Te Luo Email & Phone Number

Markham, ON, CA

Toronto, Ontario, Canada

• Managed a diverse portfolio of over 30 fund products, including Private Equity funds from Limited Partnerships and public funds from mutual fund trusts.
• Reconciled an average of 3,000 transaction trades monthly, encompassing various transaction intent types, with a total transfer amount exceeding $300 million each month based on demand.
• Cultivated and sustained strong relationships with key stakeholders, including third-party fund administrators, client wealth management groups, custodians, prime brokers, business development, client service, and fund.
• Led strategic initiatives, expanding our market reach by adding 10 funds to the Fundserv platform, thereby broadening our investment solutions to a larger clientele.
• Coordinated with dealers and IT teams to develop transfer in-kind services, allowing funds to be reinvested internally without liquidation to cash. This innovative approach avoids potential tax implications for.

• Assisted in analysis, development testing and implementation of operating and process improvements, for instance giving my expertise reducing the coding for EFT macro, decreased 20 seconds per payment and saving about.
• Performed withdrawals from legislated product accounts to non-registered accounts, internal bank accounts and third-party accounts. Reconciliation of transfers from OFIs/ departments to TD Waterhouse. Extracting and.
• Completed investigations – conducting deficiencies and generating financial reports that may create a financial risk to the business and identify opportunities for process improvements and enhanced processing controls..

Toronto, Canada

• Paperless/ Electronic record saving Project: create idea and procedure of transferring manual verifications for EFT, mail cheques, PIA cheque approval, non-residence and Easyline data sorts into e-documents peer.
• Use Excel macro to automate all manual processes for journaling the transaction from US accounts then contributing to Canadian side, greatly improving the work efficiency.
• Proficiently process RSP/TFSA cash/in-kind deregistration and contribution using ISM system.

Master Of Management Analytics

Honours Bachelor Of Science