Fred Chenxi Liu Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

• Data Management and report tracking related to fee-based accounts to provide analytics indicating trends• Liaise with back-office departments (On-boarding, Registered Products, Client Accounting, Mutual Funds) to assist branches• Manage relationships (communicating and co-operating) with our various bank partners• Identify potential and actual concerns, conduct necessary follow–up inquiries, and ensure that appropriate corrective actions are implemented in a timely manner•… Show more • Data Management and report tracking related to fee-based accounts to provide analytics indicating trends• Liaise with back-office departments (On-boarding, Registered Products, Client Accounting, Mutual Funds) to assist branches• Manage relationships (communicating and co-operating) with our various bank partners• Identify potential and actual concerns, conduct necessary follow–up inquiries, and ensure that appropriate corrective actions are implemented in a timely manner• Handle inquiries from Wealth Advisors, Assistants and Branch Support Staff regarding the various processes and procedures in relation to fee-based accounts Show less

Toronto, Ontario, Canada

• Engaged in weekly workshops to develop skills in value investing, business valuation and corporate structure• Analyzed and pitched Constellation Software (TSE:CSU) based on its competitions, economic moats, management, risk factors and catalysts using skills derived from the program to senior club members

• Wrote multiple 50-page+ evidence packages by summarizing academic journals and media opinions. Past topics included Euthanasia, Lethal Autonomous Weapons and Juvenile Justice Systems• Hatched 2 champions and 4 runner-ups in various National Speech and Debate Association tournaments• Organized and participated in more than 100 mock debate rounds before actual tournaments commenced without any conflicts