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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...

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

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

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

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

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

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