Wayne Lam Email & Phone Number

Mississauga, ON, CA

Mississauga

- Directed the sales process of new and potential enrollment, including successfully handling initial inquiries from parents as well as consultations and conferences with parents- Engage in marketing activities to increase awareness of the Academy in the region- Monitored and tracked Center performance, revenues, expenses and fee collection- Established.

Toronto, Canada Area

 Analyzed daily cash flow activities, reconciled security and cash balances, researched and resolved discrepancies, and reported account activity to internal divisions and external clients and stakeholders as required  Valued daily pension plan portfolios, researched and reported on account overdrafts, and answered both general and/or specific enquiries.

Toronto, Canada Area

 Researched US SEC regulations to ensure potential merger and shell companies that are traded on OTC Markets have fulfilled their due diligence responsibilities Prepared various periodic reports capturing the individual financial position and performance of over 40 publicly traded companies, and presented to senior management for review Proposed and led.

Mississauga

- Monitored and tracked student progress, filled out report cards and communicated directly with parents/guardians regularly about the student’s progress- Effectively altered the lesson plan according to student educational level and response, and encouraged participation through various influential methods- Recorded student progress in precise detail and.

Hong Kong

- Provided administrative support to financial planner, prepared marketing materials such as annuity products for each presentation, and introduced insurance and mutual fund proposals to potential clients and investors

Hong Kong

- Initiated and engaged in lively interactions with guests to create an atmosphere of comfort and hospitality- Prioritized tasks such as accommodating guest requests where appropriate, answering incoming calls, and handling complaints during hectic hours in a professional manner- Assisted the director of sales and marketing in cold calling potential.

Canadian Securities Course, Investments And Securities

Investment fund course

Honours Bsc, Economics, Mathematics, Statistics

Education record