Lulu Feng, Mba Email & Phone Number
@questrade.com
LinkedIn matched
Who is Lulu Feng, Mba? Overview
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Lulu Feng, Mba is listed as Director at Questrade Financial Group at Questrade Financial Group, a company with 667 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a work email signal at questrade.com and a matched LinkedIn profile for Lulu Feng, Mba.
Lulu Feng, Mba previously worked as Director, Brokerage Operations at Questrade Financial Group and Senior Manager, Brokerage Operations at Questrade Financial Group. Lulu Feng, Mba holds Master Of Business Administration (Mba) from University Of Toronto - Rotman School Of Management.
Email format at Questrade Financial Group
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AeroLeads found 1 current-domain work email signal for Lulu Feng, Mba. Compare company email patterns before reaching out.
About Lulu Feng, Mba
10+ years comprehensive operational experience in IIROC investment dealer. I am deeply involved in process improvements, project management, supervisory procedures, internal and external audits, and change management.Skills and expertise:- Clearing and settlements- IIROC rules and regulations- QI Tax and Canadian tax reporting- Project management- Leadership- Audit- Process optimization- Data analysis- Customer experience enhancement- Outsourcing management- Relationship buildingSystem knowledge: BPS, CDS, DTC, OCC, CDCC, Loanet, FundServ, Microsoft and Google Suites,
Listed skills include Teamwork, Financial Modeling, Time Management, Microsoft Excel, and 30 others.
Lulu Feng, Mba's current company
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Lulu Feng, Mba work experience
A career timeline built from the work history available for this profile.
Senior Manager, Brokerage Operations
- Lead three large teams (35+ members) responsible for Canadian and U.S. tax reporting, clearing and settlement functions
- Designing and executing Operational roadmaps for major system upgrades and revamps, writing system requirements with BAs, and leading operational teams on system testing
- Champion a brand new Employee Recognition Program in the department
- A strong communicator and collaborator, deeply involved in project management, industry meetings (IIAC and IIROC)… Show more
- A strong communicator and collaborator, deeply involved in project management, industry meetings (IIAC and IIROC), supervisory procedures, internal and external audits, and implementing system changes
- Update and monitor Detailed Function Lists (DFL’s), Written Supervisory Procedures (WSP’s), Service Level Agreements (SLA’s), and the Internal Control Policy
Manager, Tax Reporting And Clearing Operations
- Led successful Canadian and U.S. tax reporting in addition to clearing and settlements responsibilities
- Created quarterly executive reports backup with volumes and KPI data
- QFG Annual Award: The Sunshine Seeker Award Runner Up
- Featured employee in the Culture and People video and the Canada's Top Small & Medium Employers (2019)
Manager, Transfers And Clearing Operations
- Led the 9-month T+2 project for the shortened settlement period, directing various departments for preparation, worked with external vendors and internal IT for system testing
- Initiated the process automation studies leveraging technology experts, conducted cost benefit analysis
Supervisor, Clearing Operations
- Managed operational departments including Settlements, Corporate Actions, Dividends, Reconciliation, Stock Loan, Mutual Funds, Security Master and Physical Certificate, ensuring the teams are functioning competently.
- Contributed in developing the security finance business, investigating operational requirements, testing with the third-party custodian, the settlement system and various overseas counter parties, and supporting the….
- Contributed in developing the security finance business, investigating operational requirements, testing with the third-party custodian, the settlement system and various overseas counter parties, and supporting the.
- Acted as the point of contact, built and strengthened business relationships with vendors Show less
Analyst, Clearing Operations
Processed and provided oversight on entitlements, mutual funds and operational control functions.
Supervisor/Team Lead/Client Services Specialist
Award: employee of the month for outstanding quality and quantity
Founder
CurrentVisions: Support, Develop and Inspire
Colleagues at Questrade Financial Group
Other employees you can reach at questrade.com. View company contacts for 667 employees →
Hwan Kim
Colleague at Questrade Financial Group
Toronto, Ontario, Canada, Canada
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DD
Daniel De Melo Oliveira
Colleague at Questrade Financial Group
Belo Horizonte, Minas Gerais, Brazil, Brazil
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JZ
Jing Zhou
Colleague at Questrade Financial Group
Vancouver, British Columbia, Canada, Canada
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JL
Jeffrey Lababit
Colleague at Questrade Financial Group
North York, Ontario, Canada, Canada
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HF
Hibah Fatima
Colleague at Questrade Financial Group
Mississauga, Ontario, Canada, Canada
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SH
Sumin Ha
Colleague at Questrade Financial Group
Greater Toronto Area, Canada, Canada
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SX
Sharon X.
Colleague at Questrade Financial Group
Windsor, Ontario, Canada, Canada
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DW
Darren William Kwan
Colleague at Questrade Financial Group
Toronto, Ontario, Canada, Canada
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DM
Dominic Mai
Colleague at Questrade Financial Group
Greater Toronto Area, Canada, Canada
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WT
Willian Teophilo
Colleague at Questrade Financial Group
Mogi Das Cruzes, São Paulo, Brazil, Brazil
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Lulu Feng, Mba education
Master Of Business Administration (Mba)
Understanding & Managing Conflict
B. Com, Finance And Economics
Frequently asked questions about Lulu Feng, Mba
Quick answers generated from the profile data available on this page.
What company does Lulu Feng, Mba work for?
Lulu Feng, Mba works for Questrade Financial Group.
What is Lulu Feng, Mba's role at Questrade Financial Group?
Lulu Feng, Mba is listed as Director at Questrade Financial Group at Questrade Financial Group.
What is Lulu Feng, Mba's email address?
AeroLeads has found 1 work email signal at @questrade.com for Lulu Feng, Mba at Questrade Financial Group.
Where is Lulu Feng, Mba based?
Lulu Feng, Mba is based in Greater Toronto Area, Canada, Canada while working with Questrade Financial Group.
What companies has Lulu Feng, Mba worked for?
Lulu Feng, Mba has worked for Questrade Financial Group and Questrade Women In Leadership Network.
Who are Lulu Feng, Mba's colleagues at Questrade Financial Group?
Lulu Feng, Mba's colleagues at Questrade Financial Group include Hwan Kim, Daniel De Melo Oliveira, Jing Zhou, Jeffrey Lababit, and Hibah Fatima.
How can I contact Lulu Feng, Mba?
You can use AeroLeads to view verified contact signals for Lulu Feng, Mba at Questrade Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Lulu Feng, Mba attend?
Lulu Feng, Mba holds Master Of Business Administration (Mba) from University Of Toronto - Rotman School Of Management.
What skills is Lulu Feng, Mba known for?
Lulu Feng, Mba is listed with skills including Teamwork, Financial Modeling, Time Management, Microsoft Excel, Leadership, Process Improvement, Equities, and Employee Training.
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