Will Wei Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Markham, Ontario, Canada

TD Wealth Management, Wealth Information Centre

Toronto, Ontario, Canada

TD Wealth Management, Customer Transfer Service• Initiated transfer requests of Non-registered and Registered plans (RRSP, RRIF, TFSA, RESP, LIF, etc.) submitted by front offices and transferred documents to internal departments or external financial institutions in a timely manner, by using MS Access and MS Excel macros• Managed daily work flows by using MS Excel• Performed quality control checks on transfer documents to ensure clients’ wish is properly reflected• Effectively communicated with front office partners to address and solve the deficiencies• Maintained the high accuracy and enhanced the daily transaction volume target by 15%, by using macros

Toronto, Ontario, Canada

• Conducted and reported monthly revenue report and visualized data by using Tableau and MS Excel• Maintained the customer database for clinic by using MS Excel and SQL• Analyzed revenue information obtained from weekly, monthly and holiday-based promotions

• Mastered relational database essentials and SQL programming by completing multiple banking project-based training sessions• Established end-to-end relational database solutions from architecture design to operation implementation• Effectively conducted data mapping and aggregation across tables to perform collateral transactions analysis• Gained strong proficiencies in SQL statements including join, group/order by, case when, union and sub queries• Cultivated working experience in transforming business requirements from regulatory project into applications

Toronto, Ontario, Canada

Project was to build a statistic model with a team of 5 people to estimate a woman’s risk of developing breast cancer based on 10 key risk factors including age, medical history, blood type, etc.• Successfully created a project plan through setting a timeline and appropriately allocating resources/tasks based on each team member’s specialization, actively touching base with team to ensure project was running smoothly, demonstration of strong communication and time management skills• Leveraged strong data management skills to consolidate 30 variable inputs from more than 500 patients collected by the team, and then identified and adjusted for any outliners using Excel formula including Pivot table, vLookup, Conditional formatting, etc. to enhance data quality and accuracy, demonstration of advanced MS Excel skills and attention to detail• Designed and visualized final results in multiple types of visualizations including tables, line charts and bubble charts in Tableau and clearly presented to a class of 35 people, receiving highly positive feedbacks from professor

Master Of Management Analytics

Honors Bachelor'S Degree, Statistics