• Global Project Management/Business Development: Initiated
and supervised the introduction of 20 offshore funds from
Britain and Luxembourg, expanding the company’s client
base and increased the total value of funds by USD $94
million.
• Financial Product Development: Developed, administered,
and launched PCA U.S. Short-Duration Bond Fund, valued at
USD $188 million.
• Portfolio Investment: Analyzed the international markets
and industries to find the investment direction and
published monthly investment guidance to clients.
• Communication/Marketing: Planned marketing strategies,
created investment brochures, and arranged investment
seminars for PCA India Fund, which increased the fund
size from USD $47 million to USD $156 million, a 232%
increase.

• Research and Analysis: Analyzed market trends to provide
investment guidance for institutional clients.
• Investment Management: Screened and identified potential
global mutual funds and hedge funds, which included a
series of LGT Hedge Funds, Goldman Sachs Mutual Funds,
Henderson Mutual Funds etc..
• Equity Research/Financial Analysis: Recommend undervalued
stocks using financial/industrial analysis and stock
valuation approaches such DCF.

• Merge and Acquisition: Analyzed and evaluated M&A cases
to estimate reasonable bid/ask prices.
• IPOs: Assisted two companies to go public in Taiwan by
preparing financial statement analysis report, corporate
financing plan, and required IPOs valuation documents to
the authorities related.
• Stock Analysis/Valuation: Helped resolve capitalization
issues of 2 Taiwanese companies by offering convertible
corporate bonds.

• GPA: 3.83/4
• Awards & Honors: Academic Merit Scholarship (’99, ’03)
• Projects: Business Valuation Project – Appraised 685
companies listed on the Taiwan stock market
• Club Activities: VP, Finance Department Student Council
(’03); Active member of Tennis Club