Chengbin (Sam) Wu Email and Phone Number
Chengbin (Sam) Wu work email
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Chengbin (Sam) Wu personal email
Chengbin (Sam) Wu is a Senior Analyst at Meitou Inc., Passed CFA Level III, MFin at Meitou Inc.. He possess expertise in banking, equities, financial services, fixed income, investments and 14 more skills.
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Senior AnalystMeitou Inc. Jan 2021 - PresentToronto, Ontario, Canada -
Credit Risk AnalystTd Jun 2020 - Feb 2021Toronto, Ontario, Canada• Generate brokerage credit reports and manage trading accounts to mitigate financial risk to the firm • Resolve delinquent cash and margin accounts on a daily basis• Authorize and approve trades or transfers by a large amount -
Investment Representative - High Value Client, Option And International TraderTd Direct Investing Jan 2018 - Jun 2020Markham, Ontario, Canada✓ Process equity, fixed income, derivatives, FX, and bullion trades using various online trading systems✓ Evaluate the risk level of each trade by calculating the margin requirement of different option strategies✓ Knowledge of Bloomberg terminal
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Financial Service RepresentativeTd Oct 2016 - Jan 2018Markham, Ontario, Canada• NO.1 in the 2017 Summer Credit Card Campaign in the whole TD phone channel, achieved more than 4000% target• Sales Revenue has been performing one of the top 10 in trilingual teams (over 60 reps in total), total Sales Revenue was ranked in top 5% in the whole Department -
Financial Planner AssociateWfg - World Financial Group Aug 2016 - Oct 2016Markham, Ontario• Assist financial planner to communicate with clients and sales rep from other financial institutions
Chengbin (Sam) Wu Skills
Chengbin (Sam) Wu Education Details
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Gpa 3.65/4.00 -
Finance Major Courses Gpa 3.90/4.30; Overall Gpa 3.75/4.30 Cum Laude
Frequently Asked Questions about Chengbin (Sam) Wu
What company does Chengbin (Sam) Wu work for?
Chengbin (Sam) Wu works for Meitou Inc.
What is Chengbin (Sam) Wu's role at the current company?
Chengbin (Sam) Wu's current role is Senior Analyst at Meitou Inc., Passed CFA Level III, MFin.
What is Chengbin (Sam) Wu's email address?
Chengbin (Sam) Wu's email address is chengbin.wu@td.com
What schools did Chengbin (Sam) Wu attend?
Chengbin (Sam) Wu attended University Of Toronto - Rotman School Of Management, Saint Mary's University.
What are some of Chengbin (Sam) Wu's interests?
Chengbin (Sam) Wu has interest in Social Services, Arts And Culture.
What skills is Chengbin (Sam) Wu known for?
Chengbin (Sam) Wu has skills like Banking, Equities, Financial Services, Fixed Income, Investments, Investment Strategies, Mutual Funds, Securities, Wealth Management, Teamwork, Customer Service, Microsoft Office.
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