Rick Chang Email & Phone Number

Hamilton, Ontario, Canada

Toronto, Ontario, Canada

– Released a daily pre-market report using data from Bloomberg to provide 600+ financial advisors with financial markets news ahead of the trading day– Constructed a monthly macro report using Bloomberg Terminal and Microsoft Office, ultimately summarizing market-related and economic news to 600+ readers– Created a monthly money-market report highlighting money-market news and provided a recommended list of GICs, HISAs, and other related investments for 600+ investment advisors– Produced 30+ client-facing portfolio proposals using Microsoft Excel and Workgroups Davinci to showcase the portfolio’s investment mandates, investment and regional allocation, past performance and a summary of client fees– Supported daily trading activities using Microsoft Excel and Croesus to consolidate accounts requiring rebalancing

Hamilton, Ontario, Canada

– Constructed earnings reports to summarize company guidance and quarterly performance, compare the earnings to market estimates and financial model projections to ultimately provide a buy, hold, or sell recommendation for our $100,000 investment fund– Updated financial models for our investment fund holdings using company quarterly and annual earnings reports resulting in updated price targets and estimates for future company performance – Performed company and industry research to develop a top picks list recommending three companies in the consumer staples and healthcare sectors, providing stock pitch ideas for the investment council – Developed a weekly portfolio tracker, including risk metrics and dynamic charts using Bloomberg Terminal and Microsoft Excel, providing executives with relevant, accurate and updated information to monitor portfolio performance– Summarized economic, political and financial market news from Bloomberg, The Wall Street Journal, and Financial Times to produce a weekly newsletter for 500+ readers

Burlington, Ontario, Canada

– Provided outstanding customer service with a customer-first approach and enhanced customer shopping experience, facilitating $7,500+ average monthly sales– Established customer relationships through 100+ Hudson’s Bay Mastercard and Hudson’s Bay Reward Program registrations, leading to outperformance in key performance indicators– Rotated in multiple departments, including menswear, jewelry, and footwear and demonstrated extensive knowledge of current trends to provide product suggestions– Delivered outstanding performance in a fast-paced environment during the year's busiest season by maintaining high customer service standards, rapid inquiry responses and contributing to a healthy workplace culture

Hamilton, Ontario, Canada

– Worked 20+ hours each week during a full-semester course load at a traffic-heavy restaurant in the Bayfront area – Led and trained 10+ new employees to perform effectively and integrate into the restaurant’s culture and standards– Carefully managed weekly shipments of ingredients to ensure deliveries were accurate and products were stored efficiently– Memorized methods for safe food preparation, assembly and presentation for 20+ dishes to provide excellent service to customers