Tom Chen, Cfa
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Tom Chen, Cfa Email & Phone Number

Associate Director, Investment Banking at Yuanta Securities (Hong Kong) at Yuanta Securities (Hong Kong)
Location: Hong Kong SAR, Hong Kong, Hong Kong 8 work roles 2 schools
1 work email found @cornell.edu LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email k****@cornell.edu
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Current company
Yuanta Securities (Hong Kong)
Role
Associate Director, Investment Banking at Yuanta Securities (Hong Kong)
Location
Hong Kong SAR, Hong Kong, Hong Kong

Who is Tom Chen, Cfa? Overview

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Quick answer

Tom Chen, Cfa is listed as Associate Director, Investment Banking at Yuanta Securities (Hong Kong) at Yuanta Securities (Hong Kong), based in Hong Kong SAR, Hong Kong, Hong Kong. AeroLeads shows a work email signal at cornell.edu and a matched LinkedIn profile for Tom Chen, Cfa.

Tom Chen, Cfa previously worked as Associate Director, Investment Banking at Yuanta Securities (Hong Kong) and Vice President Investment Banking at Ping An Of China Securities (Hong Kong). Tom Chen, Cfa holds Mba, Finance from Cornell Johnson Graduate School Of Management.

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Email format at Yuanta Securities (Hong Kong)

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*@cornell.edu
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Profile bio

About Tom Chen, Cfa

Tom Chen, Cfa is a Associate Director, Investment Banking at Yuanta Securities (Hong Kong) at Yuanta Securities (Hong Kong). He possess expertise in financial modeling, valuation, investment banking, corporate finance, equities and 20 more skills. He is proficient in Chinese, English and Japanese.

Listed skills include Financial Modeling, Valuation, Investment Banking, Corporate Finance, and 21 others.

Current workplace

Tom Chen, Cfa's current company

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Yuanta Securities (Hong Kong)
Yuanta Securities (Hong Kong)
Associate Director, Investment Banking at Yuanta Securities (Hong Kong)
8 roles · 21 years

Tom Chen, Cfa work experience

A career timeline built from the work history available for this profile.

Associate Director, Investment Banking

Current
Yuanta Securities (Hong Kong)

Hong Kong

Investment Banking/ECM/Corporate Finance Team

Apr 2017 - Present

Vice President Investment Banking

Ping An Of China Securities (Hong Kong)

Hong Kong

ECM & Corporate Finance Team

Mar 2016 - Apr 2017

Vice President, Solution Coordination Team, Asia Financial Solution Division

Mizuho Bank

Hong Kong

  • Analyzed clients’ business, financial, and capital structure in order to provide tailer­made financial solutions and to promote fee business
  • Pitched the strategic financing solutions to clients, in collaboration with Corporate Finance, ECM, DCM, Structure Financing, and Syndicate Loan teams within Mizuho Group
Jun 2014 - Feb 2016

Manager, Investment Banking

Yuanta Securities (Hong Kong) Company Limited

Hong Kong

  • Co-worked with Taipei IBD team to execute the issuance of Flexium (6269.TT) US$100 million ECB
Jul 2013 - May 2014

Manager, Equity Capital Markets

Yuanta Securities (Hong Kong) Company Limited

Hong Kong

  • Co-worked with equity sales to seek investors for Initial Public Offering deals in Greater China area, successfully assisting Tenfu (6868.HK) raises HKD$1.2 billion and Chanceton (8020.HK) raises HKD$60 million in Hong.
  • Conducted deal sourcing and prepared pitch book for potential IPO, secondary equity financing, private placement, and Taiwan Depositary Receipt issuance transactionsExecutive Assistant to President, President Office
  • Supported Equity Capital Market division in deal sourcing and pitch book preparation
  • Reviewed and analyzed the annual budget to optimize resource allocation among divisions
  • Presented new strategies and business plans to President
Jul 2010 - Feb 2013

Associate, Investment Banking

Capital Securities Corporation

Taiwan

  • Constructed financial models in connection with Taiwan Polypropylene Co.’s merger with LCY Chemical Industrial Corp. valued at approximately $158MM
  • Prepared presentations for clients
  • Created and maintained valuation and financial models, and performed pro-forma capital structure analysis
  • Provided advice to finance a broad range of leveraged transactions utilizing debt and equity to conform Taiwan regulations
  • Cooperated with coverage teams to build relations with clients, resulting in 5 new clients
2007 - 2008 ~1 yr

Financial Analyst, Investment Banking

Sinopac Securities

Taiwan

  • Pitched and secured three IPO mandates within one year
  • Analyzed various equity, equity linked, and debt financing alternatives for companies in the technology industries, including in LCD, electronic components and LED
  • Drafted a business plan to raise $26MM for Wei Mon Industry Co. through a convertible bond issue
  • Created pitch books and performed industry research for clients
2006 - 2007 ~1 yr

Financial Advisor, Private Client Service

Citi

Taiwan

  • Acquired 65 Citi Gold accounts within one year of service generating over $2MM in revenues
  • Developed optimal asset allocation based on client s’ risk-return profile and provided recommendations
2005 - 2006 ~1 yr
2 education records

Tom Chen, Cfa education

Bba, Finance

National Taiwan University

Activities and Societies: • Bachelor of Business Administration, Finance Major • Director of Administration and Promotion at Student.

FAQ

Frequently asked questions about Tom Chen, Cfa

Quick answers generated from the profile data available on this page.

What company does Tom Chen, Cfa work for?

Tom Chen, Cfa works for Yuanta Securities (Hong Kong).

What is Tom Chen, Cfa's role at Yuanta Securities (Hong Kong)?

Tom Chen, Cfa is listed as Associate Director, Investment Banking at Yuanta Securities (Hong Kong) at Yuanta Securities (Hong Kong).

What is Tom Chen, Cfa's email address?

AeroLeads has found 1 work email signal at @cornell.edu for Tom Chen, Cfa at Yuanta Securities (Hong Kong).

Where is Tom Chen, Cfa based?

Tom Chen, Cfa is based in Hong Kong SAR, Hong Kong, Hong Kong while working with Yuanta Securities (Hong Kong).

What companies has Tom Chen, Cfa worked for?

Tom Chen, Cfa has worked for Yuanta Securities (Hong Kong), Ping An Of China Securities (Hong Kong), Mizuho Bank, Yuanta Securities (Hong Kong) Company Limited, and Capital Securities Corporation.

How can I contact Tom Chen, Cfa?

You can use AeroLeads to view verified contact signals for Tom Chen, Cfa at Yuanta Securities (Hong Kong), including work email, phone, and LinkedIn data when available.

What schools did Tom Chen, Cfa attend?

Tom Chen, Cfa holds Mba, Finance from Cornell Johnson Graduate School Of Management.

What skills is Tom Chen, Cfa known for?

Tom Chen, Cfa is listed with skills including Financial Modeling, Valuation, Investment Banking, Corporate Finance, Equities, Capital Markets, Financial Analysis, and Business Strategy.

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