Cake Talent Search

Jerry Liu Taipei, 台灣[email protected] https://www.linkedin.com/in/hsiuchiliu-jerry/ Results-driven finance professional with expertise in portfolio management, macro and market analysis, and investment research. Adept at generating actionable insights through data-driven strategies. Leverages advanced Python and data science skills to enhance decision-making in wealth management and consulting. 工作經歷 Macro and Equity Research Analyst • 凱基投信(KGI SITE) 六月十二月 2024 | Taipei, Taiwan • Evaluated the impact of global economic trends

attention to detail and excellent organizational skills. Always exploring ways to go above and beyond expected performance to support the team. Linkedin | Chris Wang Chris Project Portfolio Work Experience NovNow 1 yrs 7 mos Senior Project Manager | Investment Manager JKL Capital UK Responsibilities in Corporate Investment Division : • Investment Management System Architect: Led the design and implementation of a Google Apps-based investment management platform, streamlining document management and fostering a knowledge-sharing foundation. • Deal Sourcing Strategist: Established and nurtured relationships with key institutions, actively sourced deals through participation in start-up meetings and exhibitions. • Pre-Investment

CV of Jonna Keller Jonna Keller Jonna Keller is at First Security Investment Inc. (FSI), a Sarasota, FL-based firm specializing in comprehensive family wealth management. FSI's portfolio of services includes insurance, estate planning, and investment management, all tailored to the nuanced needs of its clients. Unlike traditional financial services providers, her approach prioritizes personalized financial strategies over product sales, ensuring that her solutions align seamlessly with clients' financial aspirations and life situations. With over 25 years in the financial industry, she has built her career on prioritizing client interests above profits from transaction fees

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...

and file sharing. In addition, sometimes I am also assigned in the fields of multimedia and graphic designs on banners, business cards, ID cards, brochures, company profile videos, managing company websites, Facebook, Instagram, Twitter and YouTube. Jakarta, Indonesia Pengalaman Kerja IT and Dealing Coordinator • PT. Majoris Asset Management MeiPresent 1. Carry out securities transactions (shares/bonds) determined by the investment function at the best price and time for the interests of customers. 2. Coordinate with the investment and research function coordinator in selecting a Securities Broker by considering, among other things, the fees

system, based on macroeconomic and fundamental analysis, and currently manage a portfolio of stocks and fixed income securities. Also, I have experience of short-term futures and options trading. After completing the MBA, I plan to pass the CFA exam (level 1) and change my professional career to investment management. Taipei City, Taiwan https://www.linkedin.com/in/vladimir-teliakova5/ [email protected] Experience Head Specialist • Department of State Project Expertise AprilSeptemberConsulting on the examination of construction project documentation 2. Development and maintenance of the state register

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