Jeffrey Yan Email & Phone Number

Toronto, On, Ca

Greater Toronto Area, Canada

In my role as a Director and Team Leader, I lead a dedicated team ofprivate bankers and associates to help high net worth clients and families achieve their lifestyle and financial goals by simplifying their financial matters.My area of expertise is working with entrepreneurs and professionals who primarily resides in the GTA. While my focus is on using credit and banking products, my clientsalso benefit from the expertise of my Scotia Wealth colleagues who are specialists in… Show more In my role as a Director and Team Leader, I lead a dedicated team ofprivate bankers and associates to help high net worth clients and families achieve their lifestyle and financial goals by simplifying their financial matters.My area of expertise is working with entrepreneurs and professionals who primarily resides in the GTA. While my focus is on using credit and banking products, my clientsalso benefit from the expertise of my Scotia Wealth colleagues who are specialists in other areas ofwealth management. Show less

Markham, Ontario, Canada

675 Cochrane Drive, Suite 101, Markham, Ontario

Toronto, Canada Area

Toronto, Ontario

- Managed over 30 staff members and directed all aspects of plant operations including production, shipping, equipment maintenance, inventory control, capital improvement projects, quality assurance and expenditure control- Improved and sustained average product yield of 99% by analyzing production and inventory efficiencies using Excel- Transitioned all production activities to a U.S. manufacturing plant by relocating equipment and inventory in multiple phases without… Show more - Managed over 30 staff members and directed all aspects of plant operations including production, shipping, equipment maintenance, inventory control, capital improvement projects, quality assurance and expenditure control- Improved and sustained average product yield of 99% by analyzing production and inventory efficiencies using Excel- Transitioned all production activities to a U.S. manufacturing plant by relocating equipment and inventory in multiple phases without sacrificing any performance metrics. The customer on-time delivery metric was sustained at above 98%- Developed and maintained excellent client relationships through communication and exceeding expectations Show less

- Allocated capital budgets, $1M portfolio, and delivered infrastructure upgrades and process equipment improvement projects, all within the company's budget constraints- Reconciled raw material inventories leading reduction in inventory levels by 25% without sacrificing operational efficiencies- Championed the successful implementation of a new ERP system within budget and time constraints- Managed competing tasks ranging from customer demands, unplanned production… Show more - Allocated capital budgets, $1M portfolio, and delivered infrastructure upgrades and process equipment improvement projects, all within the company's budget constraints- Reconciled raw material inventories leading reduction in inventory levels by 25% without sacrificing operational efficiencies- Championed the successful implementation of a new ERP system within budget and time constraints- Managed competing tasks ranging from customer demands, unplanned production challenges and inventory controls simultaneously Show less

- Designed and spearheaded a $750K construction project of a wastewater treatment system, which led to compliance in facility discharge levels and eliminated monthly fines levied by the Detroit regulatory department (DEQ)- Developed and implemented a Preventative Maintenance program, which reduced 90% of unscheduled work orders and saved $73K in annualized overtime pay- Designed and coordinated the construction of a site traffic and security system. Reduced company truck maintenance… Show more - Designed and spearheaded a $750K construction project of a wastewater treatment system, which led to compliance in facility discharge levels and eliminated monthly fines levied by the Detroit regulatory department (DEQ)- Developed and implemented a Preventative Maintenance program, which reduced 90% of unscheduled work orders and saved $73K in annualized overtime pay- Designed and coordinated the construction of a site traffic and security system. Reduced company truck maintenance cost and accident claim exposure. $30K annual savings on insurance premium- Facilitated the construction of an affiliated production facility in Shanghai, China Show less

Mba

Activities and Societies: Rotman Finance Association, Rotman Asset Management Association, Rotman Photography Club

B.Eng, Chemical Engineering

Dean's List, Academic Proficiency Award

Bachelor Of Science (B.Sc.), Chemistry & Biochemistry