Carl Liu Email & Phone Number
Executive Vice President @ KGI Securities Investment Advisory Co. Ltd.
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Carl Liu Location
- Taiwan
Carl Liu Work
- Executive Vice President @ (April 2026 - Present)
- Senior Vice President @ (April 2020 - March 2026)
- Vice President @ (April 2017 - April 2020)
- Assistant Vice President @ (September 2015 - March 2017)
- Manager @ (January 2012 - August 2015)
- Senior Assistant Manager @ (August 2010 - December 2011)
- Economic Analyst @ (June 2009 - August 2009)
- Macroeconomic Researcher @ Polaris Research Institute (July 2005 - October 2006)
Carl Liu Education
- Vanderbilt University - Owen Graduate School of Management
MBA (Finance and Strategy)
2008-2010 - National Taiwan University
Master of Arts (MA) (Economics)
2003-2005 - National Taiwan University
Bachelor of Arts (BA) (Economics)
1999-2003
Carl Liu Skills
- Investments
- Financial Modeling
- Finance
- Financial Analysis
- Economics
- Equities
- Corporate Finance
- Analysis
- Competitive Analysis
- Bloomberg Terminal
- Valuation
- Portfolio Management
- Due Diligence
- Capital Markets
- Investment Banking
- Equity Research
- Mergers
- Private Equity
- Strategic Financial Planning
- Credit Analysis
- Corporate Development
- Business Planning
- Financial Markets
- Fixed Income
- Mutual Funds
- Trading
- Venture Capital
- Hedge Funds
- Business Strategy
- Strategy
- Derivatives
- Credit
- Financial Services
- Financial Reporting
- Business Analysis
- Alternative Investments
- DCF
- Asset Managment
- Business Valuation
- LBO
- Investment Strategies
- Bloomberg
- Emerging Markets
- Financial Projection
- Macroeconomics
- Minitab
- EViews
- ThomsonOne
- Wind
- Stata
Carl Liu Summary
- Carl Liu, based in Taiwan, is currently a Executive Vice President at KGI Securities Investment Advisory Co. Ltd.. Carl Liu brings experience from previous roles at KGI Securities Investment Advisory Co. Ltd. and China Development Industrial Bank. Carl Liu holds a 2008 - 2010 MBA in Finance and Strategy @ Vanderbilt University - Owen Graduate School of Management. With a robust skill set that includes Investments, Financial Modeling, Finance, Financial Analysis, Economics and more. Carl Liu has 3 emails and 4 mobile phone numbers on RocketReach.
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Top KGI Securities Investment Advisory Co. Ltd. Employees
James Neary
Managing Director
Hong Kong
Hung-Chi Chen
Senior Translator
Taipei, TW
Steve Kao
Financial Advisor
Taipei City, Taiwan, Taiwan
Shawn Carson
Research Manager
Taipei City, Taiwan
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