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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 - 2022Master 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 - 2020Finance, generalActivities 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 2019Audit 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 2020Financial 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 2020Investment 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 2024Associate, m&a advisory and renewable energy services
台新金控
Apr 2024 - nowAnaiyst, corporate credit and strategyTaishin Securities Investment Advisory Co., Ltd.
Licenses & Certifications
- View certificate

Cfa program level i
Cfa instituteJun 2025 
Senior securities specialist
Securities and futures instituteJun 2024
Futures specialist
Securities and futures instituteNov 2018
Honors & Awards
- Awarded to Ting-Yu (Danny) YenOutstanding Investment Research, CFA Institute Research Challenge CFA Institute, CFA Society Taiwan Dec 2019
- Awarded to Ting-Yu (Danny) YenNCU 2019 Outstanding Leadership Scholarship National Central University May 2019
Volunteer Experience
Director
Issued by NCU Child Club on Sept 2017
Associated with Ting-Yu (Danny) Yen
Languages
- enEnglish
- maMandarin
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