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Sr. Vice President - Private Wealth Management @Maxim Group2005 ~ 2008
・
Financial Analyst/Advisor
Dalam satu bulan
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...
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New York Institute of Technology
PM/SA @博暉科技2022 ~ Sekarang
・
Pre-sales/PM/Business Consultant/Business Analyst/System Analyst
Dalam satu bulan
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10-15 tahun
Tamkang University
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運輸科技與物流管理學系Project Manager @Amaryllo Inc.2023 ~ Sekarang
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Business Development, Product Manager, Project Management, Business Operations, Process Design
Dalam satu bulan
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10-15 tahun
National ChengChi University (NCCU)
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International MBA in FinanceIT and Dealing Coordinator @PT. Majoris Asset Management2023 ~ Sekarang
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IT Manager
Dalam satu tahun
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Full-time / Tertarik bekerja jarak jauh
10-15 tahun
Universitas Gunadarma
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Computer Technology/Computer Systems Technology
John J. Bowman, Jr. @Accountant 1970 ~ Sekarang
・
Chief Executive Officer
Dalam satu tahun
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
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Harvard Business School
・
Tax Law & Accounting
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
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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
Lebih dari satu tahun
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
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4-6 tahun
東吳大學
・
企業管理系
Segment Mgr Manager @Cross-border Division, Bank of China (Hong Kong) 2015 ~ Sekarang
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Business Strategy Officer
Lebih dari satu tahun
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
Full-time / Tidak tertarik bekerja jarak jauh
10-15 tahun
University College of Dublin
・
Bachelor degree of Business Studies Marketing(Second Class Honours Division One, GPA: 3.22 )
HULT Private Capital @HULT Private Capital2008 ~ Sekarang
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CEO & Co-Founder
Lebih dari satu tahun
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
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4-6 tahun
University of London
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Finance
MBA Summer Intern – Business Analyst @SEI Wealth Platform2015 ~ 2015
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Consultant
Lebih dari satu tahun
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
Full-time / Tertarik bekerja jarak jauh
4-6 tahun
Georgia Institute of Technology
・
IT
Multi-Family Wealth Adviser @TDC Investment Advisory2019 ~ 2020
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CERTIFIED FINANCIAL PLANNER™
Lebih dari satu tahun
in his career, Mr. Price grew his financial planning practice from $0, to more than $8 million in portfolio assets under management in just under severn years, during his tenure at Raymond James Financial Services. Following this role, Mr. Price became a strategic team lead at TDC Investment Advisory, where he oversaw a group of financial advisors. His primary responsibilities included communicating with the team about deadlines and company goals and assessing their performance, as well as assisting senior management with training and supervision. Additionally, he managed $20 million in assets under management and implemented
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Lebih dari 15 tahun
University of Toledo
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Masters of Business Administration MBA Finance and FinancialPaket Perekrutan Paling Mudah dan Efektif, Pilihan Ratusan Perusahaan
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Definition of Reputation Credits
Technical Skills
Specialized knowledge and expertise within the profession (e.g. familiar with SEO and use of related tools).
Problem-Solving
Ability to identify, analyze, and prepare solutions to problems.
Adaptability
Ability to navigate unexpected situations; and keep up with shifting priorities, projects, clients, and technology.
Communication
Ability to convey information effectively and is willing to give and receive feedback.
Time Management
Ability to prioritize tasks based on importance; and have them completed within the assigned timeline.
Teamwork
Ability to work cooperatively, communicate effectively, and anticipate each other's demands, resulting in coordinated collective action.
Leadership
Ability to coach, guide, and inspire a team to achieve a shared goal or outcome effectively.
Latar Belakang Profesional
Status sekarang
Sudah bekerja
Tahap pencarian kerja
Tidak terbuka untuk peluang
Profesi
CFO, Chief Financial Officer
Bidang Pekerjaan
Event Services, Mobilitas, Lingkungan / Pengembangan Berkesinambungan
Pengalaman Kerja
1-2 tahun
Management
Saya berpengalaman mengelola 1-5 orang
Keterampilan
Bahasa
English
・
Profesional
Chinese
・
Bahasa ibu atau Bilingual
Preferensi Pencarian Pekerjaan
Jabatan
研究人員
Tipe Pekerjaan
Full-time
Lokasi
Taipei, 台灣, Kaohsiung City, 台灣, Tainan, 台灣, Taichung, 台灣
Bekerja jarak jauh
Tertarik bekerja jarak jauh
Freelance
Ya, saya adalah freelancer amatir.
Pendidikan
Institusi Pendidikan
National Cheng Kung University
Jurusan
Economics
Jojo, Ng Yi Kwan
I am a Hongkonger now working in Taiwan, at Chyunn Environment Corporation, a leading waste treatment service company in southern Taiwan. Interested in the regional revitalization and other environmental topics, I am also the co-founder of Badlands Empowerment Sustainability Taskforce (BEST), an advocacy group based in Tainan, and the industry researcher at Taiwan Blockchain Academia (TBA) working on climate issues.
+886 900156803
Tainan City, TW
Work Experience
Project Executive , Sep 2022 - Now
Chyunn Environment Corporation 群運環保股份有限公司
Undergraduate Research Assistant , Apr 2022 - Jun 2022
Transportation Research and Development Center for Yunlin-Chiayi-Tainan 雲嘉南區域運輸發展研究中心
Research on the operation models and innovative practices of rural public transport, including literature review and statistical analysis.
Industry Researcher, Sep 2021 - now
Taiwan Blockchain Academia, 台灣區塊鏈大學聯盟
The Enterprise Blockchain Development Program (EBD) is one of the main projects in TBA. It aims to drive industry innovation and digital transformation in Taiwan's financial institutions and climate action with applications of blockchain in enterprises. It is dedicated to establishing an enterprise blockchain ecosystem for academic institutions, enterprises, and government agencies in Taiwan. Duties include researching on industries, environmental policies, and interviewing the participating parties of carbon accreditation.
Financial Manager & Co- founder, Sep 2020 - now
Design operational structures and financial regulations with 10 leading members. Lead the treasuring team to practise accounting ad hoc including budget planning, cashiering and delivering financial statements, etc. Through analysing financial data, and problems that arouse in projects, to carrying out progress enhancement plans for the team's financial management. We achieved an investment return rate of 200% for the first accounting term.
Project Experience
Financial Manager, Mar 2021 - Jun 2021
2021 EC-SOS Program (Ministry of education, Taiwan) , 教育部「新創團隊公司設立及營運實務訓練營」
- Designed a business model that won reserve fund of NTD100,000 from the EC-SOS, a startup accelerating program for a university team, to run Life Ltd. Co.(壽命有限公司) for 3 months.
- Successfully negotiated an interior design and construction case with Gongguan Community (公舘社區發展協協會), organised a 3-month course with 10 participants and 1 forum with 20+ participants.
- Controlled expenses accurately within the approved budget.
Event Planner, Aug 2020 - Nov 2020
2020 Vurel Kidi in Zuojhen, 左鎮月食祭
- Planned 4 sessions of cultural tours connecting Ganglin (岡林) and Caoshan (草山) communities in Zuojhen, Tainan, worked from positioning tour features and communicating tour content, developing potential partners, and customer service.
- Coordinated with marketing, design and catering divisions, to promote local cuisines and serving over 150 participants including government officials and student groups in 4-days which received high praise.
Project Developer & Social Media Marketing, May 2020 - Jul 2020
2020 Touching Taiwan Youth Travel Program (Youth Development Administration, Ministry of Education, Taiwan), 教育部青年發展署「青年壯遊臺灣－尋找感動地圖實踐計畫」
- Conducted field survey and wrote a proposal to achieve NTD70,000 for completing a 10-day journey from Cijin District (旗津) to Liouguei Township (六龜) in Kaohsiung.
- Completed 40+ rephotographs of John Thomson's 1871 works, while connecting with 6 inner mountain communities.
- Coordinated to write contents for our Facebook page accumulating 1,500+ likes in 10-days.
- Controlled project costs accurately within the approved budget.
- Project completion presentation won NTD30,000, the second highest price.
Education
National Cheng Kung University, B.A. Economics, 2017 ~ 2022
Research Projects/ Papers:
- Resource and Environmental Economics:
"Evaluation of Willingness to Pay (WTP) of Ecotourism: Using Contingent Valuation Method" (written in Chinese)
Conducted 40+ questionnaires and used Stata to analyze the WTP of NCKU students towards eco-tour. Applying regression analysis to find relations between WTP and social and economical factors, while the WTP of the selected tour was found 60% of the market price.
- Economic Analysis of Natural Disaster:
“A Qualitative Analysis of Livelihood Vulnerability From Earthquakes in Colombia and Japan”
Conducted 20 surveys and interviewed 6 persons from Colombia and Japan, compared the economic effects of the earthquakes and perceived efficiency of mitigation policies in the two economically diverse countries. Results show little notice of the two country's people on improvement on mitigation, while poorer Colombia focused on recovery more than mitigation.
- Economic Development and Happiness Economics:
“Evolution of Fishery Co-management: Case Study of Economic Effects of The Pooling System of Sakuraebi in Japan”
Conducted 3 interviews with stakeholders in the sakuraebi industry. Visualized data to analyze economic trend changes before and after the implementation of the pool systems. Analyzed correlation coefficients between price and catches with Excel to develop patterns of their changes of evolution, while explaining our findings with economic and societal reasonings from the interview contents.
Skills
Analysis
- Qualitative and quantitative economic analysis
- Design and analysis of questionnaires and interviews
- Business model design and analysis
- Data analysis: Stata, Excel, SPSS
Language
- IELTS 7.5
- Mandarin (native)
- Cantonese (native)
Financial management
- Leadership: a year experience of managing a financial team in a group with over 10 members, and in 2 projects.
- Communication: promote more transparent and efficient financial operations to the team
- Budget planning, cashiering and delivering of financial statements
Project developing
- 7-times experience of applying for government funding for community projects, with a 70% success rate
- Cooperation and connection: participate from writing proposals, event planning, reaching for business partners, budget planning, and implementation
Jojo, Ng Yi Kwan
I am a Hongkonger now working in Taiwan, at Chyunn Environment Corporation, a leading waste treatment service company in southern Taiwan. Interested in the regional revitalization and other environmental topics, I am also the co-founder of Badlands Empowerment Sustainability Taskforce (BEST), an advocacy group based in Tainan, and the industry researcher at Taiwan Blockchain Academia (TBA) working on climate issues.
+886 900156803
Tainan City, TW
Work Experience
Project Executive , Sep 2022 - Now
Chyunn Environment Corporation 群運環保股份有限公司
Undergraduate Research Assistant , Apr 2022 - Jun 2022
Transportation Research and Development Center for Yunlin-Chiayi-Tainan 雲嘉南區域運輸發展研究中心
Research on the operation models and innovative practices of rural public transport, including literature review and statistical analysis.
Industry Researcher, Sep 2021 - now
Taiwan Blockchain Academia, 台灣區塊鏈大學聯盟
The Enterprise Blockchain Development Program (EBD) is one of the main projects in TBA. It aims to drive industry innovation and digital transformation in Taiwan's financial institutions and climate action with applications of blockchain in enterprises. It is dedicated to establishing an enterprise blockchain ecosystem for academic institutions, enterprises, and government agencies in Taiwan. Duties include researching on industries, environmental policies, and interviewing the participating parties of carbon accreditation.
Financial Manager & Co- founder, Sep 2020 - now
Design operational structures and financial regulations with 10 leading members. Lead the treasuring team to practise accounting ad hoc including budget planning, cashiering and delivering financial statements, etc. Through analysing financial data, and problems that arouse in projects, to carrying out progress enhancement plans for the team's financial management. We achieved an investment return rate of 200% for the first accounting term.
Project Experience
Financial Manager, Mar 2021 - Jun 2021
2021 EC-SOS Program (Ministry of education, Taiwan) , 教育部「新創團隊公司設立及營運實務訓練營」
- Designed a business model that won reserve fund of NTD100,000 from the EC-SOS, a startup accelerating program for a university team, to run Life Ltd. Co.(壽命有限公司) for 3 months.
- Successfully negotiated an interior design and construction case with Gongguan Community (公舘社區發展協協會), organised a 3-month course with 10 participants and 1 forum with 20+ participants.
- Controlled expenses accurately within the approved budget.
Event Planner, Aug 2020 - Nov 2020
2020 Vurel Kidi in Zuojhen, 左鎮月食祭
- Planned 4 sessions of cultural tours connecting Ganglin (岡林) and Caoshan (草山) communities in Zuojhen, Tainan, worked from positioning tour features and communicating tour content, developing potential partners, and customer service.
- Coordinated with marketing, design and catering divisions, to promote local cuisines and serving over 150 participants including government officials and student groups in 4-days which received high praise.
Project Developer & Social Media Marketing, May 2020 - Jul 2020
2020 Touching Taiwan Youth Travel Program (Youth Development Administration, Ministry of Education, Taiwan), 教育部青年發展署「青年壯遊臺灣－尋找感動地圖實踐計畫」
- Conducted field survey and wrote a proposal to achieve NTD70,000 for completing a 10-day journey from Cijin District (旗津) to Liouguei Township (六龜) in Kaohsiung.
- Completed 40+ rephotographs of John Thomson's 1871 works, while connecting with 6 inner mountain communities.
- Coordinated to write contents for our Facebook page accumulating 1,500+ likes in 10-days.
- Controlled project costs accurately within the approved budget.
- Project completion presentation won NTD30,000, the second highest price.
Education
National Cheng Kung University, B.A. Economics, 2017 ~ 2022
Research Projects/ Papers:
- Resource and Environmental Economics:
"Evaluation of Willingness to Pay (WTP) of Ecotourism: Using Contingent Valuation Method" (written in Chinese)
Conducted 40+ questionnaires and used Stata to analyze the WTP of NCKU students towards eco-tour. Applying regression analysis to find relations between WTP and social and economical factors, while the WTP of the selected tour was found 60% of the market price.
- Economic Analysis of Natural Disaster:
“A Qualitative Analysis of Livelihood Vulnerability From Earthquakes in Colombia and Japan”
Conducted 20 surveys and interviewed 6 persons from Colombia and Japan, compared the economic effects of the earthquakes and perceived efficiency of mitigation policies in the two economically diverse countries. Results show little notice of the two country's people on improvement on mitigation, while poorer Colombia focused on recovery more than mitigation.
- Economic Development and Happiness Economics:
“Evolution of Fishery Co-management: Case Study of Economic Effects of The Pooling System of Sakuraebi in Japan”
Conducted 3 interviews with stakeholders in the sakuraebi industry. Visualized data to analyze economic trend changes before and after the implementation of the pool systems. Analyzed correlation coefficients between price and catches with Excel to develop patterns of their changes of evolution, while explaining our findings with economic and societal reasonings from the interview contents.
Skills
Analysis
- Qualitative and quantitative economic analysis
- Design and analysis of questionnaires and interviews
- Business model design and analysis
- Data analysis: Stata, Excel, SPSS
Language
- IELTS 7.5
- Mandarin (native)
- Cantonese (native)
Financial management
- Leadership: a year experience of managing a financial team in a group with over 10 members, and in 2 projects.
- Communication: promote more transparent and efficient financial operations to the team
- Budget planning, cashiering and delivering of financial statements
Project developing
- 7-times experience of applying for government funding for community projects, with a 70% success rate
- Cooperation and connection: participate from writing proposals, event planning, reaching for business partners, budget planning, and implementation