011 - 2014

National Taiwan Normal University (Taipei, Taiwan)

Master's Degree in Engineering , Graphic Arts and Communications

2007 - 2011

National Chiao Tung University 

(HsinChu, Taiwan)

Bachelor's Degree in Arts , Dept. of Communication and Technology

技能


  • Product Management
  • Project Management
  • Product Development
  • Agile Project Management
  • Business Development
  • Marketing Campaigns
  • Problem Solving

語言


  • English — 中階