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Adam Kuo

Adam Kuo

Intern

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location of Adam KuoHo Chi Minh City, Vietnam

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  • Timeline

  • About me

    Senior Manager, Corporate Planning

  • Education

    • 성균관대학교

      2015 - 2015
      Master of Business Administration (M.B.A.) Business Administration and Management, General 4.5/4.5

      Exchange StudentMarketing Strategy (A+)Empirical Analysis in Accounting and Finance Studies (A+)

    • 國立政治大學

      2010 - 2013
      Bachelor of Business Administration - BBA International Business 3.9/4

      Activities and Societies: Awarded as the member of Beta Gamma Sigma International Honor Society accredited by AACSB 1. Representative of Students, Department of International Business 2. Commerce Ambassador, NCCU, College of Commerce 3. Vice Manager, Global Partnership of Asian Colleges (GPAC) Bachelor of Business Administration in International Business Bachelor of Arts in Economics (Double Major), Minor in Statistics

    • 國立臺北大學NATIONAL TAIPEI UNIVERSITY

      2021 - 2023
      Executive MBA Statistics 4/4

      Regression Analysis (99)Data Mining (98)Multi-variables Analysis (97)

    • 國立臺灣大學

      2014 - 2016
      Master of Business Administration - MBA International Business 4.14/4.3

      Activities and Societies: Academic Minister, Korean Culture Club, NTU (Initiated the club and recruited new members to expand the base by threefold) * Teaching Assistant of StatisticsTaught 80 students statistical theory and software

  • Experience

    • Concord Securities

      Jul 2012 - Aug 2012
      Intern

    • ROC Army (Taiwan)

      Aug 2013 - Jul 2014
      Squad Leader and Logistics Sergeant

      Mandatory Military Service

    • 國立臺灣大學

      Sept 2014 - Jun 2015
      Teaching Assistant

      Statistics

    • Cathay Financial Holdings Co., Ltd.

      Jul 2015 - Aug 2015
      Intern

      Strategic Planning Division1. Conducted a research of the Indian life insurance industry to evaluate the potential of the market and find out desirable target2. Supported the researcher by preliminary analysis on long-term caring industry with Japan and Korea cases

    • Yuanta Securities Korea Co Ltd

      Sept 2015 - Jan 2016
      Intern

      Global Market Sales Team1. Conducted a research of the Korean futures, and options market2. Bridged Taiwan and Korean subsidiary with a view to developing institutional business in derivatives market

    • Yuanta Securities

      Jul 2016 - Jan 2023

      Project Manager to execute the establishment of new Singapore subsidiary for Fund Management Company (Asset Management Services). Responsible for the pre-assessment of feasibility, market research, investment proposal, business plan, and in charge of obtaining necessary approvals from relevant Authorities(Tawan SFB, MOEA Investment Commission, ACRA, and MAS). 1. Project Manager to execute the re-domicilation of Overseas Investment Company from Bermuda to Singapore. 2. Responsible for the project of USD 100 million capital increase to Group's overseas investment holding company. 1. Planning and executing short-term, mid-term, and long-term overseas business development strategies, establishment of management mechanism, and business performance analysis.2. Supervising overseas subsidiaries to establish and control financial management, compliance, and risk management. 3. Evaluation on potential M&A targets and planning market entry strategy based on the financial industry research. 1. Account Officer of Korea Subsidiary. To analyze monthly business performance , facilitate trans-national business cooperation, review of investment proposal of PEF or VCF submitted by subsidiaries.2. Account Officer and BOD Secratary of Bermuda Investment Holding Company. To assist overseas overall financial structuring planning, cash flow management, application for banking facilities. Corporate Planning DepartmentMaps out short-term, mid-term, and long-term development plans, analyzes sales performance, Market staff integration process, conduct market surveys, communicates with the public, promotes corporate government practices and conducts research on ad-hoc projects.

      • Senior Deputy Manager, International Operations

        Jun 2022 - Jan 2023

      • Deputy Manager, International Operations

        Jun 2020 - May 2022

      • Senior Assistant Manager, International Operations

        May 2019 - Jun 2020

      • Assistant Manager, International Operations

        Jul 2017 - May 2019

      • Management Associate, Corporate Planning

        Jul 2016 - Jun 2017

    • Yuanta Securities Vietnam

      Feb 2023 - now

      Department Head 1. Developed Home Trading System and Flash Order Function for VIP clients and assisted to translate into Chinese version.2. Communicated with public via Company Awards Application (HR Asia 2023, AsiaMoney Broker Polls 2023).3. Point of Contact of Parent Company for periodical report and group projects.

      • Senior Manager, Corporate Planning

        Mar 2024 - now

      • Senior Planning Manager

        Feb 2023 - Feb 2024

  • Licenses & Certifications

    • Laws and Regulations on Trust Business

      Trust Association of R.O.C.
      Jul 2019

    • Personal Insurance Representative

      The Life Insurance Association of the Republic of China
      Jul 2019

    • Qualification Exam for Securities Investment Trust and Consulting Professionals

      Securities Investment Trust and Consulting Association of the R.O.C.
      Apr 2019

    • Qualification Exam for Senior Securities Specialist

      Taiwan Securities Association
      Nov 2016