Robert So, Cfa Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Participated in design and workflow of MVP for using React, Python server, and Postgresql.Identified and integrated use of technologies for execution of front-end including React Query, Redux ecosystem, Material UI, Styled components, Github settings, Formik/Yup and Google Maps API.Authored and directed Jira tickets to enable and empower other engineers collaboration in the front end team. Refined execution and number of API calls to create efficient daily and weekly workflows while reducing rerenders.Created and collaborated on the Python Flask server and AWS environment.

Toronto, Ontario, Canada

Implemented a new product, Hedging Tools, a tool that allowed users to rapidly back test multiple portfolio hedging strategies and resulted in a 50% reduction in model creation time.Built the reusable component library using Storybook & React Testing Library reducing dev development time for the engineering teamWorked in an agile JIRA environment utilizing React, Redux, Java, GraphQL, Postgres, and Chart JS tools, as well as React Tables, Material UI.

Toronto, Ontario, Canada

Hired and scheduled staff according to strengths and compatibility, reducing hours while accomplishing sales targets.Marketing and new initiatives to improve sales

Toronto, Canada Area

Coordinated & worked collectively as a team with existing advisors while explaining Pay for Performance return analysis & strategies and the new High Yield Bond fund.Generated & executed 90% of the firm’s total trading while managing over 4000 SMA’s and 60 mandates from various managersOverhauled existing trading procedures to reduce costs by 30% by sending security trades in bulkCatered to advisor’s SRI requirements and specialized reporting for high net worth clients to enhance clients’ relationshipHelp generate performance reports comparing model returns versus actual returns.Prepared daily data from various exchanges and Reuter for Portfolio Managers to utilize

Researched financial statement analysis and used financial models to research and analyze different types of charities operating across Canada.Reported directly to the Director of Research and presented adjusted trends and sustainability in spending.

Received Inbound client calls to provide a superior customer service experience. Improved relations by providing follow up calls.Liaison with advisors to explain the flexibility and limitations of Separately Managed Accounts as compared to traditional products from traditional MFDA or IIROC dealers. Processed and explain complex financial plans to clients for all types of registered and non-registered products

Yonge And Bloor

Top six in sales of BMO Mutual funds in a department of 70 employees within the first full month of being registered for investment salesExcellent phone skills and tone to endorse mutual fund performance in a dynamic economic environmentIsolated client needs with open ended questions while providing advice with suitable mutual fund solutionsExceeded sales’ targets consistently by averaging over 40 client calls/conversations a day

Education record

Web Development