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@cibc.com
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Sam Li is listed as Senior Manager - Digital Client Advocacy and Enablement - CIBC Digital at CIBC, a company with 34212 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at cibc.com and a matched LinkedIn profile for Sam Li.
Sam Li previously worked as Consultant - Business Incident Management Team at Cibc and Senior Business Analyst - CIBC Asset Management at Cibc. Sam Li holds Bachelor Of Commerce (B.Com.) from University Of Toronto.
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AeroLeads found 1 current-domain work email signal for Sam Li. Compare company email patterns before reaching out.
Sam Li is a Senior Manager - Digital Client Advocacy and Enablement - CIBC Digital at CIBC. He possess expertise in mutual funds, wealth management, internal controls, reporting and analysis, banking and 5 more skills. He is proficient in English and Cantonese.
Listed skills include Mutual Funds, Wealth Management, Internal Controls, Reporting And Analysis, and 6 others.
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Toronto, Ontario, Canada
1) Internal client research> NPS surveys to capture and track our CX metric results> Implement pointed survey methods to capture contextual client feedback within specific digital flows> Utilizing NLP tools to efficiently identify trends so that recommendations for fixes or new feature releases can be provided to our strategy and delivery teams. 2).
> Consolidated and reported on weekly and monthly significant business incidents that cause business disruptions.> Cascade communications to senior executives on root cause and recommended mitigation strategies.> Led project to create severity matrix by identifying key variables to calculate the risk-adjusted severity of business incidents
20 Bay Street
> Produced high volume of internal multi-metric mutual fund sales reports for senior executive consumption including the sales updates for the daily updates with the President/CEO. > Conducted monthly and quarterly industry analysis on Net and Gross Sales, AUM and changes in market share for all Canadian mutual fund companies. Reports are pivotal in.
Toronto
> Internal Control Tester for SOX, Operational & Legal controls.> Created inaugural mutual fund sales data that enabled the resolution of an ongoing mutual fund deficiency.
Toronto
> Suitability review of mutual fund new accounts and daily trades> Review of AML regulations on new account openings> Review conflicts of interest
Other employees you can reach at cibc.com. View company contacts for 34212 employees →
Ryan Thomson
Colleague at CibcCanada, Canada
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TB
Tarek B
Colleague at CibcCalgary, Alberta, Canada, Canada
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GS
Gunan Seevaratnam, Cpa, Cma
Colleague at CibcCanada, Canada
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PG
Pallavi Gandhi
Colleague at CibcEdison, New Jersey, United States, United States
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SM
Stephanie Marcus
Colleague at CibcToronto, Ontario, Canada, Canada
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JS
Jake Schiavi
Colleague at CibcCanada, Canada
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FS
Frederic Soares
Colleague at CibcGatineau, Quebec, Canada, Canada
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SJ
Samarth Juneja
Colleague at CibcToronto, Ontario, Canada, Canada
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RC
Rachel Coome
Colleague at CibcCanada, Canada
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AM
Anupama Manthena
Colleague at CibcToronto, Ontario, Canada, Canada
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Activities and Societies: New College Student Council, New College Soccer, New College Volleyball,
Level 3 CFA examination completed and passed
Quick answers generated from the profile data available on this page.
Sam Li works for CIBC.
Sam Li is listed as Senior Manager - Digital Client Advocacy and Enablement - CIBC Digital at CIBC.
AeroLeads has found 1 work email signal at @cibc.com for Sam Li at CIBC.
Sam Li is based in Toronto, Ontario, Canada while working with CIBC.
Sam Li has worked for Cibc.
Sam Li's colleagues at CIBC include Ryan Thomson, Tarek B, Gunan Seevaratnam, Cpa, Cma, Pallavi Gandhi, and Stephanie Marcus.
You can use AeroLeads to view verified contact signals for Sam Li at CIBC, including work email, phone, and LinkedIn data when available.
Sam Li holds Bachelor Of Commerce (B.Com.) from University Of Toronto.
Sam Li is listed with skills including Mutual Funds, Wealth Management, Internal Controls, Reporting And Analysis, Banking, Risk Management, Retail Banking, and Trade Compliance.
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