Gerald Liu

Experience

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  Imagination in Space

  Jun 2017 - Aug 2017

  Marketing Intern

  - Built the official website on WordPress - Engaged in marketing strategies that used Twitter, Instagram, and Mailchimp- Arranged 4 workshops for startups in NYC to help them get a head start in the industry

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  Taipei Computer Association

  Apr 2018 - Aug 2020

  InnoVEX is the largest international startup event and conference annually held in Taiwan, and it focuses on innovations and startups.- Implemented sales initiatives and utilized online and offline channels to recruit startups from Taiwan and other 24 countries, which resulted in a 10% increase in the number of startups- Held 2 financial workshops in the area of investing to improve colleagues’ financial literacy during COVID-19- Coordinated international efforts and led a 10-person team to organize 2 seminars and pitch events with Hong Kong Science Park and Techstars, the international startup conglomerate- Moderated at a live webinar panel discussion that had 100+ online attendees- Collaborated with the trade offices of 23 countries to recruit startups to attend InnoVEX- Served on the Employee Welfare Committee to organize the year-end gala Show less Startup Terrace is a government-backed startup center in Taiwan.- Won the "Employee of the Year Award" in 2018 & 2019- Advised 20 foreign startups to relocate parts of their operations to Taiwan- Initiated “Foreign Student Program” and used cold calling and obtained participation from 14 Taiwan universities by offering assistance to apply for work visas for foreign students- Organized trade show pavilions at startup expositions such as RISE Hong Kong and Slush Helsinki to introduce Startup Terrace and help our startups make business deals (5 million in total) Show less

  • Sales Manager at InnoVEX

    Aug 2019 - Aug 2020

  • Strategic Partnership Specialist at Startup Terrace

    Apr 2018 - Aug 2019
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  Cathay United Bank Singapore Branch

  Apr 2021 - Jul 2021

  - Prepared documents of 60+ onboarding funds and bonds for private banking clients- Assisted team members to complete a scorecard to evaluate the product risk ratings - Wrote VBA code to automate report generation of IR DV01 & FX Delta utilization rate and basis risk, saving 20 minutes of manual process- Analyzed a big dataset to explain the discrepancy between GL and the Treasury data, discovering the legacy FX assets

  • Treasury Intern

    Jun 2021 - Jul 2021

  • Market Risk Intern

    Apr 2021 - Jun 2021
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  PCA Life Assurance Co Ltd. (英國保誠人壽)

  Aug 2021 - Jul 2022

  Senior Management Associate

  - Analyzed competitors’ products that covered COVID 19 and compared them with PCA’s to find strengths- Streamlined internal audit process for product training material review- Created 10+ training materials of new onboarding insurance products for salespersons- Passed 8 subjects of LOMA exam and 1 local exam to familiarize myself with life insurance

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  台新國際商業銀行

  Jul 2022 - now

  Graduated from MA program:- Covered listed Taiwanese companies such as Ruentex, HCG and NDB and global shipping/aviation conglomerates such as MSC and SMBC Aviation Capital- Represented Taishin to record a podcast about MA program Corporate Banking Management Associate- Covered Taiwanese conglomerates including Ruentex, Evergreen and TCC Group- Wrote credit analysis and DD reports to participate in 10+ global syndications in various industries, bringing in 60% more revenue for RM- Maintained customer relations by regular client visits and daily loan/deposit rate quotes

  • Relationship Manager

    Jan 2025 - now

  • Management Associate

    Jul 2022 - now