Angela Xi Yuan Z.

Business Development Manager at Keru
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English Native or bilingual proficiency
  • Chinese Native or bilingual proficiency
  • Cantones Professional working proficiency
Skills

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Bio

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Credentials

  • Bloomberg Certificate
    Bloomberg
    Oct, 2016
    - Nov, 2024
  • CFA Program Level 2 Candidate
    CFA Institute
    Aug, 2015
    - Nov, 2024
  • CFA Program Level 1
    CFA Institute
    Jun, 2015
    - Nov, 2024

Experience

  • Keru
    • China
    • Education Administration Programs
    • 1 - 100 Employee
    • Business Development Manager
      • Jan 2021 - Present

  • Maplekids Education Group
    • Shanghai, China
    • General Manager, Marketing Director
      • Mar 2019 - Dec 2021

  • Huarong International Financial Holdings Limited
    • Financial Services
    • 1 - 100 Employee
    • Finance Specialist
      • Jun 2018 - Sep 2018

  • CIBC Mellon
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Senior Fund Accountant
      • Nov 2015 - Aug 2017

      Led team and provided global fund services (mutual funds and hedge funds) for institutional investors. Delivered services, execution and market insights to the company's clients by preparing financial reports, investigating and resolving account discrepancies, and analyzing investment returns and losses. Led new high-profile client on-boarding projects by coordinating tasks from tax, reporting, custody and client relations. Led team and provided global fund services (mutual funds and hedge funds) for institutional investors. Delivered services, execution and market insights to the company's clients by preparing financial reports, investigating and resolving account discrepancies, and analyzing investment returns and losses. Led new high-profile client on-boarding projects by coordinating tasks from tax, reporting, custody and client relations.

  • Canada Horizon International Education Exchange Center,
    • Richmond, BC
    • International Education Program Officer, Summer Program Manager
      • Jun 2014 - Sep 2015

Education

  • University of Toronto - Rotman School of Management
    Master of Business Administration - MBA
    2017 - 2019
  • 中欧国际工商学院
    MBA, MBA
    2018 - 2018
  • University of Toronto
    Bachelor’s Degree, Finance Specialist, Economics Major
    2011 - 2015
  • J. N. Burnett Secondary Schooll
    2005 - 2011

Community

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