Hung-Yuan (Ethan) Chang

**** **** **., *** **, Denver, CO 80202

720-***-**** ac2dir@r.postjobfree.com

Summary of Qualifications

• Phenomenal sales experience with Transamerica Financial Advisors, Inc.

• Excellent communication skill enhanced by current financial advisor position

• Bilingual in Mandarin Chinese

• Outstanding Microsoft Excel skill advanced by Finance Modeling courses

• Strong work ethic, self-motivated, outgoing, ability to work both independently as well as part of a team

Education

University of Colorado Denver, Business School, Denver, CO August 2015 - May 2017 Master of Science, Finance and Risk Management specialized in Financial Analysis Management

National Chung Cheng University (CCU), Chiayi, Taiwan September 2010 - June 2014 Bachelor of Science, Computer Science and Information Engineering Professional Experience

Transamerica Financial Advisors, Inc., Greenwood Village, CO July 1, 2016 - Current Associate

• Applied investment tax strategies with individuals to meet their financial goals

• Provided expert advice and make recommendations based on the client’s priorities

• Approached financial planning such as cash flow management, debt consolidation, risk mitigation, short and long term saving and investing to create a lifetime of financial security

• Analyzed clients’ current financial situation and select investment products base on their need

• Recruited 7 new promising agents to join the team Office of International Affairs, National Chung Cheng University, Chiayi, Taiwan January 2015 - July 2015

IT Project Manager

• Developed and designed platform to translate school policies from Chinese to English

• Built website utilizing Joomla that provided information for international students to ensure a successful experience

• Managed the official website of the Office of International Affairs, updated forms and content information, and changed website photos as needed

• Provided technical advising for the translation software - Trados 2014, answered questions and concerns for those using the program

• Developed the data sharing system for 42 departments on campus with a team of 5 other professionals

• Assisted in the translation processes for the school systems, inputing Chinese text into the translation software

License and Certifications

• Colorado Life Producer License

License Number: 513654

Issue Date: 08-03-2016

• Colorado Accident and Health Producer License

License Number: 513654

Issue Date: 08-03-2016

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