Bowen Zhao Email & Phone Number

Sainte-Adèle, Qc, Ca

Sainte-Adèle, Quebec, Canada

Montreal, Quebec, Canada

Montreal, Canada Area

Montreal, Quebec, Canada

• Cash management: Daily position supervision and decision making in short term financing, intercompany financing, debt reimbursement• Risk management: FX analysis and trading; Quarterly reporting• DB pension plan: operational asset management (de-risking, selection of portfolio managers), performance analysis and presentations• DC pension plan: Overview of structure, selection of portfolio managers, performance evaluation, fees, etc.

Montreal, Quebec, Canada

• Maintained positive relationships with external partners• Reviewed and verified accuracy of required documentation related to income, down payment and the property in compliance with internal and regulatory guidelines • Reviewed and audited all files prior to advancing

Montreal, Quebec, Canada

• Engaged with clients on a daily basis to meet their needs• Offered advice, handled objections and completed sales for both personal and small business clients• Advised clients based on financial planning approaches including cash management, credit, investment and wealth protection

Montreal, Quebec, Canada

• Supported commercial account managers• Performed daily tasks: data entry, verification, automobile financing, auditing, leasing, etc.

Montreal, Quebec, Canada

• Acquired advanced Excel knowledge and created template in Excel for the validation of data • Performed FTE analysis on operation capacity

Master’S Degree, Applied Finance

Bachelor'S Degree, Finance, Insurance