Roy Hsu

Roy Hsu Email and Phone Number

Financial Advisor/Angel Investor providing Financial Planning, Asset Management, Socially Conscious Investing, Business Consulting for Individuals, Families, Startups, and Entrepreneurs. @ Keiretsu Forum Northwest
Roy Hsu's Location
Greater Seattle Area, United States, United States
Roy Hsu's Contact Details

Roy Hsu personal email

n/a

Roy Hsu phone numbers

About Roy Hsu

Humanizing investing is my mission. While money can't buy happiness, it symbolizes pride and accomplishment, driving our dreams and aspirations. Financial decisions are deeply emotional, especially during stressful times when logic may falter. This is when a financial advisor can offer the most value.Growing up in an immigrant family, I learned the value of hard work early on, starting my first job at 16. My creative journey began at Tyler School of Art, leading me to New York City. There, I spent two decades as a photographer and creative director in the digital and dot-com sectors. I founded the digital department for one of the largest healthcare advertising agencies and consulted for private equity in photography-related businesses.My transition to finance was fueled by a passion for innovation and mentoring. As an active angel investor, I mentor startups, lecture at local universities, and speak at startup events. Through Dragonary Ventures, LLC, I consult for startups and pursue creative interests. With my career having irregular income, I mastered tax strategies and financial planning. Understanding personal finance has allowed me to explore new avenues, and I became a financial advisor to offer others the same freedom through proper planning.Just as no two pieces of art are the same, no two clients have the same financial goals. I strive to understand what is important to you and create a financial that enables you to live richly.FOCUS AREAS:Entrepreneurs: Drawing on my diverse experience as a department head, business lead, private equity consultant, angel investor, startup advisor, and Keiretsu member, I offer advice on complex entrepreneurial challenges.LGBT+ Finances: As a community member, I understand the unique financial challenges faced by the LGBT+ community. I can guide you through your specific financial needs.Socially Conscious Investing: Together, we can drive positive change through ESG investments, making informed choices that align with your values and impact the world positively.Creatives/Artists/Entertainment Professionals: Understanding the balance between financial goals and artistic pursuits, I help you manage your finances while continuing to follow your passions.Career Changers: Having experienced multiple career transitions, I understand the complexities involved. I aim to reduce stress and provide support during these pivotal shifts.Charitable Trusts: I can assist in managing and partnering with organizations to fulfill your philanthropic goals, aligning with your values and aspirations.

Roy Hsu's Current Company Details
Keiretsu Forum Northwest

Keiretsu Forum Northwest

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Financial Advisor/Angel Investor providing Financial Planning, Asset Management, Socially Conscious Investing, Business Consulting for Individuals, Families, Startups, and Entrepreneurs.
Roy Hsu Work Experience Details
  • Evoke Financial Services, Llc
    Ceo, Financial Advisor
    Evoke Financial Services, Llc Jun 2024 - Present
    As an independent fee-based advisor, I operate under a strict fiduciary duty, ensuring your best interests are always my priority. I offer a range of services including traditional asset management, financial planning, insurance review, and advice on private equity, equity-based compensation in non-public companies, and real estate investment. I work with clients on both a one-time and ongoing basis, tailored to their specific needs.
  • Keiretsu Forum Northwest
    Angel Investor/Member
    Keiretsu Forum Northwest Mar 2021 - Present
    Seattle, Washington, Us
    Investor and Member, Performed Due Diligence as Part of the Largest Angel Investing Network in the World
  • Edward Jones
    Financial Advisor
    Edward Jones Aug 2018 - Jun 2024
    St. Louis, Mo, Us
    Financial Advisor helping individuals, families and small businesses/freelancers with Financial Analysis, 401k Options, Portfolio Strategies, and Risk Assessment.Diversity, Equity, and Inclusion Leader for Seattle.
  • Various Advertising Agencies
    Freelance Digital Creative Director/Ux/Content Strategist
    Various Advertising Agencies Aug 2014 - Mar 2018
    • Award winning creative/art director across digital and print media• Expertise in email marketing, apps, web, direct marketing• UX/UI, content strategy, user flows• Partner with the brand planning team to derive insights from research and identify opportunities • Recommend, prioritize, and deploy an appropriate mix of communications strategies and tactics in cross-channel marketing to drive brand awareness, engagement, and traffic in support of the overall strategies.• SEO and Paid Search consultancy, optimization and research• Partnering with analytic team to design measurement, testing, and optimization mechanisms to evaluate and drive the success of campaigns.• Partnering with account, media, and creative teams to ensure consistency and to ensure strategies are pulled through creative product.Agencies: H4B Chelsea, Havas Life, Arnold Healthcare
  • H4B Chelsea
    Svp, Director Of Digital
    H4B Chelsea Nov 2010 - Aug 2014
    New York, Ny, Us
    Digital Director helping lead integration of digital within full service agency. • Oversaw the creation of the departments of Content Strategy, User Experience, Search and Digital Creative • Maintained client relationship as practice lead• Collaborated with operations on problem solving and organizing process according to client needs and practices• Leads brainstorms strategy session, research, and contributes big ideas,for digital, CRM and multi-channel marketing programs• Development of budgeting, SOWs, staffing, structural and operational planning• Reviewed and collaborated with analytics to review and contextualize reports• Practice lead in development, strategy and presentation of new business expanding both organic and new clients• Digital practice lead in the launch of key brands• Oversaw and developed the training program for digital/direct marketing practices
  • Draft Fcb
    Associate Creative Director
    Draft Fcb Feb 2010 - Oct 2010
    Digital Creative Lead for Boehringer Ingelheim• Supervised a team of Art Directors, Copywriters, and UX for websites, tablet PC applications, emails, and media for healthcare clients including Boehringer Ingelheim, Tibotec, Medimmune• Lead and presented creative for client reviews, legal and reviews• Developed creative strategies and tactical programs• Collaborated on estimates, budgeting and managed resources within my team
  • Sudler Digital
    Associate Creative Director
    Sudler Digital 2008 - May 2010
    • Co-supervised with the Creative Director a team of Art Directors, Videographers, Copywriters, Information Architects, 3D animators for healthcare clients including J&J, Astra Zeneca, Pfizer, and BI• Lead and presented projects for websites, kiosks, tablet PC, emails, video and 3D projects• Presented creative for client legal reviews • Worked on the launch of the SIMPONI brand for Rheumatoid Arthritis
  • Publicis Modem
    Senior Art Director
    Publicis Modem Aug 2007 - Mar 2008
    New York, New York, Us
    • Lead and presented creative projects for interactive projects• Clients include: Cap Gemini, Roger’s Communications, Yellowtail
  • Ogilvyone
    Senior Art Director
    Ogilvyone Jul 2005 - Aug 2007
    New York, Ny, Us
    • Strategic and creative direction which resulted in the cialis.com to become the #1 rank website by • Manhattan Research for converting viewers to prescribers• Helped conceptualize 360º cross-media campaigns• Lead and presented creative for client reviews: American Express, Cialis and Unilever
  • Hanft Raboy And Partners
    Freelance Art Director
    Hanft Raboy And Partners Dec 2004 - Jul 2005
    Us
    Freelance AD working on Match.com, Hertz and Showtime
  • Tribal Ddb
    Freelance Art Director
    Tribal Ddb Sep 2003 - Dec 2004
    London, Gb
    Interactive Art Director working on Dannon and Humira
  • Atmosphere Bbdo
    Freelance Art Director
    Atmosphere Bbdo Sep 2003 - Dec 2004
    Interactive AD working on Cingular Wireless and GE
  • Weight Watchers
    Freelance Art Director
    Weight Watchers 2004 - 2004
    New York, Ny, Us
    Interactive AD working on weightwatchers.com
  • Zentropy Partners
    Art Director
    Zentropy Partners Aug 1999 - Aug 2003
    New York, Ny, Us
    Interactive Art DIrector working on Maybelline, Brooks Brothers, Coca- Cola, Xbox, Sirius Satellite Radio and Hallmark.
  • Zentropy Partners
    Art Director
    Zentropy Partners 1999 - 2003
    New York, Ny, Us
    Previously Zentropy Partners. • Supervised junior staff and freelancers• Clients included: Maybelline, Brooks Brothers, Coca-Cola, and Sirius Satellite Radio• Lead creative for the launch website for Sirius Satellite Radio

Roy Hsu Skills

User Experience Creative Direction Digital Strategy Integrated Marketing Advertising Creative Strategy Art Direction Photography Copywriting Interaction Design Interactive Advertising Interactive Marketing User Experience Digital Marketing Graphic Design Digital Media Online Marketing Direct Marketing Strategy Public Speaking Information Architecture Marketing Content Strategy Marketing Strategy Concept Development User Interface Design Photos Direct Mail Video Editing Digital Photography New Media Adobe Creative Suite Online Advertising Web Design Email Marketing Typography Social Media Marketing Interactive Media Brand Development Crm Experience Design Seo Rich Media Wordpress Mobile Marketing Web Analytics Social Media Brand Management Branding Corporate Branding

Roy Hsu Education Details

  • Tyler School Of Art
    Tyler School Of Art
    Photography

Frequently Asked Questions about Roy Hsu

What company does Roy Hsu work for?

Roy Hsu works for Keiretsu Forum Northwest

What is Roy Hsu's role at the current company?

Roy Hsu's current role is Financial Advisor/Angel Investor providing Financial Planning, Asset Management, Socially Conscious Investing, Business Consulting for Individuals, Families, Startups, and Entrepreneurs..

What is Roy Hsu's email address?

Roy Hsu's email address is ro****@****hsu.com

What is Roy Hsu's direct phone number?

Roy Hsu's direct phone number is +191736*****

What schools did Roy Hsu attend?

Roy Hsu attended Tyler School Of Art.

What are some of Roy Hsu's interests?

Roy Hsu has interest in Technology, Online Marketing, Digital Photography, Multi Channel Marketing, New Media.

What skills is Roy Hsu known for?

Roy Hsu has skills like User Experience, Creative Direction, Digital Strategy, Integrated Marketing, Advertising, Creative Strategy, Art Direction, Photography, Copywriting, Interaction Design, Interactive Advertising, Interactive Marketing.

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