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Different levels of data-driven readiness in organizations.

Data-Driven Readiness Model

Strategic Planning | Project Management | Customer Relationship Management | Performance Management | Business Intelligence

陳義杰

Define different stages to manage customer relationship in the wealth management industry

Wealth Management Customer Management Cycle

<html><head></head><body><div class="row general general-profile-4"><div class="col-sm-2"><p class="avatar-wrapper"><img src="https://img.cake.me/cdn-cgi/image/fit=scale-down,format=auto,w=1920/https://images.cakeresume.com/6GQoZD/yijie-e-chen/761e5239-d067-4b53-8256-488b5060111e.jpg" style="width: 300px; aspect-ratio: 425 / 567;" class="fr-fic fr-dib" loading="" srcset="https://img.cake.me/cdn-cgi/image/fit=scale-down,format=auto,w=640/https://images.cakeresume.com/6GQoZD/yijie-e-chen/761e5239-d067-4b53-8256-488b5060111e.jpg 640w, https://img.cake.me/cdn-cgi/image/fit=scale-down,format=auto,w=828/https://images.cakeresume.com/6GQoZD/yijie-e-chen/761e5239-d067-4b53-8256-488b5060111e.jpg 828w, https://img.cake.me/cdn-cgi/image/fit=scale-down,format=auto,w=1080/https://images.cakeresume.com/6GQoZD/yijie-e-chen/761e5239-d067-4b53-8256-488b5060111e.jpg 1080w, https://img.cake.me/cdn-cgi/image/fit=scale-down,format=auto,w=1200/https://images.cakeresume.com/6GQoZD/yijie-e-chen/761e5239-d067-4b53-8256-488b5060111e.jpg 1200w, https://img.cake.me/cdn-cgi/image/fit=scale-down,format=auto,w=1920/https://images.cakeresume.com/6GQoZD/yijie-e-chen/761e5239-d067-4b53-8256-488b5060111e.jpg 1920w"></p></div><div class="col-sm-10"><h1>陳義杰</h1><p>With experience in finance, sales, human resources, and IT functions, I have:<br>• Increased corporate performance 25% by aligning individual deliverables with overall objectives through translating strategy into operational terms;<br>• Raised digital transformation impact 20% by meeting business requirements and enabling technology transformation through bridging gaps between business and IT;<br>• Beefed up sales effectiveness 20% by driving sales activities and reducing fruitless sales calls through providing analytics to support the decision-making;<br>• Boosted operations efficiency 15% by improving the cross-functional handshaking and reducing disconnections between departments through understanding the operation of various functions.</p><p><span class="fr-myicon fr-deletable black fr-myicon-img icon" style="background: url(https://spa-assets.cake.me/assets/editor/icons/black/popular/marker.svg);"><span class="fr-icon-space-wrapper">&nbsp;</span></span> 台北市, 台灣 &nbsp;<a href="https://www.linkedin.com/newsletters/consultant-s-murmuring-7080340061724020736/" target="_blank" rel="nofollow noopener">https://www.linkedin.com/newsletters/consultant-s-murmuring-7080340061724020736/</a>&nbsp; <a href="https://www.linkedin.com/in/eugeneyijiechen/" target="_blank" rel="nofollow noopener"><span class="fr-myicon fr-deletable black fr-myicon-img" style="background: url(https://spa-assets.cake.me/assets/editor/icons//black/social_media/linkedin.svg);"><span class="fr-icon-space-wrapper">&nbsp;</span></span></a>&nbsp; Mobile: +886 (9) 2809-7047 &nbsp; &nbsp;Email: <a href="mailto:yijie.e.chen@gmail.com" target="_blank" rel="nofollow noopener">yijie.e.chen@gmail.com</a></p></div></div><div class="row heading heading-work-experience-5"><div class="col-sm-12"><h2>工作經歷</h2></div></div><div class="row repeater repeater-work-experience-5"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>Director, Value-Added Data Service Dept.<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;Bankpro E-Service Technology Co., Ltd.</span></h3><p><span style="color: #888;">八月 2020 - 七月 2023</span></p><p>• Performed project management, system integration and data transformation functions to implement the solution to help the life insurance companies complying with IFRS 17 regulations.<br>• Built up the data foundation to deliver analytical reports and to enable decision-making capabilities for the different levels of managers in various industries.  <br>• Helped the enterprise to cultivate the capabilities to analyze data, develop insights, and then predict possible outcomes.</p></div></div><div class="row repeater repeater-work-experience-5"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>Director, Alternate Distribution Planning and Support<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;Prudential Financial</span></h3><p><span style="color: #888;">十二月 2016 - 七月 2019</span></p><p>• Boosted sales effectiveness by focusing on top-tier partners, using sales analyses to identify sales opportunities with high potentials and conducting skill-based training to improve capabilities.<br>• Improved sales quality by designing new sales funnel and performance measures to ensure process quality and incentivize selling to desired segment with real needs.<br>• Developed new channel from zero to one with entrepreneurship by innovating operating model with cross-functional team, and initiating training program and seminar presentation to lead by example.<br>• Drove business transformation to implement HQ business initiatives by understanding purpose, providing local market insights, advocating across departments, coordinating HQ and local team and teaching “three box solution” approach to innovate solutions.</p></div></div><div class="row repeater repeater-work-experience-5"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>Senior Manager, Performance Improvement<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;EY</span></h3><p><span style="color: #888;">四月 2015 - 十一月 2016</span></p><p>• Improved channel performance for Life Insurance Company by planning channel portfolio, differentiating partners with tiered alliance model, and reviewing sales performance.<br>• Accelerated project progress for Kitchenware Manufacturer in China by reviewing project management office (PMO) practice of ERP, CRM and SCM information system implementation projects, suggesting new meeting management, issue tracking and escalation procedures to expedite critical-path decisions.<br>• Supported executive decision-making with clarity for Financial Holding Company by reviewing data quality of existing applications in all subsidiaries and suggesting enterprise data warehouse (DW) implementation roadmap to realize value of information assets.</p></div></div><div class="row repeater repeater-work-experience-5"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>Senior Manager, Customer Relationship Management<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;ABeam Consulting</span></h3><p><span style="color: #888;">十二月 2012 - 三月 2015</span></p><p>• Enhanced customer satisfaction and met compliance requirements for Bank by applying Wealth Management Process Framework template to change salespersons' behaviors on Microsoft Dynamics CRM (Customer Relationship Management) system.<br>• Set up operations by translating strategy into target operating model (TOM) &amp; review measures for eight departments as Chief of Staff to COO in start-up Electric Scooter Manufacturer.<br>• Strengthened customer experience and operations efficiency for Cell Phone Manufacturer in China by implementing digital transformation applying best practices to solve issues like optimizing production planning, return merchandise authorization (RMA) or sales and operation planning (S&amp;OP) on SAP R/3 enterprise resource planning (ERP) system.</p></div></div><div class="row repeater repeater-work-experience-5"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>Associate Director, Financial Services<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;KPMG</span></h3><p><span style="color: #888;">三月 2012 - 八月 2012</span></p><p>• Helped Financial Institutions to start up new business with entrepreneurship by innovating business plan, business and operating models and compliance procedures.</p></div></div><div class="row repeater repeater-work-experience-5"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>Senior Manager, Strategy &amp; Operations<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;ABeam Consulting</span></h3><p><span style="color: #888;">六月 2008 - 二月 2012</span></p><p>Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat.</p></div></div><div class="row repeater repeater-work-experience-5"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>Manager, Strategy &amp; Operations<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;ABeam Consulting</span></h3><p><span style="color: #888;">九月 2003 - 五月 2008</span></p><p>Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat.</p></div></div><div class="row repeater repeater-work-experience-5"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>Senior Consultant, Technology Integrations<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;ABeam Consulting</span></h3><p><span style="color: #888;">四月 2003 - 八月 2003</span></p><p>Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat.</p></div></div><div class="row repeater repeater-work-experience-5"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>Senior Consultant, Technology Integrations<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;Deloitte Consulting</span></h3><p><span style="color: #888;">四月 2002 - 三月 2003</span></p><p>Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat.</p></div></div><div class="row repeater repeater-work-experience-5"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>Senior Consultant, Technology Integrations<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;Arthur Andersen Business Consulting</span></h3><p><span style="color: #888;">三月 2001 - 三月 2002</span></p><p>Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat.</p></div></div><div class="row repeater repeater-work-experience-5"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>ETL Team Lead / Site Manager<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;Dataspace</span></h3><p><span style="color: #888;">八月 1998 - 二月 2001</span></p><p>• Helped Financial Institutions in US build up robust data extract, transform and load (ETL) architecture to support existing BI / DW system implementation.</p></div></div><div class="row repeater repeater-work-experience-5 repeater-end"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/f17124912b75a710bc32f6474605ed89.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><h3>Financial Specialist<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;•&nbsp;&nbsp;Chinlead International Trade</span></h3><p><span style="color: #888;">六月 1994 - 七月 1995</span></p><p>• Kept cash accounting book, balanced liquidity risk and cost of capital, forecasted and tracked budget for Motorcycle Parts Trading Company.</p></div></div><div class="row heading heading-education-4"><div class="col-sm-12"><h2>學歷</h2></div></div><div class="row repeater repeater-education-4"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/a20f9b6f3eddbda6d140326fb089ecec.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-5"><p><span style="color: #888;">1996 - 1998</span></p><h3>University of Pittsburgh Katz Graduate School of Business</h3><h4>Finance, General</h4></div><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/a20f9b6f3eddbda6d140326fb089ecec.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-5"><p><span style="color: #888;">1989 - 1992</span></p><h3>National Taipei University</h3><h4>Economics</h4></div></div><div class="row repeater repeater-education-4 repeater-end"><div class="col-sm-1"><img class="logo fr-rounded" src="https://spa-assets.cake.me/assets/a20f9b6f3eddbda6d140326fb089ecec.png" loading="lazy" style="aspect-ratio: 128 / 128;"></div><div class="col-sm-11"><p><span style="color: #888;">1988 - 1989</span></p><h3>National Chung Hsing University</h3><h4>Agricultural Chemistry</h4></div></div><div class="row general with-background general-skills-6 with-background-skills-6"><div class="col-sm-6"><h2>技能</h2><hr><ul><li>Business Intelligence (BI)</li><li>Data Warehousing (DW)</li><li>Customer Relationship Management (CRM)</li><li>Strategic Planning and Implementation</li><li>Business Process Reengineering</li><li>Project Management Office (PMO)</li><li>SQL</li><li>CRM software</li><li>SAS</li><li>Cross-Functional Communication</li><li>Machine Learning</li></ul></div><div class="col-sm-6"><h2>語言</h2><hr><ul><li>English — 專業</li></ul></div></div></body></html>

陳義杰 With experience in finance, sales, human resources, and IT functions, I have: • Increased corporate performance 25% by aligning individual deli...

My Cake Resume

With experiences in finance, sales, human resource, and IT functions, I have:
• Increased corporate performance 25% by aligning individual deliverables with overall objectives through translating strategy into operational terms;
• Raised digital transformation impact 20% by meeting business requirements and enabling technology transformation through bridging gaps between business and IT;
• Beefed up sales effectiveness 20% by driving sales activities and reducing fruitless sales calls through providing analytics to support the decision-making;
• Boosted operations efficiency 15% by improving the cross-functional handshaking and reducing disconnections between departments through understanding the operation of various functions.

University of Pittsburgh Katz Graduate School of Business

Bankpro E-Service Technology Co., Ltd.

Director, Value-Added Data Service Dept.

專案經理

<h1>陳義杰</h1><p>With experience in finance, sales, human resources, and IT functions, I have:<br>&bull; Increased corporate performance 25% by aligning individual deliverables with overall objectives through translating strategy into operational terms;<br>&bull; Raised digital transformation impact 20% by meeting business requirements and enabling technology transformation through bridging gaps between business and IT;<br>&bull; Beefed up sales effectiveness 20% by driving sales activities and reducing fruitless sales calls through providing analytics to support the decision-making;<br>&bull; Boosted operations efficiency 15% by improving the cross-functional handshaking and reducing disconnections between departments through understanding the operation of various functions.</p><p><span class="fr-myicon fr-deletable black fr-myicon-img icon" style="background: url(https://spa-assets.cake.me/assets/editor/icons/black/popular/marker.svg);"><span class="fr-icon-space-wrapper">&nbsp;</span></span> 台北市, 台灣 &nbsp;<a href="https://www.linkedin.com/newsletters/consultant-s-murmuring-7080340061724020736/" target="_blank">https://www.linkedin.com/newsletters/consultant-s-murmuring-7080340061724020736/</a>&nbsp; <a href="https://www.linkedin.com/in/eugeneyijiechen/" target="_blank"><span class="fr-myicon fr-deletable black fr-myicon-img" style="background: url(https://spa-assets.cake.me/assets/editor/icons//black/social_media/linkedin.svg);"><span class="fr-icon-space-wrapper">&nbsp;</span></span></a>&nbsp; Mobile: +886 (9) 2809-7047 &nbsp; &nbsp;Email: <a href="mailto:yijie.e.chen@gmail.com">yijie.e.chen@gmail.com</a></p>

<h3>Director, Value-Added Data Service Dept.<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;Bankpro E-Service Technology Co., Ltd.</span></h3><p><span style="color: #888;">八月 2020 - 七月 2023</span></p><p>• Performed project management, system integration and data transformation functions to implement the solution to help the life insurance companies complying with IFRS 17 regulations.
• Built up the data foundation to deliver analytical reports and to enable decision-making capabilities for the different levels of managers in various industries.  
• Helped the enterprise to cultivate the capabilities to analyze data, develop insights, and then predict possible outcomes.</p>

<h3>Director, Alternate Distribution Planning and Support<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;Prudential Financial</span></h3><p><span style="color: #888;">十二月 2016 - 七月 2019</span></p><p>• Boosted sales effectiveness by focusing on top-tier partners, using sales analyses to identify sales opportunities with high potentials and conducting skill-based training to improve capabilities.
• Improved sales quality by designing new sales funnel and performance measures to ensure process quality and incentivize selling to desired segment with real needs.
• Developed new channel from zero to one with entrepreneurship by innovating operating model with cross-functional team, and initiating training program and seminar presentation to lead by example.
• Drove business transformation to implement HQ business initiatives by understanding purpose, providing local market insights, advocating across departments, coordinating HQ and local team and teaching “three box solution” approach to innovate solutions.</p>

<h3>Senior Manager, Performance Improvement<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;EY</span></h3><p><span style="color: #888;">四月 2015 - 十一月 2016</span></p><p>• Improved channel performance for Life Insurance Company by planning channel portfolio, differentiating partners with tiered alliance model, and reviewing sales performance.
• Accelerated project progress for Kitchenware Manufacturer in China by reviewing project management office (PMO) practice of ERP, CRM and SCM information system implementation projects, suggesting new meeting management, issue tracking and escalation procedures to expedite critical-path decisions.
• Supported executive decision-making with clarity for Financial Holding Company by reviewing data quality of existing applications in all subsidiaries and suggesting enterprise data warehouse (DW) implementation roadmap to realize value of information assets.</p>

<h3>Senior Manager, Customer Relationship Management<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;ABeam Consulting</span></h3><p><span style="color: #888;">十二月 2012 - 三月 2015</span></p><p>• Enhanced customer satisfaction and met compliance requirements for Bank by applying Wealth Management Process Framework template to change salespersons&apos; behaviors on Microsoft Dynamics CRM (Customer Relationship Management) system.
• Set up operations by translating strategy into target operating model (TOM) &amp; review measures for eight departments as Chief of Staff to COO in start-up Electric Scooter Manufacturer.
• Strengthened customer experience and operations efficiency for Cell Phone Manufacturer in China by implementing digital transformation applying best practices to solve issues like optimizing production planning, return merchandise authorization (RMA) or sales and operation planning (S&amp;OP) on SAP R/3 enterprise resource planning (ERP) system.</p>

<h3>Associate Director, Financial Services<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;KPMG</span></h3><p><span style="color: #888;">三月 2012 - 八月 2012</span></p><p>• Helped Financial Institutions to start up new business with entrepreneurship by innovating business plan, business and operating models and compliance procedures.</p>

<h3>Senior Manager, Strategy &amp; Operations<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;ABeam Consulting</span></h3><p><span style="color: #888;">六月 2008 - 二月 2012</span></p><p>Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat.</p>

<h3>Manager, Strategy &amp; Operations<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;ABeam Consulting</span></h3><p><span style="color: #888;">九月 2003 - 五月 2008</span></p><p>Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat.</p>

<h3>Senior Consultant, Technology Integrations<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;ABeam Consulting</span></h3><p><span style="color: #888;">四月 2003 - 八月 2003</span></p><p>Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat.</p>

<h3>Senior Consultant, Technology Integrations<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;Deloitte Consulting</span></h3><p><span style="color: #888;">四月 2002 - 三月 2003</span></p><p>Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat.</p>

<h3>Senior Consultant, Technology Integrations<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;Arthur Andersen Business Consulting</span></h3><p><span style="color: #888;">三月 2001 - 三月 2002</span></p><p>Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat.</p>

<h3>ETL Team Lead / Site Manager<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;Dataspace</span></h3><p><span style="color: #888;">八月 1998 - 二月 2001</span></p><p>• Helped Financial Institutions in US build up robust data extract, transform and load (ETL) architecture to support existing BI / DW system implementation.</p>

<h3>Financial Specialist<span style="font-size: 18.37px" class="theme-main-color">&nbsp;&nbsp;&bull;&nbsp;&nbsp;Chinlead International Trade</span></h3><p><span style="color: #888;">六月 1994 - 七月 1995</span></p><p>• Kept cash accounting book, balanced liquidity risk and cost of capital, forecasted and tracked budget for Motorcycle Parts Trading Company.</p>

<p><span style="color: #888;">1996 - 1998</span></p><h3>University of Pittsburgh Katz Graduate School of Business</h3><h4>Finance, General</h4>

<p><span style="color: #888;">1989 - 1992</span></p><h3>National Taipei University</h3><h4>Economics</h4>

<p><span style="color: #888;">1988 - 1989</span></p><h3>National Chung Hsing University</h3><h4>Agricultural Chemistry</h4>

<h2>技能</h2><hr><ul><li>Business Intelligence (BI)</li><li>Data Warehousing (DW)</li><li>Customer Relationship Management (CRM)</li><li>Strategic Planning and Implementation</li><li>Business Process Reengineering</li><li>Project Management Office (PMO)</li><li>SQL</li><li>CRM software</li><li>SAS</li><li>Cross-Functional Communication</li><li>Machine Learning</li></ul>

<h2>語言</h2><hr /><ul><li>English — 專業</li></ul>