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4-6 years
6-10 years
10-15 years
More than 15 years
Sr. Vice President - Private Wealth Management @Maxim Group2005 ~ 2008
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Financial Analyst/Advisor
Within one month
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...
Employed
・
Open to opportunities
Full-time / Interested in working remotely
More than 15 years
New York Institute of Technology
PM/SA @博暉科技2022 ~ Present
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Pre-sales/PM/Business Consultant/Business Analyst/System Analyst
Within one month
Employed
・
Open to opportunities
Full-time / Interested in working remotely
10-15 years
Tamkang University
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運輸科技與物流管理學系Project Manager @Amaryllo Inc.2023 ~ Present
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Business Development, Product Manager, Project Management, Business Operations, Process Design
Within one month
Employed
・
Open to opportunities
Full-time / Interested in working remotely
10-15 years
National ChengChi University (NCCU)
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International MBA in FinanceIT and Dealing Coordinator @PT. Majoris Asset Management2023 ~ Present
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IT Manager
Within one year
Employed
Full-time / Interested in working remotely
10-15 years
Universitas Gunadarma
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Computer Technology/Computer Systems Technology
John J. Bowman, Jr. @Accountant 1970 ~ Present
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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
Employed
・
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Harvard Business School
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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
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
Unemployed
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Not open to opportunities
Full-time / Interested in working remotely
4-6 years
東吳大學
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企業管理系
Segment Mgr Manager @Cross-border Division, Bank of China (Hong Kong) 2015 ~ Present
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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
Full-time / Not interested in working remotely
10-15 years
University College of Dublin
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Bachelor degree of Business Studies Marketing(Second Class Honours Division One, GPA: 3.22 )
HULT Private Capital @HULT Private Capital2008 ~ Present
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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
Employed
Full-time / Interested in working remotely
4-6 years
University of London
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Finance
MBA Summer Intern – Business Analyst @SEI Wealth Platform2015 ~ 2015
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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
Full-time / Interested in working remotely
4-6 years
Georgia Institute of Technology
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IT
Multi-Family Wealth Adviser @TDC Investment Advisory2019 ~ 2020
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CERTIFIED FINANCIAL PLANNER™
More than one year
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
Employed
・
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
University of Toledo
・
Masters of Business Administration MBA Finance and FinancialThe Most Lightweight and Effective Recruiting Plan
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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.
Professional Background
Current status
Job Search Progress
Ready to interview
Professions
Project / Product Management
Fields of Employment
Work experience
1-2 years
Management
Skills
Languages
Job search preferences
Positions
Project Manager
Job types
Full-time
Locations
Remote
Interested in working remotely
Freelance
Educations
School
Major
Experience
Marketing Intern | OPPO | Sep 2016 - Dec 2016
- Planned and executed the social media marketing strategy with team to grow the core customer base on brand community and Facebook official page.
- In charge of public opinion analysis on popular social networking to trace consumer’s comment on competitive product and integrated into 1 weekly report as a reference of strategy adjustment.
- Supported the offline activity of new phone launch event (R9s, launched in Dec 2016)
Investment Manager Intern | HG Capital | Jul 2016 - Aug 2016
- worked in a emerging private equity fund (750 million in size) based on Beijing
- investigated in early-stage research in industry and competitor analysis on potential investment opportunities with fund manager.
- Assessed the situation of Virtual Reality industry in China by integrating research institutions’s comment and hearing
numerous of startup's pitch.
Intern | FUNGLY Capital Co., Ltd. | Jul 2015 - Jan 2016
- Assisted investment directors to conduct due diligence on target startup, including industry research and financial forecasting of startup valuation.
- investigated in target industries of fund to continuously assess the prospective clients and potential deal based on market and competitor analysis.
- Supported single startup to raise NT$ 8 million investments from government guide fund in Taiwan (National Development fund).
Education
National Chiao Tung University, Hsinchu, TAIWAN | 2014 - 2016
Master of Business Admistration
Specializations: Econometric, Marketing management, financial institution
Extra-curricular activities: participated in a student academic club (TMBA) and conducted an security analysis training which is focused on stock market.
Solvay Business School, Brussels, BELGIUM | Jan 2016 - June 2016
Exchange program: 1 semester at Université libre de Bruxelles, faculty of Economics and Business.
National Central University, Taoyuan, TAIWAN | 2010 - 2014
Bachelor of Finance
Specializations: financial statement analysis, accounting, financial innovation.
Skill
Financial Analysis
Skilled and experienced in several methods of data analysis. And with specific field knowledge in to complete financial forecasting, market, competitor, public opinion analysis report independently.
Marketing
Experienced in marketing plan and execution, which is essential to conduct a customer-oriented thinking and identify the problem in product development and sales process.
Business Strategy
With sufficient knowledge and experience in business field. 2-year MBA training and practical experience structure my instincts to judge the feasibility of each business case.
Experience
Marketing Intern | OPPO | Sep 2016 - Dec 2016
- Planned and executed the social media marketing strategy with team to grow the core customer base on brand community and Facebook official page.
- In charge of public opinion analysis on popular social networking to trace consumer’s comment on competitive product and integrated into 1 weekly report as a reference of strategy adjustment.
- Supported the offline activity of new phone launch event (R9s, launched in Dec 2016)
Investment Manager Intern | HG Capital | Jul 2016 - Aug 2016
- worked in a emerging private equity fund (750 million in size) based on Beijing
- investigated in early-stage research in industry and competitor analysis on potential investment opportunities with fund manager.
- Assessed the situation of Virtual Reality industry in China by integrating research institutions’s comment and hearing
numerous of startup's pitch.
Intern | FUNGLY Capital Co., Ltd. | Jul 2015 - Jan 2016
- Assisted investment directors to conduct due diligence on target startup, including industry research and financial forecasting of startup valuation.
- investigated in target industries of fund to continuously assess the prospective clients and potential deal based on market and competitor analysis.
- Supported single startup to raise NT$ 8 million investments from government guide fund in Taiwan (National Development fund).
Education
National Chiao Tung University, Hsinchu, TAIWAN | 2014 - 2016
Master of Business Admistration
Specializations: Econometric, Marketing management, financial institution
Extra-curricular activities: participated in a student academic club (TMBA) and conducted an security analysis training which is focused on stock market.
Solvay Business School, Brussels, BELGIUM | Jan 2016 - June 2016
Exchange program: 1 semester at Université libre de Bruxelles, faculty of Economics and Business.
National Central University, Taoyuan, TAIWAN | 2010 - 2014
Bachelor of Finance
Specializations: financial statement analysis, accounting, financial innovation.
Skill
Financial Analysis
Skilled and experienced in several methods of data analysis. And with specific field knowledge in to complete financial forecasting, market, competitor, public opinion analysis report independently.
Marketing
Experienced in marketing plan and execution, which is essential to conduct a customer-oriented thinking and identify the problem in product development and sales process.
Business Strategy
With sufficient knowledge and experience in business field. 2-year MBA training and practical experience structure my instincts to judge the feasibility of each business case.