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Jay Peng, Cfa Email & Phone Number

Manager Portfolio Management at BMO Private Wealth
Location: Markham, Ontario, Canada 7 work roles 1 school
1 work email found @bmo.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@bmo.com
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Current company
BMO Private Wealth
Role
Manager Portfolio Management
Location
Markham, Ontario, Canada
Company size
58030 employees

Who is Jay Peng, Cfa? Overview

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Quick answer

Jay Peng, Cfa is listed as Manager Portfolio Management at BMO Private Wealth, a company with 58030 employees, based in Markham, Ontario, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Jay Peng, Cfa.

Jay Peng, Cfa previously worked as Associate at Mcnulty Group Of Raymond James and Investment Specialist at Td. Jay Peng, Cfa holds Bachelor'S Degree, Finance, General from Western University.

Company email context

Email format at BMO Private Wealth

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*@bmo.com
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AeroLeads found 1 current-domain work email signal for Jay Peng, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Jay Peng, Cfa

Jay Peng, Cfa is a Manager Portfolio Management at BMO Private Wealth. He possess expertise in microsoft excel, microsoft office, powerpoint, microsoft word, customer service and 15 more skills. He is proficient in English.

Listed skills include Microsoft Excel, Microsoft Office, Powerpoint, Microsoft Word, and 16 others.

Current workplace

Jay Peng, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

BMO Private Wealth
Bmo Private Wealth
Manager Portfolio Management
Markham, ON, CA
Website
bmo.com
Employees
58030
AeroLeads page
Company profile
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7 roles

Jay Peng, Cfa work experience

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

Manager Portfolio Management

Current
Bmo Private Wealth

Toronto, Ontario, Canada

Aug 2022 - Present

Associate

Mcnulty Group Of Raymond James

Toronto, Canada Area

Portfolio ManagementWealth Management

Jul 2018 - Aug 2022

Investment Specialist

Td

Toronto, Canada Area

Feb 2018 - Jul 2018

Tax Specialist

Pwc

London

  • Prepared and reviewed Canadian and U.S. tax returns in daily activities for multinational entities to successfully meet budget goals and filing deadlines.
  • Researched and analyzed variety of tax legislation to support client positions for compliance and consulting purposes.
  • Demonstrated excellent time management and multitasking skills through working under tight deadlines and pressure during busy season
Jan 2017 - Feb 2018

Financial Services Representative/Investment Consultant

Td
  • Met and exceeded sales goals under pressure; finished with 180% in sales revenue and ranked No. 1 in overall sales performance in London District for two straight quarters.
  • Worked as an advisor who can understand and meet customers’ financial needs by proactively providing them with advice and appropriate financial solutions, resulted in consistent excellent customer feedback.
  • Specialized in credit applications and familiar with underwriting process for credit products such as… Show more
  • Specialized in credit applications and familiar with underwriting process for credit products such as various types of loans, line of credit and mortgages, ensuring company’s exposure to risks are minimized.
  • Managed-high value client’ s investment portfolio and set up financial plan with complex investment products such as RIF, RSP, RESP and TFSA, grew business volumes by more than 4 million dollars per quarter.
  • Acted as a manager to services complaints, ensuring customers satisfaction and repeat business. Show less
Oct 2015 - Jan 2017

Credit Specialist

Td

London, Canada Area

  • F2015, Q2 Q3 Champion, F2015, Annual Champion
  • Provided exceptional customer service, over accomplished sales targets by 60%, and demonstrated strong problem solving skills, achieving “Annual Champion” at TD – top 6% of over 1,000 employees.
  • Obtained “Compliance Champion” by holding high ethical standard and complying with the industry code of conducts, resulting in high praise from the senior management team.
  • Maintained steady performance in a dynamic fast paced… Show more F2015, Q2 Q3 Champion, F2015, Annual Champion
  • Maintained steady performance in a dynamic fast paced environment while remaining in accurate and timely manners, improving productivity by more than 80% Show less
May 2014 - Sep 2015
Team & coworkers

Colleagues at BMO Private Wealth

Other employees you can reach at bmo.com. View company contacts for 58030 employees →

VG Vince Grabowski Vince Grabowski Colleague at Bmo Private WealthRacine, Wisconsin, United States, United States View → VV Veera Venkata Tadi Veera Venkata Tadi Colleague at Bmo Private WealthGreater Chicago Area, United States View → AS Avideh Sabeti, Phd Avideh Sabeti, Phd Colleague at Bmo Private WealthGreater Toronto Area, Canada, Canada View → MB Mannat Bedi Mannat Bedi Colleague at Bmo Private WealthToronto, Ontario, Canada, Canada View → SA Saif Ahmad Saif Ahmad Colleague at Bmo Private WealthCanada, Canada View → CF Carmela Fabiano Carmela Fabiano Colleague at Bmo Private WealthToronto, Ontario, Canada, Canada View → AY Aaron Yu Aaron Yu Colleague at Bmo Private WealthMarkham, Ontario, Canada, Canada View → PC Priyanka Chehar Priyanka Chehar Colleague at Bmo Private WealthCanada, Canada View → RG Riener Gracias Riener Gracias Colleague at Bmo Private WealthMississauga, Ontario, Canada, Canada View → AA Andrew Azan Andrew Azan Colleague at Bmo Private WealthRichmond Hill, Ontario, Canada, Canada View →
1 education record

Jay Peng, Cfa education

FAQ

Frequently asked questions about Jay Peng, Cfa

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

What company does Jay Peng, Cfa work for?

Jay Peng, Cfa works for BMO Private Wealth.

What is Jay Peng, Cfa's role at BMO Private Wealth?

Jay Peng, Cfa is listed as Manager Portfolio Management at BMO Private Wealth.

What is Jay Peng, Cfa's email address?

AeroLeads has found 1 work email signal at @bmo.com for Jay Peng, Cfa at BMO Private Wealth.

Where is Jay Peng, Cfa based?

Jay Peng, Cfa is based in Markham, Ontario, Canada while working with BMO Private Wealth.

What companies has Jay Peng, Cfa worked for?

Jay Peng, Cfa has worked for Bmo Private Wealth, Mcnulty Group Of Raymond James, Td, and Pwc.

Who are Jay Peng, Cfa's colleagues at BMO Private Wealth?

Jay Peng, Cfa's colleagues at BMO Private Wealth include Vince Grabowski, Veera Venkata Tadi, Avideh Sabeti, Phd, Mannat Bedi, and Saif Ahmad.

How can I contact Jay Peng, Cfa?

You can use AeroLeads to view verified contact signals for Jay Peng, Cfa at BMO Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Jay Peng, Cfa attend?

Jay Peng, Cfa holds Bachelor'S Degree, Finance, General from Western University.

What skills is Jay Peng, Cfa known for?

Jay Peng, Cfa is listed with skills including Microsoft Excel, Microsoft Office, Powerpoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, and Research.

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