Choi Daniel personal email
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Choi Daniel is a Assistant Manager Investment Specialist at BMO InvestorLine. They possess expertise in mutual funds, investments, financial services, wealth management, banking and 14 more skills.
Bmo Investorline
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Assistant Manager Investment SpecialistBmo Investorline Sep 2011 - Present- Resolve complex issues and reports any discrepancies to Manager.- Conduct investigation and research to resolve client escalations including trading and regulatory issues. - Assess and approve high value or complicated transactions placed by Investment Specialists according to the trading rules of the firm and act as a role of gatekeeper to prevent illegitimate market activities.- Assist the Compliance team to investigate regulatory and AML/ATF issues such as suspicious trade patterns or unusual transactions. Then prepare investigation reports to support conclusion. - Review and approve new account applications - Took the role as the Captain for Walk so Kids can Talk (2014) and United Way Ambassador (2012) to motivate the entire department for making those campaigns a great success.
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Investment SpecialistBmo Investorline Oct 2005 - Sep 2011- Provided professional quality services to clients and proactively extend new relationship opportunity by exploring benefits to meet the needs for clients.- Executed all trading and services requests with a very high level of accuracy. - Participated in User Acceptance Test for new projects to improve the operation efficiency such as improve the Contribution workflow process.- Mentored new hires and also provided option trader trainings to newly licensed agents.- Winner of the RSP sales campaign in 2007 as well as the internal sales campaign in 2008 and 2010.
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Customer Service RepresentativeBank Of China (Canada), Toronto Downtown Branch Oct 2003 - Oct 2005- Led a Customer Service Representative team to provide exceptional customer service to clients.- Prepared weekly Sales analysis report with Excel. - Awarded the “Best Credit Card Promoters” for the MasterCard launch campaign.
Choi Daniel Skills
Choi Daniel Education Details
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Master Of Business Administration (M.B.A.) -
Electonic Systms Design -
Electronic Engineering
Frequently Asked Questions about Choi Daniel
What company does Choi Daniel work for?
Choi Daniel works for Bmo Investorline
What is Choi Daniel's role at the current company?
Choi Daniel's current role is Assistant Manager Investment Specialist.
What is Choi Daniel's email address?
Choi Daniel's email address is da****@****ail.com
What schools did Choi Daniel attend?
Choi Daniel attended The Hong Kong University Of Science And Technology, City University Of Hong Kong, City University Of Hong Kong.
What skills is Choi Daniel known for?
Choi Daniel has skills like Mutual Funds, Investments, Financial Services, Wealth Management, Banking, Portfolio Management, Relationship Management, Investment Strategies, Retirement Planning, Business Analysis, Equities, Derivatives.
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