I like to push myself and step outside my comfort zone, both physically and mentally. When I was a child, I practiced badminton hardly. Recently, I started to try snowboarding and free diving. Exercise gives me energy to deal with challenges of my life. I used to expatriate in Shanghai, in charge of trading affairs between Taipei and Shanghai. Although it was very challenging, but I was so excited and got a kick out of it. As a trader, the most important thing I learned is - The importance to find your edges and waiting for opportunities patiently. In my experiences, the huge volatility of China stock market in 2015 and volatility due to Covid-19 in 2020-2021 gave me lot of trading opportunities. I believe that you don’t need a bunch opportunities to be successful. The point is making an all-out effort and waiting for opportunities patiently. I was in charge of issuing ETN (Exchange Traded Note) in the company, and we issued a new ETN start from scratch on average per six months. It was very tough to issue a new product at such short notice. The key is planning the schedule and details carefully and executing those plans perfectly. It was amazing to create a new idea from nothing, I really enjoyed the process. Recently, I focus on financial planning and indexing investment. I believe everyone can achieve their financial goals by planning in advance and executing them in perseverance. I hope I can help people achieve their financial goals. Freedom form Want. Freedom from Fear.#CFA®#AFP®#CSIA
-
數位教練Mapleau Technology Inc -
Digital CoachMapleau Technology Inc 2023 - PresentTaiwan -
Derivatives TraderYuanta Securities Jul 2014 - Apr 2022Taipei City, Taiwan◆Trading – Warrant market making, ETF arbitrage 2015 ETFs arbitrage pre-tax profit: 400 million. 2018-2021 warrant pre-tax profit (million): 58/50/64/74. 2018-2021 warrant market shares: 20%/21.4%/25.3%/29% (YoY 10%)◆Expatriate – QFII project 2016-2017 expatriated in Shanghai Develop QFII & Greater China Investment Strategies◆Product – ETN (Exchange Traded Note) 2019-2021 issued 7 ETNs (Avg.6 months per one), market shares 50% Breakeven in 2 years, 2021 pre-tax profit 23 million.◆ Securities Analysis (CFA)◆ Certificated Financial Planner (CFP)◆Certified Securities Investment Analyst (CSIA) -
InternCathay Life Insurance Jul 2013 - Aug 2013Taiwan◆ Fixed income related trading strategies, including treasury, credit products, structure products, etc. ◆Project : Problems of shadow banking in China, its risks and opportunities for Cathay Life Insurance. -
Research AssistantChung-Hua Institution For Economic Research Apr 2012 - Jun 2013Collecting, processing, analyzing data related to China’s Economic, worker, social issues. The two projects that I involved in are:1.How china’s domestic demand expansion policies impact Taiwan’s businessmen? 2.Research about China’s rural workers and city worker.
-
InternHumanova Knowledge Technology Oct 2011 - Jan 2012TaiwanPromote company's facebook page fans from 200,000 to 1,000,000 within 4 months.
Gary Chan , Cfa,Cfp Education Details
-
Finance, General -
Quantitative Finance
Frequently Asked Questions about Gary Chan , Cfa,Cfp
What company does Gary Chan , Cfa,Cfp work for?
Gary Chan , Cfa,Cfp works for Mapleau Technology Inc
What is Gary Chan , Cfa,Cfp's role at the current company?
Gary Chan , Cfa,Cfp's current role is 數位教練.
What schools did Gary Chan , Cfa,Cfp attend?
Gary Chan , Cfa,Cfp attended National Taiwan University, National Tsing Hua University.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial