Chengbin (Sam) Wu

Chengbin (Sam) Wu Email and Phone Number

Senior Analyst at Meitou Inc., Passed CFA Level III, MFin @ Meitou Inc.
Chengbin (Sam) Wu's Location
Canada, Canada
Chengbin (Sam) Wu's Contact Details

Chengbin (Sam) Wu work email

Chengbin (Sam) Wu personal email

n/a
About Chengbin (Sam) Wu

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.

Chengbin (Sam) Wu's Current Company Details
Meitou Inc.

Meitou Inc.

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Senior Analyst at Meitou Inc., Passed CFA Level III, MFin
Chengbin (Sam) Wu Work Experience Details
  • Meitou Inc.
    Senior Analyst
    Meitou Inc. Jan 2021 - Present
    Toronto, Ontario, Canada
  • Td
    Credit Risk Analyst
    Td Jun 2020 - Feb 2021
    Toronto, 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
  • Td Direct Investing
    Investment Representative - High Value Client, Option And International Trader
    Td Direct Investing Jan 2018 - Jun 2020
    Markham, 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
  • Td
    Financial Service Representative
    Td Oct 2016 - Jan 2018
    Markham, 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
  • Wfg - World Financial Group
    Financial Planner Associate
    Wfg - World Financial Group Aug 2016 - Oct 2016
    Markham, Ontario
    • Assist financial planner to communicate with clients and sales rep from other financial institutions

Chengbin (Sam) Wu Skills

Banking Equities Financial Services Fixed Income Investments Investment Strategies Mutual Funds Securities Wealth Management Teamwork Customer Service Microsoft Office Time Management Leadership Tutoring Financial Analysis Microsoft Excel Research Microsoft Access

Chengbin (Sam) Wu Education Details

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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