Ting-Yu (Danny) Yen

Ting-yu (danny) yen

bookmark on deepenrich
Followers of Ting-Yu (Danny) Yen257 followers
  • Timeline

  • About me

    Corporate Credit and Strategy Analyst at Taishin Securities Investment Advisory

  • Education

    • 美國伊利諾大學厄巴納香檳分校

      2021 - 2022
      Master of science - ms finance

      • Specialization in Corporate Finance- Financial Modeling- Investment Banking- Applied Financial Analysis- Cases in Financial Strategy- Mergers & Acquisitions Topics- Data Science & Python for Finance

    • National central university

      2016 - 2020
      Finance, general

      Activities and Societies: NCU Career Volunteer, Student Association of Department of Finance • Certificate of Professional Program in Accounting• 2017 - 2018 Public Relations Officer of NCU Career Volunteer- Organized career fair with 24 team members and 109 companies for over 5000 attendees- Processed 46 corporate representatives' briefing on their respective campus recruitment proposal• 2017 - 2018 Director of Academic Section of Student Association of Finance Department - Cooperated with 10 members to organize lectures about financial license introduction and… Show more • Certificate of Professional Program in Accounting• 2017 - 2018 Public Relations Officer of NCU Career Volunteer- Organized career fair with 24 team members and 109 companies for over 5000 attendees- Processed 46 corporate representatives' briefing on their respective campus recruitment proposal• 2017 - 2018 Director of Academic Section of Student Association of Finance Department - Cooperated with 10 members to organize lectures about financial license introduction and invited alumni to share career experience- Arranged corporate visit for 120 students to make a preliminary exploration of the workplace Show less

  • Experience

    • Ey

      Jul 2019 - Aug 2019
      Audit intern

      • Verified bank statement, ledger, and reconciliation statement to confirm ending balances reported on the financial statement reports are matched with the outcome provided by client

    • Pwc

      Feb 2020 - Jun 2020
      Financial service consulting intern

      • Integrated Commercial Bank's balance sheet and income statement database through Oracle HFM with the Risk Assurance team and PwC China• Managed input forms of over 800 financial reports for end users by updating metadata and rules in HFM and achieved over 99% accuracy in processing applications per standardized work layout

    • Huatai securities co., ltd.

      Aug 2020 - Sept 2020
      Investment banking division part-time assistant

      • Conducted part of an IPO pitch book for a Fortune 500 company in China• Evaluated IPO process, requirements of financial index and regulations of stock exchanges in US, China and Hong Kong, and provided advice for clients in financial service industry• Compiled a 16-page report of corporate governance improvement scheme based on the direction by China Central Committee and State Council for client's mixed-ownership reform

    • Ey

      Feb 2023 - Mar 2024
      Associate, m&a advisory and renewable energy services
    • 台新金控

      Apr 2024 - now
      Anaiyst, corporate credit and strategy

      Taishin Securities Investment Advisory Co., Ltd.

  • Licenses & Certifications

    • Cfa program level i

      Cfa institute
      Jun 2025
      View certificate certificate
    • Senior securities specialist

      Securities and futures institute
      Jun 2024
    • Futures specialist

      Securities and futures institute
      Nov 2018
  • Honors & Awards

    • Awarded to Ting-Yu (Danny) Yen
      Outstanding Investment Research, CFA Institute Research Challenge CFA Institute, CFA Society Taiwan Dec 2019
    • Awarded to Ting-Yu (Danny) Yen
      NCU 2019 Outstanding Leadership Scholarship National Central University May 2019
  • Volunteer Experience

    • Director

      Issued by NCU Child Club on Sept 2017
      NCU Child ClubAssociated with Ting-Yu (Danny) Yen