Our Team

Core Team

▎Current Position:

  • President, Diwan Financial Advisory Services
  • CPA, JL Chen CPA Firm

▎Professional Experience:

  • Partner, Ernst & Young
  • Executive Director, Ernst & Young Transaction Advisory Services
  • Salaried Partner, KPMG
  • Manager, MasterLink Securities Corporation

▎Academic Qualifications:

  • Master of Accounting, University of Illinois at Urbana-Champaign
  • Bachelor of Business Administration, National Taiwan University

▎Professional License & Certification:

  • Certified Public Accountant, Taiwan (R.O.C.)
  • U.S. CPA candidate

▎Areas of Expertise:

  • M&A transaction structuring and related advisory services
  • Financial due diligence
  • Valuation advisory
  • Non-performing loan

▎Current Position:

  • Managing Director, Diwan Financial Advisory Services
  • Director, The Chinese Association of Business and Intangible Assets Valuation (CABIAV)

▎Professional Experience:

  • Director, Ernst & Young Transaction Advisory Services

▎Academic Qualifications:

  • Master of Economics, University of California, Santa Barbara
  • Bachelor of Dept. of Agricultural Chemistry (Renamed as Dept. of Biochemical Science and Technology), National Taiwan University

▎Professional License & Certification:

  • CFA (Chartered Financial Analyst)
  • ICVS (International Certified Valuation Specialist), IACVS (International Association of Certified Valuation Specialists)
  • Certified I.P. Valuation Trainer & Valuation Specialist, TWTM, Industrial Development Bureau, MOEA
  • Certified Senior Securities Specialist

▎Areas of Expertise:

  • M&A transaction structuring and related advisory services
  • Business enterprise valuation services
  • Intangible assets valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services
  • Business modelling advisory services

▎Current Position:

  • SAVP, Diwan Financial Advisory Services

▎Professional Experience:

  • AVP, Diwan Financial Advisory Services
  • Senior Manager, Diwan Financial Advisory Services
  • Manager, Diwan Financial Advisory Services
  • Deputy Manager, Deloitte
  • Supervisor, Ernst & Young

▎Academic Qualifications:

  • MBA, University of Texas at Dallas
  • Bachelor of Accounting, Fu Jen Catholic University

▎Professional License & Certification:

  • CVA (Certified Valuation Analyst), NACVA (National Association of Certified Valuators and Analysts)
  • Certified Senior Securities Specialist
  • Certified Financial Planner
  • Certified Securities Investment Trust and Consulting Professionals

▎Areas of Expertise:

  • Business enterprise valuation services
  • Intangible assets valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services
  • Financial and tax due diligence

▎Current Position:

  • AVP, Diwan Financial Advisory Services
  • Director, NACVA Taiwan

▎Professional Experience:

  • Senior Manager, Diwan Financial Advisory Services
  • Manager, Diwan Financial Advisory Services
  • Deputy Manager, Diwan Financial Advisory Services
  • Deputy Manager, Cathay Securities Corporation
  • Auditor, KPMG

▎Academic Qualifications:

  • Bachelor of Accounting, National Taiwan University

▎Professional License & Certification:

  • CVA (Certified Valuation Analyst), NACVA (National Association of Certified Valuators and Analysts)
  • Recognized Valuer of Intangible Assets with the Ministry of Economic Affairs
  • MOEA Certified Intangible Asset Valuator – Expert Level
  • Certified Senior Securities Specialist

▎Areas of Expertise:

  • Business enterprise valuation services
  • Intangible assets valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services
  • Initial public offering and capital market advisory services

▎Current Position:

  • Senior Manager, Diwan Financial Advisory Services

▎Professional Experience:

  • Manager, Diwan Financial Advisory Services
  • Deputy Manager, Diwan Financial Advisory Services
  • Assistant Manager, Diwan Financial Advisory Services
  • Analyst, Diwan Financial Advisory Services
  • Analyst, Riant Capital Limited

▎Academic Qualifications:

  • Bachelor of Commerce, University of Toronto (Finance and Economics Specialist)

▎Professional License & Certification:

  • CFA (Chartered Financial Analyst)
  • CVA (Certified Valuation Analyst), NACVA (National Association of Certified Valuators and Analysts)

▎Areas of Expertise:

  • Business enterprise valuation services
  • Intangible assets valuation services
  • Machinery and equipment valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services

▎Current Position:

  • Senior Manager, Diwan Financial Advisory Services

▎Professional Experience:

  • Manager, Diwan Financial Advisory Services
  • Deputy Manager, Diwan Financial Advisory Services
  • Assistant Manager, Diwan Financial Advisory Services
  • Analyst, Diwan Financial Advisory Services
  • Senior auditor, PwC

▎Academic Qualifications:

  • Bachelor of Accounting, Fu Jen Catholic University

▎Professional License & Certification:

  • CVA (Certified Valuation Analyst), NACVA (National Association of Certified Valuators and Analysts)
  • Certified Senior Securities Specialist

▎Areas of Expertise:

  • Business enterprise valuation services
  • Intangible assets valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services
  • Financial and tax due diligence

▎Current Position:

  • Senior Manager, Diwan Financial Advisory Services

▎Professional Experience:

  • Manager, Diwan Financial Advisory Services
  • Deputy Manager, Diwan Financial Advisory Services
  • Assistant Manager, Diwan Financial Advisory Services
  • Accountant, Pearl Abyss Taiwan Corp.
  • Deputy Manager, PricewaterhouseCoopers
  • Auditor, Earnest & Co., CPAs

▎Academic Qualifications:

  • Bachelor of Accounting, Fu Jen Catholic University

▎Professional License & Certification:

  • CVA (Certified Valuation Analyst), NACVA (National Association of Certified Valuators and Analysts)
  • TOPIK (Test of Proficiency in Korean) Level 6 Qualified

▎Areas of Expertise:

  • Business enterprise valuation services
  • Intangible assets valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services
  • Financial and tax due diligence

▎Current Position:

  • Senior Manager, Diwan Financial Advisory Services

▎Professional Experience:

  • Manager, Diwan Financial Advisory Services
  • Deputy Manager, Diwan Financial Advisory Services
  • Auditor, Pegatron Corporation
  • Accountant, American Express
  • Senior auditor, PwC

▎Academic Qualifications:

  • Bachelor of Accounting, Soochow University

▎Professional License & Certification:

  • CVA (Certified Valuation Analyst), NACVA (National Association of Certified Valuators and Analysts)

▎Areas of Expertise:

  • Business enterprise valuation services
  • Intangible assets valuation services
  • Machinery and equipment valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services
  • Financial and tax due diligence

▎Current Position:

  • Senior Manager, Diwan Financial Advisory Services

▎Professional Experience:

  • Senior Manager, Capital Securities Co., Ltd.
  • Deputy Manager, Yuanta Securities Co., Ltd.
  • Deputy Manager, PwC

▎Academic Qualifications:

  • Master of Business Administration, National Chiao Tung University
  • Bachelor of Economics, National Cheng Chi University

▎Professional License & Certification:

  • Certified Public Accountant, Taiwan (R.O.C.)
  • Certified Senior Securities Specialist

▎Areas of Expertise:

  • Business enterprise valuation services
  • Intangible assets valuation services
  • Machinery and equipment valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services
  • Financial and tax due diligence
  • Initial public offering advisory services

▎Current Position:

  • Manager, Diwan Financial Advisory Services

▎Professional Experience:

  • Deputy Manager, Diwan Financial Advisory Services
  • Manager, KGI Securities Co., Ltd.
  • Senior auditor, Deloitte
  • Senior auditor, PwC

▎Academic Qualifications:

  • Bachelor of Accounting, Fu Jen Catholic University

▎Professional License & Certification:

  • CVA (Certified Valuation Analyst), NACVA (National Association of Certified Valuators and Analysts)
  • Certified Senior Securities Specialist

▎Areas of Expertise:

  • Business enterprise valuation services
  • Intangible assets valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services
  • Financial and tax due diligence
  • Initial public offering advisory services

▎Current Position:

  • Deputy Manager, Diwan Financial Advisory Services

▎Professional Experience:

  • Lead Administrator, D-Link Corporation
  • Senior Specialist, President Securities Corporation
  • Auditor, KPMG

▎Academic Qualifications:

  • Master of Business Administration, National Yang Ming Chiao Tung University
  • Bachelor of Accounting, Fu Jen Catholic University

▎Professional License & Certification:

  • Certified Securities Investment Analyst (CSIA)
  • Certified Senior Securities Specialist

▎Areas of Expertise:

  • Business enterprise valuation services
  • Intangible assets valuation services
  • Machinery and equipment valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services
  • Financial and tax due diligence

▎Current Position:

  • Deputy Manager, Diwan Financial Advisory Services

▎Professional Experience:

  • Manager, Capital Securities Co., Ltd.
  • Senior Specialist, Yuanta Securities Co., Ltd.
  • Deputy Team Leader, Deloitte

▎Academic Qualifications:

  • Bachelor of Accounting, National Dong Hwa University

▎Professional License & Certification:

  • Certified Senior Securities Specialist

▎Areas of Expertise:

  • Business enterprise valuation services
  • Intangible assets valuation services
  • Machinery and equipment valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services
  • Financial and tax due diligence
  • Initial public offering advisory services

▎Current Position:

  • Assistant Manager, Diwan Financial Advisory Services

▎Professional Experience:

  • Senior Tax Associate, PwC

▎Academic Qualifications:

  • Master of Science in Taxation, University of Washington
  • Bachelor of Accounting, National Chengchi University

▎Professional License & Certification:

  • US Certified Public Accountant

▎Areas of Expertise:

  • Business enterprise valuation services
  • Intangible assets valuation services
  • Machinery and equipment valuation services
  • Purchase price allocation for business combination services
  • Assets and goodwill impairment testing services
  • Financial and tax due diligence