Stephanie Cao

Stephanie Cao Email and Phone Number

Financial Advisor, Investment and Retirement Planning at Scotiabank @ Scotiabank
toronto, ontario, canada
Stephanie Cao's Location
Canada, Canada
Stephanie Cao's Contact Details

Stephanie Cao work email

Stephanie Cao personal email

n/a
About Stephanie Cao

·Passed Level 1 of the CFA exams·Highly proficient in mathematics (calculus), financial theory and modelling.·Adept at ratio analysis and preparing financial statements.·Advanced knowledge with Microsoft Excel(Pivot Tables and Formulas), Word and Powerpoint.·Excellent customer service, analytical skills and time management.·Effective communication skills with fluency in English, Cantonese and Mandarin.

Stephanie Cao's Current Company Details
Scotiabank

Scotiabank

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Financial Advisor, Investment and Retirement Planning at Scotiabank
toronto, ontario, canada
Website:
scotiabank.com
Employees:
62849
Stephanie Cao Work Experience Details
  • Scotiabank
    Financial Advisor, Investment And Retirement Planning
    Scotiabank Aug 2024 - Present
    View
  • Scotiabank
    Senior Financial Advisor
    Scotiabank Mar 2021 - Aug 2024
    Markham, Ontario, Canada
    View
  • Cibc
    Senior Financial Services Representative
    Cibc Nov 2018 - Mar 2021
    Richmond Hill, Ontario, Canada
    View
  • Cmed Limited
    Office Manager
    Cmed Limited May 2013 - Nov 2018
    Concord, Ontario, Canada
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  • Amy Hung-State Farm Insurance Agency Inc
    Customer Service Representative
    Amy Hung-State Farm Insurance Agency Inc Aug 2012 - Jan 2013

Stephanie Cao Education Details

Frequently Asked Questions about Stephanie Cao

What company does Stephanie Cao work for?

Stephanie Cao works for Scotiabank

What is Stephanie Cao's role at the current company?

Stephanie Cao's current role is Financial Advisor, Investment and Retirement Planning at Scotiabank.

What is Stephanie Cao's email address?

Stephanie Cao's email address is st****@****ank.com

What schools did Stephanie Cao attend?

Stephanie Cao attended University Of Guelph.

Who are Stephanie Cao's colleagues?

Stephanie Cao's colleagues are Félix G. Rodríguez Silvera, Daniela Jiménez Morales, Nicole Canales Cerda, Simerdeep Kaur, Martin Palafox, Alba Saldaña Diaz, Maria Elena Pamo Rosas.

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