Annie Wang Email & Phone Number

Beijing City, China

• Developed an evaluation toolbox to assess default, liquidity, exchange, and interest risks of foreign institutions and governments that want to issue panda bonds in China
• Research and analyzed relevant publications from IMF, OECD, The World Bank, and The WorldEconomic Group on strategies to attracting and developing long-term institutional investors
• Synthesized materials from various publications into key findings; and contributed to the publication of a white paper on “The development of long-term institutional investors in the Chinese capital market”
• Researched and analyzed prospectus and country annual report (i.e. 18K) to identify credit risk for Latin American countries

Toronto, Canada Area

• Identified problem areas within the loan portfolio, analyzed risks and personal financial statements, suggested appropriate solutions and structured well-written business cases leading to approval
• Experienced in managing all secondary market mortgages and retail branch banking on a regular basis
• Utilized well-developed interpersonal and communication skills to quickly build rapport with clients resulting in their trust and mortgage financing commitment
• Fully engaged with, and supported, all customer service quality initiatives to establish and embed exceptional customer service

Toronto, Canada Area

• Initialized approximately 40 deals per month, and evaluated and classified each application into the appropriate lending programs resulting in more efficient application turn over
• Managed existing pipeline of loans and worked closely with processing dept., underwriting, and regional manager to move loans to approval stage and closing
• Structured 3 to 4 credit deals per day with strong and concise business cases for approval to the underwriting

Toronto, Canada Area

• Performed roughly 55 cold calls per day; developed and managed business relationships with clients
• Prepared relevant presentation material for the Wealth Manager, scheduled of meetings and conferences, and developed a clear and easy filing system
• Calculated and recorded management expense ratio and trailer fees for stocks, bonds, and mutual funds for each client’s account in Excel

Imba

Bachelor Of Commerce (Bcom), Finance And Economics

Activities and Societies: Project Manager and Ambassador at UTACCEL