•Accounting and financial management.•Fund raising.

・Accept customized order in gold/silver jewelry with gemstones.

• Cherry picking of companies from the Value investment strategies to generate long-term performance.• Provide personal investment advice to friends and families, from time to time.

• Type 9 licensed representatives to provide asset management service.• Strategic planning and project management of new investment project.• Business relationship build up; relationship maintenance with businesses/clients.• Relationship management with overseas fund house/financial institutions, including signing of new agency contract with two investment funds in the UK. • M&A study, including potential target analysis, preparation of bidding structure and deal flow, drafting MOU, team coordination, etc.• Compiled equity research reports in Taiwanese and Hong Kong Initial Public Offers (IPO) markets.

• Company research across industries, such as green energy, CNC machinery, agricultural and aquaculture industries, China ITS industry, China plastic pipe industry, and shipbuilding industry, etc.• Information gathering and analyzing of the IPOs in Hong Kong and Taiwan. Pre-IPO study applied fundamental analysis techniques to provide in-house investment suggestion• Monthly global financial market updates to the customers

• Prepared reports for Regulatory Authorities and Chief Risk Officer• Participated project of accounting practice modification and system upgrades assuring financial statements correctly generated• Established annual budget plans of the department