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4 到 6 年
6 到 10 年
10 到 15 年
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
就职中
目前会考虑了解新的机会
全职 / 对远端工作有兴趣
15 年以上
New York Institute of Technology
Avatar of the user.
Avatar of the user.
PM/SA @博暉科技
2022 ~ 现在
Pre-sales/PM/Business Consultant/Business Analyst/System Analyst
一個月內
Asset Management
Investment Management
JIRA Project Management
就职中
目前会考虑了解新的机会
全职 / 对远端工作有兴趣
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 ~ 现在
Business Development, Product Manager, Project Management, Business Operations, Process Design
一個月內
Project Management
Business Development
Operations Management
就职中
目前会考虑了解新的机会
全职 / 对远端工作有兴趣
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 ~ 现在
IT Manager
一年內
Microsoft Office
Analysis
Dealer Management
就职中
全职 / 对远端工作有兴趣
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 ~ 现在
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
就职中
目前没有兴趣寻找新的机会
全职 / 暂不考虑远端工作
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
待业中
目前没有兴趣寻找新的机会
全职 / 对远端工作有兴趣
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 ~ 现在
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
全职 / 暂不考虑远端工作
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 ~ 现在
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
就职中
全职 / 对远端工作有兴趣
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
全职 / 对远端工作有兴趣
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
就职中
目前没有兴趣寻找新的机会
全职 / 暂不考虑远端工作
15 年以上
University of Toledo
Masters of Business Administration MBA Finance and Financial

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职场能力评价定义

专业技能
该领域中具备哪些专业能力(例如熟悉 SEO 操作,且会使用相关工具)。
问题解决能力
能洞察、分析问题,并拟定方案有效解决问题。
变通能力
遇到突发事件能冷静应对,并随时调整专案、客户、技术的相对优先序。
沟通能力
有效传达个人想法,且愿意倾听他人意见并给予反馈。
时间管理能力
了解工作项目的优先顺序,有效运用时间,准时完成工作内容。
团队合作能力
具有向心力与团队责任感,愿意倾听他人意见并主动沟通协调。
领导力
专注于团队发展,有效引领团队采取行动,达成共同目标。
一年內
Software Engineer (Backend)
Cerberus Co., Ltd.
2021 ~ 现在
Taipei City, Taiwan
专业背景
目前状态
就职中
求职阶段
目前没有兴趣寻找新的机会
专业
后端开发人员
产业
银行
工作年资
2 到 4 年
管理经历
技能
Word
PowerPoint
Excel
日本語能力檢定N2
C#
MSSQL
GIT
Python
语言能力
English
进阶
Japanese
中阶
求职偏好
希望获得的职位
Backend Engineer, Data Engineer
预期工作模式
全职
期望的工作地点
Taipei City, 台灣, Tōkyō, 東京都日本, Osaka, 大阪府日本, Kyoto, 京都府日本, Fukuoka, 福岡縣日本
远端工作意愿
对远端工作有兴趣
接案服务
学历
学校
National Central University
主修科系
Astronomy
列印

 Chang Han Yuan

+886 955599372 | [email protected] 

 GitHub Pages  Medium

Interested in Blockchain technology, Defi-related, Backend, Data Science, Financial.


  Taipei City, Taiwan  

Work Experience



System Analyst (Backend)

Cerberus Co., Ltd.

Apr 2021 - Present
Taipei, Taiwan

  • 1.Implement Gitlab for version control.

    • Solving the conflict with two different developing line from Shenzhen and Taiwan.

  • 2.Migration from a 16 years live web based Loan Management System (LMS) to an 8 years live winform based LMS.

    • Writing T-SQL to do the migration. Total migration downtime is around 40 mins.

  • 3.The 16 years LMS is mainly for the mortgage loan, 8 years LMS is mainly for the personal loan.

    • Plantext key-in resolve. Data sorting and classification.

    • Dirty storage data cleaning. 

    • Solving duplicate data in both live system.

    • Solving architecture differently. There are completely different repayment calculation work-flow.

    • NO Normalization - UNF level & 1NF level.

    • Parameter mapping.

  • 4.Rewrite T-SQL to mitigate an SOP of upload client's credit to the credit agency
    • From over 60 steps, including multiple times excel marco handling and manual changing SQL server SP, this usually need to spend at least 1 day full time job IT to do this SOP every month, to 2 T-SQL script and 1 SQL-Agent corn job, within 10 seconds to finished the job.
  • 5.Writing an dynamic SQL to generate dynamic year on an .RDLC report.
  • 6.Successfully finished data migration project along within 1 year.
  • 7.Updating the application from .Net framework 2.0 to .Net framework 4.7, due to the need of implement Anti-Money Laundering by using the RestSharp package.

Software Engineer (Backend)

Systemweb Technologies Co., Ltd.

Sep 2018 - Apr 2021
Taipei, Taiwan

  • 1.Providing the Investment Management System to the Invest Company.

    • Successful go live in 6 months.

    • Technical support for a responsible project for at least 1 year.

  • 2.Building new modules for 4 major investment processes.

    • Established fund loss-audit process.

    • Modify old foreign exchange investment form with better UX.

    • Repair unusable leave system.

  • 3.Refactored inefficient legacy code.

    • Refactoring module for further extension.

    • SQL performance tuning

    • Improved waiting time from 12 second to 1 second.

  • 4.Established complicated business logic of cash-flow into an easy to understand excel report. 
    • Using MSSQL function and stored procedure to achieve.
  • 5.Teaching new colleague.
  • 6.Data transferring by using our own developed ETL tool.
  • 7.Write SQL SP to run the daily accounting process.
  • 8.Solving weakness scan issue.

Research Assistant

National Central University

Graduate Institute of Astronomy

Sep 2016 - Sep 2017
Taoyuan, Taiwan

  • 1.Established a pipeline to analyze data from space telescope databases.
  • 2.Using running median method to fitting the light curve activities from solar-like star and smaller stellar.
  • 3.Substract the raw light curve and fitted light curve to get pure solar flare events.
  • 4.Summaris and comparing different physics of stellar and using the power law to compare with our sun.
  • 5.Published a journal paper.

Administrative Assistant

Environmental Protection Administration 

International Cooperation Group

Jul 2012 - Jun 2013
Taipei, Taiwan

  • 1.Reception of foreign guests, Meeting minutes. 
  • 2.Assist photographer.

Education



National Central University                                                                              Taoyuan, Taiwan 

Master of Science in Astronomy

  • GPA: 3.79 / 4.0 ; Class rank: 2/10
  • Relevant Coursework: Data analysis, Stellar physics, Galaxy physics, Planetary Science 
  • Honor: Excellent work of PSROC in astronomy

Sep 2013 - June 2016

National Taiwan Ocean University                                                                   Keelung, Taiwan 

Bachelor of Science in Marine Environmental Informatics

  • GPA: 3.63 / 4.0 ; Class rank: 4/54
  • Relevant Coursework: C++, PHP, Matlab, Marine Science, Statistics, Japanese

Sep 2008 - Jan 2012

Publication

  • Chang et al. 2017. LAMOST Observations of Flaring M Dwarfs in the Kepler Field. The Astrophysical Journal, Volume 834, Issue 1, article id. 92, 7 pp. (2017). 

Programming Skill

  • C#
    • Basic Knowledge of OOP concept
    • Winform CRUD
    • Refactoring legacy code
    • Improving performance
  • MS SQL
    • Basic knowledge of SQL
    • Refactoring legacy SQL functions and stored procedure
    • SQL performance tuning, by reducing unnecessary sub-queries and adding index 
    • Customer service, providing readable SQL queries for solving online problems
  • Git 
    • Basic knowledge of git operations 
    • Responsible for finalizing the release branch (solving conflict)
    • Cherry-picking the commit from different project
  • Python
    • Established a pipeline to analyze data from space telescope databases.
    • Using the running median method to fit things.
  • Matlab, PHP, C++
    • Learned in University.

Language

  • Chinese (native)
  • English (intermediate, TOFEL 87/ 120)
  • Japanese (conversational, JLPT N2)
简历
个人档案

 Chang Han Yuan

+886 955599372 | [email protected] 

 GitHub Pages  Medium

Interested in Blockchain technology, Defi-related, Backend, Data Science, Financial.


  Taipei City, Taiwan  

Work Experience



System Analyst (Backend)

Cerberus Co., Ltd.

Apr 2021 - Present
Taipei, Taiwan

  • 1.Implement Gitlab for version control.

    • Solving the conflict with two different developing line from Shenzhen and Taiwan.

  • 2.Migration from a 16 years live web based Loan Management System (LMS) to an 8 years live winform based LMS.

    • Writing T-SQL to do the migration. Total migration downtime is around 40 mins.

  • 3.The 16 years LMS is mainly for the mortgage loan, 8 years LMS is mainly for the personal loan.

    • Plantext key-in resolve. Data sorting and classification.

    • Dirty storage data cleaning. 

    • Solving duplicate data in both live system.

    • Solving architecture differently. There are completely different repayment calculation work-flow.

    • NO Normalization - UNF level & 1NF level.

    • Parameter mapping.

  • 4.Rewrite T-SQL to mitigate an SOP of upload client's credit to the credit agency
    • From over 60 steps, including multiple times excel marco handling and manual changing SQL server SP, this usually need to spend at least 1 day full time job IT to do this SOP every month, to 2 T-SQL script and 1 SQL-Agent corn job, within 10 seconds to finished the job.
  • 5.Writing an dynamic SQL to generate dynamic year on an .RDLC report.
  • 6.Successfully finished data migration project along within 1 year.
  • 7.Updating the application from .Net framework 2.0 to .Net framework 4.7, due to the need of implement Anti-Money Laundering by using the RestSharp package.

Software Engineer (Backend)

Systemweb Technologies Co., Ltd.

Sep 2018 - Apr 2021
Taipei, Taiwan

  • 1.Providing the Investment Management System to the Invest Company.

    • Successful go live in 6 months.

    • Technical support for a responsible project for at least 1 year.

  • 2.Building new modules for 4 major investment processes.

    • Established fund loss-audit process.

    • Modify old foreign exchange investment form with better UX.

    • Repair unusable leave system.

  • 3.Refactored inefficient legacy code.

    • Refactoring module for further extension.

    • SQL performance tuning

    • Improved waiting time from 12 second to 1 second.

  • 4.Established complicated business logic of cash-flow into an easy to understand excel report. 
    • Using MSSQL function and stored procedure to achieve.
  • 5.Teaching new colleague.
  • 6.Data transferring by using our own developed ETL tool.
  • 7.Write SQL SP to run the daily accounting process.
  • 8.Solving weakness scan issue.

Research Assistant

National Central University

Graduate Institute of Astronomy

Sep 2016 - Sep 2017
Taoyuan, Taiwan

  • 1.Established a pipeline to analyze data from space telescope databases.
  • 2.Using running median method to fitting the light curve activities from solar-like star and smaller stellar.
  • 3.Substract the raw light curve and fitted light curve to get pure solar flare events.
  • 4.Summaris and comparing different physics of stellar and using the power law to compare with our sun.
  • 5.Published a journal paper.

Administrative Assistant

Environmental Protection Administration 

International Cooperation Group

Jul 2012 - Jun 2013
Taipei, Taiwan

  • 1.Reception of foreign guests, Meeting minutes. 
  • 2.Assist photographer.

Education



National Central University                                                                              Taoyuan, Taiwan 

Master of Science in Astronomy

  • GPA: 3.79 / 4.0 ; Class rank: 2/10
  • Relevant Coursework: Data analysis, Stellar physics, Galaxy physics, Planetary Science 
  • Honor: Excellent work of PSROC in astronomy

Sep 2013 - June 2016

National Taiwan Ocean University                                                                   Keelung, Taiwan 

Bachelor of Science in Marine Environmental Informatics

  • GPA: 3.63 / 4.0 ; Class rank: 4/54
  • Relevant Coursework: C++, PHP, Matlab, Marine Science, Statistics, Japanese

Sep 2008 - Jan 2012

Publication

  • Chang et al. 2017. LAMOST Observations of Flaring M Dwarfs in the Kepler Field. The Astrophysical Journal, Volume 834, Issue 1, article id. 92, 7 pp. (2017). 

Programming Skill

  • C#
    • Basic Knowledge of OOP concept
    • Winform CRUD
    • Refactoring legacy code
    • Improving performance
  • MS SQL
    • Basic knowledge of SQL
    • Refactoring legacy SQL functions and stored procedure
    • SQL performance tuning, by reducing unnecessary sub-queries and adding index 
    • Customer service, providing readable SQL queries for solving online problems
  • Git 
    • Basic knowledge of git operations 
    • Responsible for finalizing the release branch (solving conflict)
    • Cherry-picking the commit from different project
  • Python
    • Established a pipeline to analyze data from space telescope databases.
    • Using the running median method to fit things.
  • Matlab, PHP, C++
    • Learned in University.

Language

  • Chinese (native)
  • English (intermediate, TOFEL 87/ 120)
  • Japanese (conversational, JLPT N2)