Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Digital Investment Specialist

  • Mar 2022 - Present



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Investment Specialist

  • Nov 2020 - Present

• Personal Banking Specialist

  • Sep 2019 - Nov 2020



LiaoNing Jiuan Security Technology Consulting Co,LTD

• Asset Valuer

  • Sep 2015 - Jan 2017

  •Communicate with customers and gain customers’ asset information •Perform valuation analysis on customers’ asset and determine market price •Contribute directly to the development of proposals, presentations and publications communicated to current and prospective clients•Work as part of a team to provide a wide range of advisory services, including valuation, risk analysis and portfolio solutions •Communicate with customers and gain customers’ asset information •Perform valuation analysis on customers’ asset and determine market price •Contribute directly to the development of proposals, presentations and publications communicated to current and prospective clients•Work as part of a team to provide a wide range of advisory services, including valuation, risk analysis and portfolio solutions