Dylan Lin Email & Phone Number
Who is Dylan Lin? Overview
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Dylan Lin is listed as Senior Analyst, Compliance at ATBIM at ATB Wealth, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Dylan Lin.
Dylan Lin previously worked as Senior Compliance Analyst at Atb Wealth and Compliance Officer at Greatway Financial Inc.. Dylan Lin holds Master’S Degree, Mathematical Finance, 4.0/4.0 from University Of Alberta.
Email format at ATB Wealth
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About Dylan Lin
Dylan Lin is a Senior Analyst, Compliance at ATBIM at ATB Wealth. He is proficient in English.
Dylan Lin's current company
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Dylan Lin work experience
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Compliance Officer
1. Conducting monthly supervision reviews of insurance policies, ensuring compliance with regulatory standards, and maintaining a high standard of suitability.2. Managed market conduct activities by screening, monitoring, and supervising more than 4,000 agents, ensuring that all agents were operating within the guidelines of the regulatory body.3..
Compliance Officer
1. On a daily basis, reviewing and approving/rejecting trades made by Pinnacle’s dealingrepresentatives (Pinnacle DRs) across Canada;2. Responsible for due diligence for Mutual Fund department, including but not limited to mutual fund research, risk and objective rating and mutual fund approval;3. On Pinnacle Asset Management committee, reviewing.
Associate Financial Advisor & Service Associate
1. Working in a very detail oriented and fast paced environment as part of the support team for a financial advisor that manages assets for more than 200 clients. 2. Processing signed documentations including but not limited to all trading requests (mutual fund transactions, GIC transactions, equity transactions, etc.), transfer forms from other.
Research Assistant
1. Project on the risk management problem of overnight price changes in stock markets with an industrial partner.2. Helped maintain database, analyzed market data, and developed models to describe overnight price changes
Research Assistant
1. Research assistant of Dr. Christoph Frei (www.math.ualberta.ca/~cfrei) 2. Collected and read papers about optimal trading strategies of stocks and further analyzed such strategies when there is an impact on the market price
Dylan Lin education
Master’S Degree, Mathematical Finance, 4.0/4.0
Bachelor'S Degree, Mathematics And Economics, Gpa 3.7
Frequently asked questions about Dylan Lin
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What company does Dylan Lin work for?
Dylan Lin works for ATB Wealth.
What is Dylan Lin's role at ATB Wealth?
Dylan Lin is listed as Senior Analyst, Compliance at ATBIM at ATB Wealth.
Where is Dylan Lin based?
Dylan Lin is based in Calgary, Alberta, Canada while working with ATB Wealth.
What companies has Dylan Lin worked for?
Dylan Lin has worked for Atb Wealth, Greatway Financial Inc., Pinnacle Wealth Brokers Emd, Assante Capital Management Ltd., and University Of Alberta.
How can I contact Dylan Lin?
You can use AeroLeads to view verified contact signals for Dylan Lin at ATB Wealth, including work email, phone, and LinkedIn data when available.
What schools did Dylan Lin attend?
Dylan Lin holds Master’S Degree, Mathematical Finance, 4.0/4.0 from University Of Alberta.
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