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Eric Y. Email & Phone Number
Investment Services Representative
at
Interactive Brokers
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Services Representative
Location
Vancouver, British Columbia, Canada
Company size
Who is Eric Y.? Overview
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Quick answer
Eric Y. is listed as Investment Services Representative at Interactive Brokers, a company with 3261 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Eric Y..
Eric Y. previously worked as Equity Analyst at Student Investment Advisory Service (Sias) and Business Sales Advisor at Copiers Northwest. Eric Y. holds Bachelor'S Degree, B.S Econometrics And Quantitative Economics from University Of Washington.
Company email context
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Interactive Brokers
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Profile bio
About Eric Y.
Finance professional with experience in Investment and Equity evaluation. Proficient in applying financial forecasting tools to support strategic decision-making. Strong communicator in negotiation with various clients. Skilled in Microsoft Suites, Bloomberg, Python, R, English, and Mandarin, Problem-solving, organization, and Leadership. Passionate about leveraging financial expertise to drive growth and deliver value.
Current workplace
Eric Y.'s current company
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Interactive Brokers
5 roles
Eric Y. work experience
A career timeline built from the work history available for this profile.
Equity Analyst
- Analyzed the performance of companies across TSX sectors by gathering financial data from Bloomberg Terminal and produced reports proposing trade opinions for Financials and Real Estate industrial REITS companies.
- Presented the Q2FY24 performance and outlook of the Canadian equity portfolio at SIAS to clients: outperformed the benchmark 53bps and pursued quality growth; proposed REITs and Financials sub-sector and companies.
- Applied Machine Learning Neural Network models and Comparable analysis in Excel to evaluate Walmart and other retail industry companies' predicted prices and intrinsic values, delivering investment insights and.
Business Sales Advisor
- Presented and negotiated multi-electrical production model business Copiers for 11 corporate clients.
- Developed and customized proposals based on monthly NPV analysis of software services, aligning with clients' purchase options and usage preferences, and estimated net revenue for 17 contract proposals.
- Conducted company research, optimizing financial data and driving quarterly sales growth for equipment across 11 territories.
Jun 2022 - Aug 2022
Wealth Intern
- Applied CAL and CAPM theories to analyze asset allocation projects and provide wealth management recommendations, including stock selection, bond valuation, and index investments.
- Marketed financial products by presenting investment options, highlighting products with semi-annualized returns of 3.2-6.5%, up to 24-month maturity, and indicated risk considerations. Emphasized potential growth to.
- Demonstrated online banking services, focusing on functional account transactions. Contribute to 4.7% quarterly growth of users
Jun 2021 - Sep 2021
Associate
- Analyzed accounting data utilizing financial charts and annual reports to estimate the company’s Funds from Operations, quarterly sales growth, and future cash flows. Predicted projects' net present value and expected.
- Participated in sales negotiations with retail customers for commercial building sales, designing client promotions that contributed to a Q4 2020 sales revenue of a 6.5% increase.
- Conducted 20 daily sales calls targeting prospective buyers to support the residential building sales process.
Dec 2019 - May 2021
Team & coworkers
Colleagues at Interactive Brokers
Other employees you can reach at interactivebrokers.com. View company contacts for 3261 employees →
VJ
Vishal Joshi
Colleague at Interactive BrokersMumbai, Maharashtra, India, India
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PN
Punam Nikam
Colleague at Interactive BrokersMumbai, Maharashtra, India, India
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JB
Jason Basso
Colleague at Interactive BrokersNew York City Metropolitan Area, United States
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HT
Huyen T.
Colleague at Interactive BrokersPalatine, Illinois, United States, United States
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AR
Anton Rudenok
Colleague at Interactive BrokersDubai, United Arab Emirates, United Arab Emirates
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LL
Louise Luk
Colleague at Interactive BrokersHong Kong, Hong Kong SAR, Hong Kong
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MT
Matthew Tierney
Colleague at Interactive BrokersNew York, New York, United States, United States
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LO
Luis O.
Colleague at Interactive BrokersFort Lauderdale, Florida, United States, United States
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DN
Davis Negrillo
Colleague at Interactive BrokersChicago, Illinois, United States, United States
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SB
Sagar Bhatia
Colleague at Interactive BrokersMumbai, Maharashtra, India, India
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Vishal Joshi
Colleague at Interactive BrokersMumbai, Maharashtra, India, India
View →
PN
Punam Nikam
Colleague at Interactive BrokersMumbai, Maharashtra, India, India
View →
JB
Jason Basso
Colleague at Interactive BrokersNew York City Metropolitan Area, United States
View →
HT
Huyen T.
Colleague at Interactive BrokersPalatine, Illinois, United States, United States
View →
AR
Anton Rudenok
Colleague at Interactive BrokersDubai, United Arab Emirates, United Arab Emirates
View →
LL
Louise Luk
Colleague at Interactive BrokersHong Kong, Hong Kong SAR, Hong Kong
View →
MT
Matthew Tierney
Colleague at Interactive BrokersNew York, New York, United States, United States
View →
LO
Luis O.
Colleague at Interactive BrokersFort Lauderdale, Florida, United States, United States
View →
DN
Davis Negrillo
Colleague at Interactive BrokersChicago, Illinois, United States, United States
View →
SB
Sagar Bhatia
Colleague at Interactive BrokersMumbai, Maharashtra, India, India
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2 education records
Eric Y. education
Bachelor'S Degree, B.S Econometrics And Quantitative Economics
Master Of Science - Ms, Finance
FAQ
Frequently asked questions about Eric Y.
Quick answers generated from the profile data available on this page.
What company does Eric Y. work for?
Eric Y. works for Interactive Brokers.
What is Eric Y.'s role at Interactive Brokers?
Eric Y. is listed as Investment Services Representative at Interactive Brokers.
Where is Eric Y. based?
Eric Y. is based in Vancouver, British Columbia, Canada while working with Interactive Brokers.
What companies has Eric Y. worked for?
Eric Y. has worked for Interactive Brokers, Student Investment Advisory Service (Sias), Copiers Northwest, Industrial And Commercial Bank Of China, and China Real Estate Corporation Limited.
Who are Eric Y.'s colleagues at Interactive Brokers?
Eric Y.'s colleagues at Interactive Brokers include Vishal Joshi, Punam Nikam, Jason Basso, Huyen T., and Anton Rudenok.
How can I contact Eric Y.?
You can use AeroLeads to view verified contact signals for Eric Y. at Interactive Brokers, including work email, phone, and LinkedIn data when available.
What schools did Eric Y. attend?
Eric Y. holds Bachelor'S Degree, B.S Econometrics And Quantitative Economics from University Of Washington.
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