Lucia Xiao

Equity Analyst at Desautels Capital Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • Chinese Native or bilingual proficiency
  • English Full professional proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Equity Analyst
      • Jun 2023 - Present

    • China
    • Financial Services
    • 1 - 100 Employee
    • Commercial Manager
      • Apr 2023 - Jun 2023

      -Managed the entire loan process, including in-depth financial and creditworthiness assessments of companies and individuals in various industries (automotive, distilleries, construction, technology, food, healthcare, new energy) -Developed customized loan products to specific customers and company needs, resulting in increased customer satisfaction and acquisition of 10+ new clients -Conducted risk assessments by preparing detailed loan reports, ensuring compliance with regulatory guidelines and minimizing credit risks. Resulted in a 1% default rate and most clients' prompt submission of interest payments -Initiated new relationships with post-loan companies, providing ongoing support and maintaining open lines of communication with new and existing clients Show less

Education

  • McGill University - Desautels Faculty of Management
    Master's degree, Finance and Financial Management Services
    2023 - 2024
  • McMaster University
    Bachelor of Commerce - BCom, Business/Commerce, General
    2019 - 2023

Community

You need to have a working account to view this content. Click here to join now