Management Associate
Current
Jul 2023 - Present
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Jonathan W. Email & Phone Number
AI | Project Management | MA in KGI Life Insurance | NTHU IMBA | NCHU Finance | Ex-intern at Cambridge Financial Partners, LA | CFP level 1 Passed
at
KGI 凱基
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Current company
Role
AI | Project Management | MA in KGI Life Insurance | NTHU IMBA | NCHU Finance | Ex-intern at Cambridge Financial Partners, LA | CFP level 1 Passed
Location
Taiwan, Taiwan, Taiwan, Province Of China
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Jonathan W. is listed as AI | Project Management | MA in KGI Life Insurance | NTHU IMBA | NCHU Finance | Ex-intern at Cambridge Financial Partners, LA | CFP level 1 Passed at KGI 凱基, based in Taiwan, Taiwan, Taiwan, Province Of China. AeroLeads shows a matched LinkedIn profile for Jonathan W..
Jonathan W. previously worked as Management Associate at Kgi 凱基 and Management Associate at China Development Financial 中華開發金控. Jonathan W. holds 碩士, 國際專業管理碩士班(Imba) from 國立清華大學.
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KGI 凱基
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Profile bio
About Jonathan W.
- Start a new role as a Management Associate in KGI Life Insurance.- A student who majors in data analytics in IMBA at NTHU.1. Being fluent in English, this ability enables me to work individually and harmoniously with students from different countries and backgrounds.2. Frequently chosen as a team leader by teammates or professors, therefore having team-building experience and intercommunication skills.- Graduated from NCHU Finance and specialized in private banking.1. Have internship experience in Cambridge Financial Partners, a reputable financial consulting company located in LA, CA, in college.
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9 roles
Jonathan W. work experience
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Jul 2023 - Oct 2024
Imba Student
Sep 2021 - Jul 2023
Nthu Imba Student | Economics Teaching Assistant
This role involves supporting the flow of the Economics class in post-grad school.Job content includes:1. Class preparation2. Office-hour teaching3. Exam problem-solving
Dec 2022 - Jan 2023
Finance Intern
期貨公會 (Chinese National Futures Association)
This position primarily focuses on ESG compliance research in financial regulation. Job content includes:1. Preparing ESG documents for the financial brokerage business.2. Engaging in brokerage business committees.3. Scheduling meetings and recording minutes for interoffice distribution.4. Assisting teams to promote derivatives education.5. Assisting teams.
Mar 2022 - Aug 2022
Intern
This position helps build practical background knowledge in the Taiwanese secondary security market. Job content includes: 1. Engaging in news reporting, PM meetings, and branch visiting.2. Reporting analytic research results to related supervisors.Achievements:1. Completed the project “Perspective of Split Settlement Account in Taiwan.” 2. Delivered.
Dec 2020 - Mar 2021
Intern
This position concentrates on personal banking and financial product sales. Job content includes: 1. Engaging in telemarketing, answering incoming phone calls, taking down messages, and providing information.2. Supporting Sorting and organizing files, spreadsheets, and reports.Achievements: 1. Managed 30 customers call per day.2. Successfully closed the.
Jan 2020 - Jun 2020
Intern
This position focuses on building insurance background knowledge and practical customer management skills. Job content includes:1. Prospecting leads and contacting potential customers to build connections and book appointments.2. Participating in personnel training courses.3. Group discussions and sales experience sharing.Achievements:1. Presented and sold.
Aug 2019 - Dec 2019
Intern
This scholarship-supported summer internship concentrates on learning how customized financial services are performed in the US market. Job content includes: 1. Reviewing related literature and market outlook to support research efforts.2. Taking detailed meeting minutes, preparing meeting rooms, and compiling paperwork to support the department.3..
Jul 2019 - Aug 2019
2 education records
Jonathan W. education
FAQ
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What company does Jonathan W. work for?
Jonathan W. works for KGI 凱基.
What is Jonathan W.'s role at KGI 凱基?
Jonathan W. is listed as AI | Project Management | MA in KGI Life Insurance | NTHU IMBA | NCHU Finance | Ex-intern at Cambridge Financial Partners, LA | CFP level 1 Passed at KGI 凱基.
Where is Jonathan W. based?
Jonathan W. is based in Taiwan, Taiwan, Taiwan, Province Of China while working with KGI 凱基.
What companies has Jonathan W. worked for?
Jonathan W. has worked for Kgi 凱基, China Development Financial 中華開發金控, Nthu Imba, 期貨公會 (Chinese National Futures Association), and 第一金證券股份有限公司.
How can I contact Jonathan W.?
You can use AeroLeads to view verified contact signals for Jonathan W. at KGI 凱基, including work email, phone, and LinkedIn data when available.
What schools did Jonathan W. attend?
Jonathan W. holds 碩士, 國際專業管理碩士班(Imba) from 國立清華大學.
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