Ellen Chen Email & Phone Number

Kaohsiung City, Taiwan

• Managed and Supervised the Kaohsiung-Pingtung area and Tatung，total 6 branches • Leading the 78 staff：6 Branch Managers, 2 Wealth Management and Lending supervisors, 12 Finical Consultants, 6 branch OP heads , 5 Mortgage AO, 3 Small Micro-enterprises AO, and 43 OP • Credit Line 13 million of Mortgage Loan • Managed and assisted branches to achieve Branch Deposit, WM, ML, PL, SME, Cash Card, Credit Card and other major business annual goal in order to grow EBTA • Estimated annual income statement, Managed human resources, Promotion of project, Customer complaints and disputes, Season awards event within the region• Reviewed performance of branch managers in the beginning of month. Visited branches, occasional interviewed with bankers, and visited important customers monthly• Coached the lower performance of the run rate of weekly goal by conference call in the district department with branch managers• Achieved Profit and Loss - from Jan to Nov 2014, the District Department of EBTA TWD 80,707,000, and achieve 116%； in 4 years, the 2014 grow up 247% than 2011。• Achieved Wealth Management - from Jan to Nov 2014, District Department of Revenue TWD 64,265,000, achieve 92%； in 3 years, the 2014 grow up 66% than 2012。• Achieved Loan Revolving - In Nov 2014, District Department of Mortgage Loan Revolving TWD 2,003,002,000；In 3 years, 2014 grow up 89% than 2012；Personal Loan Revolving TWD 259,196,000；In 3 years, 2014 grow up 276% than 2012； SME Loan Revolving TWD 144,782,000；In 3 years, 2014 grow up 41% than 2012• Achieved Deposit - In Nov 2014, the District Department of the average balance of Total Deposits TWD 14,095,313,000；In Nov 2014, the average balance of Demand Deposits TWD 3,885,519,000, achieve 102%；In Nov 2014, the average balance of Foreign Currency Deposits TWD 2,096,073,000, achieve 190%

Tainan City, Taiwan

• Managed a 5 billion deposit branch, and allocated high net worth wealth management customers Investment• Leading a branch of 4 Financial Consultants, and an Operation head, and 6 Operators• Created a monthly branch sales revenue of wealth management within top 10, and at least achieved 150% • Handling in 2008 financial crisis linked bonds customer complaints in more than 40 within three months, the success of 38

Tainan City, Taiwan

• Opened new accounts with combined balance greater than NT$ 80 million monthly• Designed marketing materials, planned seminars to promote key financial products, and created customized financial plans and analysis reports of mutual funds Sales Head

Manhattan, New York

• Managed Portfolio Center Report of clients at Schwab Institution• Prepared tax return for individual, corporation, and Hedge fund partners• Organized financial statements with detail guidance• Managed QuickBooks projects, bank reconciliation, quarterly payroll tax, and sales tax

Manhattan, New York

• Managed QuickBooks files including payroll, accounts payable and receivable, vendor accounts, sales and inventory tracking, bank account reconciliation• Updated financial statement spreadsheets and merged significant investment securities portfolios including stock mergers, spin-offs, and splits

Taipei City, Taiwan

• Opened new accounts with combined balance greater than NT$5 million monthly• Designed marketing materials, planned seminars to promote key financial products, and created customized financial plans and analysis reports of mutual funds• Handled 200 VIP accounts holding combined assets of over NT$30 million monthly• Achieved at least 150% sales volume every month

Tainan City, Taiwan

• Supervised a team of 30 sales representatives for auto loans department• Established relationships and cooperative loan projects with major international auto companies including Toyota, Ford, BMW, Honda ,and Mercedes-Benz• Served as a credit officer to approve clients’ credit profiles for loans• Doubled annual department sales in five years • Achieved at least 200% sales volume in Tainan branch every month