Martin Chan B.Sc. Email and Phone Number
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.
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Portfolio AssociateBmo Private WealthToronto, On, Ca -
Portfolio AssociateBmo Private Wealth Sep 2023 - Present -
5 Star Senior Investment Specialist, Bmo InvestorlineBmo Wealth Management - Canada Feb 2023 - Sep 2023 -
Investment Specialist, Bmo InvestorlineBmo Wealth Management - Canada May 2022 - Feb 2023 -
Co-Founder - Equities Day TraderExoforte Inc. Jan 2021 - Feb 2023Toronto, Ontario, CanadaYTD 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.
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Co-Founder - Chief Everything OfficerHomewareproject Mar 2020 - Feb 2021Toronto, Canada AreaCreated 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.
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Sales AssociateSwarovski May 2019 - Jan 2021Markham, Ontario, CanadaExcelled 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
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Honours Life Science
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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