Jeffrey Zhao Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Acquiring Vertical Market Software Companies

Acquiring Vertical Market Software Companies

Toronto, Ontario, Canada

Private Equity Search Fund backed by Sage Capital focused on acquiring and operating SMEs

Vancouver, British Columbia, Canada

Vancouver, Canada Area

• Facilitate banking of cash to cashier’s office, daily reconciliation of vault accounts and reallocation of funds
• Work collaboratively in a group of four to prepare daily cash receipts and reports, complete tasks accurately and efficiently (up to two hours faster than previous groups)
• Verify cash transactions and post to appropriate accounts, investigates and resolves any out-of-balance problems, organize cash floats and maintains accounting records on Excel

Vancouver, Canada

• Guide a students group and a teachers group from China to major tourist destinations and landmarks in lower BC
• Plan and organize activities, admission and transportation to and from destinations
• Act as a liaison between the Education group and homestay hosts to inform hosts ofupcoming events and timing constraints

Vancouver, Canada Area

• Provide excellent customer service, assist at client trade fairs and performed duties related to client education and service (for TELUS Services)
• Written and Oral Communication: Successfully engaged and managed relationships with ~300 families/wk providing guidance on TELUS services door-to-door leading to ~$900 in sales

Vancouver, Canada Area

• Create, edit and distribute a variety of presentations and other engaging content using Adobe Creative Suite
• Market & Industry Research: Conducted market research on client industries (Telecommunications, FMCG, Education) to improve marketing campaigns and presented results to managing director

Master Of Finance (Co-Op), 3.9

Activities and Societies: Laurier Graduate Student Investment Fund - Equity Analyst

Bachelor'S Of Management And Organizational Studies, Accounting And Finance, 3.7 Gpa

Activities and Societies: Movies and Video Production Marketing Executive, Western Investment Club, Western Marketing Association, Chess.

High School Diploma, International Baccalaureate Diploma, 4.0 Gpa

Activities and Societies: VP Ping Pong Club, Student Council Tennis Team Basketball Team Badminton Team