Martin Chan B.Sc.

Martin Chan B.Sc. Email and Phone Number

Portfolio Associate @ BMO Private Wealth
Toronto, ON, CA
Martin Chan B.Sc.'s Location
Greater Toronto Area, Canada, Canada
About Martin Chan B.Sc.

A results-oriented Project Coordinator with an owner oriented mindset in a high tech business environment. •3+ years of experience working with excel tables using pivot tables to create visualizations and model data for analysis, invoicing, budget management and forecast.•Maintain and drive project artifacts (project logs, budget spend, schedules) for end of year audit.•Strong communication and analytical skills doing presentation to stakeholders and business partners.

Martin Chan B.Sc.'s Current Company Details
BMO Private Wealth

Bmo Private Wealth

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Portfolio Associate
Toronto, ON, CA
Martin Chan B.Sc. Work Experience Details
  • Bmo Private Wealth
    Portfolio Associate
    Bmo Private Wealth
    Toronto, On, Ca
  • Bmo Private Wealth
    Portfolio Associate
    Bmo Private Wealth Sep 2023 - Present
  • Bmo Wealth Management - Canada
    5 Star Senior Investment Specialist, Bmo Investorline
    Bmo Wealth Management - Canada Feb 2023 - Sep 2023
  • Bmo Wealth Management - Canada
    Investment Specialist, Bmo Investorline
    Bmo Wealth Management - Canada May 2022 - Feb 2023
  • Exoforte Inc.
    Co-Founder - Equities Day Trader
    Exoforte Inc. Jan 2021 - Feb 2023
    Toronto, Ontario, Canada
    YTD win rate of 80% on trades using stats based agile method to continuously improve trading methodology.-Review financial statements and trading activity reports, and other performance data to measure profit and loss and establish new goal achievements.-Very knowledgeable in most aspects of world trade in financial, forex and equity markets.-Team player, working via Skype and trade-ideas with likeminded traders in Canada, United States, England, Australia.
  • Homewareproject
    Co-Founder - Chief Everything Officer
    Homewareproject Mar 2020 - Feb 2021
    Toronto, Canada Area
    Created a dropshipping Shopify Store from End-to-End including designing, coding and setting up the website, coming up with a product and marketing strategy and negotiating with suppliers to meeting consumer market demands.Front-End Developer- Designed two websites - HomewareProject.com and Exoforte.com to maximize ease of use for consumers.- Modified front-end using Shopify's Liquid coding language and HTMLMarketing Manager- Conducted multiple advertising campaigns through Facebook and Instagram- Leveraged vendors to create different ads and videos to directly market to consumers within different niche.- Competent with A/B test to determine which ad campaign can maximize product sales.-Actively monitor Campaign KPI's including Conversion Rate, Cost per Click, Return on Ad Spend (ROAS), Click Through Rate and adjust strategy as needed.Project Coordination-Actively led the planning, executing, controlling and closing projects through comprehensive and relevant project reporting.-Complete weekly Schedule Variance reports & Project Status Reports and Scorecards. Prepare bi-weekly Project Update Package, including project status report, financial and resource summaries and project risks/issues and action items. -Conducted “what if” scenarios on budget, resources and schedules to recover any slippages.-Raise and track issues and conflicts, removes barriers, resolves minor project issues and escalate them to stakeholders when required.
  • Swarovski
    Sales Associate
    Swarovski May 2019 - Jan 2021
    Markham, Ontario, Canada
    Excelled within a service-oriented company, demonstrating a talent for communicating effectively with customers from diverse backgrounds. -Drove sales through up selling products based on customers past purchases and preferences.-Ensured excellent customer service using strong interpersonal and verbal communication skills to meet customers’ needs for a memorable experience. Processes efficient customer transactions— including sales, refunds, credits— following retail policies and procedures.-Verifying and receiving all inbound inventory, including unpacking, stocking, and tracking inventory.-Assisted in the set up and operation of special events to promote Swarovski products.

Martin Chan B.Sc. Education Details

Frequently Asked Questions about Martin Chan B.Sc.

What company does Martin Chan B.Sc. work for?

Martin Chan B.Sc. works for Bmo Private Wealth

What is Martin Chan B.Sc.'s role at the current company?

Martin Chan B.Sc.'s current role is Portfolio Associate.

What schools did Martin Chan B.Sc. attend?

Martin Chan B.Sc. attended Mcmaster University.

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