• Proactive and motivated candidate with a high-energy approach to building and optimizing building operations. • Experienced in entrepreneurship, problem-solving, and managing client relations.• Strong knowledge of finance with experience working in financial institutions abroad.• Phenomenal verbal and written communication skills in English & Mandarin.• A persuasive and bright leader with a history of engaging customers and building sustainable revenue streams for business longevity.
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Wealth Operations Officer IiiTdToronto, On, Ca -
Wealth Operations Officer IiiTd Dec 2022 - PresentToronto, Ontario, CanadaLegislated Products | Registered Plans -
Wealth Operations Officer IiTd Feb 2022 - Dec 2022Toronto, Ontario, CanadaLegislated Products | Registered Plans -
Summer InternHsbc Aug 2018 - Sep 2018Zhejiang, China• Collaborated with colleagues in projects including HSBC's Potential Company Client & Client Family Financial Goals projects• Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and asset allocation• Helped Educate clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual financial needs• Developed exceptional attendance record with special attention to punctuality and preparation to work upon arrival
Tony X Education Details
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Finance And Economics -
Global Business Management
Frequently Asked Questions about Tony X
What company does Tony X work for?
Tony X works for Td
What is Tony X's role at the current company?
Tony X's current role is Wealth Operations Officer III.
What schools did Tony X attend?
Tony X attended Degroote School Of Business - Mcmaster University, Centennial College.
Not the Tony X you were looking for?
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Tony X.Deng, Ph.D.
Montreal, Qc
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