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15 年以上
Avatar of Christopher Lazos.
Avatar of Christopher Lazos.
Sr. Vice President - Private Wealth Management @Maxim Group
2005 ~ 2008
Financial Analyst/Advisor
一個月內
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
就職中
目前會考慮了解新的機會
全職 / 對遠端工作有興趣
15 年以上
New York Institute of Technology
Avatar of the user.
Avatar of the user.
PM/SA @博暉科技
2022 ~ 現在
Pre-sales/PM/Business Consultant/Business Analyst/System Analyst
一個月內
Asset Management
Investment Management
JIRA Project Management
就職中
目前會考慮了解新的機會
全職 / 對遠端工作有興趣
10 到 15 年
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 ~ 現在
Business Development, Product Manager, Project Management, Business Operations, Process Design
一個月內
Project Management
Business Development
Operations Management
就職中
目前會考慮了解新的機會
全職 / 對遠端工作有興趣
10 到 15 年
National ChengChi University (NCCU)
International MBA in Finance
Avatar of the user.
Avatar of the user.
IT and Dealing Coordinator @PT. Majoris Asset Management
2023 ~ 現在
IT Manager
一年內
Microsoft Office
Analysis
Dealer Management
就職中
全職 / 對遠端工作有興趣
10 到 15 年
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 ~ 現在
Chief Executive Officer
一年內
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
就職中
目前沒有興趣尋找新的機會
全職 / 暫不考慮遠端工作
15 年以上
Harvard Business School
Tax Law & Accounting
Avatar of 游振和.
Avatar of 游振和.
曾任
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
超過一年
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
待業中
目前沒有興趣尋找新的機會
全職 / 對遠端工作有興趣
4 到 6 年
東吳大學
企業管理系
Avatar of Yim Shuk Kwan.
Avatar of Yim Shuk Kwan.
Segment Mgr Manager @Cross-border Division, Bank of China (Hong Kong)
2015 ~ 現在
Business Strategy Officer
超過一年
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
全職 / 暫不考慮遠端工作
10 到 15 年
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 ~ 現在
CEO & Co-Founder
超過一年
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
就職中
全職 / 對遠端工作有興趣
4 到 6 年
University of London
Finance
Avatar of Joseph Bosso.
Avatar of Joseph Bosso.
MBA Summer Intern – Business Analyst @SEI Wealth Platform
2015 ~ 2015
Consultant
超過一年
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
全職 / 對遠端工作有興趣
4 到 6 年
Georgia Institute of Technology
IT
Avatar of Chaz Price.
Avatar of Chaz Price.
Multi-Family Wealth Adviser @TDC Investment Advisory
2019 ~ 2020
CERTIFIED FINANCIAL PLANNER™
超過一年
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
Comprehensive
Planning
Retirement Plan Consulting
就職中
目前沒有興趣尋找新的機會
全職 / 暫不考慮遠端工作
15 年以上
University of Toledo
Masters of Business Administration MBA Finance and Financial

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職場能力評價定義

專業技能
該領域中具備哪些專業能力(例如熟悉 SEO 操作,且會使用相關工具)。
問題解決能力
能洞察、分析問題,並擬定方案有效解決問題。
變通能力
遇到突發事件能冷靜應對,並隨時調整專案、客戶、技術的相對優先序。
溝通能力
有效傳達個人想法,且願意傾聽他人意見並給予反饋。
時間管理能力
了解工作項目的優先順序,有效運用時間,準時完成工作內容。
團隊合作能力
具有向心力與團隊責任感,願意傾聽他人意見並主動溝通協調。
領導力
專注於團隊發展,有效引領團隊採取行動,達成共同目標。
超過一年
專案執行 @ 群運環保股份有限公司
Logo of 群運環保股份有限公司.
群運環保股份有限公司
2022 ~ 現在
Tainan, 台灣
專業背景
目前狀態
就職中
求職階段
目前沒有興趣尋找新的機會
專業
財務長
產業
活動服務, 移動, 環境 / 永續發展
工作年資
1 到 2 年
管理經歷
我有管理 1~5 人的經驗
技能
Word
PowerPoint
Excel
Google Drive
IELTS7.5
Accounting
Business Modeling
Stata
SPSS
Notion
Data Analysis
iMovie
Notion & GS協作
Interviewing
Surveying
Management
ABRSM-Piano Grade Eight
Pages and Keynote
Industry Research
Research
Industry Analysis
語言能力
English
專業
Chinese
母語或雙語
求職偏好
希望獲得的職位
研究人員
預期工作模式
全職
期望的工作地點
Taipei, 台灣, Kaohsiung City, 台灣, Tainan, 台灣, Taichung, 台灣
遠端工作意願
對遠端工作有興趣
接案服務
是,我利用業餘時間接案
學歷
學校
National Cheng Kung University
主修科系
Economics
列印
L345pdk5x3lj4xkb3n0n

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.

  

[email protected]

+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

Badlands Empowerment Sustainability Taskforce, BEST 惡地共築     

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:
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

履歷
個人檔案
L345pdk5x3lj4xkb3n0n

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.

  

[email protected]

+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

Badlands Empowerment Sustainability Taskforce, BEST 惡地共築     

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:
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