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Terry Yang Email & Phone Number

Corporate Banking Analyst at Bank Sinopac Ltd.
Location: Taipei, Taipei City, Taiwan, Province of China 5 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Bank Sinopac Ltd.
Role
Corporate Banking Analyst
Location
Taipei, Taipei City, Taiwan, Province of China
Company size
914 employees

Who is Terry Yang? Overview

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Quick answer

Terry Yang is listed as Corporate Banking Analyst at Bank Sinopac Ltd., a with 914 employees, based in Taipei, Taipei City, Taiwan, Province of China. AeroLeads shows a matched LinkedIn profile for Terry Yang.

Terry Yang previously worked as Data Research Analyst at Morningstar and Equity Research Analyst at Julian Asset Management Co.. Terry Yang holds Master Of Business Administration - Mba, Wealth Management, 3.40 from Oregon State University.

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Bank Sinopac Ltd.

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Profile bio

About Terry Yang

Bachelor degree in Finance and MBA degree in Wealth Management;Worked at Morningstar Inc. as Data Research Analyst;Passed CFA Level II Exam in May 2023

Current workplace

Terry Yang's current company

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Bank Sinopac Ltd.
Bank Sinopac Ltd.
Corporate Banking Analyst
Website
banksinopac.com.tw
Employees
914
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5 roles

Terry Yang work experience

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

Corporate Banking Analyst

Current
Bank Sinopac Ltd.

Taipei City, Taiwan

May 2024 - Present

Data Research Analyst

Morningstar

Shenzhen, Guangdong, China

Use Morningstar data collection system to timely, accurately and completely collect equity fundamentals data in Balance Sheet, Cash Flow Statement, Income Statement, and footnotes for North American and Asian market companies, and build and maintain global main stock markets' equity database;Closely work with quality assurance and technical department to resolve clients' data issues timely and effectively;Actively discover and raise issues in work (including system, process, and especially collection methodology) and propose enhancement suggestion to further improve system functionality, process efficiency and data quality;Understand current process and quality status through related indicators, and corporate with technical and project management department to drive improvement;Participate in other data and process related projects, like industry/market data collection methodology research, market expansion, process certification, new product development support, etc.

Aug 2021 - Mar 2023

Equity Research Analyst

Julian Asset Management Co.

Shenzhen, Guangdong, China

Collect and process equity fundamentals data from company report and other third-party information platform;Update the database after annual report, semiannual report, and quarterly reports released;Use processed data to forecast the future performance of the public traded company;Write research report to introduce company, and explain the performance forecast;Closely work with teammate to evaluate stock price, and rate the stock based on the stock performance.

Jun 2020 - Mar 2021

Client Account Manager

Cinda Securities Co, Ltd.

Shenzhen, Guangdong, China

Use company channel to discover new clients, introduce company information and security market knowledge to potential clients;Help clients to open stock account and instruct clients to deposit/withdrawal funds, trade security or fund, and other function of the account;Introduce laws, administrative regulations, regulations of securities regulatory authorities, self-regulatory rules and other regulations related to security trading;Deliver research reports, financial product information, and other related information to client.

Aug 2019 - Jun 2020

Investment Analyst Intern

Sirius Investment Llc.

Corvallis, Oregon, United States

Collect and process equity data from U.S. security market, analyze the market trend according to the collated information;Conduct investment research on public traded companies, discuss investment suggestion and opportunity with team members to formulate equity and option investment plans.

May 2017 - Apr 2019
Team & coworkers

Colleagues at Bank Sinopac Ltd.

Other employees you can reach at banksinopac.com.tw. View company contacts for 914 employees →

TJ Ting Jyun Lin Ting Jyun Lin Colleague at Bank Sinopac Ltd.Taichung City, Taiwan, Province Of China View → 周 周美娟 周美娟 Colleague at Bank Sinopac Ltd.Taiwan, Province Of China View → 馮 馮偉銘 馮偉銘 Colleague at Bank Sinopac Ltd.Sanchong District, New Taipei City, Taiwan, Province Of China View → 黃 黃志誠 黃志誠 Colleague at Bank Sinopac Ltd.Taipei, Taipei City, Taiwan, Province Of China View → 譚 譚小翔 譚小翔 Colleague at Bank Sinopac Ltd.Taipei City, Taiwan, Province Of China View → CL Clover Lin Clover Lin Colleague at Bank Sinopac Ltd.Taiwan, Province Of China View → KK Kevin Kao Kevin Kao Colleague at Bank Sinopac Ltd.Taiwan, Province Of China View → AC Alina Chen Alina Chen Colleague at Bank Sinopac Ltd.Taipei City, Taiwan, Province Of China View → EK Enya Kuo Enya Kuo Colleague at Bank Sinopac Ltd.Taoyuan City, Taiwan, Province Of China View → MR Man Ru Huang Man Ru Huang Colleague at Bank Sinopac Ltd.Taipei, Taipei City, Taiwan, Province Of China View →
2 education records

Terry Yang education

Master Of Business Administration - Mba, Wealth Management, 3.40

Oregon State University

Fundamentals of Financial Planning, Insurance Planning, Income Tax Planning, Retirement Planning, Estate Planning.

FAQ

Frequently asked questions about Terry Yang

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

What company does Terry Yang work for?

Terry Yang works for Bank Sinopac Ltd..

What is Terry Yang's role at Bank Sinopac Ltd.?

Terry Yang is listed as Corporate Banking Analyst at Bank Sinopac Ltd..

Where is Terry Yang based?

Terry Yang is based in Taipei, Taipei City, Taiwan, Province of China while working with Bank Sinopac Ltd..

What companies has Terry Yang worked for?

Terry Yang has worked for Bank Sinopac Ltd., Morningstar, Julian Asset Management Co., Cinda Securities Co, Ltd., and Sirius Investment Llc..

Who are Terry Yang's colleagues at Bank Sinopac Ltd.?

Terry Yang's colleagues at Bank Sinopac Ltd. include Ting Jyun Lin, 周美娟, 馮偉銘, 黃志誠, and 譚小翔.

How can I contact Terry Yang?

You can use AeroLeads to view verified contact signals for Terry Yang at Bank Sinopac Ltd., including work email, phone, and LinkedIn data when available.

What schools did Terry Yang attend?

Terry Yang holds Master Of Business Administration - Mba, Wealth Management, 3.40 from Oregon State University.

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