Doris (Ruichen) Cao

Investment Specialist at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
CA

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Credentials

  • Design Thinking: Implementing the Process
    LinkedIn
    Sep, 2021
    - Nov, 2024
  • Design Thinking: Understanding the Process
    LinkedIn
    Sep, 2021
    - Nov, 2024
  • Learning Brainstorming
    LinkedIn
    Sep, 2021
    - Nov, 2024
  • Product Innovation for Product Managers
    LinkedIn
    Sep, 2021
    - Nov, 2024
  • Canadian Securities Course
    Canadian Securities Institute

Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Investment Specialist
      • Sep 2022 - Present

  • Selina Pan Professional Corporation
    • Canada
    • Accounting
    • 1 - 100 Employee
    • Junior Accountant
      • Dec 2019 - Apr 2022

      • Successfully organized and analyzed year-end financial statements for small businesses and self-contractors using accounting software such as CaseWare, Profile, and QuickBook. • Identified and resolved unusual transactions (eg. personal used expenses in business account) as well as unusual anomalies against previous financial statement (eg. 50% higher office expense than last year) • Accurately prepared T2 for clients by cross-referencing GST, payroll remittance, and corporate tax from CRA records with clients’ financial statements in RT, RP, and RC accounts.

Education

  • Southern Alberta Institute of Technology (SAIT)
    Bachelor's degree, Bachelor of Business Administration
    2019 - 2021
  • Southern Alberta Institute of Technology (SAIT)
    Diploma, Business Administration, Accounting
    2016 - 2018

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