Helen Gao, Mba
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Helen Gao, Mba Email & Phone Number

Product Management | Project Management | Operations | Institutional Investment at Connor, Clark & Lunn Investment Management (CC&L)
Location: Vancouver, British Columbia, Canada 12 work roles 4 schools
1 work email found @cclgroup.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email h****@cclgroup.com
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Role
Product Management | Project Management | Operations | Institutional Investment
Location
Vancouver, British Columbia, Canada
Company size

Who is Helen Gao, Mba? Overview

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Quick answer

Helen Gao, Mba is listed as Product Management | Project Management | Operations | Institutional Investment at Connor, Clark & Lunn Investment Management (CC&L), a company with 57 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at cclgroup.com and a matched LinkedIn profile for Helen Gao, Mba.

Helen Gao, Mba previously worked as Market Implementation Analyst (Quantitative Equity) at Connor, Clark & Lunn Investment Management (Cc&L) and Senior Transitions Manager at Connor, Clark & Lunn Financial Group (Cc&L). Helen Gao, Mba holds Master Of Business Administration (M.B.A.), Financial Businesses from The Johns Hopkins University - Carey Business School.

Company email context

Email format at Connor, Clark & Lunn Investment Management (CC&L)

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*@cclgroup.com
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Profile bio

About Helen Gao, Mba

Project & Product Management | Investment Operations | Process Development & Improvement | Client and Fund Transitions Management

Listed skills include Microsoft Excel, Customer Service, Microsoft Office, Event Planning, and 23 others.

Current workplace

Helen Gao, Mba's current company

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Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (Cc&L)
Product Management | Project Management | Operations | Institutional Investment
vancouver, british columbia, canada
Website
Employees
57
AeroLeads page
12 roles

Helen Gao, Mba work experience

A career timeline built from the work history available for this profile.

Senior Transitions Manager

Current

Vancouver, British Columbia, Canada

Oversee and implement large scale global client transitionsEnhance team performance by identifying, planning and overseeing process improvement projects Launch new investment products including new funds, new investment strategies, and prime brokers Lead projects with teams of different areas such as technology, data, compliance, and operations Training of.

Oct 2020 - Present

Manager, Product Transitions

Vancouver, British Columbia, Canada

Lead a team responsible for product launches and maintenanceOversee opening of equity markets and derivative instruments Recruitment, training and professional development Develop ongoing process improvement projects to improve team productivity

Jan 2022 - Aug 2024

Transitions Manager

Vancouver, Canada Area

Manage and implement a variety of client transitions Participate and aid in new fund launches Review and assist in new process implementation Liaise meetings with internal stakeholders to meet transition requirements

Sep 2017 - Sep 2020

Settlements Associate

Vancouver, Canada Area

FX Reconciliation GIC Settlements Month-end Reconciliation Product Transfers

Mar 2017 - Sep 2017

Analyst

Vancouver, Canada Area

Consultant database communications, quantitative and qualitative data management Develop, edit and review investment management language Complete independent, self-managed projects on as requested on a timely manner Contract Position

Jun 2016 - Feb 2017

Coordinator, Content Management

Create marketing materials for the institutional business Perform web content management Manage content (quantitative & qualitative) for the institutional teamDemonstrate high level of attention to detailComplete Request for Proposals for institutional clients on a timely basisManage data (analysis and reporting) for consultant databases

Mar 2012 - Sep 2015

Personal Banking Representative

Vancouver, BC

Business development and client servicesProspected customers and successfully exceeded quarter sales target Sold and promoted a variety of financial products such as banking account, savings account, tax free savings account, RRSP, GIC, personal line of credit, and mortgage applications

Jul 2011 - Mar 2012

Student Cataloguing Assistant

Vancouver, Canada Area

Managed archival contentEffectively used a various types of technological products to produce quality image for each image scanCreated metadata for images uploaded on to the online library

May 2011 - Mar 2012

Business Development Associate

Vancouver, Canada Area

Internship PositionContacted an average of 150 customers in each work shift of 4 hours for business opportunities

May 2011 - Aug 2011

Swarovski Key Holder

Developing and establishing client relations.

Apr 2010 - Jul 2011
Team & coworkers

Colleagues at Connor, Clark & Lunn Investment Management (CC&L)

Other employees you can reach at cclinvest.com. View company contacts for 57 employees →

4 education records

Helen Gao, Mba education

Minor In Visual Arts, Photography And Drawing

University Of British Columbia

Arct, Piano Pedagogy

Royal Conservatory Of Music
FAQ

Frequently asked questions about Helen Gao, Mba

Quick answers generated from the profile data available on this page.

What company does Helen Gao, Mba work for?

Helen Gao, Mba works for Connor, Clark & Lunn Investment Management (CC&L).

What is Helen Gao, Mba's role at Connor, Clark & Lunn Investment Management (CC&L)?

Helen Gao, Mba is listed as Product Management | Project Management | Operations | Institutional Investment at Connor, Clark & Lunn Investment Management (CC&L).

What is Helen Gao, Mba's email address?

AeroLeads has found 1 work email signal at @cclgroup.com for Helen Gao, Mba at Connor, Clark & Lunn Investment Management (CC&L).

Where is Helen Gao, Mba based?

Helen Gao, Mba is based in Vancouver, British Columbia, Canada while working with Connor, Clark & Lunn Investment Management (CC&L).

What companies has Helen Gao, Mba worked for?

Helen Gao, Mba has worked for Connor, Clark & Lunn Investment Management (Cc&L), Connor, Clark & Lunn Financial Group (Cc&L), Raymond James Ltd., Mackenzie Investments, and Special Olympics Bc.

Who are Helen Gao, Mba's colleagues at Connor, Clark & Lunn Investment Management (CC&L)?

Helen Gao, Mba's colleagues at Connor, Clark & Lunn Investment Management (CC&L) include Yudong(Kevin) Fu, Cfa, J.D., Grayson King, James Burns, Cfa, Jasmine Chen, and Nancy Kwok.

How can I contact Helen Gao, Mba?

You can use AeroLeads to view verified contact signals for Helen Gao, Mba at Connor, Clark & Lunn Investment Management (CC&L), including work email, phone, and LinkedIn data when available.

What schools did Helen Gao, Mba attend?

Helen Gao, Mba holds Master Of Business Administration (M.B.A.), Financial Businesses from The Johns Hopkins University - Carey Business School.

What skills is Helen Gao, Mba known for?

Helen Gao, Mba is listed with skills including Microsoft Excel, Customer Service, Microsoft Office, Event Planning, Sales, Time Management, Financial Analysis, and Powerpoint.

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