Patty Hsu

Experience

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  DBS Bank

  Aug 2014 - Jul 2017

  Senior Relationship Manager

  • Evaluated clients’ demands and provided practical financial solutions and plans. • Earned 30% annual profits for qualifying clients by operating analyzed foreign exchange investment plan, corporate bond, insurance, and mutual fund portfolio. • Managed customer data with CRM and Finacle and achieved 100%+ sales performance every month in 2016. • Awarded “Super Relationship Manager of North District” for 2015 Q3 and 2016 Q2, and was promoted to Senior Relationship Manager within two years. Show less

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  Fuh Hwa Securities Investment Trust Co., LTD.

  Jul 2017 - Sept 2017

  Broker dealer

  • Executed investment plans with fund managers and investment groups. • Controlled cash flow of 7 types of mutual funds with Excel and financial software. • Traded 50 million U.S. dollars of foreign exchange orders per day using Bloomberg and various financial applications.

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  Keap

  Dec 2018 - May 2019

  Data Science Intern

  • Established queries to extract meaningful data and performed data cleansing on a large scale of usage data• Built a machine learning model in order to predict the retention probability of clients. • Increased the accuracy of the predictive model from 56% to 84% by comparing and training the models using Random Forest, Logistic Regression, and AdaBoost algorithms in Python language. • Presented the project results and insights using Tableau and Seaborn libraries in Python to enable stakeholders to improve the customer retention strategy. Show less

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  AIC Inc.

  Apr 2021 - Jan 2022

  Project Manager

  • Managed 5 projects that generated high sales revenue for the company. Projects encompass standard products, OEM, ODM custom industrial servers for data warehouses, audio sound engines, and video streaming service enterprises.• Coordinated between cross-functional teams in AIC HQ overseas and AIC US departments to ensure project objects are clearly delivered and mechanically achievable.• Communicated with clients and gathered customer requirements on both engineering and logistics aspects. • Managed product inventories including creating part numbers and Bills of Materials, placing Purchasing Orders, and writing off obsolete inventories and related administrations. Show less