Mr. Jo-Wen Lee Practitioner Lecturer / Management Consultant

District Manager (UM) Sheng-De Communications Office, Nan Shan Life Insurance

District Manager / Wealth Management Advisor Nan Shan Life Insurance

Board Director & Senior Coach Chinese Northern Shaolin Long Fist Martial Arts Promotion Association

Chair, Social Concerns Committee The Methodist Church in the Republic of China

Certified Corporate Simulation Instructor EIS Excel International Services, Inc..

Preparatory Committee Member EIMA – Excel International Management Alliance

Education

Department of Industrial Engineering (Class of 1982) National Tsing Hua University

The Affiliated Senior High School of National Taiwan Normal University

Experience

Industry Experience (1984–1994)

Cheng Loong Corporation

  • Industrial Engineer
  • Quality Control Section Chief
  • Assistant to the Chairman & President
  • Senior Planning Specialist, Packaging Business Division
  • Project Lead, Standard Cost System Implementation
  • Project Lead, Sales Profit-Based Incentive Compensation System
  • Member, Quality Control Circle (QCC) & Employee Suggestion Promotion Team
  • Member, Work Improvement Project Team
  • Member, Production Engineering Team

Education & Training (1994–Present)
Nan Shan Life Insurance

  • Life Insurance & Financial Planning Director
  • Assistant Manager
  • District Manager (UM)
  • Wealth Management Advisor
  • High Net Worth Client Advisory Team

Professional & Community Leadership
Taipei Fumen Rotary Club

  • Chair, Public Relations & Rotary Public Image Network (2022–2023)
  • President (2017–2018)

Hua Ching Cultural & Educational Foundation

  • Board Director

Specialization

Professional Certifications & Qualifications

  • Licensed Life Insurance Agent
  • Investment-Linked Insurance Products
  • Insurance & Financial Planning Certification
  • Property & Casualty Insurance License
  • Investment Consulting & Securities Regulations Certification
  • Certified Trust Professional (1st National Examination)
  • Certified Financial Planner (3rd National Examination)
  • Foreign Currency Insurance Products
  • Financial Ethics & Professional Conduct Certification
  • AFP Certification:
    • Corporate & Personal Risk Management
    • Financial Planning
    • Asset Succession & Inheritance Planning
    • Retirement Planning
  • Class A Certified Martial Arts Referee & Coach / Instructor
    Chinese Guoshu Association, Sports Administration, Taiwan

Teaching & Representative Engagements

  • Full-Time Lecturer
    Cheng Ho Packaging Management Consulting Co., Ltd.
  • EMBA Lecturer
    First Executive EMBA Program for Senior Managers
    Packaging Industry Association, Beijing, China

Areas of Expertise

  • Corporate & Personal Financial Planning
  • Wealth Management & High-Net-Worth Client Advisory
  • Risk Management & Insurance Planning
  • Asset Succession & Retirement Strategy
  • Corporate Training & Action-Based Simulation Facilitation

Social & Public Service

  • Advisor, Rotary Public Image Network
    Rotary International District 3523
  • Chair, Social Concerns Committee
    The Methodist Church in the Republic of China
  • Chair, En-Yu Fellowship
    The Methodist Church