Der-Yuan Chen (Denny)

**** ******* ***., *********, ** 94089

626-***-**** acxins@r.postjobfree.com

OBJECTIVE:

Looking for Financial Analyst position.

HIGHLIGHTS:

* ***** ******* ********** ** equity market with strong business sense, financial analysis skills.

Learn concrete techniques of financial analysis to solve complex business problems.

Strong financial statement and GAAP knowledge including AP/AR and cash flow analysis.

Conducted comprehensive portfolio analysis to forecast portfolio performance.

Keep up to date information of global economy, market trend and supply chains.

Great quantitative analysis skill by using Pivot Tables, SPSS and fundamental SQL Scripting techniques.

Advanced MS Office skills, including Excel, Word, and PowerPoint.

Expert to work in cross-functional team with outstanding multitasking and interpersonal skills

PROFESSIONAL HISTORY:

Financial Advisor Feb. 2012 - Aug. 2015

SinoPac Securities, Taipei, Taiwan

Manage more than 300 clients, understand their needs and optimize relationship with them.

Read and research financial statements to ensure the correctness of financial information.

Introduce margin trading to clients and increase their trading volume more than 25%.

Teach clients how do use options to protect their portfolio which bring more than 15% performance.

Analyze supply chains and pick a potential stock help clients earn 50% profit in 45 days.

Assist Clients building portfolio with different trading strategies to protect their portfolio.

Volunteer for daily report for US and Europe market news and stock market performance.

Keep up to date information of global economy and industrial trend.

In charge of "invest overseas stock" project to attract more potential clients.

Agent Aug. 2010- Aug. 2011

Taishin Insurance Agency, Taipei, Taiwan

Customize insurance planning according to clients' short-term and long-term goals.

Introduce new products and update latest information to customers.

Keep close contact with the customers and assist the jobs following their signing.

Manage clients' relationship includes assisting claim settlements.

Office Assistant May. 2009- Aug. 2009

Farmers Insurance, Alhambra, California, U.S.

Assisted with claims, prepared document for clients, and provided office support.

Prepared and proofread documents such as letters, forms, and reports using MS Word and Excel.

Maintained cooperative communication with agents and clients.

Complete duties including paper works and projects according to time frames.

EDUCATION:

MBA with a Major in Finance, 2009 (Cumulative GPA: 3.5 / 4.0)

California Lutheran University, Thousand Oaks, California, US

Bachelor of Arts Degree in Administration Management, 2006 (Cumulative GPA: 3.9 / 4.0)

Christ's College, Taipei, Taiwan

Thesis : The quantitative analysis of the relationship between Taiwan Macroeconomic Indicators and TAIEX

FINANCIAL LICENSES (Taiwan):

Certified Senior Securities Specialist

Certified Securities Investment Trust and Consulting Professionals

Certified Futures Specialist

Certified Trust Business Specialist

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