Julia: Email & Phone Number

Work Experience 25 years

Head of Data Analytics Center at Nan Shan Life Insurance Co., Ltd

Apr 2025 - Current

Sr. Manager, Digital Strategy & Biz. Enhancement in Digital Ecosystem Center at Nan Shan Life Insurance Co., Ltd

Jul 2024 - Mar 2025

Sr. Manager, Collaborative Innovation and Proj Mgmt in FinTech RD Center at Nan Shan Life Insurance Co., Ltd

Jun 2023 - Jul 2024

Manager, Digital Project Mgmt in Operating Data Center at Nan Shan Life Insurance Co., Ltd

Aug 2020 - Jun 2023

Team Lead, Customer Propositions, Analytics, and Marketing at 凱基證券 KGI SECURITIES

Jan 2017 - Jan 2019

Manager, Biz Mgmt - Customer Segmentation & Wealth Management, Overseas Retail Banking Division at CTBC Financial Holding Co., Ltd

Jan 2015 - Jan 2017

Manager, Customer Propositions Strategy and Projects in Retail Banking and Wealth Mgmt at HSBC

Jan 2006 - Jan 2015

Assistant mgr, Customer Analytics and Loyalty Mgmt at Cerebos

Jan 2004 - Jan 2006

CRM/ Marketing Strategy Consultant at Braun Consulting

Jan 2001 - Jan 2003

Julia is proficient in English and 中文. Their professional focus is Banking, Budgeting, and Business Management across 3 core areas.

Julia holds Azure AI-900, CERT, ALMI, FLMI 壽險管理師, and Google Analytics Individual Qualification certifications and has registered patents, including "結合大型語言模型及自然語言理解的商機預測系統 and 運用人工智慧模型推薦商品及服務之系統". They have also been awarded Smart Diet & Care System 智慧膳食照護平台, Award of Excellence (AI+ 新銳獎), and Smart Go - AI Sales Person 智慧門市 - 訂做專屬你的AI 銷售員