Experience

Elite Lending Corp

• Canada
• Financial Services
• 1 - 100 Employee

• Licensed Mortgage Broker

  • 2022 - Present



Presotea 鮮茶道

• Taiwan
• Food and Beverage Services
• 1 - 100 Employee

• Franchisee Owner

  • 2019 - Present

  Operation Management - Responsible for the overall management and business operations of a bubble tea franchise originated from Taiwan. Assigned tasks and oversaw a team of 12 employees, to ensure compliance with food safety procedures and quality control guidelines. Reviewed operational problems and determine ways to improve customer service experience, food quality and business sales performance. Created and implemented training manuals to shape company policy, culture, and mission. Monitored budgets, payroll records and review financial transactions to ensure that expenditures are authorized and budgeted. Marketing Manager - Developed marketing campaigns to increase visibility for the business, defined target markets and determined advertising placements. Designed prints for advertisements and promotions. Collaboration work includes partnership with Shape Properties, Bank of Montreal, Steve’s Poke Bar, and other small local businesses in Vancouver.



Panago Pizza

• Canada
• Food and Beverage Services
• 300 - 400 Employee

• Franchisee Co-Owner

  • 2015 - 2021

  Marketing Manager - Created and implemented business development and marketing plans. Organized campaigns and launched catering services with nearby schools, hospitals, meetings, and events to boost business sales performance. Business Management - Responsible for all administrative duties, includes scheduling, budgeting, inventory control and forecast of revenue, expenses, and bookkeeping. Marketing Manager - Created and implemented business development and marketing plans. Organized campaigns and launched catering services with nearby schools, hospitals, meetings, and events to boost business sales performance. Business Management - Responsible for all administrative duties, includes scheduling, budgeting, inventory control and forecast of revenue, expenses, and bookkeeping.



HSBC Bank Canada

• Telefund Team Manager / HSBC Investment Fund Branch Manager

  • 2014 - 2019

  People Management - Managed and trained a team of 15 Mutual Fund Advisors (MFAs) to provide investment options and place trades via the Telephone Banking Channel. Responsible of resolving complaints, escalations, new hires and conducted training programs. Compliance Manager - Dually employed as a HSBC Investment Fund Branch Manager to ensure all MFAs adhere to Mutual Fund Dealer Association of Canada (MFDA) compliance guidelines, standard of operations and procedures. Project Management - Held a role in a transformation project, to plan and design the operational procedures and logistic developments of a nationwide on-line account opening and virtual trading platform. Closely connected with Compliance, Legal and IT to assure the project align with regulatory compliance guideline and continuously revised on the mechanism on the process to identify any risks to the business.

• Senior Service & Sales Specialist / Mutual Fund Advisor

  • 2014 - 2014

  Achieved $8 million in Mortgage sales over 2 weeks period and exceeded 400% Mutual Fund sales target in 1 month. Advanced to a management position 6 months into the senior role.

• Service & Sales Specialist / Mutual Fund Advisor

  • 2011 - 2014

  Serviced customers on a wide range of banking products through Telephone and Internet Banking Channel, this includes Mortgages and Loans, MasterCards, Investment GICs, Term Deposits, Mutual Funds, TFSAs, RRSPs and Insurance Products. Appointed as a member of the Mutual Fund Hybrid Pilot Project to provide customer investment options tailor to their needs, place investment trades, resolve complaints and escalations via the Telephone Banking Channel. Took the role as a leader with expertise to assist other Mutual Fund Advisors on their day-to-day operation.

• Direct Sales Specialist

  • 2010 - 2011

  Served new and existing customers across Canada on various day-to-day banking inquires via the Telephone Banking Channel and cross sold appropriate banking products based on customer profile. Appointed to participate in the Mortgage Campaign Project and exceeded 110% of annual sales target in 3 months. Consistently held a place in the HSBC Canadian National Sales Leader board in 2011.